Três Tentos Agroindustrial (TTEN3) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
29 Sep, 2026Historical development and growth
Expanded from regional foundation (1995-2006) to ecosystem consolidation (2007-2019), Mato Grosso expansion (2020-2023), and a new growth cycle (2024-2030).
Achieved a net revenue CAGR of 30.6% since 2011, reaching R$16.4 billion in 2025.
Opened multiple new stores and industrial plants, including significant expansion in Mato Grosso and new states.
Completed major projects such as soybean processing and ethanol plants, and increased biodiesel production capacity.
Business ecosystem and operations
Operates across grains (soybean, corn, wheat), ag inputs (seeds, fertilizers, crop protection), and industry (soybean meal, biodiesel), with 2025 net revenues of R$5.2bn, R$3.4bn, and R$7.8bn respectively.
Maintains 81 stores, 4 industrial plants, 2 seed processing units, and 1 fertilizer mixer.
Logistics network includes railways, highways, and waterways, with port terminals in key locations for export.
First to ship soybean meal through the Northern Arc, enhancing export capabilities.
Product portfolio and competitive advantages
Offers a wide range of ag inputs, including own and third-party brands for seeds, fertilizers, and crop protection.
Competitive strengths include R&D, vertical integration, technology, credit, grain origination, logistics, and geographic diversification.
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