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BrasilAgro – Brazilian Agricultural Real Estate Co (B3:AGRO3, NYSE:LND) released updated estimates for its 2025/2026 harvest year on Thursday, highlighting adjustments to its crop production and planted area forecasts based on current monitoring of agricultural operations.
According to the company’s statement, the forecast for the 2025/2026 season remains generally favorable, but inconsistent rainfall patterns could affect planting schedules and potentially impact the second harvest. The company provided updated figures for planted area and projected production across key crops including soybeans, corn, beans, sugarcane, pasture, and cotton.
For the 2025/2026 season, BrasilAgro estimates a total planted area of 172,610 hectares, a slight decrease from 173,067 hectares in the previous season. Soybean planted area is projected at 27,328 hectares, up 41% from the prior year. Corn planted area is expected to decrease by 15% to 5,629 hectares, while beans and beans second crop area is estimated at 30,035 hectares, a 1% increase. Sugarcane area is projected at 8,649 hectares, representing a 46% decrease from the previous season.
In terms of production, the company forecasts soybean output at 252,022 tons for the 2025/2026 harvest, up 17% from the previous year. Corn production is estimated at 64,872 tons, a 43% increase, while corn second crop output is projected at 99,230 tons, up 39%. Beans production is expected to decrease by 8% to 6,661 tons, while beans second crop output is projected to rise 70% to 7,274 tons. Cotton production is forecast at 9,808 tons, a 20% decline from the previous season.
For sugarcane, the company cited lower-than-expected yields due to factors including the age of the crop, high temperatures, drought, frost, pest incidence, and fire damage at Fazenda São José. The updated sugarcane production estimate is 1.7 million tons for the 2025 harvest, with a yield of 67.78 tons per hectare.
These estimates are based on internal analysis and are not presented as performance guarantees. The information is drawn from a press release statement included in the company’s latest SEC filing.
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