Adecoagro S.A.: Adjusted EBITDA reached $471.8 million in 9M26, reaching an all-time high for a nine-month period. Monthly records set for urea and ammonia production and strong cane productivity.

(NYSE:AGRO) Adecoagro S.A. reported its results for the third quarter ended September 30, 2026, based on consolidated interim financial statements in US dollars under IFRS. Adjusted Net Income decreased year-over-year in both 3Q26 and 9M26, mainly due to higher interest expenses from additional debt incurred to finance the acquisition of the Fertilizers business and higher income taxes on higher pre-tax income. On a pro forma basis, Net Debt/LTM Adj. EBITDA stood at 3.2x; excluding the acquisition of Caarapó mill, net leverage ratio would have remained at 3.0x, and below those levels when excluding seasonal working capital needs and the quarter-over-quarter increase in readily marketable inventories. In the Sugar, Ethanol & Energy segment, Adjusted EBITDA was $101.1 million in 3Q26 and $195.0 million in 9M26, representing decreases of 16.0% and 10.7% year-over-year, respectively. Effective September 1, 2026, operational and financial metrics for the SE&E business include Caarapó mill. Year-to-date crushing reached 10.4 million tons, up 5.9% year-over-year, though 3Q26 saw a 5.1% decline due to above-average rainfall in September. TRS per hectare increased 24.0% year-over-year in 9M26 and 31.0% in 3Q26. The quarterly mix was 47% sugar and 53% ethanol; year-to-date mix was 35% sugar and 65% ethanol. The all-in average net selling price for ethanol was $503/m³. Cost of production stood at 9.2 cts/lb (versus 8.3 cts/lb in 9M25), driven by the appreciation of the Brazilian real. As of this date, 100% of 2026 sugar production is hedged at an average of 16.5 cts/lb, and 41% of 2027 production at 18.3 cts/lb. In the Fertilizers segment, Adjusted EBITDA was $109.3 million in 3Q26 and $283.1 million in 9M26, representing a 7.4% and 64.9% increase versus 3Q25 and 9M25 on a pro forma basis, assuming the Profertil acquisition had occurred on January 1, 2025. Urea production was up 4.1% in 3Q26 and 11.4% in 9M26 year-over-year. Sales increased 16.0% in 3Q26 as urea volumes rose 30.8%. Year-to-date sales were up 25.0%, supported by higher prices ($561/ton 9M26 average, up 16.9% versus 9M25) and higher volumes sold. In the Food & Agriculture segment, Adjusted EBITDA reached $12.6 million in 3Q26, compared to $1.5 million in 3Q25, and $18.9 million year-to-date, in line with 9M25. The company forecasts a 2026/27 planting plan of 245.4 thousand hectares, 2.9% higher than the previous campaign. Cow productivity reached an all-time high in October at 41 liters/cow/day. Adecoagro owns 228 thousand hectares of farmland and several industrial facilities across Argentina, Brazil, and Uruguay, producing 1.3 million tons of fertilizers, 3.1 million tons of agricultural products, and over 1 million MWh of renewable electricity. Emilio Gnecco is CFO and Victoria Cabello is IRO. A conference call to discuss 3Q26 results will be held on November 12, 2026.

Adecoagro announces declaration of cash dividends

(NYSE:AGRO) Adecoagro S.A. announced that its Board of Directors has approved a cash dividend distribution. The total amount to be distributed is $17.5 million. The dividend per share is approximately $0.12128986. The company is headquartered in LUXEMBOURG and operates as a sustainable production company in South America. The announcement specifies the amount to be distributed and the dividend per share. The Board of Directors made the approval for this dividend distribution. The company is listed on the New York Stock Exchange under the ticker AGRO. The dividend is described as a cash dividend. The announcement provides the exact per-share amount to be paid. The total dividend amount is stated in US dollars. The company highlights its focus on sustainable production in South America. The record date for the dividend is referenced but not specified in the provided text. The announcement is made via a press release dated October 26, 2026.

Adecoagro Completes Acquisition of Caarapó Mill and Integrates It Into Its Cluster in Mato Grosso do Sul

(NYSE: AGRO) Adecoagro S.A. announced that it has completed the acquisition of the Caarapó Mill from Raízen Group, following the satisfaction of all conditions.

Record Adjusted EBITDA at $172.5 million in 2Q26 and $258.3 million in 6M26. Higher urea production, stronger cane availability and ethanol maximization.

