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Company

CRESUD INC

Ticker
CRESY
Sector
Industry
Report date
October 21, 2026
Valye AI Score

99

Very high visibility
Recent developments
Recent developments summary

Recent news coverage of CRESUD INC primarily focuses on its role within the agriculture and farm products sector, with mentions in sector leader and laggard reports across 2025 and 2026. The company has been noted in various Nasdaq articles highlighting sector performance and ETF movements.

Recent developments:
  • CRESUD INC has been frequently mentioned in Nasdaq sector leader reports for agriculture and farm products throughout 2026, indicating ongoing market attention in its core sector [N3][N4][N6][N7][N8].
  • The company appeared in sector laggard reports related to food, agriculture, and farm products in 2026, reflecting sector volatility and competitive challenges [N2][N5].
  • CRESUD INC was noted among ETF movers in September 2026, highlighting its relevance in investment fund portfolios focused on agriculture and related sectors [N1].
Overview

CRESUD INC operates primarily in Argentina with a diversified business model encompassing agricultural commercial activities, real estate management, and financial services. The company is incorporated as a sociedad anónima under Argentine law and has been publicly listed since 1997 with ADRs on NASDAQ. Its share capital structure includes over 700 million common shares with voting rights and no preferred stock outstanding. The company has engaged in capital raising through public offerings and warrant issuances, with recent warrant exercises completed by mid-2026. Financial disclosures indicate substantial revenue and profitability, supported by significant current assets and liquidity. The company is subject to Argentine capital market regulations overseen by the CNV and ByMA, with evolving regulatory frameworks including digital securities. Shareholder meetings are held regularly to address governance, financial results, and capital matters. Recent sector news frequently references CRESUD in the context of agriculture and farm products, reflecting its operational focus and market presence.

Executive summary

CRESUD INC is an Argentine company engaged in commercial cattle and farming activities, real estate management of urban and rural properties, and financial services excluding regulated financial entities. It is publicly traded on the ByMA and NASDAQ exchanges. The company completed a significant share offering in 2021 and had active warrant exercises through fiscal 2026. Financial disclosures from the latest 20-F filing as of June 30, 2025, report revenue of ARS 914.157 billion and net income of ARS 224.366 billion, with liquidity ratios indicating a current ratio of 1.24 and cash ratio of 0.48. The company maintains a large asset base and shareholder governance consistent with Argentine corporate law. Recent news coverage highlights its role in the agriculture and farm products sector. Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.

Scenarios for CRESY

Bull case model:

CRESUD INC benefits from its diversified business model spanning agriculture, real estate, and financial services in Argentina, sectors that are integral to the country's economy. Its substantial asset base and liquidity position provide operational flexibility. The company's active engagement in capital markets through share offerings and warrant exercises demonstrates access to financing. Regulatory developments in Argentina's capital markets, including digital securities frameworks, may enhance market efficiency and investor participation. Continued sector leadership and visibility in agriculture and farm products, as reflected in recent news, support its market relevance.

Bear case model:

CRESUD INC faces risks related to operating in Argentina's volatile economic and regulatory environment, including currency fluctuations, inflation, and evolving capital market rules. The company's exposure to commodity markets in agriculture subjects it to price and demand variability. Regulatory changes may impose compliance costs or affect capital raising activities. The company's financial performance and liquidity depend on macroeconomic conditions and sector dynamics. Shareholder concentration and governance risks exist under Argentine law, including potential liabilities for certain shareholder actions. Market volatility in Argentine exchanges may impact share liquidity and valuation.

Moat:

CRESUD INC's moat is derived from its diversified presence in agriculture, real estate, and financial services within Argentina, supported by a long operational history since 1936. Its listing on multiple exchanges and compliance with evolving Argentine capital market regulations provide structural market access and investor visibility. The company's significant asset base, including urban and rural properties and farming operations, creates barriers to entry. Additionally, its shareholder base and governance structure aligned with Argentine corporate law contribute to operational stability. However, the company operates in sectors subject to commodity price volatility, regulatory changes, and economic conditions in Argentina, which may affect competitive positioning.

Risks overview
Risks summary
The company's exposure to Argentina's economic volatility and regulatory environment represents the most significant risk to its operational and financial stability.
Risks details:

• Economic and Currency Risk: Operating primarily in Argentina exposes CRESUD to economic volatility, inflation, and currency fluctuations that can impact financial results and asset values.
• Commodity Price Volatility: Agricultural and cattle-related activities are subject to commodity price swings, affecting revenue stability and profitability.
• Regulatory and Legal Risks: Changes in Argentine capital market regulations, tax laws, and corporate governance requirements may increase compliance costs or restrict operational flexibility.
• Market Liquidity and Volatility: Listing on Argentine and U.S. exchanges subjects the company to market volatility and liquidity constraints, potentially affecting share price stability.
• Shareholder Liability and Governance: Under Argentine law, shareholders may face unlimited liability for certain unlawful resolutions or conflicts of interest, posing governance risks.

