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Mar 31

Bioceres Q3 2025 Earnings Report

Bioceres reported a net loss in Q3 2025 as revenues declined due to the absence of a large one-time payment booked in the previous year, while operating cash flow improved significantly.

Key Takeaways

Bioceres delivered a net loss of $1.6 million in Q3 2025 on revenues of $60.6 million, down from $84 million a year ago. The decline was mainly due to the absence of the Syngenta downpayment recorded in the prior year. Nevertheless, operating cash flow improved significantly to $23.3 million, supported by better working capital management.

Revenue declined to $60.6 million due to the absence of last year's Syngenta downpayment.

Net loss was $1.6 million, reversing a profit of $9.8 million in Q3 2024.

Cash flow from operations surged to $23.3 million, driven by improved inventory and receivables management.

EPA registration of Rinotec positions the company for growth in biological crop protection.

Total Revenue
$60.6M
Previous year: $84M
-27.9%
EPS
-$0.025
Previous year: $0.139
-118.0%
Adjusted EBITDA
$9M
Previous year: $21.1M
-57.3%
Net Cash from Ops
$23.3M
Previous year: -$17.4M
-233.9%
Gross Profit
$23.8M
Cash and Equivalents
$38.5M

Bioceres

Bioceres

Bioceres Revenue by Segment

Forward Guidance

Bioceres is positioning itself for future growth by streamlining operations and advancing its biological solutions portfolio, despite current seasonal and macroeconomic headwinds.

Positive Outlook

  • EPA approval of Rinotec expands biological solutions portfolio.
  • Improved working capital management boosting cash flow.
  • Reduced operating expenses through seed business restructuring.
  • Expanded geographic rights and lowered royalty obligations via IP exchanges.
  • Well positioned to leverage innovation in biological inputs.

Challenges Ahead

  • Revenue decline due to non-recurring Syngenta payment in prior year.
  • Seasonal slowdown in core geographies like Argentina.
  • Gross margin dropped from 51% to 39%.
  • Net income turned negative despite positive operating income.
  • Decline in Adjusted EBITDA due to lower gross profit.

Revenue & Expenses

Visualization of income flow from segment revenue to net income