When extreme heat, drought and wildfires start to squeeze olive groves and crop fields across Europe, the impact does not stop at the farm gate. It can change pricing power, cost pressures and risk profiles for listed agricultural producers. This article looks at how that backdrop links to three stocks exposed to the latest weather driven shocks in olive oil and key food crops. You see which companies could stand to benefit from tighter supply and where operational resilience really matters, with three positively exposed stocks from our Agricultural Commodity Producers screener in focus.

Viscofan (BME:VIS)

Overview: Viscofan is a Spain based manufacturer of casings used by food producers worldwide, supplying cellulose, collagen, fibrous and plastic casings for sausages, snacks and other processed meat products, along with plant based and medical solutions. The company sells into Europe, the Americas and Asia, which links its fortunes to global food processing volumes rather than any single local crop.

Operations: Viscofan generates about €1.26b in revenue from its Wrapping segment, with sales spread across Spain, the wider EMEA region, North and South America and Asia Pacific.

Market Cap: €2.61b

Viscofan gives you exposure to global food demand through a specialised packaging product that sits upstream of many branded food companies. In a period of rising agricultural input costs, its position as a casing supplier can be important for pricing power and contract stability, and the stock currently trades at a meaningful discount to one estimate of fair value. Earnings and revenue growth forecasts are moderate rather than spectacular, and the dividend history is described as unstable, which is a clear trade off. The share price has also fallen sharply relative to the Spanish market over the past year, which raises questions but can also create a potential entry point for investors who do their homework on quality and resilience.

Viscofan’s global casings business appears misaligned with its recent share price slump, which may suggest a possible valuation gap. Before evaluating how meaningful that gap is, review the DCF valuation analysis for Viscofan

Kri-Kri Milk Industry (ATSE:KRI)

Overview: Kri-Kri Milk Industry is a Greek dairy producer that makes yogurt, ice cream, desserts, fresh milk and specialty products, and sells them through supermarkets and small retailers in Greece and around 40 export markets.

Operations: Kri-Kri Milk Industry generates most of its revenue from dairy and yogurt, with about €210.2m from exports and €85.2m from Greece, while ice cream contributes around €54.7m split between the domestic and international markets.

Market Cap: €969.2m

Kri-Kri Milk Industry gives you exposure to Greek yogurt and ice cream demand at home and abroad, with yogurt exports already a major driver and Q1 2026 sales and earnings both showing solid momentum. The company is pushing hard on capacity and export growth, yet relies heavily on private label contracts and faces raw milk price swings that can squeeze margins for months at a time. That combination of signals on earnings and exposure to volatile input costs, together with management’s long tenure and active investment in factories and systems, makes Kri-Kri a stock where the gap between upbeat forecasts and pricing power risks can be particularly important for investors who like to scrutinise quality and resilience closely.

Kri-Kri Milk Industry’s export momentum and capacity push look powerful; however, the real story lies in how resilient those earnings are when raw milk prices swing. Get the analyst forecasts for Kri-Kri Milk Industry and see what might be hiding in that gap.

Buda Juice (BUDA)

Overview: Buda Juice produces and distributes clean label citrus and cold pressed juices, lemonades, limeades and wellness shots in the United States, supplying wholesale customers with ready to drink fruit and vegetable based beverages from its Dallas headquarters.

Operations: Buda Juice generates about US$13.1m in revenue from Cold Crafted Citrus Based Beverages, all from customers in the United States.

Market Cap: US$101.9m

Buda Juice sits right in the path of the agricultural squeeze that is pushing up fruit and vegetable input costs. It has been growing revenue at 14.7% and has a current net margin of 23.7%, helped by products like its Fresh Cherry Limeade that recently expanded into 246 Walmart stores with increased production capacity after the IPO. That growth story comes with real tension. The stock trades on a rich P/E of 32.7x, earnings fell over the past year and the balance sheet leans entirely on external borrowing, all against a backdrop of an inexperienced board and recent index removals. For investors focused on quality growth that is also closely tied to crop pricing, this mix of momentum and risk deserves a closer look.

Revenue momentum at Buda Juice is colliding with a rich 32.7x P/E and a balance sheet fully reliant on borrowing. Get the analysis report for Buda Juice to see whether that mix is masking a much bigger twist.

The three stocks in this article are only a starting point, with the full screener surfacing 12 more agricultural producers that carry their own compelling narratives around crop exposure, balance sheets and pricing power in the face of weather driven shocks. To identify and analyze the highest conviction opportunities that align with the catalysts discussed here, including supply tightness and operational resilience, head to the Agricultural Commodity Producers (Olive Oil and Crop Producers) screener.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.