Adecoagro

Adecoagro reached an agreement with the Raízen group to buy the Caarapó mill in Mato Grosso do Sul for about 760 million R$ (around 148 million USD). The transaction includes sugarcane plantations and existing supply contracts; in the 2025/26 season the mill processed about 3.5 million tonnes of sugarcane and can produce sugar, hydrous/anhydrous ethanol and renewable energy. The deal will be paid in cash, is subject to customary contractual conditions and requires approval from the Brazilian antitrust authority (CADE); closing is expected before October 1, 2026. Adecoagro plans to integrate the facility into its sugar, ethanol and energy business; given its market capitalization and liquidity metrics, financing the purchase price is considered feasible. » More on de.investing.com

Adecoagro reported Q1 2026 EPS of -$0.24, well below the forecast of $0.2054, while revenue of $398.68m exceeded expectations. Adjusted EBITDA rose to $86m, net debt increased to $1.6bn. The stock fell 3.63% in premarket trading. Management announced capacity expansions for urea and higher ethanol production and expects profitability to improve gradually. » More on de.investing.com

Adecoagro reported adjusted EBITDA of $85.8 million for the quarter ended March 31, 2026. The fertilizer segment generated $52.5 million in EBITDA, a 4.3-fold pro‑forma increase versus Q1 2025, driven by higher urea production and elevated prices ($517/t). The sugar, ethanol and energy segment contributed $40.6 million (up 36%) amid record processing of 2.2 million tonnes of sugarcane, while food & agribusiness fell to $1.4 million. Net debt was 3.2 times adjusted EBITDA on a pro‑forma basis; analysts expect a return to profitability in 2026 and roughly 61% revenue growth. » More on de.investing.com