Cresud Sociedad Anónima, Comercial, InMobiária, Financeira e Agropecuaria (Cresy): ANSOFF MATRIX ANÁLISE [JAN-2025 Atualizado]

No cenário dinâmico da inovação agrícola, o Cresud Sociedad Anónima surge como uma potência estratégica, traçando meticulosamente um curso transformador através da matriz Ansoff. Ao misturar tecnologias de ponta, práticas sustentáveis ​​e estratégias de mercado ousadas, a empresa está pronta para revolucionar os setores agrícola e imobiliário na América do Sul. Desde técnicas agrícolas de precisão a investimentos em energia renovável, a abordagem multifacetada de Cresud promete redefinir os limites da empresa agrícola, oferecendo uma narrativa convincente de crescimento, adaptabilidade e empreendedorismo de pensamento avançado.

Cresud Sociedad Anónima, Comercial, InMobiária, Financeira Y Agropecuaria (Cresy) - Ansoff Matrix: Penetração de mercado

Expandir a intensidade do cultivo da terra agrícola nas terras agrícolas argentinas existentes

Atualmente, Cresud gerencia 486.000 hectares de terras agrícolas na Argentina a partir do ano fiscal de 2022. A quebra do portfólio de terras da empresa inclui:

Aumente a produtividade do gado através de técnicas avançadas de criação e gerenciamento

Métricas de produtividade do gado para Cresud em 2022:

• Tamanho do rebanho de gado: 180.000 cabeça
• Ganho médio de peso por gado: 1,2 kg/dia
• Taxa de eficiência de reprodução: 82%
• Produção anual de carne: 54.000 toneladas métricas

Otimize estratégias de rotação de culturas para maximizar o rendimento nas regiões operacionais atuais

Aumente os esforços diretos de vendas e marketing para produtos agrícolas nos mercados existentes

Desempenho de vendas para produtos agrícolas em 2022:

• Receita total do produto agrícola: US $ 412 milhões
• Porcentagem direta de vendas: 68%
• Participação de mercado de exportação: 32%
• Preço médio do produto por tonelada: $ 320

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Explore oportunidades de expansão agrícola nos países da América do Sul vizinhos

As propriedades terrestres de Cresud em 30 de setembro de 2022: 248.471 hectares em toda a Argentina, Brasil e Paraguai.

Desenvolva parcerias estratégicas com empresas internacionais de comércio agrícola

Receita de Cresud para o ano fiscal de 2022: US $ 1,02 bilhão

• Parceiros de Comércio Internacional atuais: Louis Dreyfus Company
• Mercados de exportação: China, União Europeia, Oriente Médio

Direcionar novos segmentos de clientes nos setores agrícola e imobiliário

Receita do segmento imobiliário para o ano fiscal de 2022: US $ 187,5 milhões

Invista em plataformas digitais para alcançar mercados agrícolas mais amplos

Investimento de transformação digital para 2022: US $ 12,5 milhões

• Desenvolvimento de plataforma de negociação de grãos online
• Integração de dados do mercado agrícola em tempo real
• Plataforma de comércio eletrônico para equipamentos agrícolas

Crescimento do usuário da plataforma digital: 35% ano a ano

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Tecnologias de Agricultura de Precisão

A partir de 2022, Cresud investiu US $ 12,3 milhões em tecnologias de agricultura de precisão. A empresa implantou 247 sistemas de monitoramento agrícola habilitados para GPS em 156.000 hectares de terras agrícolas.

Produtos agrícolas de valor agregado

Cresud desenvolveu 6 novas variedades de culturas orgânicas, gerando US $ 8,7 milhões em receita especializada em culturas durante 2022.

• Produção orgânica de soja: 45.000 toneladas métricas
• Variedades de trigo especiais: 3 novas cultivares
• Produção orgânica de milho: 32.000 toneladas métricas

Modelos de desenvolvimento imobiliário

A empresa investiu US $ 45,2 milhões em projetos de desenvolvimento imobiliário sustentável, incorporando soluções tecnológicas em 12 novos desenvolvimentos.

