Adecoagro S.a Intrinsic Value – ADECOAGRO S.A Reports Q2 2021 Earnings Results for Fiscal Year Ending June 30 2023

August 25, 2023

🌥️Earnings Overview

ADECOAGRO S.A ($NYSE:AGRO) announced their financial results for the quarter ending June 30 2023, with total revenue of USD 402.9 million, a 5.0% rise compared to the same period in the prior year. Net income was up significantly, with a 142.4% year-over-year increase at USD 46.3 million.

Share Price

On Thursday, ADECOAGRO S.A reported its financial results for the second quarter of fiscal year 2021 ending June 30 2023. The stock opened at $9.6 but closed at $9.4, a slight decrease of 0.1% from the prior closing price of $9.4. Despite the slight decline, the company reported strong revenue results and increased profits over the same period a year ago. ADECOAGRO S.A also reported positive cash flow.

The company noted that these improvements were mainly driven by higher net sales and new initiatives to reduce costs. Looking ahead, ADECOAGRO S.A plans to continue its expansion into new markets and invest in innovative technologies and products to increase its competitive advantage. Furthermore, the company plans to maintain its focus on sustainability and corporate social responsibility initiatives. Live Quote…

About the Company

  • Industry Classification
  • Key Executives
  • Ownership (Institutional/ Fund Holdings)
  • News Feed
  • Income Snapshot

    Below shows the total revenue, net income and net margin for Adecoagro S.a. More…

    Total Revenues Net Income Net Margin
    1.41k 93.63 9.5%
  • Income Statement Reports (Yearly/ Quarterly/ LTM)
  • Income Supplement
  • Growth Performance
  • Cash Flow Snapshot

    Below shows the cash from operations, investing and financing for Adecoagro S.a. More…

    Operations Investing Financing
    361.54 -219.12 -109.18
  • Cash Flow Statement (Yearly/ Quarterly/ LTM)
  • Cash Flow Supplement
  • Balance Sheet Snapshot

    Below shows the total assets, liabilities and book value per share for Adecoagro S.a. More…

    Total Assets Total Liabilities Book Value Per Share
    3.3k 2.05k 11.24
  • Balance Sheet (Yearly/ Quarterly)
  • Balance Sheet Supplement
  • Key Ratios Snapshot

    Some of the financial key ratios for Adecoagro S.a are shown below. More…

    3Y Rev Growth 3Y Operating Profit Growth Operating Margin
    18.9% 22.6% 16.0%
    FCF Margin ROE ROA
    9.0% 11.8% 4.3%
  • Income Statement Ratios
  • Balance Sheet Ratios
  • Cash Flow Ratios
  • Valuation Ratios
  • Other Ratios
  • Other Supplementary Items
  • Analysis – Adecoagro S.a Intrinsic Value

    At GoodWhale, we have analyzed ADECOAGRO S.A.’s financials and our proprietary Valuation Line has calculated its intrinsic value to be around $11.2. The current stock price of the company is trading at $9.4, making it a fair price but still undervalued by 16.2%. This could present an opportunity for investors who are willing to take an opportunity and capitalize on this discrepancy. More…

  • Risk Rating Analysis
  • Star Chart Analysis
  • Valuation Analysis

  • Peers

    The company faces competition from ASTARTA Holding NV, PT Aman Agrindo Tbk, and Magadh Sugar & Energy ltd, all of which are engaged in similar agricultural activities. With a presence in Brazil, Argentina, Uruguay, Paraguay and other countries, Adecoagro SA has managed to remain competitive in a highly dynamic sector.

    – ASTARTA Holding NV ($LTS:0O0C)

    ASTARTA Holding NV is an agricultural holding company based in Ukraine. It operates in the agribusiness sector, processing and selling agricultural products produced by its subsidiaries. As of 2022, the company has a market capitalization of 495.91M, making it one of the largest agricultural companies in Ukraine. Its Return on Equity (ROE) of 14.43% indicates that the company is generating returns that are higher than its cost of capital. This suggests that ASTARTA Holding NV is creating value for its shareholders.

    – PT Aman Agrindo Tbk ($IDX:GULA)

    Magadh Sugar & Energy Ltd is an Indian-based sugar, ethanol, and power generation company. It operates nine sugar mills in the state of Bihar, and has a total sugarcane crushing capacity of over 11,500 tons per day. The company also produces ethanol from molasses and has an installed capacity of 6.2 MW of power generation from bagasse. As of 2022, Magadh Sugar & Energy Ltd has a market capitalization of 4.44 billion and a return on equity of 10.61%. This data indicates that the company is performing well financially and has a strong presence in its industry. Its ability to produce sugar, ethanol, and power from its sugar mills makes it a unique player within its sector.


    ADECOAGRO S.A saw strong financial performance in the second quarter of 2021, with total revenue increasing 5.0% year-over-year to USD 402.9 million. Net income rose 142.4% compared to the same period last year, reaching USD 46.3 million. This impressive performance suggests that ADECOAGRO S.A is well-positioned for future growth, making it a potentially attractive investment opportunity. Investors should consider whether ADECOAGRO S.A offers a good risk/reward profile, as well as any potential risks associated with their current strategy.

    Additionally, investors should monitor the company’s financial results going forward to ensure that its current performance can be sustained in the long term.

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