SLC Agricola SA
BOVESPA:SLCE3

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SLC Agricola SA Logo
SLC Agricola SA
BOVESPA:SLCE3
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Price: 14.64 BRL -1.01% Market Closed
Market Cap: 6.5B BRL

SLC Agricola SA
Investor Relations

Nestled among the vast agricultural landscapes of Brazil, SLC Agrícola S.A. stands as a testament to both innovation and scale in farming. Founded in 1977, the company has strategically positioned itself as a leader in the production of soybeans, cotton, corn, and other crops, leveraging Brazil’s rich, arable land. With an impressive expanse of agricultural land under its management, SLC Agrícola operates with precision and an eye towards sustainability and efficiency. Employing cutting-edge technology and a data-driven approach, the company maximizes crop yields while maintaining a commitment to environmental stewardship. This focus on sophisticated agricultural practices ensures consistent output, allowing SLC Agrícola to supply both local and global markets reliably.

The financial success of SLC Agrícola stems from its vertically integrated business model, which encompasses not only crop production but also the requisite logistics and distribution networks to bring its products to market efficiently. By owning and operating these various facets of the supply chain, SLC Agrícola enhances its ability to manage costs and navigate the complexities of global agricultural markets with agility. The company's revenue is driven by the sale of its high-quality agricultural commodities, primarily to international markets where demand for these goods is robust. With a keen focus on operational excellence and market expansion, SLC Agrícola has positioned itself as a formidable player in the global agribusiness sector, capitalizing on both Brazil's natural resources and the diligent efforts of its innovation-driven team.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 7, 2025
AI Summary
Q3 2025

Record Revenue: SLC Agricola reported year-to-date revenue of BRL 6.3 billion, up 27% and marking a record high.

Income Performance: Net income for the quarter was BRL 2.1 billion, up 28% year-on-year, but also reported a quarterly net loss of BRL 14.5 million due to non-recurring items and higher costs.

Strong Operational Yields: Soybean and second crop corn yields significantly exceeded last year and national averages, while cotton yield fell below expectations due to drought in Bahia.

Cost Trends: Unit costs for soybeans and corn fell sharply year-over-year, while cotton costs rose 3% due to lower yields and higher crop protection expenses.

Strategic Farmland Deal: Announced a major association with BTG Pactual funds, monetizing farmland and accelerating irrigation investment through an 18-year partnership.

Irrigation Expansion: Irrigated area will rise 71% this season, with ongoing large-scale investments aimed at yield stability and value creation.

Share Buyback: Approved a 10 million share repurchase program as part of capital allocation strategy.

Hedging Progress: High percentages of 2024/25 production are hedged: 99.7% soybeans, 96.4% corn, and ongoing increases for 2025/26.

Key Financials
Net Income (quarter)
BRL 2.1 billion
Net Income (9 months)
BRL 636 million
Revenue (year-to-date)
BRL 6.3 billion
Adjusted EBITDA (quarter)
BRL 531 million
Adjusted EBITDA Margin (quarter)
25.5%
Adjusted EBITDA (year-to-date)
BRL 2 billion
Adjusted EBITDA Margin (year-to-date)
32.3%
Quarterly Net Loss
BRL 14.5 million
Cash Generation (quarter)
BRL 567 million
Cash Generation (9 months)
BRL 1.5 billion
Adjusted Net Debt (end 3Q25)
BRL 6.2 billion
Net Debt / Adjusted EBITDA
2.34x
Long Debt Share
69%
Average Debt Maturity
1,168 days
Soybean Yield ('24-'25)
3,960 kg/ha
Cotton Yield ('24-'25)
1,845 kg/ha
Second Crop Corn Yield ('24-'25)
8,243 kg/ha
Budgeted Total Cost per Hectare ('25-'26)
BRL 7,082/ha
Planted Area ('25-'26)
836,000 hectares
Cotton Area Growth ('25-'26)
up 11.1%
Soybean Area Growth ('25-'26)
up 14.2%
Corn Area Growth ('25-'26)
up 29.3%
Irrigated Area ('24-'25)
16,025 hectares
Irrigated Area ('25-'26)
19,385 hectares
Target Irrigated Area (long term)
53,180 hectares
Hedged Soybean Output ('24-'25)
99.7%
Hedged Corn Output ('24-'25)
96.4%
Hedged Soybean Output ('25-'26)
60.2%
Hedged Cotton Output ('25-'26)
27.2%
Hedged Corn Output ('25-'26)
18.6%
Seed Sales Forecast (2026)
1,800,000 bags
Cotton Seed Sales Forecast (2026)
157,000 bags
Share Buyback Program
10 million shares
Irrigation Investment Cost (per hectare)
BRL 25,000
Earnings Call Recording
Other Earnings Calls

Management

Mr. Aurelio Pavinato
CEO & Member of the Board of Executive Officers
No Bio Available
Mr. Ivo Marcon Brum
CFO & Investor Relations Officer and Member of Executive Board
No Bio Available
Mr. Alvaro Luiz Dilli Goncalves
Director of HR, Sustainability & IT and Member of the Board of Exec. Officers
No Bio Available
Mr. Gustavo Lunardi
Chief Procurement, Mechanization & Seed Production Officer and Member of Executive Board
No Bio Available
Mr. Leonardo Matteus de Celini
Chief Operating Officer
No Bio Available
Mr. Roberto Acauan de Araujo Jr.
Chief Sales & New Business Officer
No Bio Available

Contacts

Address
RIO GRANDE DO SUL
Porto Alegre
Rua Bernardo Pires, 128,4andar, Porto Alegre
Contacts
+555132307799.0
www.slcagricola.com.br