Bioceres reported a disastrous year with sales down 30%, margins collapsing, and large unexplained debt losses, resulting in a $60 million net loss. The company faces severe liquidity and capital allocation risks, with high-interest debt, unclear disclosures, and increased dilution risk from convertible notes. Management and board instability, along with poor reporting transparency, further undermine confidence in Bioceres' ability to navigate its challenges.

Downgrade Bioceres Crop Solutions Corp. to Hold due to Argentina's volatile currency, credit constraints, and a challenging shift in the seed sales model. Recent results show sharply lower revenues, deeper losses, but disciplined cash management, and a focus on cost reductions going forward. Valuation sits at 3.5x gross profit and 8.5–11x EV/EBITDA, but earnings risk and potential dilution remain high.

Bioceres Crop Solutions Corp. (NASDAQ:BIOX ) Q4 2025 Earnings Call September 9, 2025 8:30 AM EDT Company Participants Paula Savanti - Head of Investor Relations Federico Trucco - Executive Chairman & CEO Conference Call Participants Kristen Owen - Oppenheimer & Co. Inc., Research Division Benjamin Klieve - Lake Street Capital Markets, LLC, Research Division Austin Moeller - Canaccord Genuity Corp., Research Division Brian Kemp Dolliver - Brookline Capital Markets, LLC, Research Division Presentation Operator Welcome all to the Bioceres Crop Solutions Fiscal Fourth Quarter and Full Year 2025 Financial Results. My name is Drew, and I'll be the operator on the call today.

ROSARIO, Argentina--(BUSINESS WIRE)--Bioceres Crop Solutions Corp. (Bioceres) (NASDAQ: BIOX), a leader in the development and commercialization of productivity solutions designed to regenerate agricultural ecosystems while making crops more resilient to climate change, announced financial results for the fiscal fourth quarter ended June 30, 2025. Financial results are expressed in U.S. dollars and are presented in accordance with International Financial Reporting Standards. All comparisons in t.

ROSARIO, Argentina--(BUSINESS WIRE)--Bioceres Crop Solutions Corp. (NASDAQ: BIOX) (the "Company"), a leader in the development and commercialization of productivity solutions designed to regenerate agricultural ecosystems while making crops more resilient to climate change, today announced changes to the composition of its Board of Directors. Noah Kolatch and Scott Crocco are being appointed to the Company's Board of Directors with effect from June 24, 2025. Noah Kolatch is a Principal at Jaspe.

Bioceres faces mounting financial stress, with Argentina's weak agriculture sector and loss of Syngenta payments driving revenue and EBITDA declines. Cash flow is tightening rapidly; asset sales and one-off inventory benefits are masking underlying losses, while debt and interest costs loom large. Long-term product developments like HB4 and RINO offer potential, but have yet to deliver meaningful, scalable revenue or margin improvements.

Bioceres Crop (BIOX) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.10. This compares to earnings of $0.14 per share a year ago.

ROSARIO, Argentina--(BUSINESS WIRE)--Bioceres Crop Solutions (NASDAQ: BIOX), a leading global provider of sustainable crop productivity solutions, and ProFarm Group, a subsidiary of BIOX, today announced that their innovative insecticide and nematicide platform, Rinotec, has received a federal registration from the U.S. Environmental Protection Agency (EPA). Rinotec is exempt from residue tolerance requirements, reflecting the EPA's assessment of its negligible risk to human health and non-targ.

Bioceres Crop Solutions Corp. reported a disappointing Q2 2025 with revenues down 24%, driven by Argentina's economic crisis, despite improved international sales. BIOX stock is down 62% year-over-year, and I maintain a Hold rating due to concerns about the company's ability to turn around. The shift to a licensing model for HB4 technology and R&D cuts may improve short-term finances but pose long-term risks.