Company Analysis

BrasilAgro - Brazilian Agricultural Real Estate Co (LND)

NYSE: LND · Agricultural Production-Crops · Sao Paulo · filing with the SEC since 2010
Grade6.1
◀ Past 6.8● Present 5.8▶ Future 5.5
1 est.

The grade of BrasilAgro - Brazilian Agricultural Real Estate Co

Nine metrics read from its own filings, by tense
Headline grade
6.1/10
◀ Past6.840% of the headline
● Present5.835% of the headline
▶ Future5.525% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.8/1040% of the headline grade · 3 of 3 filed

Surviving crises

as filed
6.9/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2022-11-01.

weight 45% of this tense · 69th percentile among 13 sector filers · read for itself

From the record

BrasilAgro - Brazilian Agricultural Real Estate Co's filings since 2017 show 1 warning event: a late-report notice (Form NT 10-K or NT 10-Q, the latest 2022-11-01) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.3/10

What has it actually done, year after year?

+21.9% a year over 10 filed years; profitable in 10 of 10.

weight 33% of this tense · 64th percentile among 12 sector filers · read for its customers

From the record

BrasilAgro - Brazilian Agricultural Real Estate Co's 10 filed years say what it did: revenue went from BRL 147 million in fiscal 2016 to BRL 877 million in fiscal 2025, up 21.9% a year; it rose in 6 of 9 years; the deepest fall was 34% from fiscal 2022 to fiscal 2024; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span21.9%top 29% of its family
  • the share of years revenue rosetop 42% of its family
  • the share of filed years with a profittop 4% of its family
  • the deepest fall from a revenue peak34.0%bottom 29% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
7.3/10

How has it treated the people who own it?

Share count grew 0.3% a year. 100% of cash flow returned. Insiders: 3 sales, 12 purchases.

weight 22% of this tense · 73rd percentile among 9 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-06-30, BrasilAgro - Brazilian Agricultural Real Estate Co's diluted share count grew about 0.3% a year, and dividends and buybacks returned about 100% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 3 sales and 12 purchases of their own stock on the open market in the year to 2026-10-05, buying about $611 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearstop 42% of its family
  • cash returned against operating cash flowtop 11% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.8/1035% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
6.0/10

Is it financially healthy right now?

ROE 6%: 6¢ of profit per shareholder dollar. Leverage 43%: owes 43¢ per asset dollar.

weight 45% of this tense · 60th percentile among 13 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-06-30, BrasilAgro - Brazilian Agricultural Real Estate Co earned about 6 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 9 cents per dollar of everything the company owns. Leverage: it owed about 43 cents per dollar of assets, and net share issuance: its share count grew 0.1% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 42% of its family
  • return on equitytop 32% of its family
  • gross profit against assetsbottom 42% of its family
  • the share count against the year beforetop 29% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
5.8/10

How strong is its position in its industry?

top 42% of 13 in its family; net margin 15.7%.

weight 33% of this tense · 58th percentile among 13 sector filers · read for its customers

From the record

BrasilAgro - Brazilian Agricultural Real Estate Co's standing among 13 graded names in its industry family: revenue of BRL 877 million in fiscal 2025 is not ranked by size, since the family reports in another currency; a net margin of 15.7% ranks in the top 4%; revenue growth of -9.1% a year over the last 3 filed years ranks in the bottom 19% (its annual reports).

What it rests on

  • net margin15.7%top 4% of its family
  • three-year revenue growth-9.1%bottom 19% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
5.5/10

What are the people in charge doing?

SI estimate 5.5/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 9 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 9 members with one.
What the record cannot read
It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
family median, 9 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: BrasilAgro - Brazilian Agricultural Real Estate Co's leadership is put at 5.5 of 10 with a confidence of 20 of 100, because it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 9 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

5.5/1025% of the headline grade · 3 of 3 filed

Room to expand

as filed
7.3/10

How much room does it have to grow?

top 27% of 13 in its family for room to expand.

weight 22% of this tense · 73rd percentile among 13 sector filers · read for itself

From the record

BrasilAgro - Brazilian Agricultural Real Estate Co's room to grow, from the newest filed statements (fiscal 2025): cash of BRL 143 million against debt of BRL 1 million leaves 3.7% of its assets as net cash, top 35% of its family; cash from operations less capital spending is 8.2% of revenue (top 27%); a gross margin of 38.5% (top 19%) (its annual report).

What it rests on

  • cash less debt against assets3.7%top 35% of its family
  • cash from operations less capital spending against revenue8.2%top 27% of its family
  • gross margin38.5%top 19% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.6/10

What could actually drive growth from here?

bottom 46% of 12 in its family for growth drivers.

weight 33% of this tense · 46th percentile among 12 sector filers · read for its customers

From the record

BrasilAgro - Brazilian Agricultural Real Estate Co's growth drivers, from the filed years to fiscal 2025: revenue grew -9.1% a year over the last three filed years against 21.9% over all 10, slowing (bottom 21% of its family); the newest year grew 13.8% (top 29%) (its annual reports). BrasilAgro - Brazilian Agricultural Real Estate Co tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span-31.0 points a yearbottom 21% of its family
  • the newest year's revenue growth13.8%top 29% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.3/10

Did its newest year beat what its own record pointed to?

top 47% of 11 in its family for expectations against reality.

weight 45% of this tense · 53rd percentile among 11 sector filers · read for its shareholders

From the record

BrasilAgro - Brazilian Agricultural Real Estate Co's newest year against its own record: revenue of BRL 877 million in fiscal 2025 came in 40% above the BRL 627 million its prior three years' pace pointed to (top 5% of its family); net income of BRL 138 million against a prior three-year average of BRL 339 million (bottom 32%); a net margin of 15.7% against 34.6% before (bottom 32%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace40.0%top 5% of its family
  • net income against the prior three years' average-59%bottom 32% of its family
  • net margin against its prior average-18.8 pointsbottom 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton LND · research, not advice