• DN AGRAR published the recording of the Teleconference presenting the Q1 2026 financial and operational results
• Peter de Boer - CEO and BoD Member attended "Deschiderea de Astăzi" live show, from Ziarul Financiar

DN AGRAR held the
Teleconference to present the

Q1 2026 financial and operational results

The main aspects mentioned during the teleconference were:

✅ Q1 2026 Financial Performance:

• Turnover of RON 47 million.
• Net Profit reached RON 9.6 million, with a margin of 20%.
• EBITDA reached RON 21 million, with an EBITDA margin of 44%.

✅ Operational Highlights: DN AGRAR continues its strategic growth and consolidation, supported by solid operational execution.

 - Milk production: delivered with 22% more milk than in Q1 2025, with a monthly average of approximately 7 million liters.

 - Livestock: the herd grew by 13% compared to the same period last year exceeding 18,000 heads at the end of March.

 - In the compost production segment, both facilities located at the Apold and Lacto Agrar farms are fully operational. In Q1 2026, the Group sold over 4,000 tons of compost, generating approximately RON 3 million in revenues.

✅ Ongoing Investments in Key Projects: 2026 is a pivotal investment year for DN AGRAR, focused on advancing strategic projects that supports long-term growth and further strengthen its integrated business model. 

 - A major development is the skimmed milk and cream processing factory, an EUR 3.5 million project under construction since March 2026. With a processing capacity of 150,000 liters of milk per day and storage of up to 300,000 liters, representing a step toward higher value-added production and increased vertical integration.

 - Key priorities for 2026 include herd expansion at the Straja farm, development of the Cut 2 farm, and the development of a wheatgrass production facility, all aimed to support long-term scalability, operational efficiency, and business resilience.

 - The company has allocated a total investment budget of RON 50 million for 2026 to support these development objectives.

✅ Capital Market Journey

 - Shareholder Growth: The number of shareholders increased by 86% year-over-year, exceeding 5,400 as of March 2026.

 - Market Position: Since its initial listing in 2022, DN AGRAR has demonstrated exceptional market performance, yielding 300%+ increase in share price. Furthermore, the company solidified its market leadership in the first quarter of this year, y securing the top position on the BETAeRO Index for total traded value.

 - Future Outlook: The company is setting its course for Bucharest Stock Exchange Main Market upgrade, scheduled for the first half of 2027.

✅ 2026 Outlook

 - Market trends:  Milk prices are expected to stabilize gradually in the second half of 2026, with a more noticeable recovery in Q3 and Q4, in line with broader European market dynamics. The gradual stabilization in contracted milk prices observed since May, supports DN AGRAR’s confidence in achieving its 2026 budgeted targets.

 - For 2026, DN AGRAR has budgeted:

• Turnover of RON 200 million
• EBITDA of RON 85 million
• Net Profit of RON 38 million
• 10% increase in the milk production.

Peter de Boer, CEO and BoD Member
attended "Deschiderea de Astăzi" live show

from Ziarul Financiar

We reiterate the invitation to discover

the summary of DN AGRAR's Q1 2026 performance

presented by Peter de Boer, CEO & BoD Member of DN AGRAR

June 8th, 2026

Quarterly Report by TradeVille & Ziare.com - Speaker Peter de Boer, CEO & BoD Member

August 24th, 2026

H1 2026 Financial Report publication

August 25th, 2026

Teleconference presenting the results of H1 2026 Financial Report

November 23rd, 2026

Q3 2026 Financial Report publication

November 24th, 2026

Teleconference presenting the results of Q3 2026 Financial Report

News for Investors

About DN AGRAR Group

DN AGRAR is the largest dairy milk producer in Europe and one of the leading integrated agrifood company in Romania, listed on the Bucharest Stock Exchange since 2022.

The Group operates an integrated business model focused on milk production, crop cultivation, organic composting and green energy, supporting a sustainable, circular agriculture.

With five large-scale farms and a livestock base of over 18,000 heads, it delivers over 70 million liters of milk per year, with the goal to double the production to 150–200 million liters annually by 2030.

DN AGRAR Group manages more than 10,000 hectares of farmland and two compost facilities with a capacity of 14,000 tons of organic fertilizer per year, aiming to increase this to 40,000 tons by 2030.

The Group has tripled its business in just three years since going public and now targets a doubling of EBITDA by 2030, alongside the ambition to produce net-zero milk.

To support its growth as a regional leader in premium dairy and food production, DN AGRAR Group’s 2030 strategy combines the doubling of milk production capacity with expansion into complementary business segments.

These include vertical wheatgrass farms, expected to supply 30% of the current feed input, biomethane production in partnership, industrial greenhouses, and expanded composting infrastructure. Together, these initiatives are designed to enhance operational performance and efficiency, being also enables for the development of industrial clusters and projects for increasing milk value.

Founded as a family business in 2008 by Jan Gijsbertus de Boer, DN AGRAR Group operates in the heart of Transylvania, with activities spanning in tree counties - Alba, Sibiu, and Hunedoara. Listed on the AeRO market of the Bucharest Stock Exchange since February 2022, the company is included in the BETAeRO local index, as well as in the international indices MSCI Frontier IMI and MSCI Romania IMI (Small Cap category).

INVESTOR RELATIONS CONTACT

Peter de Boer, CEO & BoD Member

investors@dn-agrar.eu, +40 258 818114

DN AGRAR Group Romania, No. 1, Iuliu Maniu, Alba-Iulia, Alba 510094, Romania