Bioceres Crop Solutions (BIOX) Company Report

Analyst Coverage

Research analysts who have asked questions during Bioceres Crop Solutions earnings calls.

Kristen Owen

Oppenheimer & Co. Inc.

6 questions for BIOX

Also covers: , AGCO, AVNT +15 more

Austin Moeller

Canaccord Genuity

5 questions for BIOX

Also covers: , ACHR, AVAV +20 more

Benjamin Klieve

Lake Street Capital Markets

4 questions for BIOX

Also covers: ANDE, AVD, AVO +10 more

Ben Klieve

Lake Street Capital Markets

3 questions for BIOX

Also covers: ANDE, AVD, AVO +13 more

Brian Kemp Dolliver

Brookline Capital Markets, LLC

3 questions for BIOX

Also covers: , DARE, ICCM +6 more

Kemp Dolliver

Brookline Capital Markets

3 questions for BIOX

Also covers: EYEN, ICCM, IMNN +4 more

Steve Byrne

Bank of America

2 questions for BIOX

Also covers: ADM, APD, AXTA +19 more

Andrew Steinhardt

Canaccord Genuity

1 question for BIOX

Also covers: SPIR

Latest news

Recent press releases and 8-K filings for BIOX.

Bioceres Crop Solutions Corp. Reports Q1 2026 Financial Results and Going Concern Doubts

BIOX

Earnings

Profit Warning

Legal Proceedings

Bioceres Crop Solutions Corp. reported revenues from contracts with customers of $77,435,995 for the three-month period ended September 30, 2025, a decrease from $92,621,078 for the same period in 2024.
The company recorded a loss for the period of $(7,448,232), resulting in a basic loss per share of $(0.1155) for the three months ended September 30, 2025, compared to a loss of $(6,198,053) and basic loss per share of $(0.1013) in the prior year period.
Net cash flows generated by operating activities significantly increased to $14,376,987 for the three months ended September 30, 2025, up from $5,156,825 in the same period last year.
The company experienced a breach of ratio thresholds in its Secured Notes, leading to a Declaration of Acceleration on November 10, 2025, and legal proceedings initiated on November 11, 2025, seeking full payment, with the liability reclassified as current from June 30, 2025. A Prepayment Premium Fee of $7.4 million was accrued as of September 30, 2025.
Management has identified a material uncertainty that raises substantial doubt about the Group's ability to continue as a going concern due to challenges in securing additional financing and the suspension of credit lines by local Argentine banks.

Nov 26, 2025, 9:07 PM

6-K

BIOX Reports Q1 2026 Results with Revenue Decline, Improved Profitability, and Debt Update

BIOX

Earnings

Demand Weakening

Debt Issuance

BIOX reported total revenues of $77.5 million in Q1 2026, representing a 17% year-over-year decline attributed to the seed model transition and pruning of low-margin sales.
Despite the revenue decline, the company achieved significant margin expansion, with gross margin increasing to 47% and operating profit rising 200% to $7.1 million.
Adjusted EBITDA increased 61% year over year to $13.6 million, reflecting a more profitable product mix and a $5.9 million reduction in operating expenses.
The company reported a net loss of $7.5 million for the period.
Net Debt stood at $188.7 million in Q1 2026, with a Net Debt to Adjusted EBITDA ratio of 6.8x, and the company is disputing an acceleration notice received from noteholders.

Nov 13, 2025, 1:30 PM

Presentation

Bioceres Crop Solutions Reports Q1 2026 Results with Revenue Decline but Improved Profitability

BIOX

Earnings

Demand Weakening

Legal Proceedings

For Q1 2026, Bioceres Crop Solutions reported total revenues of $77.5 million, a 17% decline versus the same period last year, primarily due to a strategic transition in its seed business and deprioritization of lower-margin sales.
Despite the revenue drop, gross profit remained almost equal at $36 million with a gross margin expansion of 650 basis points to 47%. This led to a 61% increase in adjusted EBITDA to $13.6 million compared to $8.5 million in the prior year.
The company achieved significant improvements in operating profits and adjusted EBITDA through cost reduction initiatives, with both variable and fixed SG&A declining significantly.
As of September 30, 2026, total financial debt stood at $242.5 million, down from $260.2 million, but current debt totaled $188.7 million due to a reclassification of non-current debt as current, including $103.6 million classified as accelerated debt, stemming from a dispute with noteholders. The company disputes the allegations, and all principal and interest payments remain current.

Nov 13, 2025, 1:30 PM

Transcript

Bioceres Crop Solutions Reports Fiscal First Quarter 2026 Financial Results

BIOX

Earnings

Demand Weakening

Total revenues for Q1 2026 were $77.5 million, marking a 17% decline year over year, primarily due to a planned seed model transition and the pruning of low-margin and working-capital-intensive sales.
Despite the revenue decline, Adjusted EBITDA increased by 61% year over year to $13.6 million in Q1 2026, driven by an expanded gross margin of 47% and reduced operating costs.
The company reported a net loss of $7.5 million in Q1 2026, compared to a loss of $6.2 million in Q1 2025, attributed to higher financial costs and increased tax accruals despite improved operating performance.
Total financial debt decreased to $242.5 million as of September 30, 2025, down from $249.8 million in Q1 2025.

Nov 13, 2025, 12:44 PM

6-K

Bioceres Crop Solutions Reports Fiscal First Quarter 2026 Results

BIOX

Earnings

Demand Weakening

Bioceres Crop Solutions reported total revenues of $77.5 million for the fiscal first quarter ended September 30, 2025, representing a 17% decline year-over-year.
The company posted a net loss of $7.5 million for 1Q26, while Adjusted EBITDA increased by 61% year-over-year to $13.6 million.
Gross profit was $36.2 million, with the gross margin expanding to 47% from 40% in the prior year, driven by a more profitable product mix.
Management highlighted progress on improving revenue quality, protecting margins, and operating with discipline, despite a challenging environment in Argentina.