Ledesma (BUE:LEDE) Change In Receivables: ARS28,338 Mil (TTM As of Feb. 2026)


BUE:LEDE Ledesma SA BUE:LEDE
70 GF Score
Price ARS743.00
GF Value ARS863.77
Valuation Modestly Undervalued
! 6 Warning Signs
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What is Ledesma Change In Receivables?

Ledesma BUE:LEDE -0.27% 70 Change In Receivables is ARS28,338 Mil as of Feb. 2026. GuruFocus rates BUE:LEDE with a GF Score™ of 70/100 and a GF Value™ of ARS863.77 (Modestly Undervalued). The stock has 6 warning signs investors should review.

Ledesma's change in receivables for the quarter that ended in Feb. 2026 was ARS41,425 Mil. It means Ledesma's Accounts Receivable declined by ARS41,425 Mil from Nov. 2025 to Feb. 2026 .

Ledesma's change in receivables for the fiscal year that ended in May. 2025 was ARS-33,319 Mil. It means Ledesma's Accounts Receivable increased by ARS33,319 Mil from May. 2024 to May. 2025 .

Ledesma's Accounts Receivable for the quarter that ended in Feb. 2026 was ARS131,678 Mil.

Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed. Ledesma's Days Sales Outstanding for the three months ended in Feb. 2026 was 45.44.

In Ben Graham's calculation of liquidation value, Apple Inc's Accounts Receivable are only considered to be worth 75% of book value. Ledesma's liquidation value for the three months ended in Feb. 2026 was ARS-182,820 Mil.


Ledesma  (BUE:LEDE) Change In Receivables Explanation

1. Accounts Receivable are created when a customer has received a product but has not yet paid for that product. Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed.

Ledesma's Days Sales Outstanding for the quarter that ended in Feb. 2026 is calculated as:

Days Sales Outstanding
=Accounts Receivable/Revenue*Days in Period
=131677.631/264425.918*91
=45.44

2. In Ben Graham's calculation of liquidation value, Ledesma's accounts receivable are only considered to be worth 75% of book value:

Ledesma's liquidation value for the quarter that ended in Feb. 2026 is calculated as:

Liquidation Value
=Cash, Cash Equivalents, Marketable Securities-Total Liabilities+(0.75 * Accounts Receivable)+(0.5 * Total Inventories)
=15768.511-442713.17+0.75 * 131677.631+0.5 * 290733.322
=-182,820

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Ledesma Change In Receivables Related Terms


Ledesma Change In Receivables Historical Data

* Premium members only.

The historical data trend for Ledesma's Change In Receivables can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Ledesma Change In Receivables Chart

Ledesma Annual Data
Trend May16 May17 May18 May19 May20 May21 May22 May23 May24 May25
Change In Receivables
Get a 7-Day Free Trial Premium Member Only Premium Member Only -1,834.40 -12,948.45 17,448.73 18,759.42 -33,319.20

Ledesma Quarterly Data
May21 Aug21 Nov21 Feb22 May22 Aug22 Nov22 Feb23 May23 Aug23 Nov23 Feb24 May24 Aug24 Nov24 Feb25 May25 Aug25 Nov25 Feb26
Change In Receivables Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 25,298.50 46,774.58 -27,477.96 -32,383.69 41,425.36
BUE:LEDE
70GF Score
Ledesma SA BUE:LEDE
Change In Receivables is just one metric. See GF Score™, valuation, warning signs, and more.
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Ledesma Change In Receivables Calculation

Change In Accounts Receivable relative to the previous period. It is any increase or decrease in the cash a company is owed by its customers.

Change In Receivables for the trailing twelve months (TTM) ended in Feb. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was ARS28,338 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Change In Receivables →
What does a Change In Receivables of ARS28,338 Mil mean?
Ledesma (BUE:LEDE) has a Change In Receivables of ARS28,338 Mil as of Feb. 2026. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for Ledesma and its competitors.
Is Ledesma's Change In Receivables too high?
Ledesma's current Change In Receivables is ARS28,338 Mil. Overall, Ledesma has a GF Score™ of 70/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Ledesma's Change In Receivables compare to HON and MMM?
Ledesma's Change In Receivables of ARS28,338 Mil can be compared against companies in the Conglomerates industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Change In Receivables for a Conglomerates company?
A good Change In Receivables depends on the Conglomerates industry context. However, Change In Receivables should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Change In Receivables mean?
A high Change In Receivables can signal that a stock is expensive relative to its fundamentals. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for Ledesma and its competitors. Ledesma's current Change In Receivables is ARS28,338 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ledesma stock overvalued right now?
Based on GuruFocus' analysis, Ledesma (BUE:LEDE) is currently considered Modestly Undervalued. The stock's GF Value™ is ARS863.77, compared to a current price of ARS743.00 — trading 14% below its estimated fair value. The current Change In Receivables is ARS28,338 Mil. Ledesma's overall GF Score™ is 70/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Change In Receivables calculated?
Change In Receivables is calculated from a company's financial statements. For Ledesma (BUE:LEDE), the current Change In Receivables is ARS28,338 Mil as of Feb. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Ledesma (BUE:LEDE) Overvalued in 2026?

Based on GuruFocus' analysis, Ledesma stock appears to be undervalued. The current stock price of ARS743.00 is trading 14% below its estimated GF Value™ of ARS863.77. GuruFocus considers Ledesma to be Modestly Undervalued.

Key valuation signals for BUE:LEDE:

  • Change In Receivables: ARS28,338 Mil
  • GF Value™: ARS863.77 vs. price of ARS743.00 (14% below fair value)
  • GF Score™: 70/100 with 6 warning signs

No single metric tells the full story. See the BUE:LEDE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Ledesma Business Description

Address Avenida Corrientes 415, 8th Floor, Capital Federal, Buenos Aires, ARG
Ledesma SA is engaged in the production of sugar, paper, alcohol, bioethanol, energy, natural juices, meat, syrups, corn starches and cereals. The company also produces notebooks and other school supplies. The geographical scope of the Ledesma Group's operations is mainly in the Argentine Republic. It mainly carry out activities mainly of sugar sugar mill, alcohol distillery both hydrated intended for traditional uses and anhydrous, for bio-fuels, manufacturing of paper and stationery, production of fruits and juices and Agriculture and Livestock. It is one of the main players in the local markets for the production and marketing of sugar, alcohol, reams of paper, notebooks, coated papers and school supplies, and is the main exporter of oranges and grapefruits in the country.
70GF Score

Get the complete analysis for BUE:LEDE

Change In Receivables is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

ARS743.00
Price
ARS863.77
GF Value