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Sep 30, 2025
Bioceres Q1 2026 Earnings Report
Bioceres reported a net loss for Q1 2026 as revenues declined due to strategic pruning of low-margin sales, though gross margin expanded on improved product mix.
Key Takeaways
Bioceres Crop Solutions posted a net loss of $7.5 million in Q1 2026. Revenue fell to $77.5 million, reflecting strategic efforts to shift away from low-margin sales. Despite this, gross margin rose to 47% due to a better product mix and cost controls. Adjusted EBITDA increased 61% year-over-year.
Revenue declined 17% YoY to $77.5 million, driven by pruning of low-margin and capital-intensive sales.
Gross margin expanded significantly from 40% to 47%, supported by improved product mix.
Operating income improved to $7.1 million, despite a wider net loss due to increased financial costs.
Adjusted EBITDA rose 61% YoY to $13.6 million, showing progress on profitability and cost efficiency goals.
Revenue by Segment
Forward Guidance
Bioceres is focusing on enhancing profitability through a higher-quality revenue mix, margin protection, and disciplined cost structure, while navigating challenging conditions in Argentina and transitioning its seed model.
Positive Outlook
- Improved gross margin from 40% to 47%
- 61% YoY increase in Adjusted EBITDA
- SG&A expenses reduced by $7 million
- Stronger contribution from seed treatment packs
- Early signs of demand recovery in Argentina
Challenges Ahead
- Revenue declined 17% YoY
- Net loss widened to $7.5 million
- Higher financial costs due to prepayment accruals
- R&D expenses increased YoY
- Challenging market conditions in Argentina and Uruguay
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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