The main aspects mentioned during the teleconference were:
✅ 2025 Financial Performance: DN AGRAR reported its most successful year in company history with record results.
- Turnover: Reached RON 213 million, a 21% increase vs 2024.
- Net Profit: Surged to RON 52 million, representing a 65% increase.
- EBITDA: Rose by 37% to RON 97 million.
✅ Operational Highlights: DN AGRAR continues its strategic growth and consolidation, supported by solid operational execution.
- Milk Production: Delivered over 70 million liters of milk, a 13% increase over 2024.
- Livestock: The herd grew by 11% to approximately 18,000 heads (both dairy cows and young cattle).
- Cereal Production: Faced climate challenges in 2025, including insufficient rainfall, which led to lower yields for crops like alfalfa and corn silage. Resiliency was maintained through no-till farming techniques.
✅ Key Strategic Projects: DN AGRAR is executing a clear set of several diversification and expansion initiatives.
- Straja Farm: An ongoing expansion project planned for completion in 2027, with a target capacity of 5,000 dairy cows.
- Biomethane Production: A EUR 30 million project in collaboration with BSOG Energy, to build Romania's largest biomethane facility, estimated to generate an annual revenue of EUR 3.5 million for DN AGRAR.
- Circular Economy: Two compost factories are operational, with production capacity expected to double up to 14,000 tons annually.
- Green Energy: Solar panel installations were completed at the Apold, Lacto Agrar, and Cut farms, with the complete commissioning to be finalized following the completion of the infrastructure for the power increase, that is estimated to be concluded in 2026.
- Vertical Farming: Plans to implement wheatgrass production, with an investment of EUR 3 million for the first facility, located at Cut 1 farm storage facility.
✅ Capital Market Journey
- Shareholder Growth: The number of shareholders increased by 45% year-over-year, exceeding 4,200 as of December 2025.
- Market Position: Since its initial listing in 2022, DN AGRAR has demonstrated exceptional market performance, yielding a 340% increase in share price. Furthermore, the company solidified its market leadership in 2025 by securing the top position on the BETAeRO index for total traded value.
- Future Outlook: The company is setting its course for an upgrade to the Main Market of the Bucharest Stock Exchange, scheduled for the first half of 2027.
✅ 2030 Strategy and Milk Market Outlook
- Goal: Aiming to double EBITDA by 2030 and produce 150–200 million liters of milk annually.
- Market Trends: Noted a structurally tightening EU milk supply due to environmental regulations and demographic shifts.
- Development Strategy: DN AGRAR's strategy includes expanding its core dairy activities, strengthening vertical integration, and diversifying into higher value-added and sustainable growth segments, that will transform DN AGRAR from a leading milk producer into an integrated agri-food platform.
