Adecoagro S.A.
NYSE•AGRO
CEO: Mr. Mariano Bosch
セクター: Consumer Defensive
業種: Agricultural Farm Products
上場日: 2011-01-28
Adecoagro S.A., an agro-industrial company, engages in various businesses in Argentina, Brazil, and Uruguay. The company operates through two segments, Farming; and Sugar, Ethanol and Energy. The Farming segment is involved in the production of a range of agricultural commodities, including soybean, corn, wheat, peanut, sunflower, cotton, and others; planting, harvesting, processing, and marketing of rice; genetic development of seeds; and production of dairy products, such as raw milk, ultra-high temperature milk, UP milk, powdered milk, semi-hard cheese, cream, cream and cocoa flavored milk, chocolate milk, and other dairy products. The segment also generates electricity through burning biogas extracted from effluents produced by its dairy cattle; and provides grain warehousing and conditioning, and handling and drying services to third parties. The Sugar, Ethanol and Energy segment produces sugar, ethanol, and energy; and sells carbon credits and renewable natural gas certificates. It also engages in the land transformation activities, which is involved in the identification and acquisition of underdeveloped and undermanaged farmland, and the realization of value through the strategic disposition of assets. The company was founded in 2002 and is based in Luxembourg, Luxembourg.
連絡先情報
Vertigo Naos Building, 6, Rue Eugène Ruppert, Luxembourg, 2453, Luxembourg
352-2644-9372
時価総額
$6.92B
PER (TTM)
-922.5
48.5
配当利回り
2.5%
52週高値
$15.89
52週安値
$6.89
52週レンジ
順位43Top 50.7%
3.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$415.94M+0.00%
直近4四半期の推移
EPS
-$0.03+0.00%
直近4四半期の推移
フリーCF
$91.81M+0.00%
直近4四半期の推移
2024 Annual 決算ハイライト
主なハイライト
Total Revenue Growth Total revenue reached 1.52B USD, marking a 16.9% increase driven by strong performance in Dairy and Crops segments.
Crops Sales Surge Crops segment sales grew 49.8% to 249.2M USD, significantly boosted by a 107.3% volume increase in soybean production.
Dairy Segment Expansion Dairy sales increased 67.3% to 301.3M USD, supported by higher value-added product prices and operational expertise.
Leverage Ratio Improvement Net Debt to Adjusted EBITDA ratio improved to 1.18x as of year-end 2024, reflecting strong operational cash generation.
リスク要因
Argentine Economic Volatility High inflation (117.8% in 2024) and currency volatility severely impact financial condition and operational results in Argentina.
Commodity Price Exposure Sugar and ethanol prices correlate strongly with petroleum, exposing results to adverse price fluctuations beyond management control.
Adverse Weather Impact Unpredictable weather, including climate change effects, poses risks to agricultural production and commodity supply stability.
FX Control Uncertainty Ongoing uncertainty regarding Argentine foreign exchange controls limits ability to remit funds and service USD-denominated debt.
見通し
Tether Acquisition Pending Tender offer launched by Tether aims for 70% ownership; closing contingent on satisfaction of the 51% tender threshold.
Land Value Enhancement Continue land transformation strategy, realizing capital gains through strategic disposition of fully developed and appreciated assets.
Operational Efficiency Focus Intend to further increase operating efficiencies and maintain a low-cost platform across all business lines via technology adoption.
Brazil Cluster Consolidation Strategy focuses on ramping up production at Ivinhema and Angelica mills to maximize scale economies and profitability.
同業比較
売上高 (TTM)
$5.81B
$5.53B
$4.91B
粗利益率 (最新四半期)
61.5%
59.4%
40.9%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| AGRO | $6.92B | -922.5 | -0.5% | 37.1% |
| GHC | $4.96B | 16.3 | 6.5% | 20.7% |
| PSMT | $4.84B | 31.2 | 12.0% | 12.7% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
8.5%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年5月11日
EPS:$0.21
|売上高:$372.06M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし