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    Matheus Enfield

    Research Analyst at UBS Group AG

    No publicly available information could be identified that confirms the existence or professional profile of Matheus Enfield as an analyst at UBS Group AG. Despite a thorough search for LinkedIn, professional databases, and analyst ranking platforms, there is no evidence of a Matheus Enfield holding an analyst or related role at UBS or any other financial institution. As a result, details regarding specific company coverage, performance metrics, career history, or professional credentials cannot be provided.

    Matheus Enfield's questions to Adecoagro (AGRO) leadership

    Matheus Enfield's questions to Adecoagro (AGRO) leadership • Q2 2025

    Question

    Matheus Enfield from UBS Group AG questioned the cost outlook for the farming business amid margin pressures and asked about potential efficiency initiatives. He also asked if the company would consider M&A in Brazil's sugar and ethanol sector, given its current leverage and the opportunities available.

    Answer

    CEO Mariano Bosch detailed that while the Dairy business is stable, the Crops segment, particularly peanuts, is facing significant margin pressure from lower prices. In response, the company is reducing its leased land area by approximately 30% to lower costs. Regarding M&A, he stated that while they are always evaluating opportunities, any potential acquisition must offer very clear and attractive returns to justify increasing leverage above their target of 2.0x net debt to EBITDA.

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