Bayer Ag · XETR:BAYN
Bayer — Barclays Digital & Disruptive Technologies Conference 2024
20 slides from Bayer's conference presentation, Jun 11, 2024
Slide 1: Scaling Regenerative Agriculture
///////////// Health for all, Hunger for none BAYER Scaling Regenerative Agriculture Barclays Digital & Disruptive Te c h n o l o g i e s C o n f e r e n c e J u n e 11 , 2 0 2 3 D r. J e r e m y W i l l i a m s Head of Climate LLC, Digital Farming and Commercial Ecosystems // Crop Science Division
Slide 2: Cautionary statements regarding forward-looking information
Cautionary statements regarding forward-looking information This presentation may contain forward-looking statements based on current assumptions and forecasts made by Bayer management. Various known and unknown risks, uncertainties and other factors could lead to material differences between the ac
Slide 3: The 2030 Challenge: Producing More with Less in a Changing Climate
The 2030 Challenge: Producing More with Less in a Changing Climate Food Security Climate Change + 2.2 billion people - 17 % harvest loss due to climate change + 50 food and feed % - 20 % loss in arable land required 3 /// Bayer Crop Science /// Barclays Digital & Disruptive Technologies Conference /
Slide 4: Our Vision Aspires to Address Global Challenges at Scale
Our Vision Aspires to Address Global Challenges at Scale Produce 50% More. Restore Nature. Scale Regenerative Ag. Required increase by 2050 To meet our 2030 sustainability commitments To expand our footprint to reach our to feed the world (FAO data) 400M acre ambition by 2035 Sustainability 30% 30%
Slide 5: Ag Input Market Growing Over Two Percent to Meet Demand
Ag Input Market Growing Over Two Percent to Meet Demand Potential to Double our Accessible Market Through Investments in Innovation in Adjacent Spaces >100bn¹ >100bn¹EUR EUR >200bn1 EUR 2023 2023Global GlobalAgAgInput InputMarket Market 2030 Global Ag Input Market & Related Adjacencies Crop Seed and
Slide 6: The Established Leader in Crop Science
The Established Leader in Crop Science Expect 2024 to be our 4th Consecutive Year of Growth in Core Business Market Growth in Bayer Crop GLOBAL LEADER IN AG INPUTS Science Core Business Position Sales / cEBITDA1 (€bn) / FY 2023 Sales / currency & portfolio adj growth% #1 Corn Seed & Traits Bayer CS
Slide 7: Extending Our Leadership Position Through Our Pipeline
Extending Our Leadership Position Through Our Pipeline >€32bn Peak Sales Potential; Ten Blockbusters Expected to Launch in Next Decade Bayer Crop Science R&D Pipeline Hybrid Wheat Digital Platforms, HortiView 100’s of cotton varieties, 1000’s of vegetable Preceon Smart Corn System varieties/hybrids,
Slide 8: Annual Portfolio Refresh Provides Foundation for Growth
Annual Portfolio Refresh Provides Foundation for Growth Pricing and Sales Mix Opportunity Across Our Leading Global Footprint Enhanced by Digital Assets ANNUAL SEED CROP PROTECTION GERMPLASM REFRESH LIFE-CYCLE MANAGEMENT ~400-500 ~90-100 new seed hybrids & varieties new formulations to deployed annu
Slide 9: Accelerating Genetic Gain with Precision Breeding
Accelerating Genetic Gain with Precision Breeding ACCELERATING OUR ABILITY to bring innovative solutions to our customers around the world ///// Data & analytics driving decisions & AI connected pipeline - enabling a dynamic breeding pipeline Fieldview Field Health Imagery Seed Chipping Technology M
Slide 10: Preceon Smart Corn System to Transform Corn Production
Preceon Smart Corn System to Transform Corn Production High-Value Biotech Approach Advanced to Phase IV; Breeding Targeted U.S. Launch in 2024 Preceon Smart Corn <7ft Traditional Corn 9-12ft >€1.5bn Global PSP Opportunity1 >220m Global Acre Potential1 365 growers (>30k acres) >80% growers in trials
Slide 11: Next Gen Soybean Traits Driving >€3bn Peak Sales Potential
Next Gen Soybean Traits Driving >€3bn Peak Sales Potential Key Anchoring Technologies in Next Gen Soybean Solutions Advanced in 2023 Phase Phase HT4 Advanced IP3 Advanced to 4 to 3 4th Soybean Herbicide 3rd Soybean Insect Gen Tolerance Gen Protection Provides industry leading weed control Includes t
Slide 12: New Production Systems for the World's Largest Crops
New Production Systems for the World’s Largest Crops Potential to Shape Transformation of Wheat and Rice Production by End of the Decade Resilient Hybrid Wheat System Sustainable & Profitable Direct Seeded Rice Crop System Hybrid wheat expected to provide higher yield and yield stability, with poten
Slide 13: CropKey Approach to Open Uncharted MoA & Chemical Spaces
CropKey Approach to Open Uncharted MoA & Chemical Spaces Pioneering Today to Unlock the Crop Protection Solutions of Tomorrow 2023 Opening new doors 2030 New keys for farmers 2040 + A set of keys First new modes of action for advanced from CropKey approach solutions in key markets Novel modes of act
Slide 14: Biologicals Market Expected to More than Double to €30bn by 2035
Biologicals Market Expected to More than Double to €30bn by 2035 We aim to Outgrow the Market with a 17% CAGR Global Biologicals Market Bayer Biologicals Opportunity €30bn € 200m 17% >€ 1.5bn +10% CAGR Sales 2022 Sales 2035e 7% CAGR +9% €12bn In-licensing or distribution; Pipeline Strategic research
Slide 15: Data and Digital are Anchors for the Pathway to Regenerative Ag
Data and Digital are Anchors for the Pathway to Regenerative Ag impacting +250M acres in 23 countries through our digital farming solutions and carbon programs Data Data Data-based Creation of New Validation of Regen Ag outcomes Collection Analysis Recommendation Value Streams Preservation, Yield in
Slide 16: Broadening our Reach To Shape Regenerative Ag on >400m Acres
Broadening our Reach To Shape Regenerative Ag on >400m Acres // Today our seed & trait technologies reach ~340m acres globally, anchoring our vision for regenerative system solutions // By the middle of the next decade, we envision broadening our reach to >400m acres // Hybrid wheat, direct seeded r
Slide 17: Appendix
Appendix
Slide 18: Crop Science: Seed & Traits and Digital R&D Pipeline
Crop Science: Seed & Traits and Digital R&D Pipeline ~€21bn (Annual Update March 2024) PSP Phase I Phase II Phase III Phase IV PSP CORN SEED & TRAIT Corn Disease Shield - NA Corn LEP5 PRECEON Smart Corn - Breeding Corn HT5 2nd Generation Seed Density PRECEON Smart Corn – Biotech Trait2 ~€11bn Digita
Slide 19: Crop Science: Crop Protection R&D Pipeline
Crop Science: Crop Protection R&D Pipeline (Annual Update March 2024) ~€11bn PSP Phase I Phase II Phase III Phase IV Life Cycle Management 1 PSP New AI Development Non-Selective New Herbicide New Herbicide New Herbicide Glyphosate LCM HERBICIDES Selective New Herbicide ~€5bn Merlin Flexx / Adengo LC
Slide 20: Sustainability Report Innovation Summit
Sustainability Report Innovation Summit June 2023 20 /// Bayer Capital Markets Day /// March 5, 2024
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