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SLC Agricola (SLCE) USD

At a glance: strengths & risks
✓Revenue growing (+35% y/y, Q2 2026)✓Profit growing (+92% y/y, Q2 2026)✓Margins improving (29%→31%, Q2 2026)

Sector: Agriculture

BR_SLCE

Price chart

17.02 BRLDay 0.47%

Key metrics

Net debt (table and EV/EBITDA): |short-term borrowings| + |long-term borrowings| + |other financial liabilities| when extracted + |non-controlling interest| when extracted − |cash and equivalents|; amounts in millions of the reporting currency.

Market

Price
17.02 BRL · 0.47%
Market cap
1.8 bn USD

Growth

Δ revenue y/y
34.7%
Δ EBITDA y/y
44.1%

Multiples

P/E (LTM)
21.2x
3y avg: 14.5x
P/B (FY)
1.7x
P/E (ann.)
9.1x
EV/EBITDA (LTM)
6.6x
3y avg: 5.4x
EV/EBITDA (ann.)
4.7x

Cash return

Dividend yield
4.7%
FCF yield (LTM)
9.6%

Value creation

fundamental value/yr, % of market cap
Value created / year
+34.7%
↓ details

Liquidity

Daily turnover (listing)
43.9 mln BRL

Shares: yahoo_fundamentals_timeseries/SLCE3.SA

Financial results

Monetary columns are in M USD, one decimal; scale (K/M/B/T) keeps values readable. For the period (default) shows P&L and cash flow for that row’s reporting window: quarterly amounts when the feed uses quarter-duration facts (typical US 10-Q revenue and income), quarterly cash flows after stripping YTD where only cumulative tags exist, and an implied Q4 on 31 Dec FY rows (P&L: FY minus Q1–Q3; operating / investing cash flow: FY 12m minus 9M YTD to 30 Sep when sourced from SEC builder evidence) so they match 10-Q scale. Some issuers still use cumulative YTD minus the prior row in the same calendar year. As reported shows values stored on each row (e.g. full-year on FY). Balance sheet is always as reported. Source JSON may use millions etc.; conversion uses amounts_unit per row.

