Adecoagro SA Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
7analysts covering
FY Revenue (est.)
$2.3Bnext fiscal year
FY EPS (est.)
$1.77next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Earnings Release 3Q26 | 11 Nov 2026 |
| Earnings Call 3Q26 | 12 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Sugarcane Crushing Volume Quarterly2.2M
Ethanol Production Mix Quarterly1.0Target: Flexible optimization based on relative margins
Urea Production Volume Annually
Net Debt to Adjusted EBITDA Leverage Ratio Quarterly
Watch Items
- Profertil Integration and DeleveragingTrigger: Net Debt exceeding $1.6 billion or Net Leverage remaining above 2.5x EBITDA by year-end 2026Action: Accelerate cash generation from the Fertilizers segment, optimize working capital, and potentially restrict discretionary capital expenditures or dividend payouts.
- Sugarcane Yields and Weather VolatilityTrigger: Sugarcane yields falling below historical averages of 80-90 tons per hectare due to dry weather in BrazilAction: Utilize the continuous harvest model to collect unharvested cane, adjust the industrial mix toward the higher-margin product (sugar or ethanol), and optimize agricultural practices.
- Urea and Fertilizer Market PricingTrigger: Urea prices dropping more than 15% below current levels, squeezing margins in the newly acquired Fertilizers segmentAction: Leverage medium-term natural gas supply contracts in Argentina to maintain low-cost producer status and prioritize local sales where South America remains a net importer.
Research as of 19 Jun 2026