The earnings call presented a mixed picture with strong operational performance and strategic investments leading to record yields and revenue growth. However, decreased net income, increased debt levels, and pressure on commodity prices highlighted challenges. The company's forward-looking strategies, including hedging and land acquisitions, indicate a proactive approach to mitigating risk and capitalizing on market opportunities.

Company Guidance

During the earnings call for the second quarter of 2025, SLC Agricola provided several key metrics and insights regarding their performance and future expectations. The company reported a net revenue of BRL 1.9 billion, marking a 37.8% increase compared to the previous year, driven by higher billings of soybean and corn. For the semester, net revenue reached BRL 4.2 billion, a 26.7% growth. Adjusted EBITDA stood at BRL 556.6 million, with a margin of 29.9%, while the semester's EBITDA reached BRL 1.5 billion with a 35.8% margin. Net income was BRL 139.9 million, down 56.5% from the previous quarter due to lower postings of biological assets. The company harvested soybeans reaching 3,960 kg per hectare, 21% higher than last year, while cotton and corn yields were also above budget and national averages. SLC Agricola's adjusted net debt closed the first semester at BRL 6 billion, with a net debt to adjusted EBITDA ratio of 2.3x. The company also discussed their hedging positions, with 95% of soybean, 70% of corn, and 56.2% of cotton production committed. For the 2025-2026 season, they plan to plant around 830,000 hectares, a 12.9% increase from the previous season, and emphasized ongoing investments in irrigation to mitigate climate risks.

Record Soybean and Corn Yields

Soybean yields reached 3,960 kg/ha, 21% higher than last year and 11% above the national average. Second crop corn yields hit a record high of 8,274 kg/ha, 16.7% higher than last year and 35.6% above the national average.

Strong Financial Performance

Net revenue for the second quarter was BRL 1.9 billion, up 37.8% compared to the same period last year. Adjusted EBITDA reached BRL 556.6 million, with a margin of 29.9%, and net income for the semester was BRL 650.6 million, an 18.2% increase compared to the same quarter last year.

Strategic Land Acquisitions

The company made strategic investments in land, including the Paysandu farm, Paladino farm, and Unaí farm, with total disbursements reaching BRL 361 million and BRL 95 million, respectively. The land valuation increased by 15.6% to BRL 13.4 billion.

Forward Planning and Hedging

The company has advanced in hedging positions with 95% of soybean, 70% of corn, and 56.2% of cotton production committed for the '24-'25 season.

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
Nov 06, 2025	2025 (Q3)	- / -	0	―	―	―
Aug 13, 2025	2025 (Q2)	- / 0.07	0.14	-53.57% (-0.08)
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)	―	―

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
Aug 13, 2025	$3.20	$3.18	-0.63%
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%

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 SA (SLCJY) report earnings?

SLC Agricola SA (SLCJY) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is SLC Agricola SA (SLCJY) earnings time?

SLC Agricola SA (SLCJY) earnings time is at Nov 06, 2025, After Close (Confirmed).

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