The earnings call highlighted strong financial performance, successful cost management, and strategic advancements in hedging and planted area expansion. However, concerns were raised over increased leverage, market instability for cotton, and volatility in soybean and corn markets.

Company Guidance -

Q2 2025

During the Q1 2025 earnings call, SLC Agricola provided detailed guidance and metrics on both operational and financial fronts. Cotton prices in April were around BRL0.66 per pound, with a global surplus forecast at 4.4 million bags for the '24-'25 harvest. The U.S. cotton harvest concluded at 14 million bales, below the initial 17 million estimate, due to adverse weather, while Brazil's production is expected to rise by 5.1% to 3.9 million tons. Soybean production globally is projected to exceed consumption by 10.6 million tons. The U.S. '24-'25 soybean yield was robust at 119.8 million tons, and Brazil anticipates a record 169 million tons despite early planting delays. Corn faced a 23 million ton global deficit, with Brazil's ongoing harvest showing strong demand driven by ethanol production. Financially, SLC Agricola reported a 19.1% increase in net revenue to BRL2.3 billion for Q1 '25, driven by higher soybean and cotton volumes. Adjusted EBITDA reached BRL943 million with a 40.5% margin, and net income rose by 123.1% to BRL510.7 million. The company’s cash flow was negative BRL1.4 billion due to strategic land acquisitions totaling BRL635 million. The adjusted net debt stood at BRL5.2 billion, with a net debt over adjusted EBITDA ratio of 2.27x. The dividend yield was reported at 3.1% based on 2024 closing, with a historical average of 4.9% over four years. Looking ahead to the '25-'26 season, the company has made significant progress in securing inputs and hedging positions, anticipating a 13.6% growth in planted area following strategic acquisitions.

Strong Financial Performance

Net revenue for Q1 2025 was BRL2.3 billion, a 19.1% increase compared to Q1 2024, driven by record volume invoiced. Adjusted EBITDA reached BRL943 million with a margin of 40.5%. Net income increased by 123.1% to BRL510.7 million.

Successful Cost Management

The estimated cost per hectare for the ‘24-25 harvest is projected to decline by 5.4% compared to the ‘23-24 forecast, achieving a 10% reduction in costs compared to the previous season.

Significant Advancements in Hedging

83.8% of soybean, 50.6% of corn, and 49.6% of cotton for the ‘24-25 crop have been successfully hedged, with favorable exchange rates offsetting commodity price declines.

Expansion in Planted Area

The acquisition of Sierentz Agro Brasil will allow for a 13.6% growth in planted area, with strategic diversification in the land portfolio to mitigate climate risk.

SLC Agricola SA (SLCJY) 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 >

SLCJY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 13, 2025	2025 (Q2)	- / -	0.14	―	―	―
May 13, 2025	2025 (Q1)	- / 0.18	0.102	75.49% (+0.08)
Mar 12, 2025	2024 (Q4)	- / 0.02	-0.065	127.69% (+0.08)
Nov 12, 2024	2024 (Q3)	- / 0.00	0.077	―
Aug 14, 2024	2024 (Q2)	- / 0.14	0.164	-14.63% (-0.02)
May 08, 2024	2024 (Q1)	- / 0.10	0.229	-55.46% (-0.13)	―	―
Mar 06, 2024	2023 (Q4)	- / -0.07	0.048	-235.42% (-0.11)	―	―
Nov 08, 2023	2023 (Q3)	- / 0.08	-0.027	385.19% (+0.10)	―	―
Aug 09, 2023	2023 (Q2)	- / 0.16	0.21	-21.90% (-0.05)	―	―
May 15, 2023	2023 (Q1)	- / 0.23	0.312	-26.60% (-0.08)	―	―

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

SLCJY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 13, 2025	$3.36	$3.32	-1.19%
Mar 12, 2025	$3.15	$3.13	-0.63%
Nov 12, 2024	$2.95	$2.93	-0.68%
Aug 14, 2024	$3.24	$3.18	-1.85%

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 Slc Agricola (SLCJY) report earnings?

Slc Agricola (SLCJY) is schdueled to report earning on Aug 13, 2025, After Close (Confirmed).

What is Slc Agricola (SLCJY) earnings time?

Slc Agricola (SLCJY) earnings time is at Aug 13, 2025, After Close (Confirmed).

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