SÃO MARTINHO

São Martinho reported an adjusted loss per share of -$0.1389 for Q1 2026, beating the estimate of -$0.1965, while revenue of $1.59 billion missed the expected $1.73 billion. The EBITDA margin fell to 8.0% from 17.8% a year earlier, weighed down by a drop in sugar prices, weak ethanol markets and weather-related TRS losses caused by El Niño. The company has about BRL 5 billion in liquidity and a net debt/EBITDA of around 1.6x; the stock rose 2.88% in after-hours trading to 15.38. For the harvest year São Martinho expects more than 24 million tonnes of sugarcane, but anticipates a lower sugar content and confirms the schedule for commissioning phase 2 of the corn-ethanol plant. » Altro su de.investing.com

São Martinho reported an EPS of 0.4046 USD for the fourth quarter of crop year 2025/2026 versus a forecast of -0.0815 USD (positive surprise 596%). Revenue was 2.24 billion USD, slightly above expectations. The company recorded strong volume growth in sugar (+32% yoy) and ethanol (+37% yoy) and an EBITDA increase of 41% versus the previous half-year. São Martinho highlights the expansion of corn-ethanol production to double capacity and expects significant EBIT contributions from this, while the stock fell slightly by 0.92% in after-hours trading to 17.31 USD. Risks remain: commodity price volatility, climatic impacts and cost inflation. » Altro su de.investing.com

São Martinho reported Q3 2025 EPS of $0.6638 and revenue of $1.77 billion, both below expectations, prompting the stock to decline 1.69%. Strong growth in the corn business was offset by a drop in productivity and weaker ethanol sales. The company processed 21.7 million tonnes of sugarcane (−4% productivity) and has net debt of BRL 5.8 billion with a leverage ratio of 1.8x. São Martinho aims to process 24 million tonnes, achieve cost reductions of 10–15% through productivity gains and pursue further share buybacks. » Altro su de.investing.com