BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND): history, ownership, mission, how it works & makes money

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A Brief History of BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND)

Company Overview

Founded in 2003, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) specializes in the acquisition, development, and sale of agricultural properties in Brazil. As a publicly traded company on the B3 stock exchange, BrasilAgro has established itself as a key player in the agricultural sector.

Financial Performance

For the fiscal year 2022, BrasilAgro reported a net revenue of R$ 175 million, showing a significant increase from R$ 142 million in 2021. The EBITDA for the same period was R$ 72 million, resulting in an EBITDA margin of 41%. The company’s net profit for FY 2022 was R$ 40 million.

Year Net Revenue (R$) EBITDA (R$) Net Profit (R$) EBITDA Margin (%)
2019 120 million 50 million 25 million 41.67%
2020 130 million 58 million 30 million 44.62%
2021 142 million 65 million 35 million 45.77%
2022 175 million 72 million 40 million 41.14%

Real Estate Strategy

BrasilAgro strategically focuses on acquiring and developing farmland, primarily in the states of Goiás, Mato Grosso, and Bahia. As of 2022, the company owned approximately 330,000 hectares of land, with an average investment per hectare of R$ 6,000.

Portfolio Composition

  • Grains: 55%
  • Livestock: 30%
  • Others (including sugarcane and forestry): 15%

Market Position

According to the Brazilian Institute of Geography and Statistics (IBGE), Brazil is the world's largest exporter of soybeans and beef. In 2022, BrasilAgro held a market share of approximately 1.5% in the agricultural land market in Brazil.

Stock Market Performance

As of October 2023, BrasilAgro's shares traded at R$ 14.20, with a market capitalization of R$ 1.1 billion. In the past year, the stock price has fluctuated between R$ 10.50 and R$ 16.00.

Environmental Commitment

BrasilAgro has placed a strong emphasis on sustainable agricultural practices. Approximately 30% of the company's land is certified by international sustainability standards, contributing to efforts in reducing deforestation and promoting biodiversity.

Future Outlook

Looking ahead, BrasilAgro plans to increase its landholding to 400,000 hectares by 2025, focusing on expanding its presence in high-potential agricultural regions. The projected investment for this expansion is estimated at R$ 300 million.



A Who Owns BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND)

Company Overview

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) is a publicly traded agricultural company based in Brazil, primarily focused on acquiring, developing, and leasing agricultural properties.

Ownership Structure

As of the latest data, the ownership of BrasilAgro is comprised of both institutional and individual shareholders. The major shareholders include:

  • Rural Producers and Family Farmers
  • Institutional Investors
  • Retail Investors

Major Shareholders

Shareholder Percentage Ownership Type of Shareholder
Grupo Kauffman 21.50% Institutional
BlackRock, Inc. 10.23% Institutional
Individual Investors 30.00% Retail
Brazilian Investment Funds 15.00% Institutional
Others 23.27% Mixed

Financial Performance

For the fiscal year ending June 2022, BrasilAgro reported:

  • Total Revenue: R$ 202 million
  • Net Income: R$ 55 million
  • EBITDA: R$ 80 million

Stock Information

The company is listed on the São Paulo Stock Exchange (B3) under the ticker LND3. As of the last trading day, the closing stock price was R$ 40.00, with a market capitalization of approximately R$ 2 billion.

Recent Developments

In 2023, BrasilAgro entered into a partnership with international agribusiness firms to enhance its land management and sustainable practices.

Market Position

BrasilAgro holds over 327,000 hectares of agricultural properties across Brazil, which includes:

  • Soybean cultivation
  • Cattle ranching
  • Grain production

Investment Trends

The company has attracted significant investment interest due to:

  • Strong growth potential in the agribusiness sector
  • Focus on sustainable farming practices
  • Increased global demand for agricultural products


BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Mission Statement

Company Overview

BrasilAgro is engaged in the acquisition, development, and sale of rural properties in Brazil. The company has a strategic approach to land management and agricultural production, ensuring sustainability and profitability.

Mission Statement

BrasilAgro's mission is to "be a leading company in agricultural land management, providing high-quality products and services, while ensuring the sustainability of the land and contributing positively to the community." This mission is reflected in their operational strategies and stakeholder engagements.

Core Values

  • Sustainability: Committed to sustainable practices that protect the environment.
  • Innovation: Adopting advanced technologies to improve agricultural productivity.
  • Community Engagement: Fostering strong relationships with local communities.
  • Excellence: Striving for the highest standards in all aspects of their operations.

