BrasilAgro - Companhia Brasileira de Propriedades Agrícolas

LND

$3.87

+1.04%

N/A+$0.04

Consumer Defensive

Agricultural Farm Products

NYSE

Active Trading

BrasilAgro (LND) is a company dedicated to the agricultural sector, specializing in the identification, development, exploitation, and divestment of rural properties suitable ...

CEO Profile of LND

André Guillaumon

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas

Tenure 10yKey-man risk: Low

André Guillaumon is a seasoned, stable, and transparent leader who has steered BrasilAgro through significant growth and internationalization. He is well-regarded by investors for his deep operational expertise and remains...

Key Risk

•Commodity price volatility

•Agricultural sector cycles

•Foreign exchange exposure (BRL vs USD)

Key Tailwind

•Established land-transformation model

•Strong track record of 20 years

•Transparency and institutional management

André Guillaumon

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) · NYSE

BrazilianTenure 10 yearsNon-founder CEOKey-man risk: Low

Bachelor's degree in Agricultural Engineering from the Luiz de Queiroz Higher School of Agriculture (ESALQ/USP)

andr%C3%A9-guillaumon-3a4b6b10a

Origin Story

An agricultural engineering veteran, Guillaumon rose through the ranks of BrasilAgro to become CEO after years of deep operational involvement.

Early Life: Educated at ESALQ/USP, one of Brazil's premier agricultural institutions, he built a career focused on the intersection of technical agronomy and large-scale agribusiness management.

First Break: Began his career in 1996 at Fertibrás S.A., laying the foundation for his expertise in the Brazilian agribusiness sector.

Path to CEO: Guillaumon joined BrasilAgro long before ascending to the CEO role in August 2016. He is viewed as an internal successor who deeply understands the firm's land acquisition and production model, having contributed to the company's growth over nearly two decades.

André Guillaumon’s path to the CEO office is defined by consistent growth and deep industry knowledge within BrasilAgro. Starting as an agricultural engineer, he transitioned into executive management, ultimately being appointed CEO in 2016. His tenure is marked by his ability to maintain the company’s focus on the 'buy, transform, and sell' land model, a signature of the firm.

industry veteraninsider successoragribusiness

Investment Take

Key Tailwinds

Established land-transformation model

Strong track record of 20 years

Transparency and institutional management

Key Risks

Commodity price volatility

Agricultural sector cycles

Foreign exchange exposure (BRL vs USD)

Career History

A career dedicated entirely to the Brazilian agribusiness sector with significant longevity at BrasilAgro.

BrasilAgro

Initiative: CEO

Period: 2016–Present

Event: Successfully navigated the company's expansion, listed ADRs on the NYSE, and maintained consistent operational focus.

Fertibrás S.A.

Initiative: General

Period: 1996–Unknown

Event: Initial technical and operational foundation in the agricultural industry.

agribusiness experttenured executive

Company Performance

Under Guillaumon, the company has celebrated its 20th anniversary, maintaining its position as a unique land-transformation entity in the market.

Revenue: Maintained steady growth in line with agricultural production cycles and land disposal opportunities.

Profitability: Stable margin performance consistent with the cyclical nature of commodity prices and agricultural real estate.

Stock: Performance has tracked broader agricultural commodity markets and Brazilian real estate sentiment.

•Celebrated 20 years of operations (2026)

•Continued NYSE listing and international investor engagement

operational stabilityland-focused

Management Ability

A hands-on, technically-driven leader focused on operational efficiency and transparent communication.

Style: Technically-oriented operator and clear communicator.

Guillaumon is recognized as a leader who prioritizes deep knowledge of the land and agricultural productivity. He focuses on aligning teams around shared principles, emphasizing that leadership fails when values are not communicated clearly. He is highly visible, frequently engaging in media and investor forums to articulate the company's strategy.

operatorcommunicator

Capital Allocation

Disciplined focus on the core business model of acquiring, improving, and monetizing rural real estate.

High discipline in maintaining the asset-heavy model while balancing production cash flow.

Capital allocation is centered on the company’s unique 'land conversion' model, which requires deep local expertise. Guillaumon manages the portfolio to maximize the value of land through cycles of agricultural use and eventual disposal, ensuring long-term returns for shareholders.

capital disciplineland management

Fundraising & Financing

Stable approach to debt management and continued international capital market access.

