Ledesma Sociedad Anónima Agrícola Industrial (LEDE) Fair Value & Analysis
Industrials · AR · Market cap 330B ARS
Fair value as of: Jul 27, 2026
From 2 valuation models · updated 15 days ago
Share price +2.3% over the past month.
Below-average quality, and screening another 70% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (368.35 ARS). The favourable scenario is already priced in.
- Weak quality (35/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The model range is unusually wide (87.98 ARS to 368.35 ARS). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 27, 2026.
How to read this chart
60‑month range 31.72 ARS – 1,585 ARS · fair‑value band 87.98 ARS – 368.35 ARS · the 754.00 ARS price screens above the 228.16 ARS fair value. Dashed = 300-day average. As of Jul 27, 2026.
Analysis
Ledesma Sociedad Anónima Agrícola Industrial (LEDE) currently trades at 754.00 ARS, while our model-based Fair Value estimate is 228.16 ARS, implying the stock looks roughly 69.7% overvalued today. The Quality Score stands at 35/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).
Over the trailing twelve months, Ledesma Sociedad Anónima Agrícola Industrial generated revenue of 793B ARS at a net margin of -3.9%. Revenue grew 10.8% year over year. It earns a return on equity of -6.6%. Net debt stands at 146B ARS. Fundamentals as of Jul 27, 2026
Our scenario range runs from 87.98 ARS (bear case) to 368.35 ARS (bull case); at 754.00 ARS, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 38% below its 52-week high and 14% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -14% fair-value upside, at -70%, LEDE screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 2 models by family
Widest divergence: Asset-Based (656.79 ARS) versus Multiples (449.57 ARS). Highest evidence: EV/EBITDA (54).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 27, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 39 · Market factors (momentum, volatility) 34
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full company description
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 and is based in Buenos Aires, Argentina.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Ledesma Sociedad Anónima Agrícola Industrial reported revenue of 832B ARS in FY2025 versus 45.2B ARS in FY2021, a compound +107.2%/yr. Reported net income was −25.2B ARS in FY2025.
LEDE screens 70% overvalued. Compare with CITIC Limited →
Peer Group
Conglomerates · 369 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Conglomerates median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Conglomerates stocks, each showing price versus our Fair Value estimate (as of Jul 27, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| CITIC Limited 0267 | HK$11.28 | HK$22.56 | +100% |
| Swire Pacific Limited 0019 | HK$99.50 | HK$16.77 | -83% |
| SK Inc 034730 | 580,000 KRW | 497,919 KRW | -14% |
| PT Astra International Tbk, ASII | 4,810 IDR | 9,620 IDR | +100% |
| The Siam Cement Public Company SCC | 254.00 THB | 199.40 THB | -21% |
| SRF Limited SRF | ₹2,875 | ₹1,053 | -63% |
| Empresas Copec S.A COPEC | 6,330 CLP | 10,879 CLP | +72% |
| Posco International Corporation 047050 | 50,900 KRW | 61,248 KRW | +20% |
| Tube Investments of India Limited TIINDIA | ₹2,940 | ₹559.30 | -81% |
| Doosan Corporation 000155 | 464,000 KRW | 75,620 KRW | -84% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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