Ledesma SAAI (LEDE) - Net Assets
Based on the latest financial reports, Ledesma SAAI (LEDE) has net assets worth AR$429.57 Billion ARS (≈ $310.84 Million USD) as of May 2025. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (AR$761.02 Billion ≈ $550.68 Million USD) and total liabilities (AR$331.45 Billion ≈ $239.84 Million USD). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off. Check LEDE cash and liquid asset ratio to evaluate the company's liquid asset resilience ratio.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | AR$429.57 Billion |
| % of Total Assets | 56.45% |
| Annual Growth Rate | 87.0% |
| 5-Year Change | 2283.36% |
| 10-Year Change | N/A |
| Growth Volatility | 149.93 |
Ledesma SAAI - Net Assets Trend (2016–2025)
This chart illustrates how Ledesma SAAI's net assets have evolved over time, based on quarterly financial data. Also explore how large is Ledesma SAAI's balance sheet for the complete picture of this company's asset base.
Annual Net Assets for Ledesma SAAI (2016–2025)
The table below shows the annual net assets of Ledesma SAAI from 2016 to 2025. For live valuation and market cap data, see how much is Ledesma SAAI worth.
| Year | Net Assets | Change |
|---|---|---|
| 2025-05-31 | AR$429.57 Billion ≈ $310.84 Million |
-9.82% |
| 2024-05-31 | AR$476.32 Billion ≈ $344.67 Million |
+477.41% |
| 2023-05-31 | AR$82.49 Billion ≈ $59.69 Million |
+140.51% |
| 2022-05-31 | AR$34.30 Billion ≈ $24.82 Million |
+90.30% |
| 2021-05-31 | AR$18.02 Billion ≈ $13.04 Million |
+108.96% |
| 2020-05-31 | AR$8.63 Billion ≈ $6.24 Million |
+57.31% |
| 2019-05-31 | AR$5.48 Billion ≈ $3.97 Million |
+271.44% |
| 2018-05-31 | AR$1.48 Billion ≈ $1.07 Million |
+7.75% |
| 2017-05-31 | AR$1.37 Billion ≈ $991.28K |
-10.88% |
| 2016-05-31 | AR$1.54 Billion ≈ $1.11 Million |
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Equity Component Analysis
This analysis shows how different components contribute to Ledesma SAAI's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have decreased by 6916.8% over the analyzed period, potentially due to dividend distributions or operating losses.
Current Equity Component Breakdown (May 2025)
| Component | Amount | Percentage |
|---|---|---|
| Other Components | AR$454.63 Billion | 105.83% |
| Total Equity | AR$429.57 Billion | 100.00% |
Ledesma SAAI Competitors by Market Cap
The table below lists competitors of Ledesma SAAI ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
China Man-Made Fiber Corp
TW:1718
|
$276.85 Million |
|
Jantsa Jant Sanayi ve Ticaret AS
IS:JANTS
|
$277.03 Million |
|
Neto M.E Holdings Ltd
TA:NTO
|
$277.13 Million |
|
Pure Cycle Corporation
NASDAQ:PCYO
|
$277.19 Million |
|
Aluflexpack AG
SW:AFP
|
$276.80 Million |
|
Chlitina Holding Ltd
TW:4137
|
$276.79 Million |
|
Andfjord Salmon AS
OL:ANDF
|
$276.76 Million |
|
Shenzhen Weiye Decoration Group Co Ltd
SHE:300621
|
$276.75 Million |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Ledesma SAAI's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2024 to 2025, total equity changed from 476,321,474,000 to 429,570,449,000, a change of -46,751,025,000 (-9.8%).
- Net loss of 25,178,469,000 reduced equity.
- Dividend payments of 21,567,448,000 reduced retained earnings.
Equity Change Factors (2024 to 2025)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | AR$-25.18 Billion | -5.86% |
| Dividends Paid | AR$21.57 Billion | -5.02% |
| Other Changes | AR$-5.11 Million | -0.0% |
| Total Change | AR$- | -9.82% |
Book Value vs Market Value Analysis
This analysis compares Ledesma SAAI's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 0.89x
- The company is trading below its book value, potentially indicating the market believes the assets are overvalued on the balance sheet or anticipates future losses.
- The price-to-book ratio has decreased from 319.11x to 0.89x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2017-05-31 | AR$2.73 | AR$870.00 | x |
| 2018-05-31 | AR$3.36 | AR$870.00 | x |
| 2019-05-31 | AR$12.47 | AR$870.00 | x |
| 2020-05-31 | AR$19.62 | AR$870.00 | x |
| 2021-05-31 | AR$40.99 | AR$870.00 | x |
| 2022-05-31 | AR$78.00 | AR$870.00 | x |
| 2023-05-31 | AR$187.61 | AR$870.00 | x |
| 2024-05-31 | AR$1083.25 | AR$870.00 | x |
| 2025-05-31 | AR$976.93 | AR$870.00 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Ledesma SAAI utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): -5.86%
- The company may be facing challenges in efficiently utilizing shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: -3.03%
- • Asset Turnover: 1.09x
- • Equity Multiplier: 1.77x
- Recent ROE (-5.86%) is below the historical average (5.10%), suggesting potential challenges in capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2016 | -3.84% | -0.69% | 1.24x | 4.53x | AR$-186.61 Million |
| 2017 | -12.43% | -1.39% | 1.35x | 6.60x | AR$-269.02 Million |
| 2018 | 18.77% | 2.56% | 1.13x | 6.51x | AR$129.52 Million |
| 2019 | -27.69% | -7.15% | 1.19x | 3.24x | AR$-2.07 Billion |
| 2020 | 8.53% | 2.39% | 1.13x | 3.15x | AR$-126.63 Million |
| 2021 | 28.86% | 11.52% | 1.16x | 2.16x | AR$3.40 Billion |
| 2022 | 16.44% | 7.16% | 1.23x | 1.86x | AR$2.21 Billion |
| 2023 | 16.46% | 7.65% | 1.32x | 1.63x | AR$5.33 Billion |
| 2024 | 11.80% | 5.36% | 1.40x | 1.57x | AR$8.55 Billion |
| 2025 | -5.86% | -3.03% | 1.09x | 1.77x | AR$-68.14 Billion |
Industry Comparison
This section compares Ledesma SAAI's net assets metrics with peer companies in the Conglomerates industry.
Industry Context
- Industry: Conglomerates
- Average net assets among peers: $23,875,690,336
- Average return on equity (ROE) among peers: -0.65%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Ledesma SAAI (LEDE) | AR$429.57 Billion | -3.84% | 0.77x | $276.82 Million |
| Carlos Casado (CADO) | $53.08 Billion | -7.65% | 0.24x | $48.84 Million |
| Sociedad Comercial del Plata S.A. (COME) | $1.63 Billion | -10.04% | 1.97x | $229.71 Million |
| Cresud SA (CRES) | $49.17 Billion | 3.07% | 3.91x | $788.67 Million |
| Garovaglio y Zorraquin S.A. (GARO) | $1.42 Billion | 11.45% | 2.29x | $8.18 Million |
| Pampa Energia SA (PAMP) | $14.07 Billion | -0.08% | 4.49x | $4.83 Billion |
About Ledesma SAAI
Ledesma Sociedad Anónima Agrícola Industrial operates as an agro-industrial company in Argentina. The company offers sugar, alcohol and bioethanol, fruits and citric juices, and meat and grains, as well as paper, copybooks, school spares, and stationary from sugarcane fiber waste. It also produces energy from renewable sources. Ledesma Sociedad Anónima Agrícola Industrial was incorporated in 1914… Read more