Topic

Agribusiness

Crops, exports, companies and funds of Brazilian agribusiness.

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Consumo CíclicoAgroStocks

São Paulo housing inventory builds as Safra keeps Cyrela as top sector pick

Residential launches in São Paulo rose 90% year-on-year to 17,800 units in August, causing inventory turnover coverage to lengthen from 7.1 to 9.7 months as monthly sales velocity fell 0.9 percentage points to 9.9%.

CYRE3

  • Net residential sales reached 10,800 units in August, up 37% compared to the same month in 2025.
  • Low-income housing represented 77% of all August launches in São Paulo with 13,600 units.

Sources:Suno Notícias (FIIs e mercado)

Official filingB3 FilingAgroStocks

Fertilizantes Heringer Board Member Daniil Bazdyrev Resigns

Fertilizantes Heringer announced through a material fact submitted to CVM, Brazil's securities regulator, the resignation of board member Daniil Bazdyrev on October 13, 2026. Further operational or governance details remain unextracted from the regulator's filing.

FHER3

  • Daniil Bazdyrev submitted his resignation from Fertilizantes Heringer in an official CVM filing on October 13, 2026.

Sources:CVM - Documentos IPE (PDF)

Agribusiness & Soft CommoditiesAgroTechStocks

TOTVS dedicates agribusiness track to AI and software management at 2026 event

Software developer TOTVS opens its annual business conference on Tuesday, Oct. 13, at Expo Center Norte in São Paulo, featuring a specialized agribusiness track among more than 300 scheduled sessions. The four-session track showcases ERP management solutions from its Protheus line alongside software tools from TBDC Agro, a Sorriso-based firm TOTVS acquired earlier this year, developed in partnership with research entity Fundação Rio Verde.

TOTS3

  • The Universo TOTVS 2026 event opens on Tuesday, Oct. 13, at Expo Center Norte in São Paulo.
  • Program includes four dedicated sessions focusing on agribusiness management, ERP systems, and AI.
  • Event showcases solutions from TBDC Agro, a Mato Grosso software firm acquired by TOTVS in early 2026.

Sources:AgFeed (agronegócio)

Agribusiness & Soft CommoditiesAgroStocks

São Paulo court approves Grupo Pão de Açúcar out-of-court restructuring

Judge Larissa Gaspar Tunala ratified the R$ 4.56 billion extrajudicial plan for unsecured creditors representing 57.49% of eligible debt, rejecting a challenge by Casas Bahia over an unsecured R$ 231 million claim. The retail group plans to raise R$ 200 million in new funds and issue new debentures to launch creditor payouts.

PCAR3BHIA3

  • The plan excludes suppliers, partners, clients and workers from the debt restructuring.
  • Casas Bahia sought to exclude R$ 231 million, including R$ 174.2 million set by arbitration.

Sources:O Globo (Economia)Forbes BrasilMoney TimesFolha de S. Paulo (Mercado)Seu Dinheiro

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