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, /PRNewswire/ -- Adecoagro S.A. (NYSE: AGRO) ("Adecoagro" or the "Company"), a leading sustainable production company in South America, announced today that it has completed the acquisition of the Caarapó Mill from Raízen Group, following the satisfaction of all conditions precedent set forth in the purchase agreement previously announced on July 20, 2026.

As of today, the mill is operating under Adecoagro's ownership and management.

The final purchase price was R$705 million (approximately US$136 million), paid in cash at closing. Based on Caarapó's crushing volume of 3.5 million tons during the 2025/26 harvest season, the acquisition implies a purchase price of approximately US$39 per ton of crushing capacity.

The Company sees significant opportunities to enhance operational performance through the implementation of its management practices, efficiency initiatives, and commercial optimization strategies. Over time, Adecoagro expects these improvements to substantially increase Adjusted EBITDA generation, bringing the asset's profitability in line with the performance levels achieved across its existing Sugar, Ethanol & Energy operations. During 2027 Adecoagro expects to crush 4.5 million tons at Caarapó, by processing excess sugarcane from its existing operations.

Renato Junqueira Santos Pereira, Adecoagro's VP of the Sugar, Ethanol and Energy business, commented: "Over the years, we have built a very competitive platform in Mato Grosso do Sul, benefiting from land availability at a competitive cost, the ability to extend the harvest season and crush year-round, significant production flexibility and a strong cogeneration base. We see Caarapó as a natural extension of this platform, as we will apply the same operating model and know-how." He added: "Caarapó is similar in scale to our existing mills in Mato Grosso do Sul, with installed capacity to crush approximately 6 to 7 million tons of cane per year, well above the 3.5 million tons processed in the past harvest seasons. By redirecting excess cane from our Cluster to Caarapó, we will increase crushing volumes from the outset, initially by extending the harvest season and ultimately migrating toward a continuous harvest model."

Mr. Junqueira remarked: "We see significant opportunities to improve Caarapó's operating KPIs and bring them closer to the levels achieved across our Cluster. These include industrial efficiency, asset utilization, energy exported per ton of cane, and the application of our agricultural best practices. We will use our existing G&A structure to manage the mill, and we will benefit from the scale of our integrated platform, including additional storage capacity and greater commercial flexibility. Together, these initiatives will drive further cash cost dilution, allowing Caarapó's production costs to gradually converge toward the Company's levels."

Mariano Bosch, Co-Founder and Chief Executive Officer of Adecoagro, said: "We are growing in crushing capacity at a very attractive price, and we see significant potential to improve Caarapó's performance by applying the same practices that have made our Sugar & Ethanol platform one of the most sustainable and lowest-cost producers of sugar, ethanol and energy in the world. We believe this gives us a clear path to create significant value for our shareholders."

With the acquisition, Adecoagro expects its Cluster in Mato Grosso do Sul to crush 17 million tons in 2027, becoming one of the largest Clusters in Brazil.

About Adecoagro:

Adecoagro is a leading sustainable production company in South America. Adecoagro owns 210.4 thousand hectares of farmland and several industrial facilities spread across the most productive regions of Argentina, Brazil and Uruguay, where it produces 3.1 million tons of agricultural products, 1.3 million tons of fertilizers and over 1 million MWh of renewable electricity.

For questions, please contact

Adecoagro
Victoria Cabello - IR Officer
Email: [email protected]

SOURCE Adecoagro S.A.

10 best sugar stocks to buy nowAdecoagro NYSE: AGRO reported record consolidated adjusted EBITDA of $173 million for the second quarter and $258 million for the first half of 2026, led by its fertilizer business as higher production, pricing and operating efficiencies more than offset softer results in sugar, ethanol, energy, food and agriculture.

Chief Executive Officer Mariano Bosch said the company’s diversified agro-industrial platform had reached a new level of earnings capacity and scale. He said fertilizer results were stronger than initially projected during the first half, while improved sugarcane productivity in Brazil and higher raw milk production supported operating performance in other businesses.

