JBS plans investments of US$ 2.4 billion in 2026 focused on expansion

JBS projects Capex (investment) of US$ 2.4 billion for 2026, with about US$ 1.4 billion earmarked for expansion and US$ 1 billion for maintenance, according to its global CFO, Guilherme Cavalcanti. The company prioritizes organic growth and, for now, has no planned announcements regarding mergers and acquisitions.

The investments will be distributed among different units, including Pilgrim’s Pride plants, pork facilities in Iowa and beef facilities in Texas (Cactus), as well as a new plant in Paraguay and the project in Oman, which integrates poultry production and beef and sheepmeat processing.

Global CEO Gilberto Tomazoni said that the investments in Seara to be completed this year will allow productive capacity to increase by between 10% and 13%. He also highlighted margin improvements at Pilgrim’s Pride after the adaptation of plants to supply the prepared foods business, in a context of strong global demand for chicken meat.

On the financial side, the company believes it still trades at a discount relative to its competitors, although it expects a gradual improvement with its eventual inclusion in US stock indexes such as Russell in 2026 and S&P 400 toward 2027.

Source: Globo Rural