SLC Agricola SA (SLCJY)
OTHER OTC:SLCJY
Top Page
SLC Agricola SA
(OTC:SLCJY)
Select Model
Select Model
Rating:59Neutral
Price Target:
$3.50
â–²(14.38% Upside)
Action:ReiteratedDate:03/17/26
The score is held back primarily by weakening financial quality (shrinking revenue, higher leverage, and softer cash conversion/FCF). Offsetting factors include supportive technical momentum (price above key moving averages with positive MACD), a high dividend yield, and a cautiously constructive earnings-call outlook featuring strong hedging, irrigation expansion, and a share repurchase program despite debt and operating-cost pressures.
Positive Factors
Strong hedging coverage
Near-complete hedging of soybean and corn production materially reduces short-to-medium-term commodity price risk, stabilizing expected cash flows. This allows management to plan investments (irrigation, buybacks) and debt repayments with less sensitivity to spot price swings across a 2–6 month horizon.
Negative Factors
High and rising leverage
Capital structure has become significantly more debt-heavy, reducing balance-sheet flexibility. Higher leverage raises refinancing and interest-rate vulnerability and constrains the firm's ability to absorb a bad crop year or fund further capex without increasing default or dilution risk over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong hedging coverage
Near-complete hedging of soybean and corn production materially reduces short-to-medium-term commodity price risk, stabilizing expected cash flows. This allows management to plan investments (irrigation, buybacks) and debt repayments with less sensitivity to spot price swings across a 2–6 month horizon.
Read all positive factors
SLC Agricola SA (SLCJY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.73B
Dividend Yield7.56%
Average Volume (3M)9.40K
Price to Earnings (P/E)13.8
Beta (1Y)0.32
Revenue Growth14.51%
EPS Growth45.06%
CountryUS
Employees5,757
SectorConsumer Defensive
Sector Strength42
IndustryAgricultural Farm Products
Share Statistics
EPS (TTM)-0.02
Shares Outstanding498,745,940
10 Day Avg. Volume8,744
30 Day Avg. Volume9,399
Financial Highlights & Ratios
PEG Ratio-0.94
Price to Book (P/B)1.50
Price to Sales (P/S)0.92
P/FCF Ratio25.98
Enterprise Value/Market Cap10.24
Enterprise Value/Revenue1.83
Enterprise Value/Gross Profit5.77
Enterprise Value/Ebitda5.61
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SLC Agricola SA Business Overview & Revenue Model
Company Description
SLC AgrÃcola S.A. produces and sells agricultural products in Brazil and internationally. The company's products include soybean, corn, and cotton crops, as well as soybean seeds, brachiaria seeds, mung beans, popcorn, seed corn, wheat, stylis, an...
How the Company Makes Money
SLC AgrÃcola makes money primarily by producing and selling agricultural commodities grown on its farms. Its main revenue streams are (1) sales of soybeans, (2) sales of corn (often as a second crop in the same agricultural year), and (3) sales of...
SLC Agricola SA Earnings Call Summary
Earnings Call Date:Nov 06, 2025
(Q3-2025)
| % Change Since: |
Next Earnings Date:May 13, 2026
Earnings Call Sentiment Neutral
The earnings call highlighted strong financial performance with record net income growth and significant yield improvements in corn. However, challenges such as lower cotton yields, increased debt, and higher SG&A expenses indicate some operational pressures. The expansion of irrigation projects and strategic share buyback plans reflect a positive outlook, albeit with caution due to financial and market challenges.Positive Updates
Record Net Income Growth
Net income for the quarter totaled BRL 2.1 billion, up 28% year-on-year, reflecting higher soybean and corn volumes sold.
Negative Updates
Cotton Yield Below Expectations
Cotton reached an average yield of 1,845 kilograms per hectare, below both the plan and the national average, mainly due to drought conditions in Bahia.
Read all updates
Q3-2025 Updates
Positive
Negative
Record Net Income Growth
Net income for the quarter totaled BRL 2.1 billion, up 28% year-on-year, reflecting higher soybean and corn volumes sold.