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Gross sales totaled $535 million in the second quarter and $928 million year-to-date. Chief Financial Officer Emilio Gnecco said the company was presenting results on a pro forma basis that assumes its fertilizer business had been part of Adecoagro since the start of 2025, which management said provides a more meaningful year-over-year comparison.

Fertilizer Segment Drives Earnings Growth Fertilizer operations were the main contributor to the company’s EBITDA growth. Urea production rose 22% from a year earlier during the quarter, supported by higher plant utilization and no downtime. Year-to-date urea production reached 617,000 tons, above the prior-year period, when adverse weather disrupted gas supply and caused 31 days of downtime.

International urea prices climbed sharply after escalation of conflict in the Middle East, a region that management said accounts for roughly 30% of global urea trade. Prices reached nearly $800 per ton during the quarter, and Adecoagro said it progressively captured the higher prices as it executed sales.

As a result, fertilizer adjusted EBITDA more than doubled both quarterly and year-to-date, with margins also benefiting from higher output and operating efficiencies. Although prices have declined from their April and May highs, Gnecco said the business remains on track to generate full-year EBITDA above the company’s original projections because of first-half pricing and a largely fixed cost structure.

During the question-and-answer session, Bosch said the company expects to sell its full annual production of 1.3 million tons of urea. He said management accelerated sales in April and May amid the price spike but withheld some sales in June, when prices fell below prior-year levels. The company expects to sell those inventories at higher prices later in the year, particularly during Argentina’s seasonally stronger September-to-November demand period.

Sugarcane Growth and Caarapó Mill Plans Adecoagro crushed 3.5 million tons of sugarcane in the second quarter, up 3% year over year despite above-average rainfall, especially in May. Cane yields recovered with improved moisture conditions, although total recoverable sugar levels remained below the prior year. Management said TRS levels have improved steadily during 2026.

The company maintained an ethanol-focused production mix during the first half, with ethanol representing 78% of production, due to its premium over sugar. However, domestic ethanol prices weakened amid higher supply, prompting Adecoagro to build inventory rather than sell at prevailing prices. At quarter-end, about 41% of year-to-date ethanol production was held in inventory.

The sugar, ethanol and energy segment generated adjusted EBITDA of $53 million in the second quarter and $94 million year-to-date. Gnecco attributed the decline from last year partly to lower sales, lower sugar prices and lower Consecana prices used in the mark-to-market valuation of biological assets.

Management maintained its target for low-double-digit growth in full-year crushing volumes. Renato Junqueira Pereira, vice president of sugar, ethanol and energy, said the company still expects to reduce annual production costs by about 10% compared with last year, aided by greater crushing volumes, lower leasing costs, reduced headcount and operational technologies. He said these factors should offset higher diesel and fertilizer costs.

The planned acquisition of Caarapó Mill, which remains subject to customary closing conditions, is expected to close in coming weeks. Bosch said the asset would allow the company to process surplus cane from its existing cluster and expand organically. Pereira said the mill could potentially nearly double its crushing volume over time, though reaching 6 million to 7 million tons would require additional sugarcane planting. He said Adecoagro currently has about 500,000 to 1 million tons of cane that could be redirected to Caarapó over the next two to three years.

Food, Agriculture and Capital Allocation In food and agriculture, Adecoagro had harvested 92% of planted area by the end of July, producing more than 1.1 million tons of crops with yields above the prior campaign. The company expects to finish harvesting during August and has begun winter-crop planting for the next season.

Dairy processing volumes increased as raw milk production at free-stall facilities improved with better cow productivity. While year-to-date results continued to reflect lower commodity prices and higher U.S.-dollar costs, quarterly revenue and adjusted EBITDA improved from a year earlier as new-harvest sales began and margins gradually recovered.

Bosch said planted area for the 2027 campaign is not expected to change significantly, as the company continues to focus on leasing and planting areas that meet its return thresholds. He added that an El Niño scenario would be favorable for the company’s Argentine operations through improved yields, potential rice-price recovery and increased fertilizer demand.

Debt, Liquidity and Shareholder Returns Year-to-date capital deployment included the final approximately $400 million payment for the Profertil acquisition, completed in the previous quarter. Additional investments included sugarcane plantation and biomethane expansion in Brazil, agricultural machinery and a new cheese packaging line at the Morteros dairy facility.

