São Martinho profit falls 71% and it cuts crushing estimate

In brief

São Martinho posted profit of R$ 50.9 million, down 71%.

It cut its crushing estimate to 22.8 million tonnes.

Verified fact · material
São Martinho posted net income of R$ 50.9 million in the second quarter of the 2026/27 season, ended in September, down about 71%.
Profit.
Sources[01][02]
Verified fact · material
The company cut its 2026/27 crushing estimate by 3.5% to 22.8 million tonnes.
Crushing.
Sources[01][02]
Verified fact
According to Money Times, adjusted Ebitda was R$ 760.9 million.
Ebitda.
Sources[01]
Verified fact
According to CNN Brasil, rains led to the production revision.
Cause.
Sources[02]

Transmission to assets

Less cane reduces sugar and ethanol volumes this season.

SMTO3negative

Less output.

Weather improves.

What would change the view: Rains persist.

direct15% confidence

Direction is an explanatory hypothesis, not a forecast or recommendation.

Next signals

Limits of the reporting