BrasilAgro reports R$13.9 million loss in Q4 2025/26 as sugar revenue falls 60%
Brazil-based Brazil Agro recorded a net quarterly loss of R$13.9 million, driven primarily by a 60% drop in sugarcane earnings and lower farm sale gains.
BrasilAgro posted a total net loss of R$13.9 million for the fourth quarter of the 2025/26 crop year ending June 30, down from a profit of R$61.3 million in the same period of the prior cycle. Total net revenue fell 20% to R$289.5 million. The company cited lower earnings from sugarcane and the absence of farm sales gains as primary factors affecting the quarter's result, noting that previous farm sale profits contributed R$72.2 million in the prior period. Operational adjusted Ebitda remained positive at R$56.6 million despite a 21% quarterly decline. Revenue excluding farm sales grew 12% to R$255.9 million, led by a 76% increase in soybean revenue of R$167.4 million and a corresponding volume jump of 80% to 96.4 thousand tons. Conversely, sugarcane revenue plummeted 60% to R$33.3 million as milling rates slowed, delaying approximately 280 thousand tons of sales into the next period.
