Louis Dreyfus Acquires Grain Assets from Bunge in Poland and Hungary

Louis Dreyfus has acquired grains assets from Bunge in Poland and Hungary. The assets include grain processing and storage facilities, as well as a logistics network. The deal is part of Louis Dreyfus's strategy to expand its presence in Europe and strengthen its position in the grains market. Bunge is a global agribusiness and food company with operations in North and South America, Europe, and Asia-Pacific.

Louis Dreyfus Company (LDC) has announced the successful acquisition of grains and oilseeds activities in Hungary and parts of Poland from Bunge. The transaction, completed on September 1, 2025, reflects LDC's strategic plans to reinforce its merchandizing capabilities in Europe [1].

In Hungary, LDC has acquired a state-of-the-art multi-seed crushing and refining plant in Foktő, one of Europe's largest sunflower seed crushing facilities. Additionally, the company has secured three grains and oilseeds storage and logistic sites in Debrecen, Gyomaendrőd, and Berettyóújfalu, with a combined storage capacity of approximately 150 KMT. A standalone grains and oilseeds trading and origination team in Budapest has also been acquired [1].

In Poland, LDC has obtained a multi-seed crushing and refining plant in Bodaczów, specialized in rapeseed processing. The plant accounts for around 15% of Poland's total rapeseed crush volume. Four grains and oilseeds storage and logistic sites in Kętrzyn, Szamotuły, Trawniki, and Werbkowice, with a combined storage capacity of approximately 170 KMT, have also been acquired. A standalone oilseeds trading and origination team in Gdansk is part of the acquisition [1].

The acquisition is part of LDC's strategy to expand its presence in Europe, particularly in the growing global sunflower market and the EU rapeseed complex. It also enables LDC's entry into Central European markets, including for the distribution of imported meals and the development of grain origination along the Danube [1].

Bunge, a global agribusiness and food company with operations in North and South America, Europe, and Asia-Pacific, has seen its shares rise 1.19% on August 25, 2025, amid a 29.34% drop in trading volume to $200M. The rise was driven by strategic acquisitions and insider buying. Bunge agreed to acquire International Flavors & Fragrances' (IFF) soy lecithin and soy protein processing assets, aligning with its strategy to expand high-margin specialty ingredients [2].

The acquisition of IFF's soy business and recent earnings beat underscore Bunge's strategic positioning in the agribusiness sector. Short interest in Bunge has declined by 17.06% over the past month, reflecting improved investor confidence. However, the PEG ratio of 5.82 suggests potential overvaluation relative to earnings growth [2].

References:
[1] https://www.ldc.com/press-releases/louis-dreyfus-company-announces-the-successful-acquisition-of-grains-oilseeds-activities-in-hungary-and-poland/
[2] https://www.ainvest.com/news/bunge-shares-climb-1-19-457th-ranked-200m-volume-acquisition-insider-buys-spark-renewed-interest-2508/