BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Bundle
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
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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