Adecoagro to acquire 50% stake in South American urea producer

Published 08/09/2025, 11:50
Adecoagro to acquire 50% stake in South American urea producer

LUXEMBOURG - Adecoagro S.A. (NYSE:AGRO), currently trading near its 52-week low with a market capitalization of $829 million and offering a 4.23% dividend yield, announced Monday it has signed an agreement to acquire Nutrien Ltd.’s 50% interest in Profertil S.A., South America’s largest granular urea producer. According to InvestingPro analysis, the company appears fairly valued based on its current Fair Value assessment.

The acquisition will be executed through an 80%-20% partnership between Adecoagro and Asociación de Cooperativas Argentinas (ACA). The purchase price is expected to be approximately $600 million, with the transaction anticipated to close before the end of 2025, subject to customary conditions. InvestingPro data shows Adecoagro is well-positioned for this acquisition with a healthy current ratio of 1.9, indicating strong liquid assets coverage of short-term obligations.

YPF S.A., Argentina’s largest oil and gas producer, owns the remaining 50% stake in Profertil and holds a 90-day right of first refusal to purchase Nutrien’s equity under the same terms.

Profertil operates an industrial complex in Bahía Blanca, Argentina, with an annual production capacity of approximately 1.3 million metric tons of urea and 790,000 metric tons of ammonia. The company supplies about 60% of Argentina’s urea consumption and generated an average annual EBITDA of approximately $390 million between 2020 and 2024.

"This transaction constitutes a strategic opportunity for Adecoagro," said Mariano Bosch, Co-Founder and Chief Executive Officer of Adecoagro. "We believe this acquisition is an excellent fit for our agro-industrial platform, enabling us to continue diversifying our operations." The company’s strong performance is evidenced by its 17.41% revenue growth and $280.31 million in EBITDA over the last twelve months. For deeper insights into Adecoagro’s financial health and growth prospects, access the comprehensive Pro Research Report available on InvestingPro.

Rabobank is acting as sole financial advisor to Adecoagro/ACA for the transaction, according to the company’s press release statement.

Adecoagro, which owns 210,400 hectares of farmland and several industrial facilities across Argentina, Brazil, and Uruguay, will host a conference call on September 9 to discuss the transaction.

In other recent news, Adecoagro SA announced its second-quarter 2025 earnings, reporting a revenue of $392 million. This figure fell short of the analysts’ forecast of $423.5 million. The revenue miss was accompanied by a significant decline in adjusted EBITDA. These financial results are among the latest developments concerning the company. Despite the revenue shortfall, there were no mentions of mergers or acquisitions in the recent announcements. Additionally, there have been no recent upgrades or downgrades from analysts regarding Adecoagro SA. Investors are keeping a close eye on these financial indicators as they assess the company’s performance.

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