BIOCERES CROP SOLUTIONS F I S C A L First Quarter 2 0 2 4 ...

财务数据和关键指标变化 - 第一季度总收入为1.166亿美元,同比去年创纪录的一季度有所下降 [8][15] - 调整后EBITDA为1630万美元,同比下降8百万美元 [31] - 毛利率方面,作物营养和作物保护业务有所改善,而种子和综合产品业务保持平稳 [28][29] 各条业务线数据和关键指标变化 - 作物保护业务收入下降11%,但毛利率提升10% [19][28] - 种子和综合产品业务收入增长61%,主要来自HB4小麦的下游销售 [22][23] - 作物营养业务中,生物刺激剂销售在欧洲持续增长,但微球状肥料销售有所下降 [25][26][27] 各个市场数据和关键指标变化 - 阿根廷市场在干旱后出现复苏,各业务线均有所改善 [17][18][19][25] - 巴西市场HB4大豆种植面积增加6倍 [11] - 巴拉圭批准HB4小麦种植,拉美地区HB4技术覆盖率达95% [38] - 印尼批准HB4大豆的食品和饲料用途,覆盖了阿根廷和巴西75%的出口市场 [38] 公司战略和发展方向及行业竞争 - 公司加大HB4大豆种植面积,以推进技术开发和库存积累 [37][39][40] - 公司获得首个UHC生物固氮技术专利,巩固了在生物种子处理领域的领导地位 [41][42][43] - 公司在巴西新建了4倍产能的除草剂生产厂,扩大在巴西市场的份额 [45] 管理层对经营环境和未来前景的评论 - 天气状况已经恢复正常,为公司业务恢复增长创造了良好条件 [9][17][20] - 公司正在积极探索HB4产品的下游应用和价值链整合,以提高利润率 [39][40][41] - 公司对本财年上半年的业绩保持乐观态度 [27] 问答环节重要的提问和回答 问题1 **Ben Klieve 提问** 公司是否还有HB4小麦库存待销售,以及未来的销售计划 [48][49][50][51][52] **Enrique Lopez Lecube 回答** 公司已经基本完成去年12月至今年1月收获的HB4小麦库存销售,未来不会有大规模的销售 [50][51][52] 问题2 **Bobby Burleson 提问** 阿根廷选举对公司业务的影响,以及对未来季节性的影响 [64][65][66][67][68][69] **Federico Trucco 和 Enrique Lopez Lecube 回答** 选举不确定性短期内可能会影响农民购买意愿,但公司认为最终不会对整个种植季产生太大影响,预计业务季节性将保持正常 [65][66][67][68][69] 问题3 **Andre Adams 提问** 公司在生物农资和传统农药产品竞争格局中的表现 [82][83][84][85] **Federico Trucco 回答** 公司作为生物农资企业,不像传统农药企业那样受到库存去化的影响,产品具有较强的专利保护,因此竞争格局相对更有优势 [83][84]

Table of Contents Exhibit 99.1 BIOCERES CROP SOLUTIONS CORP. Unaudited interim condensed consolidated financial statements as of December 31, 2023 and June 30, 2023, and for the three and six month periods ended December 31, 2023 and 2022. Table of Contents INDEX Unaudited interim condensed consolidated financial statements as of December 31, 2023 and June 30, 2023, and for the three and six month periods ended December 31, 2023 and 2022. Unaudited interim condensed consolidated statements of financial posi ...

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, 2023 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 13 OR 15(d) OF THE ...

Bioceres Crop Solutions Corp. (NASDAQ:BIOX) Q4 2023 Earnings Conference Call September 11, 2023 4:30 PM ET Company Participants Paula Savanti - Head of Investor Relations Federico Trucco - Chief Executive Officer Enrique Lopez Lecube - Chief Financial Officer Conference Call Participants Ben Klieve - Wake Street Capital Market Kristen Owen - Oppenheimer Bobby Burleson - Canaccord Kemp Dolliver - Brookline Capital Markets Brian Wright - ROTH MKM Operator Good afternoon. Thank you for attending today's Biocer ...

BIOCERES CROP SOLUTIONS F I S C A L Fourth Quarter & Full-Year 2 0 2 3 ...

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Bioceres Crop Solutions Corp. (NASDAQ:BIOX) Q3 2023 Earnings Conference Call May 11, 2023 8:30 AM ET Company Participants Paula Savanti - Head, IR Federico Trucco - CEO Enrique Lecube - CFO Conference Call Participants Ben Klieve - Lake Street Capital Markets Brian Wright - ROTH MKM Bobby Burleson - Canaccord Kemp Dolliver - Brookline Capital Markets Kristen Owen - Oppenheimer Operator Hello and welcome today’s Bioceres Crop Solutions Fiscal Third Quarter 2023 Financial Results Conference Call. My name is B ...

FISCAL THIRD QUARTER 2023 Financial and Operating Results Bioceres Crop Solutions Reports Fiscal Third Quarter 2023 Financial and Operational Results Revenues increased 33% compared with 3Q22 pro forma numbers LTM adjusted EBITDA reached $85.3 million Brazil HB4 initiatives advancing favorably on the back of full regulatory approval for wheat and positive soy performance with groundbreaking farmers Published 2022 Sustainability Report "Each Step We Take" ROSARIO, Argentina – May 10, 2023 – Bioceres Crop Sol ...

Exhibit 99.1 BIOCERES CROP SOLUTIONS CORP. Unaudited interim condensed consolidated financial statements as of December 31, 2022 and June 30, 2022, and for the three and six month periods ended December 31, 2022, and 2021. INDEX Unaudited interim condensed consolidated financial statements as of December 31, 2022, June 30, 2022 and for the three and six month periods ended December 31, 2022 and 2021. Unaudited interim condensed consolidated statements of financial position as of December 31, 2022 and June 3 ...