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Adecoagro SA (AGRO)
NYSE:AGRO
Earnings Data
Report Date
Aug 18, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.26Last Year’s EPS
0.09Same Quarter Last Year
Moderate Sell
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 12, 2025
|% Change Since: 7.74%
|Next Earnings Date:Aug 18, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected a complex scenario where Adecoagro faced significant challenges, particularly with a substantial decrease in EBITDA and issues in the farming segment. However, there were notable positive developments such as strategic progress with Tether's investment, record rice productivity, and strategic sales in ethanol. The outlook appears cautiously optimistic with new shareholder support, though immediate financial performance shows strain.Company Guidance
During Adecoagro's first quarter conference call for 2025, the company highlighted key financial metrics and strategic guidance. Consolidated adjusted EBITDA was reported at $36 million, marking a 60% year-over-year decrease, primarily due to losses in biological assets within the rice and sugar, ethanol, and energy segments. Net sales for the quarter totaled $324 million, up 28% year-over-year, driven by higher ethanol sales volumes despite lower commodity prices. The company noted a 31% year-over-year decline in crushing volume in their sugar, ethanol, and energy business due to dry weather. However, they anticipate an improvement in yields and productivity as the year progresses. Tether, now the largest shareholder with a 70% stake, plans to invest in Adecoagro's growth, exploring both organic and inorganic opportunities, while maintaining a disciplined capital allocation strategy. The company also reaffirmed its commitment to a minimum distribution of 40% of cash generated in 2024, with $64 million set for dividends and share repurchases.Tether Becomes Largest Shareholder
Tether completed its tender offer process, becoming the largest shareholder of Adecoagro with 70% equity. This marks a new era for the company with potential for new projects and innovations.
Record Rice Productivity
Adecoagro achieved a new record in rice productivity, attributed to investments in seed genetics, land laboring, and machinery.
Increased Sales and Strategic Ethanol Sales
Net sales totaled $324 million, a 28% increase year-over-year, with significant sales of ethanol at prices 31% higher compared to the previous year.
Positive Developments in Sugar and Ethanol Business
The company strategically sold ethanol at higher prices and expects to crush sugarcane at higher yields due to recent rains, potentially improving operations in the second half of the year.
AGRO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AGRO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2025 | $8.79 | $8.95 | +1.82% |
Mar 13, 2025 | $10.72 | $10.80 | +0.75% |
Nov 13, 2024 | $11.24 | $10.75 | -4.36% |
Aug 12, 2024 | $10.39 | $11.39 | +9.62% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Adecoagro SA (AGRO) report earnings?
Adecoagro SA (AGRO) is schdueled to report earning on Aug 18, 2025, TBA Not Confirmed.
What is Adecoagro SA (AGRO) earnings time?
Adecoagro SA (AGRO) earnings time is at Aug 18, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AGRO EPS forecast?
AGRO EPS forecast for the fiscal quarter 2025 (Q2) is 0.26.