Bioceres Crop Solutions Corp. (NASDAQ:BIOX) Q1 2025 Earnings Conference Call November 12, 2024 8:30 AM ET Company Participants Paula Savanti – Head-Investor Relations Federico Trucco – Chief Executive Officer Enrique López Lecube – Chief Financial Officer Conference Call Participants Ben Klieve – Lake Street Capital Markets Kristen Owen – Oppenheimer Kemp Dolliver – Brookline Capital Markets Andrew Steinhardt – Canaccord Genuity Operator Good morning, ladies and gentlemen, and thank you for standing by. We ...

ര Bioceres Crop Solutions Fiscal First Quarter 2025 November / 2024 BIOCERES CROP SOLUTIONS This Presentation is for informational purposes only and does not constitute an offer or invitation to sell, a solicitation of an offer to buy, or a recommendation to purchase any equity, assets, business, debt or other financial instruments of the Company or any of its affiliates, and shall not form the basis of any contract, nor shall it be construed in any manner as a commitment on the part of any person to procee ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION ...

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Drs Producoes/E+ via Getty Images Bioceres (NASDAQ:BIOX) 4Q24 results disappointed the market, with the stock falling close to 15% after the release (and 30% since my last Hold article on the company). The main disappointment came from flattish profitability for the year, mostly caused by a decreasing business in crop nutrition in Q4. The generalized bear market in wheat, corn, and soybeans probably helped the pessimistic mood around Bioceres. Although the company continues advancing its HB4 products (with ...

ENDEAVOUR ACHIEVES COMMERCIAL PRODUCTION AT BIOX EXPANSION AND LAFIGUÉ GROWTH PROJECTS HIGHLIGHTS: • Commercial production achieved on budget and on schedule at the Sabodala-Massawa BIOX Expansion and the Lafigué mine on 1 August 2024 • Organic growth phase completed improving the quality of the portfolio and underpinning the transition to a phase focused on free cash flow generation • BIOX Expansion achieved commercial production; operating with 94% plant availability at 80% of nameplate capacity, with ave ...

业绩总结 - 2024财年总收入为4.648亿美元，同比增长11%[8] - 2024财年第四季度收入为1.24亿美元，同比增长18%[8] - GAAP净收入为620万美元，调整后EBITDA为8140万美元[8] - 2024财年调整后EBITDA几乎翻倍，达到1990万美元[8] - 2024财年第四季度的毛利润为47.4百万美元，毛利率为38%[32] - 2024财年第四季度的运营利润为9.5百万美元，较2023财年第四季度的5.1百万美元增长86.3%[32] - 2024财年第四季度的净利润为-2.1百万美元，较2023财年第四季度的-2.8百万美元有所改善[32] - 2024财年总资产为868.8百万美元，较2023财年的818.1百万美元增长6.5%[33] - 2024财年总负债为520.1百万美元，较2023财年的487.6百万美元增长6.7%[33] - 2024财年调整后的EBITDA为19.9百万美元，较2023财年的10.5百万美元增长89.5%[39] - 2024财年总综合利润为5.4百万美元，较2023财年的19.3百万美元下降72%[30] 用户数据与市场机会 - HB4小麦在美国获得种植批准，增加了400万公顷的市场机会[26] - 2024财年HB4种子收入增长了2.7倍，毛利率提升约22%[24] - 2024财年第四季度，来自客户合同的收入为124.3百万美元，同比增长18.3%[32] 财务状况 - 2024财年净债务与LTM调整后EBITDA比率从4Q23的2.26倍上升至2.51倍[21] - 2024财年总财务债务因营运资本增加而上升[21] - 2024财年毛利率稳定，符合毛利表现[20] - 2024财年SG&A费用的增加几乎完全归因于可变费用[20] - 2024财年运营费用为36.9百万美元，较2023财年的32.8百万美元增长12.5%[32] - 2024财年财务费用为15.6百万美元，较2023财年的9.5百万美元增长64.2%[32]

财务数据和关键指标变化 - 公司全年收入达到4.65亿美元,同比增长11% [6][10] - 第四季度收入同比增长18%,达到1.24亿美元 [9] - 全年EBITDA达到8140万美元,保持在去年创纪录的水平 [20] - 第四季度EBITDA同比翻倍增长 [18] 各条业务线数据和关键指标变化 - 种子和综合产品业务全年收入增长70%,主要得益于HB4技术 [13] - 作物保护业务全年收入增长10%,生物防护产品是主要驱动力 [13] - 作物营养业务全年收入下降10%,主要由于去年从先正达收到的预付款减少 [14] 各个市场数据和关键指标变化 - 阿根廷市场受干旱影响,玉米种植面积下降,导致磷酸盐类化肥需求疲软 [12] - 巴西和美国市场表现良好,有望在下一财年继续保持增长势头 [51][52][59] 公司战略和发展方向及行业竞争 - 公司正在从之前的身份保护模式向更传统的商业模式转型,以提高资本效率和利润率 [23][24][43][44] - 公司正在寻求与主要种业公司合作,加快HB4大豆技术的推广 [25][45][46] - 公司正加大在生物防控和生物刺激剂领域的投入,并计划将其与现有产品相结合,提升产品性能和环境友好性 [32][33] 管理层对经营环境和未来前景的评论 - 农业经济普遍下滑,主要作物价格大幅下跌,给公司业务带来压力 [6] - 但公司仍能保持收入和利润的创纪录水平,体现了业务的抗风险能力 [7][21] - 公司有信心在未来财年实现更好的增长和盈利表现 [22] 其他重要信息 - 公司在美国获得HB4小麦的无特殊限制批准,为未来在美国市场的推广奠定基础 [26][29] - 公司任命了两名资深管理人员,分别负责北美和巴西市场的生物业务拓展 [29][30] 问答环节重要的提问和回答 问题1 **Ben Klieve 提问** HB4小麦在第四季度的表现低于预期的原因 [37][38][39][40] **Federico Trucco 回答** 公司需要更多时间来推广HB4小麦,需要与更多种业公司合作,并调整定价策略 [38][39][40] 问题2 **Kristen Owen 提问** 公司在生物防控业务的发展战略和新任管理人员的作用 [51][52][57][58][59][60] **Federico Trucco 和 Enrique Lopez Lecube 回答** 生物防控业务是公司未来重点发展方向,新任管理人员将帮助公司拓展在行业内的领导地位 [57][58][59][60] 问题3 **Kemp Dolliver 提问** HB4大豆业务未来一年的展望 [63][64][65][66][67] **Federico Trucco 回答** 公司需要1-2年时间来完成HB4大豆业务模式的转型,以提高资本效率和利润率 [63][64][65][66]

BIOCERES CROP SOLUTIONS CORP. Unaudited interim condensed consolidated financial statements as of March 31, 2024 and June 30, 2023, and for the three and nine month periods ended March 31, 2024 and 2023. INDEX Unaudited interim condensed consolidated financial statements as of March 31, 2024 and June 30, 2023, and for the three and nine month periods ended March 31, 2024 and 2023. Unaudited interim condensed consolidated statements of financial position as of March 31, 2024 and June 30, 2023 F-3 Unaudited i ...