# EDGAR Filing Document

**Accession Number:** 0001525527
**File Stem:** 0000921895-25-001977
**Filing Date:** 2025-7
**Character Count:** 17079
**Document Hash:** 93039f7d2144ca2319cb76b0d82f925a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000921895-25-001977.hdr.sgml**: 20250709

**ACCESSION NUMBER**: 0000921895-25-001977

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13D/A

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20250709

**DATE AS OF CHANGE**: 20250709

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AGCO CORP /DE
- **CENTRAL INDEX KEY:** 0000880266
- **STANDARD INDUSTRIAL CLASSIFICATION:** FARM MACHINERY & EQUIPMENT [3523]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 581960019
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-43776
- **FILM NUMBER:** 251114094

**BUSINESS ADDRESS:**
- **STREET 1:** 4205 RIVER GREEN PKWAY
- **CITY:** DULUTH
- **STATE:** GA
- **ZIP:** 30096
- **BUSINESS PHONE:** 7708139200

**MAIL ADDRESS:**
- **STREET 1:** 4205 RIVER GREEN PARKWAY
- **CITY:** DULUTH
- **STATE:** GA
- **ZIP:** 30096
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SRINIVASAN MALLIKA
- **CENTRAL INDEX KEY:** 0001525527

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A

**MAIL ADDRESS:**
- **STREET 1:** TRACTORS AND FARM EQUIPMENT LIMITED
- **STREET 2:** NO 35 NUNGAMBAKKAM HIGH ROAD
- **CITY:** CHENNAI
- **STATE:** K7
- **ZIP:** 600 034

## Exhibit 99.1

Exhibit 99.1

**AMENDMENT NO. 4 TO THE AMENDED AND RESTATED LETTER AGREEMENT**

**THIS AMENDMENT NO. 4 to THE AMENDED AND RESTATED LETTER AGREEMENT** is made as of July 7, 2025 (this "<u>Amendment</u>") by and between AGCO Corporation, a Delaware corporation, and Tractors and Farm Equipment Limited, a company incorporated under the laws of India. Capitalized terms used and not otherwise defined herein shall have the meanings ascribed to them in the Agreement (as defined below).

**WHEREAS**, the parties hereto are the parties to the Amended and Restated Letter Agreement, dated as of April 24, 2019, as amended by Amendment No. 1 dated as of April 24, 2024, Amendment No. 2 dated as of April 23, 2025, and Amendment No. 3 dated as of June 25, 2025 (the "<u>Agreement</u>"), and, subject to the terms set forth herein, wish to amend the Agreement as set forth herein.

**NOW, THEREFORE**, in consideration of the mutual covenants contained in the Agreement and for other good and valuable consideration, the receipt of which is hereby acknowledged, the parties hereto agree as follows:

**Section 1. <u>Amendment to the Agreement</u>**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**1.1.** Section 5(a) of the Agreement shall be deleted and replaced with the following:

"This Amended and Restated Letter Agreement will expire on November 28, 2025, or upon the Escrow Deposit Date (as defined in that certain Buyback Agreement, dated June 30, 2025, by and between TAFE and AGCO Holding B.V.), whichever first occurs."

**Section 2. <u>Miscellaneous</u><br>** 

<br> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**2.1. Entire Agreement**. This Amendment constitutes the entire agreement and understanding of the parties with respect to its subject matter and supersedes all oral communication and prior writings (except as otherwise provided herein) with respect thereto. Except as expressly amended hereby, the provisions of the Agreement are and shall remain unmodified and in full force and effect.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**2.2. Counterparts**. This Amendment may be executed and delivered in counterparts (including by facsimile transmission) each of which will be deemed an original.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**2.3. Headings**. The headings used in this Amendment are for convenience of reference only and are not to affect the construction of or to be taken into consideration in interpreting this Amendment.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**2.4. Governing Law**. This Amendment shall be governed by and construed in accordance with the laws of the State of Delaware.

[Signature Page Follows]

**IN WITNESS WHEREOF**, the parties hereto intending to be legally bound have duly executed this Agreement, all as of the day and year first above written.