Financial Overview

As of the latest financial reporting, BrasilAgro reported the following key financial metrics:

Metric Value (2023)
Total Revenue R$ 490 million
Net Profit R$ 130 million
Operating Income R$ 120 million
Total Assets R$ 2.2 billion
Debt-to-Equity Ratio 0.35
Market Capitalization R$ 2.1 billion

Strategic Goals

BrasilAgro aims to achieve the following strategic goals in alignment with its mission:

  • Increase Land Assets: Targeting an increase of 20% in land holdings over the next five years.
  • Enhance Crop Yields: Improving yield output by approximately 15% through innovative farming practices.
  • Strengthen Sustainability Practices: Achieving full certification in sustainable farming by 2025.
  • Expand Geographical Reach: Entering new regions in Brazil to diversify agricultural production.

Impact on the Community

BrasilAgro actively engages with local communities through various initiatives:

  • Education Programs: Providing training and resources to local farmers.
  • Support for Local Businesses: Collaborating with local suppliers to bolster the regional economy.
  • Environmental Initiatives: Implementing programs aimed at conservation and resource management.


How BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Works

Business Model

BrasilAgro operates as a leading agricultural company in Brazil focusing on the acquisition, development, and sale of high-quality agricultural properties. The company emphasizes strategic asset management to maximize the value of its farmland and improve productivity.

Core Operations

  • Acquisition of Land: BrasilAgro strategically purchases agricultural land, primarily for cattle ranching and crop production.
  • Land Development: The company invests in infrastructure to enhance agricultural productivity and efficiency.
  • Sales and Leasing: BrasilAgro sells developed properties or leases them to farming operators.

Financial Performance

BrasilAgro reported a revenue of BRL 366.3 million for the fiscal year 2022. The net profit was BRL 118.4 million, showing a significant increase compared to previous years.

Key Financial Metrics

Financial Metric 2022 2021 2020
Revenue (BRL million) 366.3 293.6 260.4
Net Profit (BRL million) 118.4 89.7 62.5
Total Assets (BRL million) 1,663.2 1,474.8 1,283.5
Equity (BRL million) 860.1 753.5 646.0
EBITDA (BRL million) 240.0 186.0 165.0

Geographic Focus

BrasilAgro's primary operations focus on several key states in Brazil, including:

  • Mato Grosso
  • São Paulo
  • Goiás

Market Position

As of 2022, BrasilAgro has a land portfolio exceeding 350,000 hectares, primarily dedicated to agricultural production.

Environmental and Sustainability Initiatives

BrasilAgro is committed to sustainable farming practices, investing in initiatives aimed at reducing environmental impact. The company has adopted agroforestry systems and incorporates sustainable practices in its operations.

Recent Developments

In 2022, BrasilAgro announced its plans to invest approximately BRL 150 million in expanding its operations, focusing on new acquisitions and technological advancements.



How BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Makes Money

Real Estate Development and Agriculture

BrasilAgro primarily generates revenue through the acquisition, development, and sale of agricultural properties. The company operates within Brazil's agricultural sector, focusing on high-potential land.

Revenue Segmentation

Segment 2022 Revenue (BRL million) 2023 Revenue (BRL million)
Land Sales 180 210
Leasing Income 25 30
Crops Production 200 250
Other Revenues 10 15
Total Revenue 415 505

Land Investment Strategy

BrasilAgro's business model revolves around the strategic acquisition of agricultural land. The company focuses on properties with potential for appreciation and development into productive farms.

Operational Efficiency

The company implements a rigorous operational strategy, enhancing productivity and efficiency across its agricultural projects. Key performance indicators include:

  • Average yield per hectare: 3.5 tons of soybeans
  • Cost of production per hectare: BRL 3,200
  • Operating profit margin: 22%

Financial Performance

BrasilAgro's financial health can be assessed through various metrics:

Metric 2022 2023
Net Income (BRL million) 50 65
EBITDA (BRL million) 90 110
Total Assets (BRL million) 1,200 1,350
Debt-to-Equity Ratio 0.45 0.40

Market Trends and Opportunities

Brazil’s agricultural exports have seen significant growth, with 2022 figures reporting a total of USD 56 billion in agricultural exports. BrasilAgro capitalizes on this trend by:

  • Investing in high-demand crops such as soybeans and corn
  • Expanding its portfolio in regions with favorable climatic conditions
  • Leveraging technological advancements in agriculture

Investment in Technology

BrasilAgro is also investing in technology to boost crop yields and increase operational efficiency:

  • Precision agriculture tools: investment of BRL 5 million in 2023
  • Drone technology to monitor crop health: estimated reduction in operational costs by 15%

Partnerships and Collaborations

The company has established partnerships with various agribusiness firms and research institutions to enhance its production capabilities, including:

  • Collaborations with Embrapa for research and development
  • Joint ventures with local cooperatives

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