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Terra Santa Propriedades Agrícolas
Terra Santa Propriedades Agrícolas (LAND3) investor relations material
Terra Santa Propriedades Agrícolas Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary11 May, 2026
Executive summary
Operates in rural real estate, focusing on long-term agricultural land leases, ensuring predictable cash flow and stable margins; revenue is recognized linearly over the crop cycle, with main receipts in Q2.
Q1 2026 net revenue was R$22.5M, stable year-over-year, reflecting the resilience of the long-term rural lease model.
EBITDA reached R$15.7M (vs. R$16.3M in Q1 2025), maintaining high profitability; net income was R$8.3M (down 15% YoY), mainly due to higher financial expenses.
The company raised R$40M in new funding to reinforce liquidity and support working capital needs, aligned with business seasonality.
Shares traded at a 68% discount to NAV, with NAV at R$2.7B (R$27.76/share) and market cap at R$840.1M.
Financial highlights
Consolidated net revenue: R$22.5M in Q1 2026, up from R$22.0M in Q1 2025; net lease revenue: R$21.3M (+16.4% YoY).
EBITDA: R$15.7M in Q1 2026, compared to R$16.3M in Q1 2025; adjusted EBITDA: R$16.7M (+7.9% YoY).
Net income: R$8.3M in Q1 2026, down from R$9.7M in Q1 2025 (-15% YoY); net margin: 36.6%.
Financial result: Net expense of R$5.6M in Q1 2026, higher than R$3.8M in Q1 2025, mainly due to higher financial expenses.
Cash and equivalents: R$40.5M at 31/03/2026, up from R$11.6M at 31/12/2025.
Outlook and guidance
Revenue predictability is supported by long-term lease contracts indexed to commodity prices, mainly soybeans, and by the use of hedging instruments to mitigate price and FX volatility.
100% of 2025/26 soybean volume fixed at R$108.85/bag; hedging covers 68% of USD exposure and 66% of soybean price for 2025/26.
The company expects continued operational stability and high margins, with cash flow concentrated in Q2 due to lease payment schedules.
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Latest events from Terra Santa Propriedades Agrícolas
- Revenue up 41%, EBITDA surged, but net income fell due to non-recurring impacts.LAND3
Q4 20259 Jul 2026 - Revenue up 22.9% in Q3 2025, but net loss due to tax provisions and asset write-offs; net debt down 51%.LAND3Q3 20259 Jul 2026
- Net revenue up 68% YoY in Q2 2025, net debt down 70%, but shares fell 31.5%.LAND3Q2 20259 Jul 2026
- Net income up 51.1% and revenue up 34.6% year-over-year, driven by lease and hedge gains.LAND3Q1 20259 Jul 2026
- Q2 2024 saw a sharp revenue drop, net loss, and lower EBITDA, but net debt was significantly reduced.LAND3Q2 20246 Jul 2026
- Net revenue fell 25.5% and net income dropped to R$7.3 million amid higher costs and lower soybean prices.LAND3Q4 20246 Jul 2026
- Q3 2024 saw lower revenue and profit, net debt fell to R$82M, and hedging was expanded.LAND3Q3 20246 Jul 2026
Next Terra Santa Propriedades Agrícolas earnings date
Q2 202611 Aug, 2026
Terra Santa Propriedades Agrícolas
Next Terra Santa Propriedades Agrícolas earnings date
Q2 202611 Aug, 2026
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Amina0781App Store
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@theshortbearx.com
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