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Adecoagro (AGRO) investor relations material
Adecoagro Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary12 Nov, 2025
Executive summary
Adjusted EBITDA for Q3 2025 reached $115.1 million, up 3.7% year-over-year, driven by record sugarcane crushing and a strategic shift to ethanol maximization, despite a 29% decline in gross sales to $323.3 million due to lower volumes and prices.
Record quarterly sugarcane crushing in Brazil at 4.9 million tons, with ethanol production up 40% year-over-year and ethanol mix at 55% in 9M25.
Crop and rice areas were reduced and mix improved to target better future margins amid declining global prices; dairy operations set productivity records, focusing on UHT milk for the domestic market.
Announced acquisition of Nutrien’s 50% stake in ProFertil, South America's largest granular urea producer, for ~$600 million, with a $96 million down payment; closing expected by year-end.
Total capital expenditures surged to $151.2 million in Q3 2025, mainly due to the ProFertil acquisition.
Financial highlights
Gross sales for Q3 2025 were $323.3 million, down 29.2% year-over-year; year-to-date sales reached $1.04 billion, down 6.2% year-over-year.
Adjusted EBITDA margin improved to 37% in Q3 2025 from 25% in Q3 2024.
Net sales in the sugar, ethanol, and energy segment were $131.2 million for the quarter, with year-to-date at $433 million.
Adjusted EBITDA for the sugar, ethanol, and energy segment was $120.5 million in Q3 2025, up 20.3% year-over-year; year-to-date adjusted EBITDA was $218 million, down 16% year-over-year.
Distribution to shareholders totaled $45.2 million in 2025, including $35 million in dividends and $10.2 million in share repurchases.
Outlook and guidance
Crushing volume for sugarcane is expected to improve in 2026, with a projected 5%-6% increase over 2025, assuming normal weather.
Cost reductions of 15%-20% anticipated for the next year due to higher crushing volumes, better yields, and efficiency gains.
Planting area for 2025/26 reduced by 21.8% to maximize margin per hectare amid lower commodity prices.
91% of 2025 sugar production hedged at 19.3 cts/lb; 20% of 2026 production committed at 16.4 cts/lb.
Profertil acquisition anticipated to close by year-end, strengthening fertilizer business fundamentals.
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Frequently asked questions
Adecoagro S.A. is an agro-industrial company operating in South America, primarily involved in farming, sugar, ethanol, and energy production, as well as land transformation. The company's operations are segmented into three main areas: Farming; Sugar, Ethanol and Energy; and Land Transformation. Adecoagro focuses on the cultivation and sale of grains, oilseeds, and fibers such as wheat, corn, soybeans, peanuts, cotton, and sunflowers. It also offers grain warehousing and other related services. In addition to crop farming, the company is engaged in rice production, dairy operations including the production and sale of raw milk, UHT, cheese, and powder milk, and the cultivation and processing of sugarcane into ethanol, sugar, and electricity. The company is headquartered in Luxembourg, and its shares are listed on the New York Stock Exchange.
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