#Argentina #Buenos Aires #Cresud S.A.C.I.F. #FY 2025 Results #Argentine Agriculture

Financial Highlights of Cresud S.A.C.I.F. for Fiscal Year 2025

Cresud S.A.C.I.F. y A. (NASDAQ:CRESY, ByMA:CRES), one of the leading agricultural firms in Latin America, has recently disclosed impressive financial results for the Fiscal Year 2025, concluding on June 30, 2025. The report showcases significant growth in several key areas amidst various market challenges.

Increased Net Income and Operating Income

Cresud reported a remarkable net income of ARS 224,366 million for 2025, which signifies an increase from ARS 163,826 million recorded in 2024. The company’s consolidated operating income also saw a boost, clocking in at ARS 220,945 million, a considerable recovery from an operating loss of ARS 172,748 million in the previous fiscal year. The agribusiness segment contributed significantly with an operating income of ARS 49,166 million in 2025.

These figures indicate Cresud's effective management strategies and operational improvements that have been implemented throughout the fiscal year.

Expansion Amidst Challenges

The 2025 crop year witnessed Cresud expanding its planted area due to favorable conditions. Approximately 300,000 hectares were cultivated, resulting in a total crop production of 830,000 tons. However, this growth occurred amidst historically low commodity prices and high input costs that remain a challenge relative to market prices. Furthermore, weather irregularities in both Argentina and Brazil, where Cresud operates, have posed difficulties that the company has had to navigate.

Government Policies and Their Impact

During the fiscal period, the Argentine government made strides in foreign exchange liberalization and implemented reductions in export taxes on key agricultural products. These adjustments are expected to enhance profitability and strengthen future prospects for the agribusiness sector, providing a more favorable environment for companies like Cresud.

Livestock and Real Estate Contributions

In addition to the grain sector, the livestock operations at Cresud reported an uptick in beef production, driven by stable cattle prices and reduced feeding costs, which has resulted in improved profit margins. The company's focus on strengthening its livestock operations has evidently paid off, contributing positively to overall performance.

In terms of real estate, Cresud successfully sold a 3,630-hectare parcel known as Los Pozos in Argentina, along with its subsidiary BrasilAgro, which sold the entire Preferencia farm spanning 17,799 hectares in Brazil. This transaction was part of a broader strategy to optimize asset value and bolster financial results. The company also completed finalizations on other real estate deals, further enhancing its financial standing.

Financial Overview

Here’s a summary of Cresud’s financial performance for FY 2025 compared to FY 2024:

• - Agricultural Business Revenue: ARS 448,266 million (Down from ARS 503,614 million)
• - Agricultural Business Gross Profit: ARS 83,861 million (Down from ARS 102,230 million)
• - Urban Properties Revenues: ARS 374,662 million (Down from ARS 377,202 million)
• - Urban Properties Gross Profit: ARS 287,056 million (Down from ARS 309,035 million)
• - Consolidated Gross Profit: ARS 368,054 million (Down from ARS 406,483 million)
• - Result for the Period: ARS 224,366 million (Up from ARS 163,826 million)
• - Basic EPS: 160.81 (Down from 229.11)
• - Diluted EPS: 145.22 (Down from 193.41)

These insights into Cresud's fiscal performance underscore both the company’s resilience and adaptability in a fluctuating market landscape.

Conclusion

Cresud’s results for Fiscal Year 2025 highlight the company’s recovery trajectory, driven by strategic initiatives and responsive governance to market conditions and external economic factors. As the agricultural sector continues to adapt and respond to challenges, Cresud remains well-positioned to leverage its strengths and drive future growth, particularly with the anticipated benefits of government policies aimed at enhancing agricultural profitability.