FINAL FORECAST FOR CRESY

Final take one line
CRESUD INC is a well-documented Argentine agribusiness and real estate company with strong visibility into its financials, governance, and sector positioning.
Final take 12 to 24 month view

Business trends: Continued focus on agriculture, real estate, and financial services within Argentina's evolving capital markets environment.
Execution milestones: Completion of warrant exercises, regular shareholder meetings addressing governance and financial approvals, and compliance with Argentine regulatory frameworks.
Key risks: Exposure to Argentina's economic volatility, commodity price fluctuations, regulatory changes, and shareholder governance liabilities.

Valye AI Visibility Research Score

Very high visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

99
LLM visibility overview
LLM Visibility known facts
  • CRESUD INC is incorporated in Argentina and trades common shares on the ByMA exchange under ticker 'CRES' and ADRs on NASDAQ under ticker 'CRESY' with one vote per share.
  • As of June 30, 2026, CRESUD had 709,308,309 common shares outstanding with a nominal value of ARS 1.00 each and owned 56,345 treasury shares.
  • The company completed a public offering in March 2021 issuing 90 million new common shares and 90 million warrants, raising USD 42.5 million.
  • Warrants were exercised during fiscal year ending June 30, 2026, resulting in 95,234,036 common shares registered and USD 24.5 million collected; no warrants remained outstanding as of June 30, 2026.
  • CRESUD's corporate purpose includes commercial activities related to cattle and farming, real estate activities for urban and rural properties, financial activities (excluding regulated financial entities), farming and animal husbandry for owned or third-party properties, and agency/advisory activities.
  • Shareholders' liability is limited to their subscribed shares, with certain exceptions under Argentine law for unlawful resolutions or conflicts of interest.
  • The company may increase or reduce share capital subject to shareholder approval and regulatory registration; no preferred stock is currently outstanding.
  • As of June 30, 2025, financial figures include revenue of ARS 914.157 billion and net income of ARS 224.366 billion.
  • Liquidity ratios as of June 30, 2025, include a current ratio of 1.24 and a cash ratio of 0.48, with cash and equivalents of ARS 250.855 billion and short-term investments of ARS 226.214 billion.
  • The company holds significant current assets totaling ARS 1.246 trillion and current liabilities of ARS 1.002 trillion as of June 30, 2025.
  • The company announced a shareholders' meeting to be held virtually on October 22, 2026, covering approval of fiscal year 2026 financials, dividend distribution, board appointments, and other governance matters.
  • The Argentine capital markets where CRESUD is listed have experienced high volatility with significant index increases in recent years and regulatory frameworks evolving to include digital securities and streamlined public offering regimes.
  • Recent news coverage frequently mentions CRESUD in the context of agriculture and farm products sector leadership and laggard reports, reflecting its sector involvement and market attention.
  • Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.
Sources
Sources - Context summary

Generated 2026-10-21

Sources - Earning calls
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-10-21 | 20-F
  • S2 | 2026-09-17 | 6-K
Sources - News headlines
  • N1 | 2026-09-10 | www.nasdaq.com | Thursday's ETF Movers: ARGT, COPX | https://www.nasdaq.com/articles/thursdays-etf-movers-argt-copx
  • N2 | 2026-09-03 | www.nasdaq.com | Thursday Sector Laggards: Food, Agriculture & Farm Products | https://www.nasdaq.com/articles/thursday-sector-laggards-food-agriculture-farm-products
  • N3 | 2026-08-31 | www.nasdaq.com | Monday Sector Leaders: Agriculture & Farm Products, Rental, Leasing, & Royalty Stocks | https://www.nasdaq.com/articles/monday-sector-leaders-agriculture-farm-products-rental-leasing-royalty-stocks
  • N4 | 2026-04-27 | www.nasdaq.com | Monday Sector Leaders: Agriculture & Farm Products, Consumer Services | https://www.nasdaq.com/articles/monday-sector-leaders-agriculture-farm-products-consumer-services
  • N5 | 2026-04-22 | www.nasdaq.com | Wednesday Sector Laggards: Packaging & Containers, Agriculture & Farm Products | https://www.nasdaq.com/articles/wednesday-sector-laggards-packaging-containers-agriculture-farm-products
  • N6 | 2026-03-18 | www.nasdaq.com | Wednesday Sector Leaders: Shipping, Agriculture & Farm Products | https://www.nasdaq.com/articles/wednesday-sector-leaders-shipping-agriculture-farm-products
  • N7 | 2026-02-19 | www.nasdaq.com | Thursday Sector Leaders: Oil & Gas Exploration & Production, Agriculture & Farm Products | https://www.nasdaq.com/articles/thursday-sector-leaders-oil-gas-exploration-production-agriculture-farm-products
  • N8 | 2026-01-27 | www.nasdaq.com | Tuesday Sector Leaders: Agriculture & Farm Products, Semiconductors | https://www.nasdaq.com/articles/tuesday-sector-leaders-agriculture-farm-products-semiconductors
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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