Net leverage stood at 3 times EBITDA on a pro forma basis. Gnecco said seasonal working-capital needs and a $58 million increase in readily marketable inventories contributed to higher net debt during the quarter. Excluding those effects, he said net debt would have been below its 2025 year-end level.

The company’s liquidity ratio improved to 1.9 times from 1.2 times in the prior quarter. Management said the Caarapó Mill acquisition is not expected to alter its year-end deleveraging target because of the asset’s expected earnings contribution.

Adecoagro paid the first $17.5 million installment of its annual cash dividend on May 19, equal to $0.12 per share. A second installment of $17.5 million is scheduled for November, bringing the annual cash dividend to $35 million.

About Adecoagro (NYSE:AGRO)Adecoagro NYSE: AGRO is a leading agricultural and renewable energy company with core operations in South America. Founded in 2002 by Argentine entrepreneur Alejandro Bulgheroni, the company has grown into a vertically integrated platform covering crop production, sugar and ethanol manufacturing, and dairy operations. Adecoagro’s business model spans the full value chain, from seed selection and planting through harvesting, processing and distribution of commodities.

The company manages over 700,000 hectares of farmland across Argentina, Brazil and Uruguay.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Posted by Defense World Staff on Aug 11th, 2026

Shares of Adecoagro S.A. (NYSE:AGRO – Get Free Report) have been given an average rating of “Reduce” by the seven brokerages that are covering the firm, Marketbeat Ratings reports. Two analysts have rated the stock with a sell recommendation, four have assigned a hold recommendation and one has issued a buy recommendation on the company. The average 12-month price objective among analysts that have issued ratings on the stock in the last year is $12.1167.

A number of analysts have commented on the stock. Weiss Ratings lowered shares of Adecoagro from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, July 14th. JPMorgan Chase & Co. lifted their target price on shares of Adecoagro from $7.00 to $10.50 and gave the stock an “underweight” rating in a research report on Monday, June 15th. Finally, Citigroup lowered shares of Adecoagro from a “buy” rating to a “neutral” rating and boosted their price target for the company from $13.00 to $15.00 in a report on Tuesday, April 14th.

Check Out Our Latest Research Report on Adecoagro

Adecoagro Trading Up 2.2% Adecoagro stock opened at $9.66 on Friday. The firm has a market cap of $1.38 billion, a price-to-earnings ratio of 483.24 and a beta of -0.04. Adecoagro has a 1 year low of $6.89 and a 1 year high of $15.89. The firm’s 50 day moving average price is $10.20 and its two-hundred day moving average price is $11.22. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.86 and a current ratio of 1.74.

Adecoagro (NYSE:AGRO – Get Free Report) last issued its earnings results on Monday, May 11th. The company reported ($0.24) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.25 by ($0.49). Adecoagro had a negative return on equity of 2.38% and a net margin of 0.95%.The company had revenue of $419.44 million during the quarter, compared to analyst estimates of $408.94 million. On average, research analysts predict that Adecoagro will post 1.62 EPS for the current fiscal year.

Hedge Funds Weigh In On Adecoagro Institutional investors and hedge funds have recently bought and sold shares of the business. Principal Securities Inc. increased its position in shares of Adecoagro by 4.3% during the fourth quarter. Principal Securities Inc. now owns 44,530 shares of the company’s stock valued at $353,000 after purchasing an additional 1,851 shares during the period. Comprehensive Money Management Services LLC lifted its position in Adecoagro by 5.0% in the first quarter. Comprehensive Money Management Services LLC now owns 73,733 shares of the company’s stock worth $1,107,000 after purchasing an additional 3,495 shares during the period. State of Wyoming lifted its position in Adecoagro by 44.9% in the second quarter. State of Wyoming now owns 17,203 shares of the company’s stock worth $157,000 after purchasing an additional 5,334 shares during the period. Lazard Asset Management LLC boosted its stake in Adecoagro by 4.4% during the first quarter. Lazard Asset Management LLC now owns 197,265 shares of the company’s stock worth $2,963,000 after buying an additional 8,341 shares in the last quarter. Finally, Orion Porfolio Solutions LLC acquired a new stake in Adecoagro during the fourth quarter worth $88,000. Hedge funds and other institutional investors own 45.25% of the company’s stock.

