Sugar and ethanol producer Adecoagro's Q2 adj EBITDA hits record
AGRO•Analyst coverage and valuation
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell".
The average consensus recommendation for the food processing peer group is "buy."
Wall Street's median 12-month price target for Adecoagro S.A. is $14.55, about 50.6% above its August 10 closing price of $9.66.
The stock recently traded at 7 times the next 12-month earnings versus a P/E of 11 three months ago.
Fertilizers and sugar, ethanol and energy drive results
The company said its Fertilizers segment adjusted EBITDA more than doubled year over year, driven by higher urea production and prices.
In its Sugar, Ethanol & Energy segment, Adecoagro said it maximized ethanol production to capture better margins, and higher cane availability supported increased crushing volumes.
Q2 adjusted EBITDA hits record despite miss versus consensus
Adecoagro reported record second-quarter adjusted EBITDA, although the result missed consensus estimates.
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Adjusted EBITDA | Miss | $172.50 mln | $233.17 mln (2 Analysts) |
2026 outlook points to stronger fertilizers and higher crushing volume
Adecoagro expects strong 2026 adjusted EBITDA in Fertilizers, exceeding prior years.
