Transparency, governance and data-driven performance in agribusiness

Investor Relations Department
IRD

Tauri Agrícola S.A. operates at the core of the Brazilian spot grain market, integrating technology, logistics, financial structuring and agricultural origination.

The Investor Relations Department aims to provide institutional investors with consistent and transparent information regarding performance, risks, governance and strategic direction.

About Tauri Agrícola S.A.

Who we are
A Tauri Agrícola S.A., companhia anônima controlada pela Tauri Holdings S.A., atua na originação, compra e venda spot de commodities agrícolas, com foco em soja, milho e sorgo, integrando operações físicas, inteligência artificial para precificação, logística sobre rodas e gestão de risco por meio de mesa proprietária na B3 e CME.
Operational Presence
MG • MT • PR • SC • SP • GO • MA

We operate in strategic locations to support liquidity access, asset turnover and operational predictability.
Business Model — Simple and Scalable
  • Fast-turnover agricultural spot trading

  • AI-driven pricing models

  • Proprietary trading desk with integrated hedging strategies

  • Securitization as financial infrastructure

  • Asset-light operating model focused on capital efficiency and execution speed

Strategic Objective (Indicative)
Internal strategic objective focused on expanding spot trading volumes

Tauri Disclosure

As a privately held company, Tauri Agrícola adopts governance practices inspired by Brazil’s Novo Mercado standards, prioritizing transparency, internal controls and continuous reporting.
Structure
  • Public Limited Company (Brazilian Corporate Law – Law 6,404/76)
  • Statutory Board of Directors with segregation of functions
  • Active compliance framework and continuous legal oversight
  • Digital contracts and formal transport documentation (CTE) in all operations
  • Integrated governance with Tauri Holdings S.A. and Tauri Securitizadora
Documents and Policies
  1. Strategic Expansion Planning
  2. Storage Infrastructure Teaser 
  3. Operational Risk Reports and Hedging Policies
  4. Market Reports
  5. Institutional Presentations
  6. Pitch decks
  7. Operational teasers

Investment Thesis

Tauri Agrícola operates a physical trading model integrated with financial intelligence and margin protection mechanisms through futures markets.

The company seeks operational efficiency, disciplined risk management and capital optimization across short execution cycles.
Chave
Market Opportunity (Indicative Estimates)
  • Total Addressable Market (soybeans, corn and sorghum): approximately R$ 440 billion per year
  • Serviceable Available Market (on-wheels spot trading in Tauri’s operating regions): approximately R$ 60 billion per year
  • Serviceable Obtainable Market: subject to execution capacity and market conditions
Chave
Value Drivers
  • Spot trading volume
  • Average margin per transaction
  • Logistics efficiency
  • AI pricing accuracy
  • Margin protection through hedging strategies
Chave
Competitive Differentiators
  • Immediate settlement for producers as a structural competitive advantage
  • Integrated proprietary trading desk (B3/CME) supporting hedging and arbitrage
  • Legal structuring through securitization, enhancing governance and security
  • Asset-light model focused on asset turnover
  • Rapid spot execution cycles (typically 48–72 hours)

Corporate Information

Shareholding Structure
Tauri Holdings S.A. (88,8%)
Heckler & Diunias Partic Ltda (11,2%)
Statutory Management
Diretora Presidente
Monique Iesbick de Azambuja
Chief Financial Officer
Micaela Markiewicz de Azambuja
Share Capital
Capital social: R$ 6.625.886,00
6.625.886 ON Nominativas

Composição Acionária Consolidada

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Operational Performance & KPIs

Monitor the indicators that reflect operational discipline, efficiency and predictability.
Our KPIs are designed to provide investors with a clear view of operational, financial and risk performance, based on short execution cycles and continuous reporting.
Core KPIs
Indicators measuring efficiency, speed and margin generation in spot operations.
Governance KPIs
Metrics reflecting pricing accuracy, risk control and operational discipline.
Operational KPIs
Indicators measuring logistics efficiency and field execution capacity.
KPIs Core
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  • Asset Turnover (AT)
  • Volume Spot Mensal (ton)
  • Average margin per transaction
  • Lead time for the spot cycle (purchase–loading–delivery)
  • Percentage of actively hedged transactions on the proprietary trading desk.
Governance KPIs
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  • AI-driven pricing models 
  • VAR (Value-at-Risk)
  • Consolidated net exposure B3/CME
Operational KPI
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  • Utilization of storage capacity
  • Logistics SLA (average loading and unloading time)