---

| | | |
|:---|:---|:---|
| &nbsp;&nbsp;**TRACTORS AND FARM EQUIPMENT LIMITED** | &nbsp;&nbsp;**TRACTORS AND FARM EQUIPMENT LIMITED** | &nbsp;&nbsp;**TRACTORS AND FARM EQUIPMENT LIMITED** |
| &nbsp;&nbsp;By: | &nbsp;&nbsp; /s/ Mallika Srinivasan | &nbsp;&nbsp; /s/ Mallika Srinivasan |
|  | &nbsp;&nbsp;Name: | &nbsp;&nbsp;Mallika Srinivasan |
|  | &nbsp;&nbsp;Title: | &nbsp;&nbsp;Chairman and Managing Director |

---

---

| | | |
|:---|:---|:---|
| &nbsp;&nbsp;**AGCO CORPORATION** | &nbsp;&nbsp;**AGCO CORPORATION** | &nbsp;&nbsp;**AGCO CORPORATION** |
| &nbsp;&nbsp;By: | &nbsp;&nbsp; /s/ Eric Hansotia | &nbsp;&nbsp; /s/ Eric Hansotia |
|  | &nbsp;&nbsp;Name: | &nbsp;&nbsp;Eric Hansotia |
|  | &nbsp;&nbsp;Title: | &nbsp;&nbsp;CEO & Chairman |

---

Date: July 7, 2025

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13D

### Under the Securities Exchange Act of 1934

**(Amendment No. 26)**

**AGCO CORP /DE**

*(Name of Issuer)*

**Common Stock**

*(Title of Class of Securities)*

**001084102**

*(CUSIP Number)*

**Andrew M. Freedman**<br>Olshan Frome Wolosky LLP<br>1325 Avenue of the Americas<br>New York NY 10019<br>212-451-2300

*(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)*

**07/07/2025**

*(Date of Event Which Requires Filing of this Statement)*

| **CUSIP No.** | **001084102** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Tractors & Farm Equipment Ltd** | Name of reporting person<br>**Tractors & Farm Equipment Ltd** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**WC** | Source of funds (See Instructions)<br>**WC** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**K7** | Citizenship or place of organization<br>**K7** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**12150152.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**12150152.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**12150152.00** | Aggregate amount beneficially owned by each reporting person<br>**12150152.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[x] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[x] | |
| 13 | Percent of class represented by amount in Row (11)<br>**16.3%** | Percent of class represented by amount in Row (11)<br>**16.3%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**CO** | Type of Reporting Person (See Instructions)<br>**CO** | |

---

| **CUSIP No.** | **001084102** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**TAFE Motors & Tractors Ltd** | Name of reporting person<br>**TAFE Motors & Tractors Ltd** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**WC** | Source of funds (See Instructions)<br>**WC** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**K7** | Citizenship or place of organization<br>**K7** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**3263321.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**3263321.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**3263321.00** | Aggregate amount beneficially owned by each reporting person<br>**3263321.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[x] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[x] | |
| 13 | Percent of class represented by amount in Row (11)<br>**4.4%** | Percent of class represented by amount in Row (11)<br>**4.4%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**CO** | Type of Reporting Person (See Instructions)<br>**CO** | |

---

| **CUSIP No.** | **001084102** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**SRINIVASAN MALLIKA** | Name of reporting person<br>**SRINIVASAN MALLIKA** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**K7** | Citizenship or place of organization<br>**K7** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**23713.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**12150152.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**23713.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**12150152.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**12173865.00** | Aggregate amount beneficially owned by each reporting person<br>**12173865.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**16.3%** | Percent of class represented by amount in Row (11)<br>**16.3%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IN** | Type of Reporting Person (See Instructions)<br>**IN** | |

---

**Item 1. Security and Issuer**

**(a) Title of Class of Securities:**
Common Stock

**(b) Name of Issuer:**
AGCO CORP /DE

**(c) Address of Issuer's Principal Executive Offices:**
4205 RIVER GREEN PKWAY, DULUTH, GA, 30096

**Item 4. Purpose of Transaction**

Item 4 of the Schedule 13D is hereby further amended and supplemented by adding the following:

Effective July 7, 2025, TAFE and the Issuer executed Amendment No. 4 to the Amended and Restated Letter Agreement, dated April 24, 2019 (the "Letter Agreement"), pursuant to which, the termination date of the Letter Agreement was extended until (i) November 28, 2025 or (ii) the Escrow Deposit Date (as defined in that certain Buyback Agreement, dated June 30, 2025, by and between TAFE and AGCO Holding B.V., which is attached as Exhibit 99.2 to Amendment No. 25 to the Schedule 13D filed by the Reporting Persons on July 1, 2025), whichever first occurs. The foregoing description of Amendment No. 4 to the Letter Agreement is qualified in its entirety by reference to the full text of Amendment No. 4 to the Letter Agreement, which is attached hereto as Exhibit 99.1 and incorporated herein by reference.

