Ledesma reports ARS 22,813 million loss. Ledesma stock has ARS 369.7 billion value
Published on 10/16/2026 at 00:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSFinancial pressure and dates
- Ledesma posted an ARS 22,813 million net loss for the first quarter ended August 31, 2026.
- Financial obligations reached ARS 230,203 million while cash fell to ARS 9,552 million at August 31, 2026.
- Ledesma had an ARS 369.7 billion market capitalization as of September 15, 2026.
Ledesma (ISIN ARP624571096) posted an ARS 22,813 million net loss for the first quarter ended August 31, 2026, according to Los Primeros TV on October 15, 2026. Ledesma had an ARS 369.7 billion market capitalization as of September 15, 2026.
Revenue pressure deepens
The latest quarter brought a 24.00 percent year-over-year decline in revenue. Operating losses widened from ARS 9,911 million to ARS 25,543 million, an increase of 157.73 percent, the report said.
The deterioration reached both major operating areas. Sugar and alcohol revenue fell 27.80 percent to ARS 101,481 million from ARS 140,621 million, while paper revenue declined 13.60 percent to ARS 41,932 million from ARS 48,512 million.
What does the loss mean for cash?
The balance sheet adds a second pressure point. Financial loans reached ARS 230,203 million at August 31, 2026, compared with ARS 192,025 million at the end of May, while cash and short-term investments fell from ARS 26,330 million to ARS 9,552 million, according to Los Primeros TV. The figures point to weaker operating coverage of financing needs, even though the net loss was close to the prior-year result.
Business remains diversified
Ledesma produces sugar and paper and also operates in citrus fruits and juices, alcohol, bioethanol, meat, grains and biodegradable packaging, according to its company website. The group says 50.00 percent of its energy use is renewable and that it preserves 100,000 hectares of native forests in Jujuy.
Next corporate date
The next stated fiscal-year endpoint is May 31, 2027, after the September 17, 2026 shareholder meeting approved the financial documentation for the year ended May 31, 2026. The meeting also approved ARS 5,998 million in board remuneration, as reported in the filing published by MarketScreener.
Stock context and investor view
Ledesma stock had a market capitalization of ARS 369.7 billion on September 15, 2026. For investors, the central issue is whether the sugar and paper businesses can stabilize revenue while the company manages higher financial obligations.
Ledesma stock facts
- Company: Ledesma S.A.A.I.
- ISIN: ARP624571096
- Ticker: LEDE2.BA
- Market capitalization: ARS 369.7 billion (as of September 15, 2026)
- Sector / Industry: Non-cyclical consumption / Food Products
Market context: Latest market reports.
