Key Takeaways
- Verde AgriTech reported $16.6 million in revenue for fiscal year 2025, down from $21.6 million in 2024, as the company maintained restrictive credit policies during Brazil's ongoing agricultural crisis.
- The company's rare earth discovery at the Minas Americas Global Alliance Project now exceeds 3.5 km² footprint, with drilling results showing up to 11,032 ppm TREO and 2,717 ppm MREO.
- Verde AgriTech completed a $4.5 million brokered private placement subsequent to year-end to accelerate work on its rare earth project and provide working capital.
- Sales volume declined to 258,432 tons in 2025 from 318,870 tons in 2024, while gross margin remained resilient at 72% compared to 71% in the previous year.
- The company expects to achieve positive EBITDA in 2026 through cost-efficiency initiatives generating over BRL 6 million in savings and strategic commercial adjustments.
Verde AgriTech Navigates Challenging Market Conditions
Verde AgriTech Ltd reported mixed results for the fourth quarter and fiscal year ended December 31, 2025, as the Brazilian fertilizer company weathered continued market pressures. The company's revenue declined to $16.6 million in fiscal 2025 from $21.6 million the previous year, primarily due to reduced sales volumes amid deteriorating credit conditions in Brazil's agricultural sector.
“The Great Brazilian Agriculture Crisis continued to weigh on sales throughout 2025, and the sharp rise in judicial recovery filings across Brazil's agribusiness sector shows how stressed the market remains. Since the crisis began in 2023, Verde has maintained a highly restrictive credit approval policy, prioritizing receivables quality, liquidity preservation and commercial discipline over volume at any cost,” stated Cristiano Veloso, Founder and CEO of Verde AgriTech.
Financial Performance and Strategic Focus
Despite revenue challenges, Verde AgriTech maintained operational discipline with gross margin improving to 72% in 2025 from 71% in 2024. The company's allowance for expected credit losses declined significantly to $0.9 million from $2.3 million, reflecting improved credit quality. Sales volume totaled 258,432 tons compared to 318,870 tons in the prior year.
Verde AgriTech's Rare Earth Development
The company advanced its clay-hosted rare earth discovery at the Minas Americas Global Alliance Project in Minas Gerais, Brazil. Drilling results have been encouraging, with recent intersections including 10.0 metres averaging 8,439 ppm TREO and 1,965 ppm MREO. Metallurgical work confirmed ionic-adsorption behaviour with leach tests returning up to 667 mg/kg of DREO.
2026 Outlook and Cost Management
Verde AgriTech is implementing strategic cost-efficiency measures expected to generate over BRL 6 million in savings over 12 months. The company completed a $4.5 million private placement to fund rare earth project advancement and working capital needs, positioning for positive EBITDA in 2026 despite continued market challenges.
Read the complete financial results.
