Três Tentos Agroindustrial (TTEN3) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
15 Jun, 2026Historical development and growth phases
Founded in 1995, expanded regionally through 2006, consolidated ecosystem by 2019, and entered a new growth cycle from 2024 to 2030.
Business ecosystem and operations
Operates across grains (soybean, corn, wheat), ag inputs (seeds, fertilizers, crop protection), and industry (soybean meal, biodiesel), with projected 2025 net revenues of R$5.2bn, R$3.4bn, and R$7.8bn respectively.
Maintains 75 stores for ag input retail and grain origination, with integrated shop, office, input deposit, and grain storage facilities in multiple states.
Industrial operations include biodiesel and ethanol production, corn processing, and soybean crushing, with significant daily capacities across multiple sites.
Logistics and infrastructure
Utilizes a multimodal logistics network of railways, highways, and waterways, connecting production regions to major ports in Brazil.
Joint venture with Caramuru for a port terminal in Miritituba, Pará, with R$400 million investment and capacity to handle up to 5 million tons by 2028.
Latest events from Três Tentos Agroindustrial
- Revenue up 31.9% YoY, but margins compressed and net debt rose on inventory and CAPEX.TTEN3
Q2 2026 - Revenue and profits surged, with major expansion and new ethanol plant pending approval.TTEN3
Q1 2026 - Revenue up 28.1% to R$16.4B, net income R$809M, strong growth and expansion plans.TTEN3
Q4 2025 - Record revenue and grain growth offset margin pressure; net income down, adjusted net income up.TTEN3
Q3 2025 - Net income rose 127% and revenue 27% YoY, with broad-based growth and margin expansion.TTEN3
Q2 2025 - Record 3Q24 revenue and profit growth, driven by Grains and Industry segments.TTEN3
Q3 2024 - Net income surged 89.3% and revenue grew 58.9% year-over-year, driven by Grains and Industry.TTEN3
Q2 2024 - Net revenue surged 42.5% to R$12.83 billion, with EBITDA up 101.4% and net income up 31.8%.TTEN3
Q4 2024 - Revenue up 30.6%, adjusted EBITDA up 109.6%, and net income up 23% year-over-year.TTEN3
Q1 2025