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NASDAQ: LMNR Limoneira CO 8-K

Limoneira forms 50/50 JV with Agromin to build organics recycling facility on 70 acres

Filed April 15, 2026 · Period ending April 14, 2026 · ~1 min read

5 key changes 1 high relevance 3 sections

Key Changes

  • high

    Limoneira formed equal joint venture with Agromin to design, construct and operate an organics recycling facility on company-owned Ventura County land, expected operational by second half of fiscal 2027.

  • medium

    Company committed up to $5 million revolving credit to the JV at SOFR plus 3.50%, maturing in 18 months, secured by JV assets and subordinated to up to $23 million in senior construction debt.

  • medium

    Limoneira will lease 70 acres to the JV for 50 years with renewal options up to 89 additional years, receiving $140,000 quarterly rent once operational, subject to annual escalations.

  • medium

    Both partners may guarantee third-party institutional financing for facility construction either proportionally (50/50) or jointly if terms are mutually acceptable.

  • medium

    JV governed by four-member board with each partner appointing two members; major corporate actions require unanimous approval, giving each partner veto power.

Summary

Limoneira announced a strategic 50/50 joint venture with California Wood Recycling (Agromin) to develop an organics recycling facility on 70 acres of company-owned land in Ventura County. The facility is expected to become operational in the second half of fiscal 2027.

Limoneira is providing up to $5 million in interim financing at SOFR plus 3.50% and will lease the land to the JV for an initial 50-year term with substantial renewal options, generating $140,000 in quarterly rent once operations begin.

For retail investors, this represents a diversification move that monetizes existing land assets while creating a new revenue stream from both lease payments and potential returns from the recycling operation. The 50/50 structure with mutual veto rights provides governance protection, though both partners may need to guarantee construction financing. The up to $5 million interim loan is relatively modest and secured by JV assets. Watch for updates on permit approvals (Agromin's responsibility) and the terms of third-party construction financing, particularly whether Limoneira will provide joint guarantees beyond its proportional 50% share. The facility's operational launch timeline and initial processing volumes will be key indicators of the venture's commercial viability.

Section-by-Section Diff

Event · Item 1.01 — Entry into a Material Definitive Agreement

~900 words

Item 1.01 — Entry into a Material Definitive Agreement filed; see Key Changes for terms.

1 Added
Added Loan guaranty obligations medium

Added in current filing · verify on EDGAR →

The LLC Agreement further provides that the Company and Agromin will each use commercially reasonable efforts to procure independent third party institutional financing necessary to complete the construction of the Facility and to act as guarantors of loans on a several basis in proportion to their membership interests in NewCo or on a joint and several basis if the terms of such guaranty are acceptable to the Company and Agromin.

Limoneira and Agromin will seek third-party institutional financing for facility construction and may guarantee those loans either proportionally (50/50) or jointly and severally if terms are mutually acceptable. The JV will indemnify both parties for guaranty liability except for losses from bad conduct.

Event · Item 8.01 — Other Events

~75 words

Limoneira announced formation of NewCo for a joint venture and construction of a facility.

1 Added
Added Joint venture formation medium

Added in current filing · verify on EDGAR →

On April 15, 2026, the Company issued a press release announcing the formation of NewCo in furtherance of the joint venture and the construction of the Facility.

Limoneira disclosed the formation of a new entity called NewCo as part of a joint venture arrangement. The company is also proceeding with construction of a facility in connection with this venture. No financial terms or partner details are provided in the 8-K body itself.

Event · Item 9.01 — Financial Statements and Exhibits

~200 words

Item 9.01 — Financial Statements and Exhibits filed; see Key Changes for terms.

4 Added
Added Joint venture formation high

Added in current filing · verify on EDGAR →

Operating Agreement of Agromin-Limoneira LLC, effective as of April 1, 2026 by and between Limoneira Company and California Wood Recycling Inc., dba Agromin.

Limoneira entered into an operating agreement to form a joint venture LLC named Agromin-Limoneira with California Wood Recycling Inc. (doing business as Agromin), effective April 1, 2026. This represents a new business partnership arrangement between the two companies.

Added Revolving credit facility to JV medium

Added in current filing · verify on EDGAR →

Revolving Line of Credit Agreement, effective as of April 1, 2026 by and between Limoneira Company and Agromin-Limoneira LLC

Limoneira established a revolving line of credit agreement with the newly formed joint venture Agromin-Limoneira LLC, effective April 1, 2026. This indicates Limoneira is providing financing to the joint venture entity.

Added Security agreement for JV financing medium

Added in current filing · verify on EDGAR →

Pledge and Security Agreement, effective as of April 1, 2026 by and between Limoneira Company and Agromin-Limoneira LLC

Limoneira entered into a pledge and security agreement with Agromin-Limoneira LLC, effective April 1, 2026. This agreement likely secures the revolving credit facility with collateral from the joint venture.

Added Land and water lease to JV medium

Added in current filing · verify on EDGAR →

Land and Water Lease Agreement, effective as of April 1, 2026 by and between Limoneira Company and Agromin-Limoneira LLC

Limoneira is leasing land and water resources to the joint venture Agromin-Limoneira LLC under an agreement effective April 1, 2026. This suggests the joint venture will operate on Limoneira's property using its water rights.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jun 10, 2026 · How we verify