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BrasilAgro posts weak Q3 results amid falling crop prices and rising costs, warns of cash flow risks.

Company Fundamentals
23 May 2026
Seeking Alpha
View Source
Bearish
pluang ai news

BrasilAgro reported weak results for Q3 2026, with revenues down 26% year-over-year and a negative EBITDA of R$30 million. The decline was driven by lower crop prices and volumes, alongside rising input costs. Management highlighted challenges including elevated expenses, climate risks such as El Niño, and potential cash flow strain for the upcoming planting season. The company’s valuation does not yet reflect these bottom-cycle risks, leading to a Hold rating with no near-term catalysts expected.

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