Monitor the 1Q27 earnings release for recognition of the R$51.5 million pre-tax gain and any updates on the lease purchase option exercise. The sale demonstrates successful execution of the land development strategy.
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Executive Summary
BrasilAgro announced the sale of 1,752.66 arable hectares of Rio do Meio Farm for a present value of R$78.8 million (~R$45.0 thousand/arable ha), which is approximately 2.9 times the book value of R$27.3 million. The company expects to recognize a pre-tax gain of R$51.5 million in the first quarter of fiscal year 2026/2027 (1Q27). A separate lease agreement for 383.44 arable hectares with a purchase option was also entered into.
Key Facts
- Sale of 1,752.66 arable hectares of Rio do Meio Farm for present value of R$78.8 million
- Present value is 2.9 times the book value of R$27.3 million
- Expected pre-tax gain of R$51.5 million in 1Q27
- Expected IRR of 26.2% in Brazilian reais and 20.9% in U.S. dollars
- First installment of R$21.1 million already received (24% of total contract volume)
- Remaining balance of 563,312 soybean bags to be paid in four annual installments
- Lease agreement for 383.44 arable hectares with purchase option until March 2028
Financial Impact
Pre-tax gain of R$51.5 million expected in 1Q27, representing a significant return on the book value of R$27.3 million
Risk Factors
- Remaining payment is in soybean bags over four years, exposing the company to commodity price fluctuations
- Lease purchase option may not be exercised, reducing potential future gains
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001213900-26-104904 |
| Document: 0001213900-26-104904-index-headers.html | 0001213900-26-104904 |
| Document: 0001213900-26-104904-index.html | 0001213900-26-104904 |
| Document: 0001213900-26-104904.txt | 0001213900-26-104904 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | 6-K | $3.60 | awaiting T+5 | — | $3.26 (−9.44%) |
Oct 21, 2026 5d ago | 6-K | $3.60 | awaiting T+5 | — | $3.26 (−9.44%) |
Sep 30, 2026 27d ago | 6-K | $3.41 $3.73 | ▲ +9.22% | ▲ +7.31% | $3.26 (−4.51%) |
Sep 18, 2026 5w ago | 6-K | $3.61 $3.51 | ▲ +2.77% | ▲ +1.75% | $3.26 (+9.70%) |
Sep 18, 2026 5w ago | 6-K | $3.61 $3.51 | ▼ −2.77% | ▼ −1.75% | $3.26 (−9.70%) |
Sep 4, 2026 7w ago | 6-K | $3.79 $3.61 | ▼ −4.75% | ▼ −3.54% | $3.26 (−13.98%) |
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