A few days after the import tariffs imposed by the US government come into force, the US try to sew an agreement with China that may involve soy imports in the Asian country. This, however, is not a concern for Marino Stefani Colpo, co -founder and CEO of the good crop (), leader in the soybean seeds in the country. “The impact of the tariff on our company is marginal,” Colpo said in an exclusive conversation Infoomoney Interview during the XP Brazil CEO Conference 2025.
For ColPo, the resilience of the company’s portfolio is what gives the company security in the face of the current export scenario. “We are in the meat sector, because we have pasture, we have forage seeds, pasture seeds. We feel a slight slowdown in pasture renewal. But this today represents around 3% of the company’s revenue.”
The executive pointed out that although some agribusiness chains, such as fish farming and coffee, are more affected, the impact on meat is already reflected in prices and does not seem as expressive as it imagined.
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China’s business
Asked about the possibility of an agreement in which China and the potential impacts of this on the balance of the good crop, Colpo showed skepticism. “The US is reducing soy planted area and internal demand for soybean oil for biodiesel is growing. Total American production does not include this export volume,” he explained. For him, the data indicate that the US should export less soy, while Brazil maintains its prominent position in the global market.
In The CEO he stressed the strong seasonality of the business, with 90% of sales concentrated in soybean seeds, which are planted from September and harvested in February and March. “Revenue in the first semesters of the year is low, but the order portfolio is 40% higher than last year, indicating a growth close to 40% in volume,” he said.
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The company has also invested in the portfolio diversification, expanding supply to other crops such as corn, sorghum, beans and wheat, and in the spraying of the customer base. “Three years ago, the 10 largest resellers accounted for 40% of the order portfolio. Today, this percentage fell to about 12%. We served about 900 resellers in a 1,350 universe in the country, and the goal is to reach over a thousand stores,” said ColPo.
Despite the challenging scenario with a drop in commodity prices and high interest rates, which affected producers and resellers, the default of the good crop remains controlled, around 2%, above the historical but within the expected. “We have been restrictive in credit and expanded the portfolio to maintain financial health,” he said.
Finally, ColPo revealed the company’s ambition to make an acquisition per year and stressed that, although last year was frustrating in terms of growth, the good crop is on the right track, with robust box and low indebtedness: ready to take advantage of the opportunities that arise.
