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Adecoagro S.A. AGRO

Consumer Defensive — Farm Products
Dividend Champion (3y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
1.56
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — 1 7 — — — — —
Insider Ownership
78.62%

Capital & Financial Ratios

Market Cap
1,710.00
Revenue
1,649.84
Net Income
60.64
Free Cash Flow
60.08
Net Debt
1,686.81
Current Ratio
1.73
Debt/Equity
1.07
P/E ratio
34.73
P/S ratio
1.01
P/B ratio
0.89
Past 5Y EPS Growth
63.92%
This Y EPS Growth
939.97%
Next Y EPS Growth
(21.39%)
Next 5Y EPS Growth
(13.68%)
in millions of $

Dividends

Payout Ratio
0.37
Annual Dividend Rate
0.32
Annual Dividend Yield
7.49%
total individual payouts
2024 0.17
—
2023 0.33
—
—
2022 0.32
—
—
2021 ‡‡‡‡‡
2020 ‡‡‡
2019 ‡‡‡
2018 ‡‡‡
2017 ‡‡‡
2016 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 416.24 261.46 474.22 330.91
Receivables 179.06 213.36 364.35 372.03
Inventory 460.38 540.19 580.53 658.36
Other — — — —
1,055.67 1,015.00 1,419.10 1,361.29
2023 2024 2025 Q'26
Payables 190.73 206.91 673.16 197.79
ST’ Debt 207.11 99.55 213.09 440.04
Other 38.25 36.04 48.37 51.54
494.05 400.32 1,026.50 787.53
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡ ‡‡‡ ‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 398.68 531.01 — —
—
’25 325.51 382.08 304.21 415.94
1,427.73
’24 261.78 411.42 471.50 374.22
1,518.91
’23 246.26 402.87 385.79 263.95
1,298.87
’22 206.36 383.67 386.06 371.62
1,347.72
’21 174.79 289.77 325.62 334.18
1,124.35
’20 156.13 181.85 236.73 243.05
817.76
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (2.58) 124.95 — —
—
’25 (19.07) 130.11 27.65 169.83
308.52
’24 (38.70) 154.50 49.07 163.46
328.33
’23 (52.72) 92.41 217.52 177.71
434.91
’22 (22.75) 70.92 88.00 233.85
370.03
’21 (22.88) 99.46 138.17 133.92
348.66
’20 49.48 19.03 71.20 117.42
257.13
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (89.52) 71.63 — —
—
’25 (103.63) 75.85 (20.19) 98.16
50.18
’24 (133.08) 113.70 2.77 107.19
90.59
’23 (132.41) 35.87 217.57 107.79
228.82
’22 (101.29) 25.05 44.62 184.07
152.45
’21 (82.08) 63.57 70.20 95.01
146.70
’20 (18.48) 0.10 43.51 74.51
99.64
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.28 0.13 — —
—
’25 0.18 (0.18) 0.07 (0.15)
(0.08)
’24 0.45 0.09 0.19 0.16
0.90
’23 0.20 0.43 0.71 0.77
2.11
’22 0.57 0.17 0.21 0.03
0.98
’21 0.16 0.14 0.32 0.53
1.13
’20 (0.47) (0.10) 0.17 0.41
0.00

