Bioceres Crop Solutions Corp (FRA:0G4)

Q1 2026 Bioceres Crop Solutions Corp Earnings Call Transcript

Nov 13, 2025 / 01:30 PM GMT

Release Date Price: €1.58 (-3.66%)

Transcript

Key Points

Positve

Gross profit remained stable at $36 million despite a drop in revenues, with a gross margin expansion of 650 basis points.
Significant improvements in operating profits and adjusted EBITDA due to cost reduction initiatives and business model transition.
SG&A expenses improved significantly, achieving 50% of the top of the range expected annualized savings in just one quarter.
Adjusted EBITDA increased by 61% compared to the same period last year, reflecting a material improvement in operating performance.
Net financial debt remained essentially flat versus the prior quarter, with an improved net debt to adjusted EBITDA ratio of 6.8x.

Negative

Total revenues for the quarter declined by 17% compared to the same period last year.
Crop protection revenues decreased by 16% due to sluggish demand in Argentina and lower sales in the US and Brazil.
Seed and integrated products revenues fell by 37% as a result of the unwinding of the HB4 Downstream program.
Gross profit in crop nutrition decreased by 6% due to competitive pricing in fertilizers in Argentina.
The company is undergoing a dispute with holders of its secured convertible and non-convertible notes, leading to reclassification of debt.

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

BIOX.OQ - Bioceres Crop Solutions Corp
Q1 2026 Bioceres Crop Solutions Corp Earnings Call
Nov 13, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning all and thank you for joining us on today's Bioerris crop Solutions fiscal first quarter 2026 financial and operational results. My name is Drew and I'll be the operator on the call today. After the prepared remarks, we will have a Q&A session. If you would like to register for a question today, please press, followed by 1 on your telephone keypad. And to withdraw your question, it's followed by 2.

With that, it's my pleasure to hand over to Paola Cervanti, head of investor relations, to begin. Please go ahead when you're ready.

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Unidentified_2 [2]
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