DatePeriodStatusRevenueM USDOperating profitM USDD&AM USDEBITDAM USDNet profitM USDOperating CFM USDCapex + M&AM USDAssetsM USDEquityM USDROE (annualized)Net debtM USDSource
2026-06-30Q2 2026 (3M)PARTIAL544.6
y/y 34.7%
133.4
y/y 64.1%
35.8
y/y -0.9%
169.2
y/y 44.1%
48.3
y/y 92.4%
85.4-60.83935.9
y/y 24.6%
1200.6
y/y 27.4%
16.2%1435.2Link
2026-03-31Q1 2026 (3M)PARTIAL531.2
y/y 5.3%
124.4
y/y -19.2%
30.2
y/y -10.2%
154.7
y/y -17.6%
47.1
y/y -48.2%
-96.7-73.53948.8
y/y 27.0%
1189.8
y/y 31.2%
16.9%1264.9Link
2025-12-31Q4 2025 (3M)PARTIAL418.3
y/y 26.4%
38.2
y/y -11.5%
22.6
y/y -12.4%
60.7
y/y -11.8%
-12.9
y/y -55.5%
147.6-39.43897.1
y/y 37.0%
1032.7
y/y 55.4%
10.2%927.8Link
2025-09-30Q3 2025 (3M)PARTIAL442.0
y/y 54.2%
52.8
y/y 316.8%
37.7
y/y 41.4%
90.4
y/y 130.1%
-27.8
y/y —
185.5-32.33813.7
y/y 30.8%
991.6
y/y 9.5%
-1.1%1107.5Link
2025-06-30Q2 2025 (3M)PARTIAL404.4
y/y 7.5%
81.3
y/y -32.4%
36.1
y/y 55.2%
117.4
y/y -18.2%
-65.8
y/y -56.2%
54.4-47.63158.6
y/y 14.1%
942.3
y/y 2.3%
10.9%1046.1Link
2025-03-31Q1 2025 (3M)PARTIAL504.4
y/y 29.4%
154.1
y/y 58.2%
33.7
y/y 30.3%
187.8
y/y 52.3%
90.9
y/y 103.1%
-35.9-41.23108.4
y/y 3.1%
906.5
y/y -11.7%
46.3%901.7Link
2024-12-31Q4 2024 (3M)PARTIAL331.0
y/y -11.8%
43.1
y/y 315.1%
25.7
y/y -17.2%
68.9
y/y 524.1%
-8.3
y/y 73.7%
143.2-16.02844.7
y/y -13.2%
664.4
y/y -38.7%
9.9%585.8Link
2024-09-30Q3 2024 (3M)PARTIAL286.7
y/y -31.1%
12.7
y/y -84.6%
26.6
y/y -0.2%
39.3
y/y -63.9%
-60.3
y/y -109.0%
92.9-58.12915.3
y/y -11.1%
905.6
y/y -17.3%
-1.3%723.4Link
2024-06-30Q2 2024 (3M)PARTIAL376.4
y/y -16.5%
120.3
y/y -11.7%
23.3
y/y -2.2%
143.6
y/y -10.3%
57.3
y/y -22.4%
13.9-49.32768.8
y/y -15.9%
921.5
y/y -23.0%
23.5%763.7Link
2024-03-31Q1 2024 (3M)PARTIAL389.8
y/y -36.8%
97.4
y/y -50.1%
25.8
y/y 5.8%
123.3
y/y -43.9%
44.7
y/y -61.2%
-3.5-21.23014.3
y/y -6.0%
1026.8
y/y -7.9%
17.0%607.9Link
2023-12-31Q4 2023 (3M)PARTIAL375.5
y/y —
-20.1
y/y —
31.1
y/y —
11.0
y/y —
-31.6
y/y —
191.7-11.63276.8
y/y —
1083.3
y/y —
17.8%574.4Link
2023-09-30Q3 2023 (3M)PARTIAL416.3
y/y —
82.2
y/y —
26.7
y/y —
108.9
y/y —
-40.7
y/y —
132.7-25.53279.6
y/y —
1095.3
y/y —
11.6%677.6Link
2023-06-30Q2 2023 (3M)PARTIAL451.0
y/y —
136.3
y/y —
23.8
y/y —
160.1
y/y —
-41.5
y/y —
52.9-22.63291.1
y/y —
1196.5
y/y —
25.6%797.0Link
2023-03-31Q1 2023 (3M)PARTIAL616.7
y/y —
195.2
y/y —
24.4
y/y —
219.7
y/y —
115.3
y/y —
1.1-48.33205.5
y/y —
1114.8
y/y —
—541.9Link

Revenue & EBITDA

RevenueEBITDA

Quarterly values ($ mln)

02004006002024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q12026 q2

Year-over-year change

-100%-50%0%50%100%150%2024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q12026 q2

Cash flow

Cash flow after capex (OCF − capex) ($ mln)

-200-10001002002024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q12026 q2

Net debt / cash ($ mln)

05001 0001 5002024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q12026 q2

Profit and cash

Profit is cash-backed
In a typical year of 2023–2025 operating cash flow came to 3.07x of reported net profit; after capex, 1.41x.
year202320242025
cash flow / profit1.98x3.07x3.20x
accruals, % of assets-5.8%-5.7%-5.8%
Last twelve months (to 2025-Q3): 2.90x of profit came back as operating cash flow.
net debt / EBITDA 2.0x
Read from the reported annual statements: cash flow / profit is the median of the yearly operating cash flow over net profit for the years shown; accruals are (profit − operating cash flow) / assets, the classic gap between what was booked and what was collected. A gap can be growth in working capital, capitalised costs, revaluations or profit from associates — the panel points at it, the statements explain it. Not investment advice.

Research & reviews

Our earnings breakdowns and investment notes on this issuer.

All research →

Fundamental value creation

Value the company creates per year, as a % of market cap

Value created per year: +34.7%

How this was calculated
1. EBITDA growth (latest quarter YoY, annualised)
[EBITDA latest qtr − EBITDA year-ago qtr] × annualisation X (2026-06-30 vs 2025-06-30)
= (169 − 117) × 2.81
145
2. Current EV/EBITDA (LTM)
(Market cap + Net debt) ÷ EBITDA (LTM)
= (1 751 + 1 435) ÷ 475
6.7x
3. Target multiple
(Current EV/EBITDA + 7) ÷ 2
= (6.7 + 7) ÷ 2
6.9x
4. Cash flow (balance method, LTM)
Net-debt reduction + dividends + buybacks − equity issuance
= -389 + 0 + 0 − 0
-389
5. Value created per year
(EBITDA growth × Target multiple + Cash flow − Dilution) ÷ Market cap
= (145 × 6.9 + -389) ÷ 1 751
+34.7%

Amounts in millions of the reporting currency. EBITDA growth is the latest quarter vs the same quarter a year ago, annualised.

