The earnings call reflects a challenging period for Lavoro with significant revenue declines and inventory issues, particularly in the Brazil Ag Retail segment. However, the company is actively working on a reorganization plan to address supply chain disruptions and improve its future outlook. While there are some positive signs in farmer profitability and improved financial management, the current financial difficulties and uncertainties outweigh these positives.

Company Guidance -

Q4 2025

During the recent conference call, Lavoro provided guidance on its fiscal second quarter 2025 performance and outlined its strategic reorganization efforts. The company reported a preliminary, unaudited revenue decline of 27% year-over-year to BRL 2.25 billion, with gross profit decreasing 28% to BRL 366 million, and a contraction in gross margins by 40 basis points to 16.3%. The Brazil Ag Retail segment experienced a 30% revenue decrease to BRL 1.84 billion, while Crop Care segment revenue dropped by 30% to BRL 251 million. Contrarily, Latam Ag Retail revenue rose by 4% to BRL 287 million, attributed to stable market conditions and currency appreciation. Lavoro also announced a reorganization plan involving an extension of BRL 2.5 billion in supplier trade payables and the establishment of a new multiyear FIDC to improve financing and operational efficiencies in Brazil. The company emphasized that the plan, awaiting court approval, is designed to create a standardized framework with suppliers to ensure long-term resilience and profitability.

Reorganization Plan and Supplier Agreement

Lavoro Brazil reached an agreement with key suppliers that provides for the extension of payment terms to secure future product supply for a multiyear period, aiming to mitigate further supply chain disruption.

Recovery in Farmer Profitability

Projections from ag consultancies indicate a meaningful recovery in farmer profitability for the current crop year, driven by improved weather conditions and stronger commodity prices.

Increased On-Time Farmer Repayments

The percentage of on-time farmer repayments improved notably versus last year, reflecting better farmer liquidity and effective credit risk management.

Latam Ag Retail Revenue Growth

Latam Ag Retail revenue grew 4% to BRL 287 million, reflecting stable market conditions and the appreciation of the Colombian peso.

Lavoro Limited (LVRO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LVRO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q4)	- / -	-0.39	―	―	―
Jun 18, 2025	2025 (Q2)	-0.41 / -0.76	-0.49	-55.10% (-0.27)	―
Feb 03, 2025	2025 (Q1)	-0.23 / -0.40	-0.026	-1438.46% (-0.37)
Oct 31, 2024	2024 (Q4)	-0.27 / -0.39	-0.12	-225.00% (-0.27)
Jun 03, 2024	2024 (Q3)	-0.04 / -0.49	-0.688	28.78% (+0.20)
Mar 07, 2024	2024 (Q2)	- / -	1.82	―
Jan 24, 2024	2024 (Q1)	0.06 / -0.03	1.82	-101.43% (-1.85)
Nov 01, 2023	2023 (Q4)	-0.12 / -0.12	―	―
Jun 01, 2023	2023 (Q3)	- / -	0.707	―	―	―
Apr 10, 2023	2023 (Q2)	0.00 / -0.69	0.707	-197.31% (-1.40)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LVRO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 18, 2025	$2.50	$2.35	-6.00%
Feb 03, 2025	$4.92	$4.41	-10.37%
Oct 31, 2024	$4.00	$4.48	+12.00%
Jun 03, 2024	$6.47	$5.58	-13.76%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Lavoro Limited (LVRO) report earnings?

Lavoro Limited (LVRO) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is Lavoro Limited (LVRO) earnings time?

Lavoro Limited (LVRO) earnings time is at Oct 30, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

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What is LVRO EPS forecast?

Currently, no data Available

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