Serviços financeiros para o setor agrícola

A Cresud lançou produtos financeiros especializados, totalizando US $ 67,5 milhões em empréstimos do setor agrícola durante 2022.

• Financiamento de equipamentos agrícolas: US $ 24,3 milhões
• Produtos de seguro de cultivo: US $ 18,6 milhões
• Empréstimos de capital de giro: US $ 24,6 milhões

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Invista em projetos de energia renovável em terras agrícolas

Cresud investiu US $ 45,2 milhões em projetos de energia renovável a partir de 2022 ano fiscal. Atualmente, a empresa opera 100 MW de capacidade de energia solar em propriedades agrícolas.

Explore oportunidades de integração vertical no processamento agroindustrial

Cresud gerou US $ 328,7 milhões em receita de processamento agrícola em 2022. A Companhia possui uma participação de 61,8% na Brasilagro, expandindo os recursos de integração vertical.

• Receita de processamento agrícola: US $ 328,7 milhões
• BRASILAGRO PROPRIEDADE DE APRONECIDADE: 61,8%

Desenvolva fluxos de receita alternativos através de iniciativas sustentáveis ​​de silvicultura e crédito de carbono

A empresa alocou US $ 12,5 milhões em projetos florestais sustentáveis. Portfólio de crédito de carbono estimado em 250.000 unidades de carbono verificado.

Expanda para a tecnologia agrícola e os investimentos em soluções agrícolas digitais

Cresud comprometeu US $ 18,3 milhões a investimentos em tecnologia agrícola. Atualmente, as soluções de agricultura digital cobrem 127.000 hectares de terras gerenciadas.

• Investimento Agtech: US $ 18,3 milhões
• Cobertura de agricultura digital: 127.000 hectares

Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) - Ansoff Matrix: Market Penetration

You're looking at how Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) can drive more sales from its existing agricultural and livestock businesses, which is the core of market penetration. It's about maximizing what you already do well, right now.

Increase the 2026 Campaign Planted Area

For the 2026 regional agricultural campaign, Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) is planning to plant approximately ~321,000 hectares across the region. That's a planned expansion of 7.4% compared to the 2025 campaign. To exceed that planned figure, the focus needs to be on selecting the highest-yielding crops for those specific hectares, which should translate directly into higher volumes and revenue from the current market base.

Capitalize on Export Tax Elimination

The temporary policy shift in September 2025 from the Argentine government gives you a short window to move product. They temporarily eliminated export duties on main crops and beef until October 31, 2025. This move, which followed earlier cuts that reduced the soybean tax from 33% to 26% and corn/wheat duties from 12% to 9.5%, is designed to boost prices and improve margins on existing grain stock. Aggressively selling that stock now, while the zero-duty window is open-or until the USD 7 billion sworn export declaration cap is hit-is key to boosting near-term profitability. Honestly, this is a clear, time-sensitive opportunity to capture better realized prices.

Expand Cattle Activity in Argentina

The livestock side of the business in Argentina is showing real strength. The environment right now supports expansion because the cattle business continues to benefit from firm cattle prices. This is supported by stronger international demand and a solid local market, which is generating very attractive margins. You've seen this activity developing with very good prices, margins, and production levels, so leaning into that existing market segment makes perfect sense for penetration.

Use Dividend Distribution as a Signal

The dividend announcement on October 30, 2025, sends a strong message about financial health. The Shareholders' Meeting approved a total distribution of ARS 93,782 million. Crucially, the cash component of that payout was ARS 65,080 million, with the rest being ARS 28,702 million in IRSA shares. Distributing that significant cash amount signals financial strength, which can definitely help attract more local investors looking for stability and returns in the local market.

Optimize Operations for EBITDA Improvement

To improve the underlying operating performance, optimizing crop rotation and input use is essential. In the first quarter of Fiscal Year 2026 (Q1 FY2026), the Agribusiness Adjusted EBITDA came in at ARS 5,648 million. That figure sits within the total Adjusted EBITDA of ARS 58,764 million for the period, which, by the way, was down 39.7% year-over-year. Getting more output per hectare and managing input costs better will directly lift that ARS 5,648 million contribution. Here's the quick math on the key figures you're working with:

If onboarding takes 14+ days, churn risk rises, and similarly, if input optimization lags, that ARS 5,648 million figure won't move fast enough. Finance: draft the Q2 FY2026 input cost variance analysis by next Wednesday.

Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) - Ansoff Matrix: Market Development

Market Development for Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) centers on exporting successful domestic and regional models into new geographic territories. This strategy leverages existing operational expertise in land rotation and asset realization.

The farm-sale model, proven in Argentina, is targeted for replication in Paraguay and Bolivia. This mirrors the capital gains realization seen in the sale of a 3,630-hectare fraction of the Los Pozos farm in Salta, Argentina, which totaled USD 2.23 million in the first half of Fiscal Year 2025, generating a gain of approximately ARS 2,150 million for the first quarter of FY2025. Furthermore, the subsidiary BrasilAgro executed a similar asset sale, realizing BRL 189.4 million from its Alto Taquari farm during the same period. Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) already has a regional footprint, managing an approximately 800k ha portfolio across Argentina, Brazil, Paraguay, and Bolivia as of late 2022.

Expansion of the urban property portfolio, managed through IRSA, targets Latin American capital cities outside of Argentina. While IRSA is noted as having a dominant position in the Buenos Aires metropolitan area, this market development thrust seeks new high-growth commercial real estate opportunities elsewhere. The urban properties and investments business, driven through IRSA, contributed ARS 57,589 million to the Adjusted EBITDA in the first quarter of Fiscal Year 2026.

For high-margin beef products, the focus is on securing new export markets, capitalizing on the robust international demand noted in the Q1 FY2026 report for the livestock segment. This is supported by favorable government policy, specifically the temporary elimination of export taxes on beef in September 2025. The agribusiness segments, which include cattle activity, generated an Adjusted EBITDA of ARS 5,648 million in Q1 FY2026.

To support international expansion and asset monetization, Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) has experience raising capital in local markets, such as the issuance of Series XLVI notes for an amount equivalent to USD 28.6 million in 2024. The strategy involves establishing alliances to secure long-term contracts in new Asian or European markets, and launching a dedicated financial product to directly channel international capital into the regional agricultural land bank.

Here are key figures related to the asset realization and segment performance supporting this market development push:

The potential for replicating the land sale model is supported by the existing land bank, which, as of mid-2020, included 59,585 ha in Paraguay and 10,020 ha in Bolivia.

The strategic actions for Market Development include:

• Replicate the BrasilAgro farm-sale model in Paraguay and Bolivia, selling mature land assets for capital gains, like the USD 2.23 million Los Pozos sale.
• Expand the urban property portfolio (via IRSA) into new Latin American capital cities beyond Argentina, focusing on high-growth commercial real estate.
• Target new export markets for high-margin beef products, leveraging the robust international demand mentioned in the Q1 FY2026 report.
• Establish strategic alliances with major global commodity traders to secure long-term contracts in new Asian or European markets.
• Launch a dedicated financial product or fund to attract international capital directly into the regional agricultural land bank.

The Q1 FY2026 results show a significant turnaround in net income to ARS 110,133 million, compared to a loss of ARS 77,887 million in the same period of 2025, driven by property fair value changes, but the agribusiness segment's EBITDA was ARS 5,648 million.

Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) - Ansoff Matrix: Product Development

You're looking at how Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) can build new offerings on its existing foundation. This is about developing new products or services for the markets Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) already knows well.

One clear path involves dedicating capital from the Fiscal Year 2025 Net Income of ARS 224,366 million towards developing premium, traceable, and sustainable certified beef and grain products. This moves beyond standard commodities. The company's agricultural operations in FY2025 spanned approximately 300,000 hectares, yielding 830,000 tons of crop production. The overall managed portfolio breakdown shows 60% crop & 40% cattle. This existing scale provides the base for premiumization.

