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Visual31 Oct 2025
Three decades of Rolls-Royce
Adecoagro (AGRO) investor relations material
Adecoagro M&A Announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.M&A Announcement summary9 Sep, 2025
Deal rationale and strategic fit
Acquisition of a 50% stake in the largest granular urea producer in South America addresses a regional supply deficit, secures a critical input for agriculture, and supports diversification and reduced earnings volatility.
Strategic location near Vaca Muerta provides access to competitively priced natural gas, aligning with a low-cost production philosophy.
Partnership with ACA leverages a long-standing relationship to reinforce sustainable, value-adding agribusiness in South America.
The asset complements existing operations and supports a broader food and energy platform vision.
Complementarity with YPF is expected to strengthen Profertil's leadership in the region.
Financial terms and conditions
Purchase price for the 50% stake is approximately $600 million, executed through an 80%/20% partnership with ACA.
Profertil generated an average annual EBITDA of about $390 million from 2020-2024, with the deal valuing the company at roughly four times normalized EBITDA.
Financing is secured with over $1 billion in approved credit lines, including a long-term facility from Rabobank.
Expected net debt-to-PBR ratio will rise to about 3x post-acquisition, with a long-term target of 2x.
The transaction is subject to customary closing conditions and YPF's 90-day right of first refusal.
Synergies and expected cost savings
The acquisition is expected to generate new revenue streams and synergies by integrating input production with existing agricultural operations.
The business model benefits from negative correlation between input and output prices, reducing risk.
Deleveraging plan and timeline?
How PROFERTIL enhances Adecoagro's ecosystem?
What conditions enable PROFERTIL capacity doubling?
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Q3 202512 Nov, 2025
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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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