Performance Report

Volume Comercializado

Faturamento Mensal por Cultura

Total Sales Report

Product Loads % Volume (ton) % Revenue %
Setembro 2026
Corn 1.087 100,0% 50.351,8 100,0% R$ 61.237.801,73 100,0%
Sorghum 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Soy 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Total 1.087 100% 50.351,8 100% R$ 61.237.801,73 100%
Agosto 2026
Corn 1.139 93,3% 40.610,8 93,5% R$ 50.704.661,23 92,6%
Sorghum 58 4,8% 1.844,0 4,2% R$ 1.957.555,52 3,6%
Soy 24 2,0% 992,8 2,3% R$ 2.095.582,73 3,8%
Total 1.221 100% 43.447,6 100% R$ 54.757.799,48 100%
Julho 2026
Corn 936 91,4% 36.431,6 90,5% R$ 43.213.995,78 86,7%
Sorghum 19 1,9% 882,3 2,2% R$ 790.705,03 1,6%
Soy 69 6,7% 2.934,4 7,3% R$ 5.864.740,25 11,8%
Total 1.024 100% 40.248,3 100% R$ 49.869.441,06 100%
Junho 2026
Corn 1.054 98,1% 38.865,5 97,5% R$ 46.267.182,53 96,8%
Sorghum 9 0,8% 365,3 0,9% R$ 363.969,32 0,8%
Soy 11 1,0% 641,8 1,6% R$ 1.149.721,24 2,4%
Total 1.074 100% 39.872,6 100% R$ 47.780.873,09 100%
Maio 2026
Corn 978 98,0% 35.264,4 97,3% R$ 42.515.308,96 96,6%
Sorghum 4 0,4% 279,2 0,8% R$ 299.109,22 0,7%
Soy 16 1,6% 686,5 1,9% R$ 1.186.849,24 2,7%
Total 998 100% 36.230,1 100% R$ 44.001.267,42 100%
Abril 2026
Corn 976 100,0% 34.662,2 100,0% R$ 42.831.037,34 100,0%
Sorghum 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Soy 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Total 976 100% 34.662,2 100% R$ 42.831.037,34 100%
Março 2026
Corn 581 100,0% 26.915,7 100,0% R$ 33.780.414,61 100,0%
Sorghum 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Soy 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Total 581 100% 26.915,7 100% R$ 33.780.414,61 100%
Fevereiro 2026
Corn 290 100,0% 19.072,4 100,0% R$ 23.774.920,97 100,0%
Sorghum 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Soy 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Total 290 100% 19.072,4 100% R$ 23.774.920,97 100%
January 2026
Corn 248 100,0% 15.464,8 100,0% R$ 19.125.834,88 100,0%
Sorghum 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Soy 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Total 248 100% 15.464,8 100% R$ 19.125.834,88 100%
December 2025
Corn 126 100,0% 8.004,3 100,0% R$ 9.788.758,08 100,0%
Sorghum 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Soy 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Total 126 100% 8.004,3 100% R$ 9.788.758,08 100%
Novemberr 2025
Corn 47 92,2% 3.178,0 92,0% R$ 3.903.502,50 93,1%
Sorghum 4 7,8% 276,7 8,0% R$ 290.571,75 6,9%
Soy 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Total 51 100% 3.454,7 100% R$ 4.194.074,25 100%
October 2025
Corn 16 38,1% 1.052,0 39,0% R$ 1.252.892,21 42,1%
Sorghum 26 61,9% 1.643,4 61,0% R$ 1.725.521,70 57,9%
Soy 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Total 42 100% 2.695,4 100% R$ 2.978.413,91 100%
September 2025
Corn 2 40,0% 126,5 41,6% R$ 155.985,41 45,6%
Sorghum 3 60,0% 177,3 58,4% R$ 186.162,90 54,4%
Soy 0 0,0% 0,0 0,0% R$ 0,00 0,0%
Total 5 100% 303,8 100% R$ 342.148,31 100%

Curva ABC de Clientes - Setembro

Faturamento por cliente (identidades preservadas)
ClienteFilialFaturamento%% acum.Classe

Funding Structure

Structured vehicles and instruments distributed by Tauri Securitizadora, available to qualified investors in accordance with applicable regulations.
Structured Instruments
  • Commercial Notes
  • Bank Credit Notes (CCB)
  • Receivables securitization
  • Structured / tokenized CPRs
  • Allocated hedging operations
Agribusiness interest-bearing loan agreements (USDT / USDC / BTC)
Interest-bearing loans in digital assets (BTC)
Private debentures

Corporate Governance

Transparência, conformidade, gestão de riscos e segurança jurídica sustentam cada operação da Tauri Agrícola S.A., fortalecendo relações de longo prazo com clientes, parceiros e investidores.

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