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Adecoagro S.A.

NYSE•AGRO
CEO: Mr. Mariano Bosch
板块: Consumer Defensive
行业: Agricultural Farm Products
上市日期: 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.
联系方式
Vertigo Naos Building, 6, Rue Eugène Ruppert, Luxembourg, 2453, Luxembourg
352-2644-9372
www.adecoagro.com
市值
$4.85B
市盈率 (TTM)
207.0
49.8
股息率
3.6%
52周最高
$11.79
52周最低
$6.89
52周范围
57%
排名43Top 50.7%
3.8
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
疲弱 • 3.8 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q3 2025 数据

营业收入

$304.21M-35.48%
近4季度走势

每股收益

$0.01-65.79%
近4季度走势

自由现金流

-$24.36M+3316.45%
近4季度走势

2024 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

COTY stock ticker logoCOTY
$5.81B
-4.6%
PSMT stock ticker logoPSMT
$5.39B
+7.8%
GHC stock ticker logoGHC
$4.91B
+2.5%

毛利率 (最新季度)

IPAR stock ticker logoIPAR
61.5%
-0.4pp
COTY stock ticker logoCOTY
59.4%
-1.0pp
FIZZ stock ticker logoFIZZ
37.9%
+0.3pp

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
AGRO$4.85B207.01.7%44.0%
LAUR$4.70B16.826.4%38.4%
GHC$4.65B15.86.5%20.7%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
-6.7%
增长承压
4季度净利润复合增长率
-26.5%
盈利能力下滑
现金流稳定性
75%
现金流波动较大

深度研究

下次财报:2026年3月12日
|
每股收益:-
|
营业收入:$371.95M
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过去12个月
无数据