For the real estate segment, IRSA, the focus shifts to product innovation in financial offerings. The urban segment already generated an Adjusted EBITDA of ARS 47,290 million in the first quarter of FY2025. IRSA manages approximately 480k sqm of GLA (Gross Leasable Area) in Argentina. Introducing specialized property-backed lending or fractional ownership schemes leverages this existing asset base and customer interaction points.

Developing proprietary AgTech solutions is another product development angle. This relies on the deep operational data Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) collects. For context, the company planted about 303,000 hectares in the 2025 campaign. Selling these data-driven tools to other regional producers creates a new revenue stream from existing knowledge.

In the core agricultural business, a strategic shift in the planted area mix is a product development move. The goal is moving away from pure commodities. Consider the recent government policy changes: export duties on soybeans were temporarily reduced from 33% to 26%, and wheat/corn from 12% to 9.5% until June 30, 2025. This policy environment makes higher-margin, value-added crops more attractive to plant on the existing land base.

The urban portfolio offers a chance to redefine the product offering through integration. Mixed-use developments combine several product types-residential, retail, and office space-within IRSA's properties. This strategy aims for a higher revenue per square meter compared to single-use zoning. The urban properties and investments business (through IRSA) recorded an Adjusted EBITDA of ARS 156,380 million for the nine-month period of FY2025.

Here are some key figures related to the operational base supporting these product development strategies:

To execute on the premium beef and grain development, you need to track the investment allocation against the ARS 224,366 million income. Finance: draft the capital allocation plan for the AgTech development pipeline by end of Q2 FY2026.

Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) - Ansoff Matrix: Diversification

You're looking at how Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) can move beyond its core farming and real estate operations. Diversification here means taking the capital base and land expertise into adjacent or entirely new markets. Honestly, the scale of the current operation provides a solid foundation for these moves.

Acquire a controlling stake in a regional logistics or port operator to integrate the supply chain and capture margin beyond the farm gate.

The existing operational footprint is substantial, which is the leverage point here. Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) managed approximately 888,500 HA across Argentina, Brazil, Bolivia, and Paraguay as of recent reports. For the fiscal year ended June 30, 2025, the agribusiness segment contributed ARS 49,166 million in operating income. The company planted approximately 300,000 hectares in the 2025 campaign.

Enter the renewable energy market, developing solar or wind farms on non-productive portions of the extensive land bank in Argentina and Brazil.

Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) holds significant land reserves. One report indicated 442,000 HA of land reserves. The company's total land portfolio under management was around 800,000 ha. The net income for the full fiscal year 2025 was ARS 224,366 million.

Launch a dedicated private equity fund focused on early-stage AgTech startups, leveraging the company's deep industry knowledge and capital base.

The capital base is evidenced by the net result for the nine-month period of fiscal year 2025, which recorded a profit of ARS 57,895 million. The agribusiness adjusted EBITDA for the same nine-month period was ARS 31,072 million. This shows the segment's ongoing cash generation capability to seed such a fund.

Invest in water infrastructure projects in regions like Northern Argentina to mitigate drought risk and create a new, essential utility business.

Drought risk is a known factor, as the 2024 campaign saw yields impacted by a lack of rains in Northern Argentina. The company's operations span 10 provinces in Argentina, including Salta and Chaco, which are in the North. The total land managed in Argentina is 536,518 ha.

Establish a financial services arm that offers agricultural insurance and commodity price hedging tools to third-party farmers in the region.

The current business structure already includes an investment in an agribusiness marketplace, which represents 17.7% of the company's structure in one breakdown. The company sold a fraction of Los Pozos farm in Argentina for USD 2.2 million during several reporting periods in FY2025.

Here's a quick look at the scale of the core agribusiness segment as a baseline for diversification funding:

The potential for these moves is supported by the recent policy environment, which included favorable measures for the agricultural sector:

• Soybean export duties reduced from 33% to 26% until June 30, 2025.
• Wheat and corn export duties reduced from 12% to 9.5% until June 30, 2025.
• Partial elimination of capital controls impacting exchange rate convergence.
• FY2026 dividend distribution approved for ARS 93,782 million, with ARS 65,080 million in cash.

Finance: draft initial capital allocation model for a logistics stake by end of Q2 FY2026.