Danone Partners with Arcor to Create a Dairy Giant in Argentina
Danone and Arcor announce the creation of a joint venture dedicated to the Argentine dairy market, combining Danone's dairy activities in Argentina, Mastellone Hermanos SA, and their joint logistics subsidiary, Logistica La Serenísima. This alliance builds on more than twenty years of partnership between the two groups.
The joint venture brings together Danone's dairy activities in Argentina (Danone Argentina SA), Mastellone Hermanos SA, and Logistica La Serenísima. The integrated entity will have eleven production sites located in the region, producing milk, dulce de leche, cheeses, butter, cream, yogurts, and desserts. Danone Argentina SA has been present in Argentina for thirty years, while Mastellone Hermanos SA has been a landmark in the Argentine dairy market for nearly a century.
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Danone will exercise equal control within the joint venture with Arcor, based on a 50% stake. After the transaction is finalized, the joint venture will be accounted for in the Equity Accounted Investees of Danone's consolidated financial statements.
Conditions and Regulatory Approvals
The completion of the operation remains subject to customary suspensive conditions, including obtaining the necessary regulatory approvals.
SectorAgroalimentaire · Grande consommation›Produits alimentaires
Context
Period
Period: 1T2026
Key reported figures
Revenue: 6708M€
Guidance from the release
La performance du premier trimestre confirme, une nouvelle fois, la résilience, la solidité et la pertinence de notre portefeuille axé sur la santé.
Chiffre d'affaires en baisse de -2,0% en données publiées, mais croissance solide de +2,7% en données comparables.
Risks mentioned
Impact des rappels de laits infantiles en Europe sur la Nutrition Spécialisée.
Conflit au Moyen-Orient influençant la performance en EMEA.
Dépréciation de plusieurs devises par rapport à l'euro.
Opportunities identified
Acquisition de Huel renforçant notre présence dans la nutrition fonctionnelle.
Création d'une joint-venture avec Arcor ouvrant des opportunités dans les produits laitiers.
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