Adecoagro Company Profile (Get Free Report)

Adecoagro (NYSE: AGRO) is a leading agricultural and renewable energy company with core operations in South America. Founded in 2002 by Argentine entrepreneur Alejandro Bulgheroni, the company has grown into a vertically integrated platform covering crop production, sugar and ethanol manufacturing, and dairy operations. Adecoagro’s business model spans the full value chain, from seed selection and planting through harvesting, processing and distribution of commodities.

The company manages over 700,000 hectares of farmland across Argentina, Brazil and Uruguay.

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Adecoagro is upgraded to Hold as valuation aligns with fair risk-reward after a 30% decline. Profertil acquisition significantly boosts AGRO's EBITDA and increases exposure to fertilizer, but also elevates leverage and commodity volatility. Current macro risks - especially related to oil, gas, and interest rates - could pressure AGRO's earnings and valuation further.

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.

Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the market at large.

In addition to the Zacks Rank, investors looking for stocks with specific traits can utilize our Style Scores system. Of course, value investors will be most interested in the system's "Value" category. Stocks with "A" grades for Value and high Zacks Ranks are among the best value stocks available at any given moment.

Adecoagro (AGRO - Free Report) is a stock many investors are watching right now. AGRO is currently holding a Zacks Rank #2 (Buy) and a Value grade of A. The stock is trading with P/E ratio of 12.43 right now. For comparison, its industry sports an average P/E of 16.82. AGRO's Forward P/E has been as high as 14.40 and as low as 5.76, with a median of 9.05, all within the past year.

We should also highlight that AGRO has a P/B ratio of 0.56. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. AGRO's current P/B looks attractive when compared to its industry's average P/B of 1.31. Within the past 52 weeks, AGRO's P/B has been as high as 0.86 and as low as 0.56, with a median of 0.71.

These are only a few of the key metrics included in Adecoagro's strong Value grade, but they help show that the stock is likely undervalued right now. When factoring in the strength of its earnings outlook, AGRO looks like an impressive value stock at the moment.

VIST, AGRO, FSM, DAN and CPRI are a few high-earnings-yield value stocks worth buying as Middle East tensions and Fed uncertainty keep markets volatile.

Here is how Adecoagro (AGRO) and Laird Superfood, Inc. (LSF) have performed compared to their sector so far this year.

Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Adecoagro S.A. (NYSE: AGRO), a leading sustainable production company in South America, announces its Board of Directors has approved a cash dividend distribution:   

Amount to be Distributed: $17.5 million Dividend per Share: $0.12126801 Record Date: May 4, 2026 Payment Date: May 19, 2026 This dividend distribution is the first of a two-tranche cash dividend payable in two installments. The second installment shall be payable on or about November 2026, in an equal cash amount.

About Adecoagro:
Adecoagro is a leading sustainable production company in South America. Adecoagro owns 210.4 thousand hectares of farmland and several industrial facilities spread across the most productive regions of Argentina, Brazil and Uruguay, where it produces 1.3 million tons of fertilizers, 3.1 million tons of agricultural products and over 1 million MWh of renewable electricity.

For questions please contact:
Victoria Cabello
IR Officer
Email: [email protected] 

SOURCE Adecoagro S.A.

On April 24, 2026, Adecoagro SA (AGRO) shares fell 3.7%, closing at $12.78. Over the past year, the stock has seen a range between $6.89 and $15.89, illustratin

LUXEMBOURG, April 29, 2026 /PRNewswire/ -- Adecoagro S.A. (the "Company") (NYSE: AGRO), a leading sustainable production company in South America, hereby announces the filing of its Form 20-F for the fiscal year ended December 31, 2025, with the Securities and Exchange Commission (the "SEC").

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

/PRNewswire/ -- Adecoagro S.A. (NYSE: AGRO, Bloomberg: AGRO US, Reuters: AGRO.K), a leading sustainable production company in South America, announced today

Adecoagro S.A. (AGRO) Q1 2026 Earnings Call Transcript