Caveats:

  • dividends/buybacks not in data - balance cash flow uses net-debt change only

Revenue growth & acceleration

Growth accelerating ▲
Last-year revenue growth +41% vs -33% the year before — a +74.1 pp move. 3-year CAGR —.
revenue growth by year: 2024 -33% · 2025 +41%
The growth-acceleration signal behind the GARP+acceleration strategy — it favours companies whose revenue growth is speeding up and flags those slowing down (the second derivative of growth).

Peer comparison

Group: consumer (Brazil). Every peer trades on the same market, so no adjustment is needed.

CompanyMarketCap, $bnEV/EBITDA
Magazine LuizaBrazil0.82.3x
Lojas RennerBrazil1.62.4x
AssaiBrazil1.93.6x
AzulBrazil1.84.2x
CyrelaBrazil1.24.4x
Vibra EnergiaBrazil6.55.0x
AmbevBrazil41.56.6x
Group median4.2x
Group average4.1x
This companyBrazil1.86.6x

Group median 4.2x; this company 6.6x — a 57% premium.

Group average 4.1x; against the average this company is at a 63% premium.

At the adjusted group median the market cap would be -56% versus today.

The gap and the implied upside are measured against the median: one richly priced peer moves an average, not a median. The market adjustment uses our coverage medians (US 19.4x, Russia 3.8x, South Africa 5.2x, Kazakhstan 6.2x, India 17.7x, Indonesia 4.2x); it is about where a name is listed, not what it does. Peer multiples come from the nightly rebuild of 2026-10-31; the company's own is live.

Dividends

Paid (completed)

DatePer shareDetailsStatusSource
2025-12-150.8052 BRLEx-dividend: 0.8052 BRL per sharePaidYahoo Finance (ex-div)
2025-05-060.4856 BRLEx-dividend: 0.4856 BRL per sharePaidYahoo Finance (ex-div)
2024-05-020.7377 BRLEx-dividend: 0.7377 BRL per sharePaidYahoo Finance (ex-div)
2023-12-280.0485 BRLEx-dividend: 0.0485 BRL per sharePaidYahoo Finance (ex-div)
2023-05-051.049 BRLEx-dividend: 1.049 BRL per sharePaidYahoo Finance (ex-div)
2022-12-270.1405 BRLEx-dividend: 0.1405 BRL per sharePaidYahoo Finance (ex-div)
2022-05-020.9803 BRLEx-dividend: 0.9803 BRL per sharePaidYahoo Finance (ex-div)

KASE: status follows wording in the news headline (paid vs intends to pay). Yahoo: amounts are cash dividends per share on ex-dividend dates (UTC calendar date). stockscope.uz (UZ): amounts are per share in UZS by publication date (not necessarily ex-div).

Investor reporting (IR): https://www.rad.cvm.gov.br/ENET/frmConsultaExternaCVM.aspx?codigoCVM=20745

Reporting forms detected in loaded periods: ✓ ✓ ✓ (Balance sheet / Profit or loss (P&L) / Cash flows)

Financial results, valuation multiples (P/E, P/B, EV/EBITDA), profitability and dividend yield of SLC Agricola (SLCE) — from primary filings.

Frequently asked questions

What is SLC Agricola (SLCE)'s P/E ratio?
SLC Agricola (SLCE) trades at a P/E of 21.2x (price to trailing 12-month earnings).
What is SLC Agricola (SLCE)'s EV/EBITDA?
SLC Agricola (SLCE) trades at 6.6x EV/EBITDA.
What is SLC Agricola (SLCE)'s P/B ratio?
SLC Agricola (SLCE) trades at a P/B of 1.7x.
What is SLC Agricola (SLCE)'s dividend yield?
SLC Agricola (SLCE)'s trailing 12-month dividend yield is 4.7%.
What is SLC Agricola (SLCE)'s return on equity (ROE)?
SLC Agricola (SLCE)'s ROE is 16.2%.
What is SLC Agricola (SLCE)'s market capitalization?
SLC Agricola (SLCE)'s market cap is 1.8 bn USD.

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