22% INCREASE IN THE QUANTITY OF MILK DELIVERED IN Q1 2026
|
๐ In Q1 2026, DN AGRAR recorded an advance of over 22% in terms of the quantity of milk delivered, compared to the similar period in 2025.
๐ In March 2026, the volume of milk delivered increased by over 21%, compared to March 2025.
๐ Following the upward trend, in March DN AGRAR reached the threshold of 7 million liters of milk delivered.
๐ For 2026, DN AGRAR aims for an increase of at least 10% in the volume of milk delivered, driven by herd expansion and productivity improvements.
|
DN AGRAR - Evolution of the quantity of milk delivered monthly
2026 vs 2025 (liters)๐ฅ
|
|
Strategic Project Evolution
|
|
Production of cream and skimmed milk
|
โ๏ธ DN AGRAR is strengthening its market position by advancing its new milk processing facility, marking a strategic transition from a raw material producer to a supplier of high-value-added, specialized dairy products.
โ๏ธ Producing dairy ingredients with significantly lower logistics costs compared to raw milk, will drive operational efficiency and unlock new opportunities, enabling the company to achieve strategic diversification across both market segments and customer portfolios.
โ๏ธ The EUR 3.5 million investment will be financed through a credit facility and marks the transition toward vertical integration, serving as a catalyst for DN AGRAR's expansion across regional markets.
- Production capacity: 150,000 liters/day.
- Extra storage capacity of 300.000 liters.
- Production of cream, skimmed milk, SMC and Kosher milkโ.
- Possibility to produce milk with specific fat request for food processors 0.5-4%โ.
- โPossibility to increase DMC from 9% to 36%, transportation efficiency from 4 trucks to 1 truckโ.
- โPossibility to sell full trucks of the specific products, as well to sell 1.000 liters packaging for smaller food producersโ.
|
Timeline:
- January 2026: The financing was officially approved by the shareholders during the Ordinary General Meeting of Shareholders held on January 16, 2026.
- Construction of the facility began ahead of schedule in March, with the foundation, concrete platform, and structural framework already complete. The wall panels assembly is set for next week, followed by the roof’s installation.
- April 2026: Delivery of the specialized equipment in Romania is scheduled.
- May – July 2026: The installation of the processing and storage equipment is scheduled in this period.
- August 2026: Testing and optimization phase for cream and skimmed milk production is scheduled.
- September 2026: First sales expected.
- 2027-2028: Full use of factory capacity of 150,000 liters, as well as for the extra 300.000 liters storage.
|
|
Vertical farming: Wheatgrass Production
|
๐ฑ By implementing vertical farming for wheatgrass production, DN AGRAR achieves full control and predictability of its supply chain. This guarantees a high-quality, protein-rich diet for the livestock year-round, effectively eliminating dependence on seasonality or the volatility of weather conditions.
๐ฑ DN AGRAR is set to start the construction on its new production facility in the first half of 2026. The plant's production capacity is estimated at a daily output of 40 tons of wheatgrass.
- Production output: 40 tons of feed per day, with constant protein levels, that will replace 30% or more of the current feedstock for CUT 1 farm.
- Investment: Approximately EUR 3 million for the first facility, located at CUT 1 farm warehouse.
|
Timeline:
-
The design phase has been successfully finalized.
-
Currently, expansion works are in progress at the CUT 1 farm, to facilitate the installation of the first vertical farming unit.
-
As seen in the images below, works are underway to develop an alternative warehouse storage. In the next step, the existing warehouse adjacent to the silos of CUT 1 farm will be expanded, to accommodate our first vertical farming unit.
- After a full-year of rigorous testing and system optimization cycle, the vertical farming technology will be scaled across all our farms.
- May - June 2026: GMS Approval is scheduled.
-
H1 2026: Construction of the first farm is projected to commence.
-
H2 2026: Production is estimated to begin.
|
DN AGRAR PUBLISHED
THE ANNUAL REPORT FOR 2025
|
๐ The supporting materials for the Annual (Ordinary) and Extraordinary General Meetings of Shareholders, including the Annual Report for the 2025 financial year, as well as the Budget for 2026, have been published in accordance with the financial calendar.
๐ These documents are now available for review on the Bucharest Stock Exchange (BVB) website and on the DN AGRAR website, under the Investors section, at the following link: https://dn-agrar.eu/investors/.
|
April 28th, 2026
Annual (Ordinary) General Meeting of Shareholders
Extraordinary General Meeting of Shareholders
|
May 25th, 2026
Q1 2026 Financial Report publication
|
May 26th, 2026
Teleconference for presenting the results of Q1 2026 Financial Report
|
DN AGRAR published its 2025 Annual Report and availability of all the materials related to the Annual General Meeting of Shareholders on April 28th, 2026.
More details HERE.
|
DN AGRAR published the Convening Notice for the Annual Ordinary General Meeting of Shareholders (OGMS) for April 28th, 2026.
More details HERE.
|
DN AGRAR published the Convening Notice for the Extraordinary General Meeting of Shareholders (EGMS) for April 28th, 2026.
More details HERE.
|
Peter de Boer - CEO & BoD Member of DN AGRAR participated as a speaker at the "Capital Market Summit 2026", event organized by Ziarul Financiar.
Watch the full broadcast HERE.
|
Peter de Boer - CEO & BoD Member of DN AGRAR and also a member of NRCC, participated as a speaker at the "Economic developments and the investment climate in Romania", event organized by Dutch Romanian Network in Holland.
More details HERE.
|
Peter de Boer - CEO & BoD Member of DN AGRAR participated as a speaker at the 10th edition of the Quarterly Report by TradeVille, where he presented the group’s remarkable journey throughout 2025.
More details HERE.
|
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 approximately 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 25% 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
|
DN AGRAR Group Romania, No. 1, Iuliu Maniu, Alba-Iulia, Alba 510094, Romania
|
|