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

3
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡ ‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 6.95 7.34 8.72 6.89 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 13.55 12.51 12.08 11.79 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9,776 9,762 10,320 10,283 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.14 0.13 0.15 0.14 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,347.72 1,298.87 1,518.91 1,427.73 — — —
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 34.55% 31.98% 28.63% 24.60% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 135.36 305.39 35.09 (6.93) — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.04% 23.51% 2.31% (0.49%) — — —
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 108.61 226.72 92.10 (6.76) — — —
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 254.38 274.10 304.02 271.47 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.24 12.13 14.80 13.98 — — —
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡‡ 0.98 2.11 0.90 (0.08) — — —
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.36 4.06 3.20 3.02 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.98) (1.92) (2.32) (2.53) — — —
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.38 2.14 0.88 0.49 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.57 11.82 13.72 17.56 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 110.08 107.09 102.60 102.09 — — —
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.63 5.14 10.60 0.00 — — —
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.62 0.90 0.64 0.57 — — —
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.71 0.92 0.69 0.45 — — —
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.12 1.27 0.98 1.35 — — —
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.90 7.23 16.40 38.43 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 370.03 434.91 328.33 308.52 — — —
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (217.57) (206.09) (237.74) (258.34) — — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 152.45 228.82 90.59 50.18 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 412.17 561.62 614.68 392.59 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,007.75 904.95 779.56 1,593.01 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 678.39 488.71 518.10 1,118.79 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,163.64 1,265.65 1,408.10 1,792.29 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.80% 7.21% 2.94% (0.20%) — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.48% 8.61% 5.92% 2.02% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.78% 18.63% 6.91% (0.52%) — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Adecoagro S.A. (AGRO), a diversified South American agribusiness powerhouse spanning crops, ethanol, and dairy across Argentina, Brazil, and Uruguay, has demonstrated impressive resilience through commodity supercycles, weather shocks, and emerging market turbulence. Revenue has surged 75% from $869 million in 2016 to $1.52 billion in 2024, fueled by yield improvements, ethanol demand, and expansions like Uruguay rice milling, with revenue per share doubling to $14.80 amid share buybacks. Yet, profitability remains cyclical: net income peaked at $227 million in 2023 on war-boosted grains before plunging 89% in EBT for 2024 due to normalizing prices, El Niño droughts, and Argentina’s forex woes, compressing gross margins from 43% to 28.6%.

AGRO’s balance sheet shines as a fortress, with equity up 105% to $1.41 billion, debt cut 23% to $780 million, and leverage at an attractive EV/Sales of 0.98x—undervaluing its sales growth and productivity gains (revenue per employee +41%). Trading at dirt-cheap multiples (PE 10.6x, PS 0.64x, PB 0.69x), the stock has lagged fundamentals despite tripling from 2020 lows during the commodity boom, now hovering near annual floors amid margin squeezes.

Analysts see 21-68% upside, betting on rebounding yields, Brazil’s ethanol mandates, and global food demand, with EPS potentially recovering to $1.00+ and ROE climbing to 8-10% via cost controls and capex in climate resilience. While risks like La Niña floods and geopolitics loom, AGRO’s diversification and free cash flow potential position it for a valuation catch-up—making it a compelling EM ag play worth a deeper dive.

Read full commentary →

Adecoagro S.A. (AGRO) Latest News

News by impact score

Fine-tune

19 Sep

3 , 11:12 AM
Adecoagro (AGRO) stock declined after the company released its latest operational and financial update. Latest update triggered immediate stock decline reflecting investor concerns over company performance.

9 Sep

4 , 12:11 AM
Adecoagro completed the R$705 million acquisition of Caarapó Mill to pursue cluster synergies and attractive returns. The R$705 million mill acquisition constitutes a major strategic expansion with potential to significantly reshape operations and returns.

1 Sep

5 beincrypto.com, 5:44 AM
Tether CEO confirms 70% stake in Adecoagro S.A. (AGRO) through a Stable Cow GIF post, establishing majority ownership in the farming company. 70% stake acquisition by Tether CEO delivers transformative capital and strategic shift to Adecoagro.

4 , 6:43 PM
Adecoagro S.A. completes acquisition of Caarapó Mill and integrates it into its cluster in Mato Grosso do Sul. Acquisition expands Adecoagro milling capacity and operational footprint in key Brazilian region.

13 Aug

4 , 9:06 PM
Adecoagro SA posted record Q2 2026 EBITDA and advanced strategic expansion projects to strengthen operations and market reach. Record EBITDA and expansion initiatives signal major financial gains and growth moves that can shift company trajectory and investor views.

