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Adecoagro SA Earnings Calls
| Release date | May 11, 2026 |
| EPS estimate | $0.248 |
| EPS actual | -$0.240 |
| EPS Surprise | -196.81% |
| Revenue estimate | 408.936M |
| Revenue actual | 398.68M |
| Revenue Surprise | -2.51% |
| Release date | Mar 16, 2026 |
| EPS estimate | -$0.0866 |
| EPS actual | -$0.180 |
| EPS Surprise | -107.78% |
| Revenue estimate | 371.952M |
| Revenue actual | 415.936M |
| Revenue Surprise | 11.83% |
| Release date | Nov 11, 2025 |
| EPS estimate | $0.0598 |
| EPS actual | $0.260 |
| EPS Surprise | 334.64% |
| Revenue estimate | 376.069M |
| Revenue actual | 304.212M |
| Revenue Surprise | -19.11% |
| Release date | Aug 18, 2025 |
| EPS estimate | $0.259 |
| EPS actual | -$0.140 |
| EPS Surprise | -154.16% |
| Revenue estimate | 402M |
| Revenue actual | 382.08M |
| Revenue Surprise | -4.96% |
Last 4 Quarters for Adecoagro SA
Below you can see how AGRO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 18, 2025 |
| Price on release | $9.20 |
| EPS estimate | $0.259 |
| EPS actual | -$0.140 |
| EPS surprise | -154.16% |
| Date | Price |
|---|---|
| Aug 12, 2025 | $9.15 |
| Aug 13, 2025 | $9.23 |
| Aug 14, 2025 | $9.17 |
| Aug 15, 2025 | $9.11 |
| Aug 18, 2025 | $9.20 |
| Aug 19, 2025 | $8.33 |
| Aug 20, 2025 | $8.45 |
| Aug 21, 2025 | $8.57 |
| Aug 22, 2025 | $8.78 |
| 4 days before | 0.546% |
| 4 days after | -4.57% |
| On release day | -9.46% |
| Change in period | -4.04% |
| Release date | Nov 11, 2025 |
| Price on release | $8.16 |
| EPS estimate | $0.0598 |
| EPS actual | $0.260 |
| EPS surprise | 334.64% |
| Date | Price |
|---|---|
| Nov 05, 2025 | $7.96 |
| Nov 06, 2025 | $8.06 |
| Nov 07, 2025 | $8.21 |
| Nov 10, 2025 | $8.02 |
| Nov 11, 2025 | $8.16 |
| Nov 12, 2025 | $7.90 |
| Nov 13, 2025 | $7.64 |
| Nov 14, 2025 | $7.67 |
| Nov 17, 2025 | $7.67 |
| 4 days before | 2.51% |
| 4 days after | -6.00% |
| On release day | -3.19% |
| Change in period | -3.64% |
| Release date | Mar 16, 2026 |
| Price on release | $10.90 |
| EPS estimate | -$0.0866 |
| EPS actual | -$0.180 |
| EPS surprise | -107.78% |
| Date | Price |
|---|---|
| Mar 10, 2026 | $10.21 |
| Mar 11, 2026 | $10.34 |
| Mar 12, 2026 | $10.60 |
| Mar 13, 2026 | $10.82 |
| Mar 16, 2026 | $10.90 |
| Mar 17, 2026 | $12.45 |
| Mar 18, 2026 | $13.63 |
| Mar 19, 2026 | $14.61 |
| Mar 20, 2026 | $14.11 |
| 4 days before | 6.76% |
| 4 days after | 29.45% |
| On release day | 14.22% |
| Change in period | 38.20% |
| Release date | May 11, 2026 |
| Price on release | $13.49 |
| EPS estimate | $0.248 |
| EPS actual | -$0.240 |
| EPS surprise | -196.81% |
| Date | Price |
|---|---|
| May 05, 2026 | $14.24 |
| May 06, 2026 | $13.82 |
| May 07, 2026 | $13.37 |
| May 08, 2026 | $13.13 |
| May 11, 2026 | $13.49 |
| May 12, 2026 | $13.07 |
| May 13, 2026 | $13.65 |
| May 14, 2026 | $13.02 |
| May 15, 2026 | $13.11 |
| 4 days before | -5.27% |
| 4 days after | -2.82% |
| On release day | -3.11% |
| Change in period | -7.94% |
Adecoagro SA Earnings Call Transcript Summary of Q1 2026
Adecoagro reported Q1 2026 results under a new three-segment structure (Sugar, Ethanol & Energy; Fertilizers; Food & Agriculture). Key highlights: adjusted EBITDA of $86 million (more than double year-over-year), driven by strong fertilizer performance (Profertil) and higher ethanol and energy prices; Fertilizer EBITDA recovered to $53 million as Profertil ramped up after maintenance and benefited from higher urea prices following Middle East conflict and lower gas sourcing costs; Sugarcane crushing set a Q1 record (2.2 million tons) with ~96% ethanol mix, enabling ethanol maximization given price dynamics; Food & Agriculture results reflected end of prior-season inventory sales with new-crop harvest underway and expected margin improvement as new crop is commercialized. Net debt rose seasonally to $1.6 billion (pro forma net leverage ~3.2x) but management expects accelerated deleveraging driven by higher 2026 EBITDA, potentially reaching ~2.0x net debt/EBITDA by year-end. The company paid a $35 million cash dividend (two installments) and remains focused on disciplined capital allocation while evaluating longer-term growth options (e.g., potential fertilizer capacity expansion).
