Adecoagro SA stock analysis
Adecoagro SA (0DWL) Share Price & Analysis
0DWL Stock Chart & Stats
- Day’s Range
- $8.80 - $9.02
- 52-Week Range
- $6.90 - $15.93
- Previous Close
- $8.95
- Volume
- N/A
- Average Volume (3M)
- 4,019
- Market Cap
- $1.29B
- Enterprise Value
- $3.52B
- Total Cash (Recent Filing)
- $330.51M
- Total Debt (Recent Filing)
- $2.33B
- Price to Earnings (P/E)
- 27.8
- Beta
- -0.58
- Next Earnings
- Mar 18, 2027 (Est.)
- EPS Estimate
- 0.55
- Last Dividend Ex-Date
- Nov 05, 2026
- Dividend Yield
- 2.71%
Bulls Say, Bears Say
Bulls Say
Record EBITDA And Diversified Operations
Record adjusted EBITDA demonstrates stronger earnings generation across Adecoagro’s diversified platform. Contributions from fertilizers, sugar, ethanol, energy, food and agriculture can reduce reliance on any single commodity and support reinvestment over the next several quarters.
Fertilizer Production Outperformance
Higher urea output, zero quarterly downtime and stronger fertilizer pricing have materially improved a key earnings engine. Management’s expectation for fertilizer EBITDA above initial projections suggests this segment can strengthen the company’s earnings base beyond the current reporting period.
Caarapó Acquisition Expands Sugar-ethanol Platform
The Caarapó mill adds capacity within Adecoagro’s existing Brazilian cluster, where management expects higher cane utilization, energy exports, cost dilution and G&A synergies. This platform expansion could improve scale and support longer-term operating efficiency.
Bears Say
Elevated Leverage
The higher debt burden leaves Adecoagro more exposed to commodity-cycle volatility and interest costs while current returns remain modest. Although management targets deleveraging, leverage of this magnitude can constrain financial flexibility and compete with investment or shareholder-return priorities.
Thin And Weaker Free Cash Flow
Positive cash generation is currently modest relative to earnings and debt, with free cash flow declining and operating cash flow covering only about 0.36 times net income. Weaker conversion reduces flexibility to fund expansion, repay debt and absorb operating volatility internally.
Sugar And Ethanol Margin Pressure
Weak ethanol pricing and elevated inventory indicate that a major operating segment is carrying product while waiting for better market conditions. This can delay cash realization, increase working-capital needs and keep sugar-ethanol profitability vulnerable even as crushing volumes grow.
Adecoagro SA News
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Adecoagro SA Stock Smart Score
Company Description
Adecoagro SA
Adecoagro S.A., engages in agricultural and agro-industrial activities in Argentina, Brazil, Chile, and Uruguay. The company operates through two segments, Farming; and Sugar, Ethanol, and Energy. The company is involved in the production of a range of agricultural commodities, including soybean, corn, wheat, peanut, sunflower, cotton, and others; planting, harvesting, processing, and marketing of white, brown, and rough rice; genetic development of seeds; and production of dairy products, such as raw milk, ultra-high temperature milk, UP milk, powdered milk, semi-hard cheese, cream, cream and cocoa flavored milk, chocolate and fluid milk, and other dairy products. It also generates electricity through burning biogas extracted from effluents produced by its dairy cattle; and provides grain warehousing and conditioning, and handling and drying services. In addition, the company cultivates and harvests sugarcane to produce sugar, ethanol, biomethane, and electricity; and sells carbon credits. Further, it engages in land transformation activities, such as the acquisition of farmlands or businesses with underdeveloped or underutilized agricultural land; and the implementation of production technology and agricultural practices. The company was founded in 2002 and is based in Luxembourg, Luxembourg. As of May 1, 2025, Adecoagro S.A. operates as a subsidiary of Tether Investments, S.A. De C.V.
- Sector
- Consumerdefensive
- Industry
- Agricultural Farm Products
- CEO
- Mariano Bosch
- Employees
- 10,283
- Website
- www.adecoagro.com
- Address
- 28, Boulevard F.W. Raiffeisen, Luxembourg, LU, 2411, LU
Adecoagro SA (0DWL) Earnings & Revenues
0DWL Company Deck
0DWL Earnings Call
Earnings Call SentimentPositive
The call highlighted multiple operational and financial milestones: record consolidated adjusted EBITDA, a standout fertilizers performance (22% higher urea production, >100% EBITDA growth in the segment), solid crushing growth (+3% YoY), strategic M&A (Profertil closed payment and Carapo acquisition) and improved liquidity (liquidity ratio up to 1.9x). Offsetting these positives were softer sugar/ethanol results driven by lower sugar prices and TRS, depressed ethanol prices leading to inventory builds, FX-driven cost pressure in Brazil, and seasonally elevated net debt. Management expects fertilizer and sugar/ethanol fundamentals to support future EBITDA, believes Carapo is accretive and synergies are sizable, and remains on a deleveraging path.
View all GB:0DWL earnings summaries0DWL Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 5 | 2 | 15 |
| Technical Analysis | 5 | 2 | 3 |
| Moving Averages | 0 | 0 | 12 |