(NYSE: AGRO) Adecoagro S.A. announced its results for the second quarter ended June 30, 2026, highlighting outperformance of its Fertilizers segment driven by higher production and stronger urea prices. Adjusted EBITDA for the Fertilizers segment amounted to $121.2 million in 2Q26 and $173.8 million in 6M26, representing a 109.7% and 148.5% increase versus 2Q25 and 6M25 on a pro forma basis. Net Debt/LTM Adj. EBITDA was down to 3.0x, compared to 3.2x in 1Q26. In the Sugar, Ethanol and Energy segment, Adjusted EBITDA amounted to $53.2 million in 2Q26 and $93.8 million in 6M26, 21.8% and 4.2% lower year-over-year, respectively. Crushing totaled 3.5 million tons in 2Q26 and 5.8 million tons in 6M26, up 2.8% and 16.8% year-over-year, respectively. Adecoagro owns 210.4 thousand hectares of farmland and several industrial facilities across Argentina, Brazil and Uruguay. The company produces 1.3 million tons of fertilizers, 3.1 million tons of agricultural products and over 1 million MWh of renewable electricity.

Adecoagro to Expand its S&E Cluster in Mato Grosso do Sul via Acquisition of Caarapó mill

(NYSE: AGRO) Adecoagro S.A. announced it has entered into an agreement with Raízen Group to acquire the Caarapó Mill, located in the State of Mato Grosso do Sul, for an estimated transaction price of R$760 million (approximately US$148 million), to be paid in cash upon closing. During the 2025/26 harvest season, the Caarapó Mill processed approximately 3.5 million tons of sugarcane. The mill is located approximately 100 km from Adecoagro's Angélica and Ivinhema mills and has the capacity to produce sugar, hydrous and anhydrous ethanol, as well as renewable energy. Adecoagro owns 210.4 thousand hectares of farmland and several industrial facilities across Argentina, Brazil and Uruguay, producing 3.1 million tons of agricultural products, 1.3 million tons of fertilizers, and over 1 million MWh of renewable electricity. The completion of the transaction is subject to approval by the Brazilian Administrative Council for Economic Defense (CADE) and other conditions precedent. The closing is expected to occur before October 1, 2026, after which the Caarapó Mill will be incorporated into Adecoagro's Sugar, Ethanol and Energy business. The company expects the asset to be accretive to Adjusted EBITDA from day one, with incremental upside as operational synergies are captured.

Adjusted EBITDA reached $85.8 million in 1Q26 driven by first quarter crushing record & full ethanol mix. The Fertilizers segment adds earnings momentum and future upside supported by higher urea prices.

Adecoagro S.A. (NYSE: AGRO) reported its first quarter 2026 results, highlighting strong year-over-year performance in its Fertilizers operations and a first-quarter crushing record in its Sugar, Ethanol & Energy segment. Adjusted EBITDA for the Sugar, Ethanol & Energy segment was $40.6 million in 1Q26, up 36.0% year-over-year, while the Fertilizers segment posted $52.5 million, a 4.3x increase versus 1Q25 on a pro forma basis. The company completed the acquisition of Profertil S.A. and redefined its business segments effective January 1, 2026. Net Debt/LTM Adj. EBITDA stood at 3.2x, reflecting the full payment of the purchase price for Profertil. The company intends to continue reducing its leverage ratio driven by higher expected Adjusted EBITDA generation.

Adecoagro announces the filing of its form 20-F for fiscal year 2025

Adecoagro S.A. (NYSE: AGRO) announced the filing of its Form 20-F for the fiscal year ended December 31, 2025, with the Securities and Exchange Commission. The company is a leading sustainable production company in South America, owning 210.4 thousand hectares of farmland and several industrial facilities in Argentina, Brazil, and Uruguay. In 2025, Adecoagro produced 1.3 million tons of fertilizers, 3.1 million tons of agricultural products, and over 1 million MWh of renewable electricity. Shareholders can request a hard copy of the audited financial statements or the complete 2025 Form 20-F free of charge. This filing provides investors with detailed financial and operational information for the year.

Adecoagro S.A. (NYSE: AGRO) announced that its Board of Directors has approved a cash dividend distribution of $17.5 million, with a dividend per share of $0.12126801. The record date for the dividend is May 4, 2026, and the payment date is May 19, 2026. This is the first of a two-tranche cash dividend, with the second installment to be paid on or about November 2026 in an equal cash amount. Adecoagro owns 210.4 thousand hectares of farmland and produces 1.3 million tons of fertilizers, 3.1 million tons of agricultural products, and over 1 million MWh of renewable electricity across Argentina, Brazil, and Uruguay. The announcement highlights the company's ongoing commitment to shareholder returns and sustainable production in South America.