**Item 5. Interest in Securities of the Issuer**

**(a)**
The aggregate percentage of shares reported owned on this Schedule 13D is based on 74,586,793 shares of Common Stock outstanding as of June 30, 2025, which is the total number of shares of Common Stock outstanding as of June 30, 2025 as confirmed by the Issuer to the Reporting Persons. As of the date hereof (i) TAFE beneficially owned 12,150,152 shares of Common Stock, which constituted approximately 16.3% of the Common Stock outstanding; (ii) TAFE Motors and Tractors beneficially owned 3,263,321 shares of Common Stock, which constituted approximately 4.4% of the Common Stock outstanding; and (iii) Ms. Srinivasan beneficially owned 12,173,865 shares of Common Stock, which constituted approximately 16.3% of the Common Stock outstanding, including the 23,713 shares she holds in her individual capacity. Ms. Srinivasan disclaims beneficial ownership of the Common Stock beneficially owned by each of the Companies, and this report shall not be deemed an admission that Ms. Srinivasan is a beneficial owner of such shares for the purposes of Section 13(d) or 13(g) of the Securities Exchange Act of 1934 or for any other purpose. Each of the Companies disclaims beneficial ownership of the 23,713 shares of Common Stock owned directly by Ms. Srinivasan in her individual capacity, and this report shall not be deemed an admission that either of the Companies is a beneficial owner of such shares for the purposes of Section 13(d) or 13(g) of the Securities Exchange Act of 1934 or for any other purpose. TAFE Motors and Tractors disclaims beneficial ownership of the 8,886,831 shares of Common Stock purchased on behalf of TAFE under the Purchase Plans, and this report shall not be deemed an admission that TAFE Motors and Tractors is a beneficial owner of such shares for the purposes of Section 13(d) or 13(g) of the Securities Exchange Act of 1934 or for any other purpose.

**(b)**
A. TAFE
1. Sole power to vote or direct vote: 0
2. Shared power to vote or direct vote: 12,150,152
3. Sole power to dispose or direct the disposition: 0
4. Shared power to dispose or direct the disposition: 12,150,152

B. TAFE Motors and Tractors
1. Sole power to vote or direct vote: 0
2. Shared power to vote or direct vote: 3,263,321
3. Sole power to dispose or direct the disposition: 0
4. Shared power to dispose or direct the disposition: 3,263,321

C. Mallika Srinivasan
1. Sole power to vote or direct vote: 23,713
2. Shared power to vote or direct vote: 12,150,152
3. Sole power to dispose or direct the disposition: 23,713
4. Shared power to dispose or direct the disposition: 12,150,152

**(c)**
None of the Reporting Persons has entered into any transactions in the securities of the Issuer during the past sixty days.

**Item 6. Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer.**

Item 6 of the Schedule 13D is hereby further amended and supplemented by adding the following:

The description of Amendment No. 4 to the Letter Agreement set forth in Item 4 above is incorporated herein by reference. The description of the Amendment No. 4 to the Letter Agreement is qualified in its entirety by reference to the full text of the Amendment No. 4 to the Letter Agreement, which is attached hereto as Exhibit 99.1 and incorporated herein by reference.

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Reporting Person:** Tractors & Farm Equipment Ltd

**Signature:** /s/ Andrew M. Freedman

**Name/Title:** Andrew M. Freedman, attorney-in-fact*

**Date:** 07/09/2025

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Reporting Person:** TAFE Motors & Tractors Ltd

**Signature:** /s/ Andrew M. Freedman

**Name/Title:** Andrew M. Freedman, attorney-in-fact*

**Date:** 07/09/2025

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Reporting Person:** SRINIVASAN MALLIKA

**Signature:** /s/ Andrew M. Freedman

**Name/Title:** Andrew M. Freedman, attorney-in-fact*

**Date:** 07/09/2025