Q4 2025 Bayer AG Earnings Call Transcript

Mar 4, 2026 / 01:00 PM GMT

Release Date Price: €37.26 (-8.94%)

Transcript

Key Points

Positve

Bayer AG (BAYRY) delivered on its upgraded 2025 financial guidance, achieving sales of €45.5 billion and core earnings per share of €4.91.
The company successfully implemented its dynamic shared ownership operating model, reducing bureaucracy and achieving €700 million in cost savings last year.
Bayer AG (BAYRY) made significant progress in its pharmaceuticals division, with new product launches and a strong pipeline driving growth.
The crop science division showed resilience, with strong performance in corn seeds and traits, and a strategic focus on portfolio streamlining.
Bayer AG (BAYRY) is committed to innovation, with investments in AI and a robust pipeline of new products across its divisions.

Negative

The consumer health division faced market softness in the United States and China, impacting sales performance.
Bayer AG (BAYRY) is dealing with significant litigation-related costs, with provisions and liabilities amounting to €11.8 billion.
The company expects a negative free cash flow in 2026 due to litigation-related payouts, impacting financial flexibility.
Regulatory pressures in the EU and loss of exclusivity are expected to affect product declines in the pharma and crop science divisions.
Foreign exchange headwinds negatively impacted profitability, with material FX effects amounting to around €1.7 billion.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BAYGn.DE - Bayer AG
Q4 2025 Bayer AG Earnings Call
Mar 04, 2026 / 01:00PM GMT

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Presentation
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Hello everybody and welcome to our financial news conference for the full year 2025 and the outlook for 2026. Many thanks for joining us today. To begin, Bill Anderson will share his perspective on our performance and the path ahead of us. Heike Prinz will provide an update on the progress of our dynamic shared ownership operating model, and Wolfgang Nickel will provide an overview of our financials in 2025 and the good outlook for 2026.

We will then hear from Rodrigo Santos, Stefan Urich, and Julio Triana on the performance of our divisions and the plans going forward to execute the respective strategies. We also have a chance to briefly hear from our news board member Judith Hartmann, who joined the company on March 1st.

Now, before

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