Aug. 19 at 5:48 AM
$AGRO
AGRO (Adecoagro)
Verdict: STRONG BUY (Argentine Pampas Bumper Crop)
2025–2027 Outlook:
2025 (Actual): ~
$0.95 EPS | ~12.1x P/E
2026 (Consensus): ~
$1.75 EPS | ~6.6x P/E
2027 (Consensus): ~
$2.10 EPS | ~5.5x P/E
Keep / Sell Rationale: BUY / ADD. Prime South American farmland and ag processor. Super El Niño rainfall breaks years of severe La Niña drought across the Argentine Pampas, driving a massive yield recovery in soybeans, corn, and sugar/ethanol at single-digit P/E multiples and rapidly falling leverage (~2.4x Debt/EBITDA).