Bioceres Crop Solutions Corp. · NASDAQ:BIOX
Bioceres Crop Solutions — Q4 2026 Earnings Presentation
17 slides from Bioceres Crop Solutions's earnings presentation, Sep 15, 2026
Slide 1: Fiscal Fourth Quarter & Full-Year
Fiscal Fourth Quarter & Full-Year September / 2026
Slide 2: Disclaimer
BIOCERES CROP SOLUTIONS Disclaimer Industry and Market Data Unless otherwise noted, the forecasted industry and market data contained in the assumptions for the projections are based upon the Company’s management estimates For example, other companies may calculate non-IFRS measures differently or m
Slide 3: Key Business & Financial Highlights
BIOCERES CROP SOLUTIONS Key Business & Financial Highlights ● Revenues were $55.9 million in 4Q26, ● SG&A expenses declined by $4.9 million in broadly stable year-over-year, as 36% growth 4Q26, a 19% year over year reduction, and in Crop Nutrition offset lower Crop Protection $22.5 million in FY26 —
Slide 4: Revenue by Segment
BIOCERES CROP SOLUTIONS 4Q25 4Q26 Revenue ($ Million) 17.3 23.5 by Segment 36% 55.4 55.9 1% Revenues in 4Q26 were broadly unchanged from the prior-year quarter, as strong growth in Crop Nutrition offset lower Crop Protection revenues and the reconfiguration of the Seeds 8.4 29.8 4.8 27.7 business. -
Slide 5: 4Q26 Gross Profit by Segment
BIOCERES CROP SOLUTIONS 4Q26 Gross Profit by Segment 4Q26 4Q26 Gross Profit Bridge Quarter Highlights ($ Million) Gross profit declined by 6% despite stable 0.1 revenues in 4Q. Gross margin was 22.8%. 13.6 (2.4) 1.9 (0.4) 12.7 Higher non-recurring obsolescence adjustment offset improved performance
Slide 6: FY26 Gross Profit by Segment
BIOCERES CROP SOLUTIONS FY26 Gross Profit by Segment FY26 FY26 Gross Profit Bridge Annual Highlights ($ Million) Gross Profit declined 21%, with gross margin 17.4 105.0 (8.2) decreasing to 34.8% (12.3) Crop Protection gross profit decline reflects reduced revenues, with stable segment Gross Profit (
Slide 7: 4Q26 Adjusted EBITDA
BIOCERES CROP SOLUTIONS 4Q26 Adjusted 4Q26 EBITDA1 ($ Million) (9.6) (0.3) 6.4 4.5 (0.5) 0.6 YoY improvement primarily driven by a lower operating expense base, reflecting the cumulative impact of the cost reduction initiatives implemented throughout the year, which more than offset the decline in r
Slide 8: FY26 Adjusted EBITDA
BIOCERES CROP SOLUTIONS FY26 Adjusted FY26 EBITDA1 ($ Million) 28.9 (21.8) 20.4 (3.4) 1.3 25.5 Adjusted EBITDA was 25.5 for FY25, a 12% YoY reduction. Gross profit reduction mostly offset by reduction in operating expenses resulting from the cost actions implemented across the continuing business. 1
Slide 9: Balance Sheet & Cash Position
BIOCERES CROP SOLUTIONS Balance Sheet 3Q26 ($ Million) 4Q26 & Cash Position ($ Million) ($ Million) Net Debt Net Debt 13.8x 8.4x Total Financial Debt stood at $225.9 million Adj. EBITDA1 Adj. EBITDA1 Includes $118.6 million associated with noteholders dispute 212.9 213.6 During FY26, the Company als
Slide 10: Looking Ahead
BIOCERES CROP SOLUTIONS Looking Ahead Continued liability management, with key focus on New York litigation and Brazil debt obligations Exit/monetize non-core assets Expand gross profit Improved SG&A metrics FOURTH QUARTER 2026 10
Slide 11: Gross Profit Initiatives and Targets
BIOCERES CROP SOLUTIONS Gross Profit Initiatives and Targets Key Initiatives FY25A* FY26A* FY27(T) FY28(T) Rebuilding profitability in Brazil through higher- quality core revenue streams following the loss of access to the Pro Farm portfolio Simplifying the product portfolio to focus on the most val
Slide 12: Improved SG&A Metrics
BIOCERES CROP SOLUTIONS Improved SG&A Metrics FY25A FY26A FY27(T) FY28(T) Key Initiatives Variable FTE optimization substantially completed across 8% 6% 6% 5% 7 cost centers, delivering a 26% reduction in SG&A headcount from FY26 to FY27 Convert EMEA and North America operations to Fixed SG&A 24% 24
Slide 13: Exhibits
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Slide 14: Unaudited Consolidated Statement of Comprehensive Income
BIOCERES CROP SOLUTIONS Three-month Three-month Year ended Year ended period ended period ended Unaudited 06/30/2026 06/30/2025 06/30/2026 06/30/2025 Continuing operations Revenues from contracts with customers 237.8 287.7 57.0 55.2 Consolidated Initial recognition and changes in the fair value of b
Slide 15: Unaudited Consolidated Statement of Financial Position
BIOCERES CROP SOLUTIONS Unaudited ASSETS 30/06/2026 30/06/2025 LIABILITIES 30/06/2026 30/06/2025 CURRENT ASSETS CURRENT LIABILITIES Cash and cash equivalents 11.2 32.7 Trade and other payables 57.6 96.4 Consolidated Other financial assets 1.0 2.0 Borrowings 47.3 119.7 Employee benefits and social se
Slide 16: Non-IFRS Financial Measures
BIOCERES CROP SOLUTIONS Non-IFRS Financial Measures Adjusted EBITDA The company defines adjusted EBITDA as net income/(loss) exclusive of • Other companies may calculate adjusted EBITDA and similarly titled financial income/(costs), income tax benefit/(expense), depreciation, measures differently, l
Slide 17: Contact Us: Investor Relations
Contact Us: Investor Relations Investorrelations@biocerescrops.com // Investors.biocerescrops.com
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