Adecoagro S A Stock Price, News & Analysis

Adecoagro (NYSE: AGRO) submitted a binding offer to acquire YPF's 50% stake in Profertil S.A. under substantially the same terms as its earlier deal with Nutrien, including a purchase price of approximately US$600 million. If accepted by YPF's board in December 2025 and closed, Adecoagro would own 90% of Profertil with the remaining 10% held by Asociación de Cooperativas Argentinas.

Profertil operates a Bahía Blanca complex with annual capacity of ~1.3 million t urea and ~790,000 t ammonia, supplies ~60% of Argentina's urea, and posted average annual EBITDA of ~US$390 million for 2020-2024. The deal is to be financed via cash, a committed long-term credit facility, and proceeds from an equity sale, and is expected to close by Dec 31, 2025.

Adecoagro (NYSE: AGRO) reported 3Q25 Adjusted EBITDA of $115.1 million and said the Sugar, Ethanol & Energy unit led results with $120.5 million in 3Q25 (+20.3% YoY). The company hit an all-time crushing record of 4.9 million tons in 3Q25 and shifted to an ethanol-maximization mix (58% in 3Q25).

9M25 results declined due to lower commodity prices and higher costs. Net Debt/LTM Adj. EBITDA was 2.8x. Adecoagro agreed to buy Nutrien's ~50% stake in Profertil for ~$600 million (company paid $96 million upfront). Farmland appraised at $714.8 million and total 2025 shareholder distributions reached $45.2 million.

Adecoagro (NYSE: AGRO) announced its Board approved a cash dividend distribution totaling $17.5 million as the second tranche of a two-part payout.

The dividend equals approximately $0.17485 per share, has a record date of November 3, 2025, and a payment date of November 19, 2025. The first equal installment was paid on May 16, 2025, making the announced annual cash dividend $35 million in total.

Adecoagra (NYSE:AGRO) has announced a strategic acquisition of Nutrien Ltd.'s 50% stake in Profertil S.A. for approximately $600 million. The acquisition will be executed through an 80-20 partnership with Asociación de Cooperativas Argentinas (ACA).

Profertil is South America's largest granular urea producer with an annual capacity of 1.3 million metric tons of urea and 790,000 metric tons of ammonia. The company supplies about 60% of Argentina's urea consumption and has generated an average annual EBITDA of $390 million from 2020-2024. The remaining 50% stake is owned by YPF S.A., which holds a 90-day right of first refusal.

The transaction is expected to close by the end of 2025, strengthening Adecoagro's position in the agricultural sector while diversifying its operations.

Adecoagro (NYSE: AGRO) reported mixed second quarter 2025 results, with Adjusted EBITDA reaching $55.4 million, marking a 60.5% year-over-year decline. The company's gross sales decreased by 1.4% in Q2 due to lower commodity prices, though 6-month sales were up 9.9% on higher volumes.

The Sugar, Ethanol & Energy segment generated $68.1 million in Adjusted EBITDA, down 36.3% year-over-year, while the Farming business contributed just $1.1 million. Notable financial developments include the issuance of $500 million Senior Notes due 2032 and a tender offer for 2027 notes. The company committed $45.2 million to shareholder distributions, including share repurchases and dividends.

Adecoagro (NYSE:AGRO) has announced the completion of its cash tender offer for its 6.000% Notes due 2027. The tender offer, which expired on July 24, 2025, resulted in US$150,927,000 (approximately 36.31%) of the outstanding notes being validly tendered and not withdrawn.

Holders who validly tendered their notes will receive US$1,000.00 per US$1,000.00 principal amount, plus accrued interest. The settlement is expected on July 29, 2025. Following the tender offer, US$264,717,000 in principal amount of the 2027 Notes will remain outstanding.

The company plans to finance the tender offer through proceeds from a new U.S. Dollar-denominated notes offering, with any remaining proceeds potentially being used to redeem or purchase outstanding notes through various means.

Adecoagro (NYSE:AGRO) has announced the pricing of $500 million Senior Notes due 2032 with a 7.500% interest rate. The Notes will be issued at 100.00% of face value and will mature on July 29, 2032, backed by senior unsecured guarantees from certain company subsidiaries.

The private placement is being offered to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S. Settlement is expected on July 29, 2025. The proceeds will primarily fund a tender offer for the company's existing 6.000% Notes due 2027, with any remainder allocated to general corporate purposes, including capital expenditures and liability management.

Adecoagro (NYSE:AGRO) has announced plans to offer senior unsecured notes through a private placement to qualified institutional buyers. The offering will be conducted under Rule 144A and Regulation S of the Securities Act, with notes guaranteed by certain company subsidiaries.

The proceeds will be primarily used to fund a tender offer for the company's existing 6.000% Notes due 2027, with any remaining funds allocated to general corporate purposes, including capital expenditures and liability management. The final pricing and terms of the notes will depend on market conditions.

Adecoagro (NYSE:AGRO) has launched a cash tender offer for all outstanding 6.000% Notes due 2027. The company is offering US$1,000.00 per US$1,000.00 principal amount for the notes, which have an outstanding balance of US$415,644,000.

The tender offer expires on July 24, 2025, at 5:00 p.m. New York City time. Settlement is expected around July 29, 2025. The company plans to finance the tender offer through a new notes offering and intends to redeem any remaining 2027 notes after the expiration date.

Holders who tender their notes will receive the consideration plus accrued and unpaid interest. The tender offer is contingent upon the successful pricing and receipt of proceeds from the new notes offering.