Read all positive updates
Company Guidance
During the earnings call for SLC Agricola's third quarter of 2025, the company provided detailed guidance on several key metrics. The call highlighted stable cotton prices at approximately $0.68 per pound, alongside a global supply-demand deficit of about 1 million bales for the '25-'26 crop year. Soybean prices showed significant volatility, with a global supply projected to exceed demand by 2 million tons. Corn production was noted to exceed demand by 5.7 million tons globally. Operational performance saw soybean harvest yields reach 3,960 kilograms per hectare, a 21.4% increase from the previous year, while cotton yields were lower at 1,845 kilograms per hectare due to drought conditions. The company's hedging positions were strong, with 99.7% of soybean and 96.4% of corn production locked in for the '24-'25 crop year. Financially, net income for the quarter was BRL 2.1 billion, up 28% year-on-year, while adjusted EBITDA for the quarter was BRL 531 million with a 25.5% margin. The company also announced a new share repurchase program and detailed strategic investments, including a partnership with BTG Pactual to monetize farmland and enhance operational efficiency through irrigation projects. The planted area for the '25-'26 crop year is expected to increase by 13.6%, with cotton, soybeans, and corn areas growing by 11.1%, 14.2%, and 29.3%, respectively.SLC Agricola SA Financial Statement Overview
Summary
Income Statement
67
Positive
Balance Sheet
46
Neutral
Cash Flow
41
Neutral
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 8.16B | 7.80B | 7.23B | 9.59B | 6.32B |
| Gross Profit | 2.63B | 2.31B | 2.62B | 3.13B | 2.25B |
| EBITDA | 2.33B | 1.96B | 2.53B | 2.95B | 2.18B |
| Net Income | 544.66M | 509.41M | 895.60M | 1.27B | 1.06B |
Balance Sheet | |||||
| Total Assets | 21.33B | 17.57B | 15.86B | 14.87B | 12.87B |
| Cash, Cash Equivalents and Short-Term Investments | 2.65B | 1.98B | 1.61B | 1.24B | 139.78M |
| Total Debt | 11.14B | 8.67B | 7.69B | 6.72B | 5.94B |
| Total Liabilities | 15.68B | 13.47B | 10.61B | 9.97B | 9.09B |
| Stockholders Equity | 5.03B | 4.00B | 4.93B | 4.60B | 3.52B |
Cash Flow | |||||
| Free Cash Flow | 289.52M | 662.07M | 1.03B | 1.51B | -1.31M |
| Operating Cash Flow | 1.77B | 1.48B | 1.85B | 1.99B | 435.09M |
| Investing Cash Flow | -2.20B | -843.11M | -856.41M | -485.81M | -476.19M |
| Financing Cash Flow | 1.08B | -271.15M | -618.48M | -409.97M | -1.42B |
SLC Agricola SA Technical Analysis
Positive
3.06
Price Trends
3.11
Positive
2.86
Positive
2.78
Positive
Market Momentum
0.11
Negative
66.34
Neutral
76.20
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SLCJY, the sentiment is Positive. The current price of 3.06 is below the 20-day moving average (MA) of 3.29, below the 50-day MA of 3.11, and above the 200-day MA of 2.78, indicating a bullish trend. The MACD of 0.11 indicates Negative momentum. The RSI at 66.34 is Neutral, neither overbought nor oversold. The STOCH value of 76.20 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SLCJY.
SLC Agricola SA Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | $1.99B | 18.92 | 4.53% | 3.34% | 1.11% | 414.23% | |
64 Neutral | $23.38B | 18.12 | 5.98% | 3.14% | 10.29% | 17.32% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
59 Neutral | $1.73B | 13.81 | 10.05% | 7.56% | 14.51% | 45.06% | |
59 Neutral | $1.37B | 27.79 | 3.76% | 2.23% | 7.09% | -83.75% | |
53 Neutral | $1.87B | -484.91 | -0.54% | 4.40% | -7.37% | -84.53% | |
49 Neutral | $395.16M | 191.55 | -0.07% | 3.39% | -3.22% | -108.24% |
* Consumer Defensive Sector Average
SLCJY
SLC Agricola SA
3.48
0.79
29.62%
AGRO
Adecoagro SA
13.19
2.60
24.50%
BG
Bunge Global
120.82
49.57
69.57%
FDP
Fresh Del Monte Produce
41.97
13.70
48.47%
LND
BrasilAgro Cia Brasileira de Propriedades Agricolas
4.05
0.34
9.16%
DOLE
Dole
14.43
0.95
7.03%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.