Dilution: minimal

Financing strategy remains prudent, leveraging the company’s land assets to access credit facilities and international capital. Investor confidence is supported by a consistent, transparent track record of reporting and operational performance.

conservative financinginstitutional confidence

Governance & Control

Governance is aligned with the company’s role as an early adopter of high transparency standards in the Brazilian market.

Equity Ownership: 0.12%

BrasilAgro maintains rigorous governance standards as a company listed on the Novo Mercado and the NYSE. Ownership is professionalized, and the executive team, including Guillaumon, is clearly incentivized to drive long-term asset value.

corporate governancetransparent

Health & Succession

No public concerns; low-risk succession due to the firm's long-established management culture.

Health Status: no public concerns

Key-man Risk: Low

The company has a deep bench of experienced executives, mitigating key-man risk.

stable

R&D & Tech Vision

Focuses on technology to boost productivity across all farming operations.

Ongoing investment in precision agriculture and yield-boosting technologies.

High; focuses on proven agricultural technologies.

•Early adoption of large-scale, tech-enabled farming models in Brazil.

Innovation is driven by the need for efficiency in large-scale agricultural production. Guillaumon advocates for technology as a key differentiator, helping the company achieve superior yields without necessarily needing excessive capital expenditure.

innovationproductivity focus

Talent Recruitment

Builds team culture on the basis of shared technical values and industry expertise.

Strong bench with deep local sector knowledge.

Retention: strong

Guillaumon prioritizes hiring professionals who share the company's core values and technical rigor. He believes that strong teams are the result of clear communication of these values, leading to a professionalized workforce capable of managing large-scale assets across Brazil.

culture-focusedtalent retention

Strengths

Deep, long-term industry knowledge coupled with strong communication skills.

Operational Expertise: Deep understanding of the entire agricultural lifecycle and land transformation.

Communication: Clear and consistent articulation of strategy to institutional investors.

industry knowledgeleadership

Weaknesses & Failures

Highly dependent on commodity cycles, which are outside of management control.

Macro Exposure

Operational performance is intrinsically linked to volatile agricultural commodities.

cyclical risk

Marketing & Brand

Consistent brand positioning as an expert in Brazilian agricultural land transformation.

Strengthened presence as a transparent, institutionally managed agricultural firm.

Marketing is focused on credibility with international institutional investors through the NYSE listing and regular earnings communications. The brand relies on its history of 20 years as a pioneer in the sector and its focus on environmental and agricultural efficiency.

institutional brandtransparency

PR & Communication

Highly visible, clear communicator who excels in managing investor relations and industry dialogue.

Media Reputation: positive

Guillaumon is frequently seen representing the company in media outlets and investor calls. He is praised for his clear articulation of agricultural cycles and long-term land strategies, which has helped maintain investor trust throughout various commodity price fluctuations.

investor friendlyclear communicator

Supply Chain of LND

Upstream / Downstream / Proxies

Upstream

Bayer AG (Crop Science Division)ETR:BAYNSyngenta GroupUnconfirmedBASF SE (Agricultural Solutions)ETR:BASCorteva AgriscienceNYSE:CTVA The Mosaic CompanyNYSE:MOSYara International ASAOSE:YARNutrien Ltd.NYSE:NTR Deere & CompanyNYSE:DE CNH Industrial N.V.NYSE:CNHI FMC CorporationNYSE:FMCUralkaliUnconfirmedBelarusian Potash Company (BPC)

Downstream

Cargill Inc.Bunge Global SANYSE:BGCOFCO InternationalUnconfirmedLouis Dreyfus Company (LDC)Archer-Daniels-Midland Company (ADM)NYSE:ADMRaízen S.A.BOVESPA:RAIZ4BP Bunge BioenergiaJBS S.A.BOVESPA:JBSS3Marfrig Global Foods S.A.BOVESPA:MRFG3Minerva S.A.BOVESPA:BEEF3Amaggi

Proxies

SLC Agrícola S.A.BOVESPA:SLCE3Adecoagro S.A.NYSE:AGROBrasilAgro (local listing)BOVESPA:AGRO3Cresud S.A.C.I.F. y A.NASDAQ:CRESY

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