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    Tiago Lima

    Research Analyst at Suno Research

    Tiago Lima is an Analyst at Suno Research, specializing in equity research with a focus on the Brazilian agribusiness sector. He covers companies such as SLC Agrícola (AGRO3.SA), actively participating in earnings calls and providing detailed question analyses. Lima began his career in financial analysis and joined Suno Research to deepen his sector specialization; however, specific previous positions and years of experience are not publicly disclosed. While his professional credentials and quantitative performance metrics are not detailed in public sources, he is recognized for his direct engagement with company management and thorough sector commentary.

    Tiago Lima's questions to AGRO3.SA leadership

    Tiago Lima's questions to AGRO3.SA leadership • Q3 2024

    Question

    Tiago Lima from Suno Research asked if the current market is favorable for new land acquisitions and if any deals are in progress. He also questioned whether the company plans to increase its land leasing and if this indicates a strategic shift towards an asset-lighter business model.

    Answer

    Executive André Guillaumon responded that while the company is actively looking for acquisition opportunities due to financial stress in the market, there are no specific deals in the pipeline to announce. He clarified that the company is not moving to a fully asset-light model, as owning land is intrinsic to its real estate value generation strategy. Guillaumon reiterated the company's belief in a combined model, balancing owned assets with leased land to optimize operational results and capital efficiency, targeting a 50-55% ratio.

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    Tiago Lima's questions to AGRO3.SA leadership • Q3 2024

    Question

    Tiago Lima from Suno Research asked about the current environment for new land acquisitions, whether any deals were in the pipeline, and if plans to increase leasing signaled a strategic shift towards an asset-light business model.

    Answer

    Executive André Guillaumon clarified that BrasilAgro is not moving to a fully asset-light model but rather a hybrid strategy combining owned and leased land, targeting a 50-55% ratio to balance capital efficiency with operational results. He stated that while the company is actively looking for acquisition opportunities due to market stress, there are no specific deals in the pipeline to announce at this time.

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