Agribusiness in 2025: JBS (JBSS3), Cosan (CSAN3), Suzano (SUZB3), and 19 Other Stocks to Watch
- Why Agribusiness is Brazil’s Economic Backbone
- The Heavyweights: JBS, Cosan, and Suzano
- Beyond the Big Three: 19 Other Agro Stocks to Monitor
- How to Invest in Brazil’s Agro Boom
- Risks and Opportunities Ahead
- FAQs: Brazilian Agribusiness Stocks
Brazil’s agribusiness sector isn’t just a slice of the economy—it’s the engine driving nearly a third of the nation’s wealth. With projections showing it will account for 29.4% of GDP by 2025, this powerhouse sector offers lucrative opportunities for investors. From global giants like JBS and Suzano to emerging players, we break down the 22 key stocks shaping the future of Brazilian agro. Dive into trends, data, and expert insights to position your portfolio for growth.
Why Agribusiness is Brazil’s Economic Backbone
Forget "just farming"—Brazil’s agribusiness is a high-tech, export-driven juggernaut. According to CNA and Cepea/USP, every R$10 circulating in Brazil’s economy includes nearly R$3 tied to agriculture, livestock, or forestry. The sector’s dominance is no accident: Brazil leads global exports in soy, beef, coffee, and cellulose, while its ethanol production trails only the U.S. What’s more, innovations in biofuels, animal genetics, and precision farming are turbocharging productivity. As global food demand rises (the UN predicts a 20% population surge by 2050), Brazil’s agro-stocks are poised to deliver both growth and dividends.
The Heavyweights: JBS, Cosan, and Suzano
These three giants exemplify the sector’s diversity and global reach:
- JBS (JBSS3/JBSS32): The world’s largest meat processor, with operations spanning the U.S., Canada, and Mexico. Its NYSE-listed shares (JBSS32) offer exposure to global protein demand.
- Cosan (CSAN3): A hybrid energy-logistics-agro conglomerate riding trends like decarbonization and sustainable infrastructure.
- Suzano (SUZB3): Global leader in eucalyptus pulp and Latin America’s top paper producer, capitalizing on the shift toward renewable packaging.
Together, these companies represent over half the sector’s R$400 billion market cap on B3 (Brazil’s stock exchange).
Beyond the Big Three: 19 Other Agro Stocks to Monitor
The sector’s depth surprises many investors. Here’s a snapshot of other key players:
| Category | Companies (Tickers) |
|---|---|
| Meat Processing | Marfrig (MRFG3), Minerva (BEEF3) |
| Ethanol/Sugar | São Martinho (SMTO3), Biosev (BSEV3) |
| Fertilizers | Nutrien Brasil (NTR3), Mosaic (MOSC34) |
Source: TradingView (2025 data)
How to Invest in Brazil’s Agro Boom
While direct stock picking works for some, consider these strategies:
- ETFs: BOVA11 offers broad market exposure, while AGRO11 targets agribusiness specifically.
- Dividend Focus: Companies like Suzano have consistent payout histories.
- Thematic Plays: Biofuels (Cosan) or carbon-neutral beef (JBS’s "Net Zero 2040" initiative).
As one BTCC analyst noted, "The agro sector combines defensive traits (food demand) with growth drivers (tech adoption)—a rare mix in emerging markets."
Risks and Opportunities Ahead
Challenges like climate volatility and trade wars exist, but megatrends favor Brazil:
- China’s soybean imports hit record highs in Q2 2025 (Source: Bloomberg)
- EU deforestation regulations accelerate demand for traceable suppliers
- Brazil’s "FarmTech" startups raised $1.2B in 2024 (AgFunder data)
FAQs: Brazilian Agribusiness Stocks
Which agro stock pays the highest dividends?
Suzano (SUZB3) has delivered an average 6.2% yield over the past five years, though past performance doesn’t guarantee future returns.
Is now a good time to buy JBSS3?
JBS shares rebounded 18% in 2025 after 2024’s meat price slump, but analysts debate whether export demand can sustain momentum.
How does Cosan’s energy business affect its agro performance?
Cosan’s integrated model (ethanol fuel + sugar) provides hedging benefits—when crop prices fall, fuel margins often rise.
