Adecoagro S.A.
Adecoagro is an agro-industrial company with operations in Argentina, Brazil and Uruguay. It produces crops, rice, sugarcane and dairy products, processes and sells sugar, ethanol, electricity, peanuts, rice and dairy products, and produces nitrogen-based fertilizers. It also provides grain warehousing, conditioning, handling and drying services, and conducts land sales and acquisitions. Its businesses are Sugar, Ethanol and Energy in Brazil; Fertilizers in Argentina; and Farming in Argentina and Uruguay, comprising Crops, Rice and Dairy. Adecoagro grows sugarcane and processes it at its mills, selling sugar and ethanol and selling surplus electricity to the grid. It produces and commercializes granular urea, other nutrients and specialty blends. Its Farming operations produce and process crops, rice and milk into products including packaged rice, UHT milk and powdered milk for domestic and export markets. The company is headquartered in Luxembourg.
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No SEC Form 4 filings for $AGRO in the last 30 days.
See all $AGRO insider activity →Adecoagro S.A. (AGRO) furnished an SEC Form 6-K — earnings release. 3Q26 Earning Release Conference Call Adjusted EBITDA reached $471.8 million in 9M26, reaching an all-time high for a nine-month period. Monthly records set for urea and ammonia production and strong cane productivity. November 12, 2026 12 p.m. (US EST) 2 p.m. (Buenos Aires/São Pa
Adecoagro S.A. reported 9M26 Adjusted EBITDA of $471.8M, a record for the period. Fertilizers segment EBITDA rose 64.9% YoY, driven by higher urea production and sales. Sugar, Ethanol & Energy EBITDA fell 10.7% YoY due to lower sugar prices and biological asset losses. Food & Agriculture EBITDA was flat YoY. Net income declined due to higher interest and tax expenses. Net debt/LTM Adj. EBITDA stood at 3.2x.
Raízen, a Brazilian fuel and sugar-ethanol group backed by Shell and Cosan, sold its Argentine fuel business to Mercuria and a sugar mill to Adecoagro. Both sellers are under debt pressure, with Raízen in court-supervised restructuring and Cosan selling assets to cut debt. Raízen's plan includes a capital increase of R$3.5 billion to R$4.0 billion, potentially diluting Cosan's stake. Cosan's ADSs will no longer trade on NYSE after 18 September, moving to OTC Pink.
Over the past 7 days, AlphAI's AI scored 9 news stories mentioning AGRO (Adecoagro S.A.). Coverage has skewed bullish: 5 bullish, 1 neutral, and 3 bearish.
Recent AGRO coverage spans earnings, corporate actions and financial news.
Mixed earnings with strong EBITDA growth offset by lower net income and higher debt.
Earnings beat expectations with record EBITDA and production volumes, suggesting upside momentum.
Potential upside as the acquisition expands Adecoagro's ethanol capacity and may improve earnings.
The dividend announcement may provide modest support to the stock.
The price decline reflects valuation concerns and insider selling pressure.
AlphAI scores every news story that mentions AGRO with an AI model for sentiment and relevance, and aggregates insider trades from Adecoagro S.A.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Adecoagro S.A. (AGRO) furnished an SEC Form 6-K — earnings release. 3Q26 Earning Release Conference Call Adjusted EBITDA reached $471.8 million in 9M26, reaching an all-time high for a nine-month period. Monthly records set for urea and ammonia production and strong cane productivity. November 12, 2026 12 p.m. (US EST) 2 p.m. (Buenos Aires/São Pa
Adecoagro S.A. reported 9M26 Adjusted EBITDA of $471.8M, a record for the period. Fertilizers segment EBITDA rose 64.9% YoY, driven by higher urea production and sales. Sugar, Ethanol & Energy EBITDA fell 10.7% YoY due to lower sugar prices and biological asset losses. Food & Agriculture EBITDA was flat YoY. Net income declined due to higher interest and tax expenses. Net debt/LTM Adj. EBITDA stood at 3.2x.
Raízen, a Brazilian fuel and sugar-ethanol group backed by Shell and Cosan, sold its Argentine fuel business to Mercuria and a sugar mill to Adecoagro. Both sellers are under debt pressure, with Raízen in court-supervised restructuring and Cosan selling assets to cut debt. Raízen's plan includes a capital increase of R$3.5 billion to R$4.0 billion, potentially diluting Cosan's stake. Cosan's ADSs will no longer trade on NYSE after 18 September, moving to OTC Pink.
Adecoagro S.A. declared a $35M dividend for 2026, paid in two tranches. The first was paid on May 19, 2026, and the second was approved by the board. The company confirmed its 2026 dividend plan.
Adecoagro SA (AGRO) shares fell 3.1% to $11.46 on September 18, 2026. The stock's GF Value™ of $10.91 suggests it is overvalued by 5.0%. AGRO has a GF Score™ of 90/100, with strong growth but weak financial strength. Insiders sold $1.6M in shares over the past year, with no buying activity. The P/E ratio is 35.9x, higher than its 5-year median of 8.4x.
Fitch Ratings initiated coverage of Adecoagro S.A. (AGRO) with a 'BB' rating and Stable Outlook. The rating reflects the company's strong financial profile, disciplined capital allocation, and diversified business. Adecoagro's EBITDA and cash flow nearly doubled due to the acquisition of Profertil, enhancing its earnings base and cash flow stability.
Adecoagro (AGRO) acquired the Caarapó sugarcane mill for R$705M (US$136M), below the initial estimate. The mill processed 3.5M tons in 2025/26 but has capacity for 6-7M tons. AGRO aims to increase output to 4.5M tons by 2027, leveraging synergies with nearby mills. The acquisition price is US$39/ton based on current output, with potential upside if capacity is fully utilized. However, risks include commodity price volatility and execution challenges.
Tether's Natural Assets division holds a majority stake in Adecoagro (AGRO), an agriculture company. This comes as US rice prices hit $15 per cwt, a 61% increase over eight months, reflecting Tether's diversification into agriculture amid rising food inflation. Paolo Ardoino, CEO of Tether, is involved in the announcement.
Adecoagro SA (AGRO) discussed Q2 2026 results and plans on an earnings call. Management said Caarapo Mill could nearly double effective crushing and deliver synergies such as higher industrial efficiency and potential 10% cost reduction. For urea, it produces 1.3M tons annually and plans to sell all, concentrating sales in Sep-Nov. It also outlined ethanol inventory plans and sugar hedges for 2026-27.
Adecoagro S.A. (NYSE: AGRO) reported 2Q26 adjusted EBITDA of $172.5 million and $258.3 million for 6M26, citing higher urea production, stronger urea prices, and ethanol maximization. Fertilizers segment adjusted EBITDA was $121.2 million in 2Q26. Net Debt/LTM Adj. EBITDA fell to 3.0x from 3.2x in 1Q26, per the company.
