Welcome to our dedicated page for Adecoagro S.A. SEC filings (Ticker: AGRO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Adecoagro S.A. filings document the disclosures of a Luxembourg foreign private issuer with South American farming, sugar, ethanol, energy and fertilizer operations. Its Form 20-F and Form 6-K reports cover audited consolidated financial statements, IFRS operating results, internal control reporting and business updates across crops, rice, dairy, sugarcane processing, renewable electricity and Profertil.
The filing record also includes dividend announcements, annual general meeting materials, proxy voting instructions, Form F-3 registration activity, common-share offering documents, underwriting agreements and capital-structure disclosures. These filings provide formal records of governance matters, shareholder actions, financing transactions and material corporate developments.
Adecoagro S.A. (AGRO) announced that Fitch Ratings has initiated coverage and assigned the company ‘BB’ Long-Term Local Currency and Foreign Currency Issuer Default Ratings with a Stable Outlook. Fitch highlights Adecoagro’s strong financial profile, disciplined capital allocation, and enhanced business diversification as key rating drivers.
Fitch notes that Adecoagro has nearly doubled its consolidated EBITDA and cash flow generation in recent months following the acquisition of Profertil, which added a leading fertilizers business and broadened its earnings base. The rating also reflects Adecoagro’s commitment to maintaining prudent leverage, with Fitch expecting net leverage to continue declining through higher EBITDA and ongoing debt reduction, supported by diversified funding sources and continued access to capital markets and bank financing.
Adecoagro S.A. (AGRO) has completed the acquisition of the Caarapó sugar and ethanol mill in Brazil’s Mato Grosso do Sul state from Raízen Group, after all conditions in the July 20, 2026 purchase agreement were satisfied. The mill is now operating under Adecoagro’s ownership and management.
The final purchase price was R$705 million (about US$136 million), paid in cash at closing, implying roughly US$39 per ton of crushing capacity based on Caarapó’s 3.5 million tons crushed in the 2025/26 harvest. Caarapó has installed capacity to crush about 6–7 million tons per year. Adecoagro plans to increase Caarapó’s crushing to 4.5 million tons in 2027 by processing excess cane from its existing operations and to apply its established efficiency and commercial practices to improve operating KPIs and Adjusted EBITDA. With this acquisition, Adecoagro expects its Mato Grosso do Sul cluster to crush 17 million tons in 2027, positioning it among the largest clusters in Brazil.
Adecoagro S.A. reported stronger operating results for the quarter and six months ended June 30, 2026. Adjusted EBITDA reached $172.5 million in 2Q26 and $258.3 million in 6M26, increases of 52.4% and 60.2% versus pro forma 2025, with EBITDA margin expanding to 32.8% in 2Q26.
Fertilizers was the main driver, with Adjusted EBITDA of $121.2 million in 2Q26 and $173.8 million in 6M26, up 109.7% and 148.5% pro forma, supported by higher urea production and higher realized prices of $699/ton in 2Q26. Sugar, Ethanol & Energy EBITDA fell 21.8% in 2Q26 to $53.2 million as the company maximized ethanol (78% mix in 6M26) and built inventories, while Food & Agriculture EBITDA declined 64.9% in 6M26 to $6.2 million on weaker commodity and dairy prices.
The group generated profit for the period of $25.2 million in 2Q26 and $69.1 million in 6M26, compared with losses or minimal profit a year earlier. Net debt was $1.69 billion, with pro forma Net Debt/LTM Adjusted EBITDA at 3.0x, down from 3.2x in 1Q26. Capital expenditures totaled $543.1 million in 6M26, largely reflecting the Profertil acquisition. Adecoagro agreed to acquire the Caarapó mill in Brazil for about R$760 million (≈$148 million), which will lift sugarcane crushing capacity above 18 million tons, and is paying a $35 million 2026 cash dividend.
