Molinos Agro SA
Molinos Agro S.A. produces and sells grain, soybean, and cereal products. The company also provides animal feeding, including both pet-food, as well as poultry, pork and dairy production; and constructs and operates a biodiesel plant. In addition, it exports soy meal, soy hull pellets, crude soy oil, soy lecithin, biodiesel, refined glycerin, corn, crude sunflower oil, and wheat. The company was … Read more
Molinos Agro SA (MOLA) - Net Assets
Latest net assets as of June 2025: AR$138.74 Billion ARS
Based on the latest financial reports, Molinos Agro SA (MOLA) has net assets worth AR$138.74 Billion ARS as of June 2025.
Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (AR$1.01 Trillion) and total liabilities (AR$870.57 Billion). 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.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | AR$138.74 Billion |
| % of Total Assets | 13.75% |
| Annual Growth Rate | 82.15% |
| 5-Year Change | 667.52% |
| 10-Year Change | N/A |
| Growth Volatility | 145.06 |
Molinos Agro SA - Net Assets Trend (2018–2025)
This chart illustrates how Molinos Agro SA's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.
Annual Net Assets for Molinos Agro SA (2018–2025)
The table below shows the annual net assets of Molinos Agro SA from 2018 to 2025.
| Year | Net Assets | Change |
|---|---|---|
| 2025-03-31 | AR$97.11 Billion | -47.79% |
| 2024-03-31 | AR$186.00 Billion | +89.30% |
| 2023-03-31 | AR$98.26 Billion | +439.48% |
| 2022-03-31 | AR$18.21 Billion | +43.94% |
| 2021-03-31 | AR$12.65 Billion | +126.84% |
| 2020-03-31 | AR$5.58 Billion | +36.89% |
| 2019-03-31 | AR$4.07 Billion | +179.22% |
| 2018-03-31 | AR$1.46 Billion | -- |
Equity Component Analysis
This analysis shows how different components contribute to Molinos Agro SA'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 grown by 2377.5% over the analyzed period, indicating profitable operations and earnings retention.
Current Equity Component Breakdown (March 2025)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | AR$46.00 Billion | 47.37% |
| Other Components | AR$51.11 Billion | 52.63% |
| Total Equity | AR$97.11 Billion | 100.00% |
Molinos Agro SA Competitors by Market Cap
The table below lists competitors of Molinos Agro SA ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Guangdong Green Precision Components Co. Ltd.
SHE:300968
|
$298.73 Million |
|
Hindustan Construction Company Limited
NSE:HCC
|
$298.73 Million |
|
Strattec Security Corporation
NASDAQ:STRT
|
$298.80 Million |
|
Dalian Sunasia Tourism Holding Co Ltd
SHG:600593
|
$298.93 Million |
|
Syncmold Enterprise Corp
TW:1582
|
$298.69 Million |
|
Jasa Marga Tbk
JK:JSMR
|
$298.66 Million |
|
Zhejiang Orient Gene Biotech Co Ltd
SHG:688298
|
$298.55 Million |
|
AGF Management Limited
PINK:AGFMF
|
$298.43 Million |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Molinos Agro SA's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2024 to 2025, total equity changed from 185,996,000,000 to 97,113,000,000, a change of -88,883,000,000 (-47.8%).
- Net income of 51,201,000,000 contributed positively to equity growth.
- Dividend payments of 101,143,000,000 reduced retained earnings.
- Other factors decreased equity by 38,941,000,000.
Equity Change Factors (2024 to 2025)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | AR$51.20 Billion | +52.72% |
| Dividends Paid | AR$101.14 Billion | -104.15% |
| Other Changes | AR$-38.94 Billion | -40.1% |
| Total Change | AR$- | -47.79% |
Book Value vs Market Value Analysis
This analysis compares Molinos Agro SA'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: 13.09x
- The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
- The price-to-book ratio has decreased from 871.10x to 13.09x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2018-03-31 | AR$29.73 | AR$25900.00 | x |
| 2019-03-31 | AR$82.68 | AR$25900.00 | x |
| 2020-03-31 | AR$113.64 | AR$25900.00 | x |
| 2021-03-31 | AR$257.79 | AR$25900.00 | x |
| 2022-03-31 | AR$371.07 | AR$25900.00 | x |
| 2023-03-31 | AR$2001.85 | AR$25900.00 | x |
| 2024-03-31 | AR$3789.49 | AR$25900.00 | x |
| 2025-03-31 | AR$1978.59 | AR$25900.00 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Molinos Agro SA 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): 52.72%
- The company demonstrates strong efficiency in generating profits from shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 1.69%
- • Asset Turnover: 5.46x
- • Equity Multiplier: 5.73x
- Recent ROE (52.72%) is above the historical average (45.65%), indicating improving capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2018 | 30.40% | 1.36% | 3.40x | 6.58x | AR$297.74 Million |
| 2019 | 38.22% | 2.21% | 4.68x | 3.69x | AR$1.15 Billion |
| 2020 | 52.87% | 2.32% | 3.92x | 5.82x | AR$2.39 Billion |
| 2021 | 55.28% | 3.09% | 3.62x | 4.94x | AR$5.73 Billion |
| 2022 | 46.60% | 1.82% | 5.33x | 4.80x | AR$6.67 Billion |
| 2023 | 43.73% | 1.47% | 7.02x | 4.25x | AR$33.14 Billion |
| 2024 | 45.36% | 3.25% | 3.47x | 4.03x | AR$65.77 Billion |
| 2025 | 52.72% | 1.69% | 5.46x | 5.73x | AR$41.49 Billion |
Industry Comparison
This section compares Molinos Agro SA's net assets metrics with peer companies in the Farm Products industry.
Industry Context
- Industry: Farm Products
- Average net assets among peers: $7,132,289,370
- Average return on equity (ROE) among peers: -4.89%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Molinos Agro SA (MOLA) | AR$138.74 Billion | 30.40% | 6.27x | $298.71 Million |
| Inversora Juramento SA (INVJ) | $15.42 Billion | 4.62% | 0.57x | $11.61 Million |
| Morixe Hermanos SACI (MORI) | $-5.98 Million | 0.00% | 0.00x | $12.89 Million |
| Morixe Hermanos S.A. 5 Votes (MORI5) | $774.70 Million | 0.64% | 3.13x | $2.21 Million |
| San Miguel AG (SAMI) | $18.04 Billion | -23.32% | 2.56x | $700.38 Million |
| Molinos Juan Semino SA (SEMI) | $1.44 Billion | -6.38% | 0.62x | $28.26 Million |