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Boa Safra Sementes (SOJA3) investor relations material
Boa Safra Sementes Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary12 Nov, 2025
Executive summary
Achieved record sales and gross operating revenue growth of 58% in Q3 2025, with net operating income rising 56% year-over-year to R$1,131 million, driven by strong soybean seed shipments and portfolio diversification.
Gross profit increased by 51% to R$148 million, while adjusted EBITDA grew 54% to R$114 million, and net income rose 26% to R$68 million in Q3 2025.
Expanded production capacity and geographic presence through acquisitions, new leases, and operational units in southern Brazil and São Paulo.
Maintained operational resilience and quality standards despite challenging agribusiness and climate conditions, with a 94% average germination rate for soybean seeds.
Order backlog reached a record R$1,203 million in Q3 2025, up from R$730 million a year ago, reflecting robust demand.
Financial highlights
Gross operating revenue for Q3 2025 was R$1,862 million, up 58% year-over-year, with net operating revenue at R$1.1 billion, up 55%.
Adjusted EBITDA for the quarter reached R$114 million, a 53% increase year-over-year, with a margin of 10%.
Net income for Q3 2025 was R$68 million, up 25% year-over-year, but LTM net income fell 35% to R$190 million due to a high comparison base.
CapEx for 9M25 was R$39 million, focused on automation and infrastructure for regenerative agriculture.
Inventory levels rose nearly 30% year-over-year, reaching 625 million bags.
Outlook and guidance
Q4 2025 is expected to be strong, with higher sales and margins anticipated as treated seed sales increase in southern regions.
Management anticipates a more normalized year in 2026, with improved profitability and working capital efficiency.
Portfolio diversification continues, with revenue from new crops and services reaching R$1,008 million in 9M25.
Market conditions suggest soybean prices will improve due to lower inventories and reduced competition.
Focus remains on converting a robust order backlog into revenue, leveraging diversified crop offerings and operational efficiency.
How does the net debt position impact strategy?
Assess the 'one-stop shop' model's future impact.
What is the strategy for production stability?
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Next Boa Safra Sementes earnings date
Q4 202525 Mar, 2026
Next Boa Safra Sementes earnings date
Q4 202525 Mar, 2026
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