# CRESY earnings call intelligence

LOPJLB CallCard / temporal rollup · freemium · [stock page](https://www.lopjlb.com/stock/CRESY) · [Earnings tab](https://www.lopjlb.com/stock/CRESY?tab=earnings)

Updated: 2026-09-08T09:38:51

Quarters analyzed: 8

## Cross-quarter narrative

Across 8 calls for CRESY, management tone moved from +0.30 (2023 Q2) to +0.00 (2025 Q3). Latest guidance stance: vague. Latest desk line: n/a

## Latest CallCard · Q3

**Guidance:** vague

**Tone:** mgmt 0 · Q&A pressure 0 · divergence 0

## Quarter one-liners

- **2025 Q3:** —
- **2025 Q2:** Cresud reported a 9% increase in planted area, record total agricultural land across four countries, favorable climate, tax cuts and lower input costs, while noting rainfall timing risks and a positive outlook for the campaign.
- **2025 Q1:** Cresud Q1 2025: planted area +9% to 303k ha; sold two
- **2024 Q3:** Cresud Q3 2024 saw a modest drop in planted area due to climate and low commodity prices, a pending BRL 365 m Brazil farm sale, dividend payout and continued optimism despite macro‑headwinds.
- **2024 Q2:** Cresud Q2 2024: Argentine farming margins surge on FX devaluation and better yields; farm sales deliver high IRRs; IRSA operational strength; Brazil pressured by lower commodity prices and El Niño; optimism on Milei reforms but policy uncertainty remains.
- **2024 Q1:** —
- **2023 Q3:** Cresud reports challenging Q3 with Argentina drought cutting yields, higher input costs pressuring margins, but farmland sales in Brazil and IRSA dividends provide offset; guidance in line with budget, optimistic on next campaign if El Niño arrives.
- **2023 Q2:** Cresud reports mixed Q2 with lower ag EBITDA due to sugarcane and drought, but strong IRSA results, deleveraging, and optimism on H2 real estate and Brazil farming.

## Theme arcs

- **Management tone** (deteriorating): Δ mgmt=-0.30

## Fear persistence

- **climate risk** [resolved]: 2023 Q3
- **commodity price risk** [resolved]: 2023 Q3
- **input cost risk** [resolved]: 2023 Q3
- **argentina macro risk** [resolved]: 2023 Q3
- **irsa property valuation risk** [resolved]: 2023 Q3
- **service company cash burn** [resolved]: 2023 Q3
- **farmland price risk** [resolved]: 2023 Q3
- **debt/refinancing risk** [resolved]: 2023 Q3
- **commodity price decline** [resolved]: 2024 Q2
- **brazil margin compression** [resolved]: 2024 Q2

## Guidance path

2023 Q2:vague → 2023 Q3:maintained → 2024 Q1:vague → 2024 Q2:vague → 2024 Q3:vague → 2025 Q1:vague → 2025 Q2:maintained → 2025 Q3:vague

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Research context only. Not personalized investment advice.

API: `GET /bff/api/bigfive/earnings-intel/CRESY`