Q3 2025 Bayer AG Earnings Call Transcript

Nov 12, 2025 / 01:00PM GMT

Release Date Price: lei148 (+8.98%)

Transcript

Key Points

Positve

Bayer AG (BAYRY) reported a 7% increase in core EPS to €4.29, indicating strong profitability.
Free cash flow reached €800 million, aligning with projections and demonstrating effective cash management.
The pharmaceuticals division showed resilience with Nubecka and Correia experiencing significant growth, up 60% and nearly 80% respectively.
Bayer AG (BAYRY) achieved FDA approval for Linquet, with plans for a US market launch, enhancing its pharmaceutical pipeline.
The company is actively streamlining its crop science portfolio, focusing on innovative solutions like the launch of Plenexis, a new insecticide.

Negative

Bayer AG (BAYRY) faced a decline in EBITDA for the pharmaceuticals division due to pricing pressures in Japan and Canada.
The consumer health division is experiencing a challenging market environment, particularly in the US and China, leading to a lowered sales growth expectation for 2025.
The crop science division saw a slight sales decline due to regulatory challenges and pricing pressures.
Litigation risks remain a concern, with ongoing glyphosate and PCB cases impacting financial provisions.
Currency headwinds continue to affect Bayer AG (BAYRY)'s top-line, with a reported €450 million impact in Q3.

Jost Reinhard

Bayer AG - Senior Vice President and Head of Investor Relations

Good afternoon and good morning everybody, and welcome to our conference call to discuss the results for the 3rd quarter of 2025.

For our presentation today, Bill will kick us off with our year-to-date business performance and an update on our strategic priorities.

Wolfgang will then focus on more detailed drivers for the 3rd quarter results and our outlook.

Following the prepared remarks, they're then available together with the 3 Presidents of ALL3 divisions for the questions.

Before we begin, please note the cautionary language in our safe harbor statement.

And with that, over to you, Bill.

William Anderson

Bayer AG - Chairman of the Management Board, Chief Executive Officer

Thanks, Joost. Thanks to all of you for joining our call today. We posted our results for the 3rd quarter earlier, and as you saw, our sales are slightly up in currency and portfolio adjusted terms, both in the quarter and year-to-date. And, you'll note that

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