4 , 4:08 PM
Adecoagro S.A. posted record EBITDA fueled by fertilizer and ethanol segments, strengthening earnings, operational results and shareholder returns. Record core-driven EBITDA surge materially lifts Adecoagro financial trajectory and investor outlook.

12 Aug

3 transcript www.marketbeat.com, 1:04 PM
Adecoagro S.A. released Q2 earnings call highlights covering financial results, operational metrics and strategic outlook. Quarterly earnings data typically drive short-term share price moves and investor sentiment without guaranteeing long-term structural change.

11 Aug

4 , 4:30 PM
Adecoagro S.A. achieved record Adjusted EBITDA of $172.5 million in 2Q26 and $258.3 million in 6M26, driven by higher urea production, stronger cane availability and ethanol maximization. Record EBITDA and production gains signal major positive effects on financial trajectory and investor sentiment.

20 Jul

4 , 7:30 AM
Adecoagro acquires Caarapó mill to expand its S&E Cluster in Mato Grosso do Sul. Mill acquisition expands production capacity and strengthens regional operations.

3 Jun

4 99bitcoins.com, 5:17 AM
Tether initiates Bitcoin mining operations in Brazil using sugarcane-derived power, linking to Adecoagro S.A. agricultural assets for renewable energy supply. Tether Brazil mining setup creates potential new energy demand and partnership revenue for Adecoagro sugarcane operations.

22 May

3 Insider Monkey, 8:35 AM
Adecoagro SA (AGRO) Q1 results will offer key clues on stock outlook and operational performance. Q1 earnings provide moderate forward guidance on financial trajectory without signaling major strategic changes.

18 May

3 , 6:38 AM
Adecoagro faces deeper operational and strategic issues that extend past its weak profit numbers, likely pressuring margins, cash flow, and investor confidence in the near term. Persistent problems beyond earnings point to moderate but noticeable pressure on future financial results and share performance.

13 May

4 GuruFocus.com, 11:00 PM
Adecoagro SA (AGRO) Q1 2026 earnings call highlights record crushing volumes and strong fertilizer performance. Record crushing and strong fertilizer results demonstrate robust Q1 operational success poised to enhance future financial trajectory and market sentiment.

4 Simply Wall St., 1:31 PM
Adecoagro S.A. (AGRO) shares dropped 8.2% after its fertilizer segment became the primary earnings driver in recent results, sparking analysis of key operational changes. Fertilizer segment overtaking as main earnings driver triggered an 8.2% stock plunge, signaling major shifts in business dynamics and investor sentiment.

12 May

4 www.marketbeat.com, 2:12 PM
Adecoagro S.A. (AGRO) released highlights from its Q1 earnings call, covering financial results, operational performance, and forward-looking guidance. Q1 earnings call highlights detail financial outcomes and strategic outlook, likely driving significant shifts in investor sentiment and market performance.

4 transcript www.fool.com, 10:19 AM
Adecoagro S.A. (AGRO) released Q1 2026 earnings call transcript detailing financial results, operational updates, and management outlook. Q1 2026 earnings transcript reveals financial performance, guidance, and strategic insights that could significantly influence AGRO's market trajectory and investor sentiment.

11 May

4 PR Newswire, 4:30 PM
Adecoagro S.A. (AGRO) achieved $85.8 million Adjusted EBITDA in 1Q26, fueled by record first-quarter crushing and full ethanol mix. Fertilizers segment provides earnings momentum and future upside from higher urea prices. Record crushing, full ethanol shift, and fertilizers growth from rising urea prices boost financials and signal major positive trajectory shift.

26 Apr

4 Simply Wall St., 3:06 AM
Adecoagro S.A. announces 2026 dividend plan while facing key tradeoffs in cash returns. Setting a multi-year dividend plan signals major strategic focus on shareholder returns despite cash allocation tradeoffs, poised to significantly influence investor sentiment and stock performance.