Adecoagro S.A. agreed to acquire the Caarapó sugar, ethanol and energy mill in Brazil’s Mato Grosso do Sul from Raízen Group for an estimated R$760 million (about US$148 million), payable in cash at closing, including the mill’s owned sugarcane and sugarcane supply agreements.
During the 2025/26 harvest, the Caarapó mill processed approximately 3.5 million tons of sugarcane. It can produce sugar, hydrous and anhydrous ethanol, and renewable energy, and is located about 100 km from Adecoagro’s Angélica and Ivinhema mills, to be integrated into its regional Sugar, Ethanol and Energy cluster.
The company states it expects the asset to be accretive to Adjusted EBITDA from day one and to grow crushing volumes with limited incremental investment. Completion is subject to approval by Brazil’s CADE and other conditions and is expected before October 1, 2026, after which Caarapó will be incorporated into Adecoagro’s Sugar, Ethanol and Energy business.
Adecoagro currently owns 210.4 thousand hectares of farmland and produces about 3.1 million tons of agricultural products, 1.3 million tons of fertilizers and over 1 million MWh of renewable electricity across Argentina, Brazil and Uruguay.
Adecoagro S.A. reported sharply stronger results for the first quarter ended March 31, 2026. Revenue rose to $398.7M, up 22.5% year-over-year, while profit for the period increased to $43.8M from $18.7M. Adjusted EBITDA more than doubled to $85.8M, with margin improving to 22.3% from 11.3%, mainly driven by the newly created Fertilizers segment and record crushing and ethanol mix in Sugar, Ethanol & Energy.
The Fertilizers unit delivered Adjusted EBITDA of $52.5M versus $12.1M on a pro forma basis, helped by higher urea production, volumes and prices. Food & Agriculture weakened, with Adjusted EBITDA falling to $1.4M from $16.6M on lower commodity and dairy prices. Net debt rose to $1.63B, largely due to a $396.3M payment for the 90% Profertil acquisition, leaving pro forma Net Debt/LTM Adjusted EBITDA at 3.2x. The company approved a $35M annual cash dividend for 2025, to be paid in two equal installments.
Adecoagro S.A. filed its 2025 annual report, describing its farming, sugar, ethanol and energy operations in South America and outlining extensive risk factors. The company reports 142,576,786 common shares outstanding as of December 31, 2025 and prepares its consolidated financial statements under IFRS.
The filing explains how Argentine hyperinflation is reflected under IAS 29, including inflation index factors for 2023–2025, and details a wide suite of non‑IFRS metrics such as Adjusted Consolidated EBITDA, Adjusted Net Income and Adjusted Free Cash Flow. It highlights sensitivity to commodity prices, fuel and fertilizer costs, climate and weather events, geopolitical tensions, trade policies, and regulatory changes in Brazil, Argentina and other key markets.
Adecoagro also describes its leverage focus through a Net Debt to Adjusted Consolidated EBITDA ratio, seasonality of agricultural and sugarcane cycles, and operational exposure to cyber, IT, labor, environmental and supply‑chain risks. The report notes the acquisition of a controlling stake in Profertil S.A. and associated integration, regulatory and market risks.
Adecoagro S.A. has approved a cash dividend distribution totaling $17.5 million, equal to $0.12126801 per share. Shareholders of record on May 4, 2026 will receive payment on May 19, 2026.
This is the first of two equal cash dividend installments, with the second tranche scheduled to be payable on or about November 2026, effectively doubling the total cash returned if completed as described.
Adecoagro S.A. director Leon Bentancor Oscar Alejandro reported an open-market sale of company stock. On April 21, 2026, he sold 1,163 common shares of Adecoagro S.A. at an average price of $13.034 per share.
After this transaction, he directly owns 8,775 common shares. The filing shows no derivative positions, so this sale reflects a straightforward reduction in his directly held common share position.
Adecoagro S.A. director Louis Dreyfus Kyril Robert Leonid executed an open-market sale of common shares. On 2026-04-21, he sold 1,163 common shares at an average price of $13.034 per share and now directly holds 8,661 common shares.