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YPF Board Backs Sale of Profertil Stake to Adecoagro, Clearing Path to Full Takeover

The decision frees YPF to prioritize investment in Vaca Muerta.

Overview

  • Adecoagro and the Asociación de Cooperativas Argentinas are set to control Profertil with a 90%–10% split after YPF accepted a binding offer for its remaining 50% stake.
  • The combined transactions are valued at about US$1.2 billion, with roughly US$600 million per half of the company.
  • Closing of YPF’s sale remains subject to customary conditions precedent under the share purchase agreement.
  • Profertil’s Bahía Blanca complex produces around 1.3 million tonnes of urea and 790,000 tonnes of ammonia annually, supplying about 60% of Argentina’s urea demand.
  • Adecoagro’s recent capital support, including a Tether-led infusion and a US$300 million equity raise, enabled the deal, and the new owners have discussed revisiting capacity expansion without announcing commitments.