23 Apr

3 PR Newswire, 7:19 PM
Adecoagro S.A. (AGRO) announces declaration of cash dividends. Cash dividend declaration positively affects financial performance and investor sentiment.

17 Apr

3 Insider Monkey, 4:57 PM
Citi downgraded Adecoagro S.A. (AGRO) from Buy to Neutral, citing concerns detailed in their analysis. Citi's downgrade from Buy to Neutral will likely cause moderate short-term pressure on AGRO's stock price and investor sentiment.

29 Mar

3 Simply Wall St., 5:06 AM
Adecoagro S.A. (AGRO) faces scrutiny after filing a shelf registration to potentially issue securities and reporting a latest earnings loss. Earnings loss impacts financial performance while shelf registration offers potential funding flexibility.

23 Mar

4 GuruFocus.com, 9:00 PM
Adecoagro S.A. (AGRO) Q4 2025 earnings call highlights navigating operational challenges while capitalizing on growth opportunities in agriculture and energy sectors. Q4 2025 earnings highlights disclose strategic responses to challenges and opportunities, poised to significantly shape future performance and investor outlook.

22 Mar

4 Simply Wall St., 4:04 PM
Adecoagro S.A. (AGRO) stock surged 30.4% despite reporting a Q4 loss and filing an ESOP shelf registration, raising questions about whether the bull case has changed. 30.4% stock surge post-Q4 loss and ESOP filing signals significant short-term market reaction with potential to alter investor sentiment and trajectory.

19 Mar

4 Zacks, 12:00 PM
Adecoagro S.A. (AGRO) upgraded to Strong Buy by analysts due to strong earnings growth, favorable industry trends, and attractive valuation metrics. Analyst upgrade to Strong Buy signals major positive shift in investor sentiment and potential stock trajectory.

17 Mar

4 www.marketbeat.com, 11:51 AM
Adecoagro reported Q4 earnings call highlights covering financial results, operational updates, sugar, ethanol and energy segment performance, rice crop outlook, and 2024 guidance. Q4 earnings highlights detail financial performance and guidance that significantly shape investor expectations and stock trajectory.

4 transcript www.fool.com, 11:25 AM
Adecoagro S.A. (AGRO) conducted its Q4 2025 earnings call, presenting full-year financial results, operational updates, and future guidance. Q4 earnings call transcript covers annual financials, strategic initiatives, and outlook that significantly shape investor expectations and stock trajectory.

16 Mar

4 Associated Press Finance, 5:15 PM
Adecoagro S.A. (AGRO) released its Q4 earnings snapshot, detailing quarterly financial results. Q4 earnings snapshots provide critical financial metrics that significantly influence stock performance and investor outlook.

4 PR Newswire, 4:30 PM
Adecoagro S.A. strategically acquired Profertil, driving pro forma Adjusted EBITDA to $467.2 million in 2025 from $276.7 million. Strategic acquisition of Profertil significantly boosts pro forma Adjusted EBITDA nearly doubling it to $467.2 million in 2025.

11 Feb

3 Zacks, 5:37 AM
Adecoagro S.A. (AGRO) is highlighted as one of the best income stocks to consider for investment on February 11th. The company, involved in agricultural production and renewable energy, is noted for its strong financial performance and potential for growth. Investors are encouraged to evaluate AGRO for its income-generating capabilities and overall market position. Adecoagro's strong financial performance and growth potential may moderately influence its market position.

4 Feb

3 Zacks, 9:39 AM
Adecoagro S.A. (AGRO) is highlighted as a value pick amid a sell-off in AI-driven tech stocks and rising tensions between the U.S. and Iran. The company, which operates in agriculture and renewable energy, is positioned to benefit from its diverse portfolio and stable cash flow. Analysts suggest that despite market volatility, Adecoagro's fundamentals remain strong, making it an attractive investment option during uncertain times. Adecoagro's stable fundamentals may provide moderate resilience against market volatility and geopolitical tensions.
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