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Adecoagro S.A.

NYSE•AGRO
執行長: Mr. Mariano Bosch
板塊: Consumer Defensive
行業: 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.
聯絡資訊
Vertigo Naos Building, 6, Rue Eugène Ruppert, Luxembourg, 2453, Luxembourg
352-2644-9372
www.adecoagro.com
市值
$4.85B
本益比 (TTM)
207.0
49.8
股息率
3.6%
52周最高
$11.79
52周最低
$6.89
52周範圍
57%
排名43Top 50.7%
3.8
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
疲弱 • 3.8 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025

財務儀表板

Q3 2025 數據

營業收入

$304.21M-35.48%
近4季度走勢

每股收益

$0.01-65.79%
近4季度走勢

自由現金流

-$24.36M+3316.45%
近4季度走勢

2024 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (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

關鍵指標

股票代碼
市值
本益比 (TTM)
股東權益報酬率 (TTM)
負債率
AGRO$4.85B207.01.7%44.0%
LAUR$4.70B16.826.4%38.4%
GHC$4.65B15.86.5%20.7%

長期趨勢

近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
-6.7%
增長承壓
4季度淨利複合增長率
-26.5%
盈利能力下滑
現金流穩定性
75%
現金流波動較大

深度研究

下次財報:2026年3月12日
|
每股收益:-
|
營業收入:$371.95M
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