Crop production, agro-processing, and supply chains strengthening food security while generating trading margin.
Agriculture underpins both food security and export earnings across the continent, yet post-harvest losses and processing gaps remain significant. We invest across production, processing, and trading to capture value that currently leaks out of local supply chains.
A large share of African agricultural output is lost or undervalued due to limited processing capacity, weak cold-chain infrastructure, and fragmented supply chains. Companies that can aggregate, process, and route produce more efficiently capture margin that currently goes unrealized, while directly improving food security outcomes.
Revenue streams include direct crop production and sale, agro-processing (converting raw commodities into higher-value packaged goods), commodity trading margins, and fees embedded in structured supply chain services connecting smallholder producers to buyers.
Population growth is driving steady increases in food demand, while rising urbanization is shifting consumption toward processed and packaged food products, a higher-margin category than raw commodity sales. Investment in processing and supply chain infrastructure captures a growing share of this shift.
Food is non-discretionary demand, and agro-processing in particular offers a path to margin expansion beyond raw commodity trading. Supply chain and processing assets are physical and asset-backed, and the sector benefits directly from the same demographic tailwinds driving our broader thesis.
Agriculture is one of seven sectors in our diversified infrastructure platform.
View All Sectors →