LVRO Earnings Prediction
The chart below shows how LVRO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LVRO sees a -4.23% change in stock price 10 days leading up to the earnings, and a +2.93% change 10 days following the report. On the earnings day itself, the stock moves by -1.05%. This data can give you a slight idea of what to expect for the next quarter's release.
LVRO Key Earning Data
2024/Q4
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LVRO Earnings Analysis
Lavoro Limited Class A Ordinary Shares Corporation (LVRO.O) Earnings Conference Call
Positive
Fiscal Year 2024 Revenue Growth: Consolidated revenue for the fiscal year 2024 grew by 6%, reaching $1.89 billion, primarily driven by a 61% increase in grain revenue, particularly in our barter operations, which came in at $209.9 million.
Input Revenue Increase: Despite headwinds from input price deflation, input revenue increased by 1%, further helping to balance those challenges.
Revenue Increase Overview: The total revenue increased by 2% year-over-year to $271.1 million, primarily driven by a 41% rise in grains revenue to $68.3 million.
Gross Profit Increase: Gross profit was up by 13% to $29.8 million, supported by a 210 basis point margin expansion reaching 15.5%.
Crop Care Revenue Surge: In Crop Care, revenues surged by 87% to $19.9 million led by strong results from Union Agro and Pertierra.
Negative
Input Revenue Decline: Brazil Ag Retail segment saw inputs revenue decline 16% to $124.8 million, driven largely by a conservative approach to credit, leading to postponed shipments to clients with outstanding overdue receivables.
Gross Profit Decline: The fully year 2024 gross profit was down 19% to $268.4 million and gross margin compressed by 430 basis points to 14.2%, largely due to input price deflation and a less favorable product mix.
EBITDA Decline Analysis: The adjusted EBITDA was $53.4 million positive for the year, but down 64% year-over-year, primarily due to gross margin compression and an increase in provisions for expiring inventories.
Increased Net Loss: Net loss was $154.6 million compared to a net loss of $43.7 million in the previous year, indicating a significant deterioration in financial performance.
Significant Profit Decline: Adjusted net loss was $144.9 million compared to an adjusted net profit of $30.9 million the year before, reflecting a substantial decline in profitability.
LVRO FAQs
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LVRO Earning Call Sentiment
Lavoro Limited (LVRO) Q4 2024 Earnings Call Transcript
1.0x
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00:00
LVRO.O
-1.11%Positive
The earnings call reveals several negative aspects: increased net loss, credit access challenges, and reduced gross margins. Although revenue increased, significant margin compression and higher finance costs overshadow these gains. The Q&A section indicates concerns about credit lines and unclear management responses, adding to the negative sentiment. With no share repurchase plan and a focus on operational efficiency due to market challenges, the outlook remains bleak. Consequently, the stock price is likely to experience a negative reaction in the coming weeks.
