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5 handpicked stocks

Brazil Smart Farming Tech Investment Basket 2025

As Brazil solidifies its role as a global agricultural leader, advanced technologies are unlocking new levels of productivity and sustainability for its farms. This basket offers exposure to the US and EU-listed companies providing the essential hardware, software, and data analytics driving this transformation.

Author avatar

Han Tan | Market Analyst

Published on October 31

Your Basket's Financial Footprint

Basket market capitalisation summary and investor takeaways. Total market cap and breakdown are provided for internal recording.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and more stable returns, tracking broad-market movements rather than speculative spikes.
  • Best positioned as a core holding within a diversified portfolio, not as a short-term speculative trade.
  • Expect steady, long-term value rather than rapid, short-term gains; growth is likely moderate.
Total Market Cap
  • DE: $125.81B

  • AGCO: $7.92B

  • TRMB: $18.77B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Brazil's agricultural sector is undergoing a technological revolution that's reshaping how farms operate. As the country strengthens its position as a global agricultural leader, the demand for precision farming technology is surging. This creates significant opportunities for the international companies providing the essential tools and data analytics that make modern, sustainable farming possible.

2

What You Need to Know

This group focuses on established technology companies that supply Brazil's agricultural transformation. These aren't speculative plays, but proven businesses with real products already being used across Brazilian farms. The theme combines hardware manufacturers, data analytics providers, and irrigation specialists - all benefiting from Brazil's push towards more efficient, data-driven farming.

3

Why These Stocks

Each company in this selection plays a crucial role in precision agriculture's value chain. From GPS-guided tractors to satellite crop monitoring and smart irrigation systems, these businesses provide the integrated technologies that Brazilian farms need to boost yields whilst managing resources sustainably. They're positioned to benefit as Brazil continues modernising its vast agricultural operations.

Why You'll Want to Watch These Stocks

🚜

Agricultural Tech Boom

Brazil's farms are rapidly adopting cutting-edge technology to stay competitive globally. These companies are at the centre of this transformation, supplying the tools that make modern agriculture possible.

🌱

Sustainability Meets Profit

Precision agriculture isn't just about higher yields - it's about using resources more efficiently. As environmental concerns grow, these technologies become increasingly valuable for sustainable farming practices.

📊

Data-Driven Growth

The future of farming is powered by data analytics, satellite imagery, and AI insights. These companies are building the digital infrastructure that's revolutionising how crops are grown and managed.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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