Cresud’s Q4 2025 Earnings Highlight Resilience in Agriculture and Real Estate Amid Global Economic Shifts

Cresud (CRESW), Argentina’s leading agribusiness and real estate conglomerate, delivered robust Q4 2025 earnings amid a complex global economic landscape. The company reported net income of $70.3 million for the quarter, translating to $1 per share, with total revenue reaching $294.4 million. For the full fiscal year 2025, Cresud’s net income surged to $169.6 million ($2.42 per share) on $1.43 billion in revenue, reflecting its ability to navigate volatile markets through strategic adaptability [3]. This performance underscores Cresud’s dual-sector approach—agriculture and real estate—as a hedge against macroeconomic uncertainties.

Agricultural Operations: Weathering Commodity Volatility

Cresud’s agricultural segment, a cornerstone of its business, demonstrated resilience despite historically low commodity prices and irregular weather patterns. In Q4 2025, the company produced 830,000 tons of crops across 300,000 hectares of leased and owned farmland. Strategic expansion of planted areas and efficient supply chain management helped offset margin pressures [4]. Additionally, livestock operations saw a boost in beef production, driven by higher cattle numbers in feedlots and favorable pricing. Reduced feeding costs further enhanced profitability, a trend supported by Argentina’s recent policy reforms, including foreign exchange liberalization and reduced export taxes on grains and beef [2].

Global trade tensions, however, remain a looming risk. Argentina’s agricultural exports are vulnerable to currency fluctuations, particularly the peso’s volatility against the U.S. dollar. As noted in Cresud’s 20F filing, the depletion of Central Bank reserves could amplify trade war impacts on export competitiveness [1]. Yet, the company’s diversified crop portfolio and strong domestic demand provide a buffer.

Real Estate Strategy: Capitalizing on Land Sales and Market Diversification

Cresud’s real estate arm played a pivotal role in its 2025 performance, with strategic land sales generating substantial liquidity. The company sold a 3,630-hectare parcel in Los Pozos, Argentina, and the entire 17,799-hectare Preferencia farm in Brazil, contributing to a 37% year-over-year increase in net income (ARS 224,366 million) [1]. These transactions align with Cresud’s broader strategy to optimize its land portfolio by prioritizing high-value assets.

The Gulf states’ growing investments in farmland abroad—such as in Sudan and Pakistan—highlight the increasing strategic value of agricultural real estate as a hedge against inflation and supply chain disruptions [4]. Cresud’s focus on both commercial and residential developments in Argentina’s major metropolitan areas further diversifies its revenue streams. By monetizing underperforming assets and reinvesting in high-growth regions, the company is positioning itself to capitalize on Argentina’s projected 5.0% GDP growth in 2025, driven by energy investments and improved weather conditions [1].

Navigating Global Economic Shifts

Cresud’s strategic adaptations extend beyond asset management. The company has leveraged Argentina’s policy reforms to mitigate currency risks. Reduced export taxes and foreign exchange liberalization have stabilized revenue streams, while favorable cattle prices bolstered livestock margins [2]. However, challenges persist. Inflationary pressures in Argentina and Brazil, coupled with global trade tensions, necessitate continued agility.

The Gulf’s push for food security through overseas farmland acquisitions also signals a shift in global agricultural demand, potentially creating new opportunities for Latin American agribusinesses like Cresud. By maintaining a diversified portfolio and capitalizing on policy tailwinds, the company is well-positioned to navigate these dynamics.

Conclusion: A Dual-Sector Model for Long-Term Resilience

Cresud’s Q4 2025 results and strategic direction highlight its ability to thrive in a shifting economic environment. By combining agricultural innovation with disciplined real estate portfolio management, the company has insulated itself from some of the most pressing risks facing Latin American agribusinesses. While global trade tensions and inflation remain challenges, Cresud’s proactive approach—leveraging policy reforms, optimizing land assets, and diversifying markets—positions it as a compelling long-term investment.

**Source:[1] Cresud 20F Filing [https://www.sec.gov/Archives/edgar/data/1034957/000165495424013234/cresud_20f.htm][2] Cresud Sociedad Anónima Comercial Inmobiliaria [https://www.marketscreener.com/news/cresud-sociedad-an-nima-comercial-inmobiliaria-financiera-y-agropecuaria-earnings-release-ivq-20-ce7d59d8da80f725][3] Cresud: Fiscal Q4 Earnings Snapshot [https://uk.marketscreener.com/quote/stock/CRESUD-SOCIEDAD-AN-NIMA-C-6492811/news/Cresud-Fiscal-Q4-Earnings-Snapshot-47813606/][4] Gulf food security: is there enough, and at what price? [https://www.farmlandgrab.org/post/2402-gulf-food-security-is-there-enough-and-at-what-price]