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Jun 30, 2025
Bioceres Q4 2025 Earnings Report
Bioceres reported Q4 2025 results with a significant revenue decline and a net loss driven by weak demand and strategic changes.
Key Takeaways
Bioceres saw a 40% year-over-year decline in Q4 revenue due to softer demand in Argentina and a shift in its seed business model. The company posted a net loss of $48 million and negative adjusted EBITDA, reflecting transitory impacts and margin pressures.
Revenue by Segment
Forward Guidance
Management expects normalization of market conditions and has taken steps to reduce costs, align capital allocation, and improve working capital efficiency.
Positive Outlook
- Cost structure being adjusted to achieve 10–12% savings.
- 50% reduction in CAPEX and R&D spend planned for FY26 and FY27.
- No expected impact on near-term growth due to strong existing capacity.
- Working capital targets aligned to 4–5 months of sales.
- Convertible note maturities extended under amended agreements.
Challenges Ahead
- Strategic shift in seed business significantly impacted gross margin.
- High impairments weighed on profitability.
- Argentina market weakness persisted throughout the quarter.
- Reduced HB4-related sales affected top-line performance.
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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