UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ¨ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR þ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED ON DECEMBER 31, 2021 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO ________________ OR ¨ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR ...

Financial Data and Key Metrics Changes - The company achieved record sales exceeding $1 billion, with adjusted EBITDA of nearly $440 million and over $150 million in adjusted free cash flow from operations [4] - Adjusted EBITDA for the full year reached a new record of $437 million, marking a 27.8% increase compared to the previous year [25] - Total cash costs on a per unit basis increased by 33.4% compared to the previous year, reaching 10.50 cents per pound of sugar equivalent [20] Business Segment Data and Key Metrics Changes - In the farming business, over 1 million tons of grains were produced, and the dairy operation reached a record production of half a million liters of raw milk per day [5] - Adjusted EBITDA in the farming and land transformation business amounted to $124 million for the full year, marking a 15.8% year-over-year increase [23] - The sugar, ethanol, and energy business saw adjusted EBITDA of $335 million for the full year, a 31.9% increase from the previous year [21] Market Data and Key Metrics Changes - Sugarcane crushing volume decreased by 50.4% year-over-year due to weaker agricultural productivity and lower sugarcane availability [11] - Ethanol net sales for the full year amounted to $172 million, a 50.4% increase year-over-year, driven by a 46.1% increase in average selling prices [16] - Net sales of sugar reached $207 million, a 23.1% increase year-over-year, primarily due to a 46.8% increase in average selling prices [18] Company Strategy and Development Direction - The company is committed to improving efficiency and sustainability, having become the first to commercialize carbon credits under the RenovaBio program [7] - A strategic decision was made to enter the Uruguayan rice production market, expected to generate IRRs above 30% and contribute over $10 million to adjusted EBITDA [5] - The company plans to distribute $35 million in dividends and continue share repurchases under its buyback program [4] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in benefiting from higher prices for all products produced, with more than 70% of this year's production remaining unhedged [7] - The company anticipates below-average agricultural productivity indicators during the first half of the year due to adverse weather but expects recovery in the second half [10] - Management noted that the current cash position and debt levels are healthy, with a net debt ratio decreasing to 1.4 times [26] Other Important Information - The company repurchased 6.2 million shares during 2021, representing more than 5% of its equity [4] - The company has secured over 50% of its input needs for the next season in light of potential input scarcity [5] Q&A Session Summary Question: Insights on sugar and ethanol costs and area growth expectations - Management indicated that costs per unit should remain largely flat in 2022-2023, despite area expansion, due to expected higher yields and reduced agricultural input increases [34][35] Question: Yield expectations and weather impacts in Argentina - Management expects an increase in sugarcane yields between 5% and 10% for the year, with a recovery in the second half of 2022 [40] Question: Distribution policy and potential for increasing shareholder returns - The company confirmed a commitment to a minimum distribution of 40% of net cash from operations, with potential for increases depending on opportunities [45] Question: Impact of agricultural prices on rice prices - Management noted that rice prices are already increasing and are expected to continue rising in line with other commodities [46]

Adecoagro S.A. (NYSE:AGRO) Q3 2021 Earnings Conference Call November 12, 2021 8:00 AM ET Company Participants Mariano Bosch - Chief Executive Officer Charlie Boero Hughes - Chief Financial Officer Renato Junqueira-Santos Pereira - Director, Sugar and Ethanol Operations Conference Call Participants Guilherme Palhares - Bank of America Thiago Duarte - BTG Pactual Christian Audi - Santander Lucas Ferreira - JPMorgan Operator Good morning ladies and gentlemen and thank you for waiting. At this time, we would li ...

Adecoagro S.A. (NYSE:AGRO) Q2 2021 Earnings Conference Call August 13, 2021 10:00 AM ET Company Participants Mariano Bosch - Chief Executive Officer Charlie Boero Hughes - Chief Financial Officer Renato Junqueira-Santos Pereira - Director, Sugar and Ethanol Operations Conference Call Participants Guilherme Palhares - Bank of America Lucas Ferreira - JPMorgan Operator Good morning and welcome, ladies and gentlemen and thank you for waiting. At this time, we would like to welcome everyone to Adecoagro’s Secon ...

Adecoagro S.A. (NYSE:AGRO) Q1 2021 Earnings Conference Call May 14, 2021 9:00 AM ET Company Participants Mariano Bosch - Chief Executive Officer Charlie Boero Hughes - Chief Financial Officer Juan Ignacio Galleano - Investor Relations Manager Renato Junqueira-Santos Pereira - Director, Sugar and Ethanol Operations Conference Call Participants Thiago Duarte - BTG Pactual Lucas Ferreira - JP Morgan Guilherme Palhares - Bank of America Operator Good morning, ladies and gentlemen, and thank you for waiting. At ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 20-F ¨ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR þ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED ON DECEMBER 31, 2020 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO ________________ OR ¨ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR ...

Adecoagro SA (NYSE:AGRO) Q2 2020 Earnings Conference Call August 14, 2020 9:00 AM ET Company Participants Mariano Bosch - Co-Founder, CEO & Director Charlie Boero Hughes - CFO Renato Junqueira-Santos Pereira - Director, Sugar & Ethanol Operations Conference Call Participants Pedro Soares - BTG Pactual Lucas Ferreira - JPMorgan Chase & Co. Fernanda Cunha - Citigroup Santhosh Seshadri - HSBC Operator Good morning, ladies and gentlemen, and thank you for waiting. At this time, we would like to welcome everyone ...