Bioceres Crop Solutions Corp (BIOX) Q1 2025 Earnings Call Highlights: Navigating Revenue ...

GuruFocus.com11-13

Total Revenue: $93.3 million, a 20% decrease from the previous year. Gross Margin: Expanded from 38% last year to almost 40% this year. Adjusted EBITDA: $8.5 million for the quarter. Total Financial ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2483029017?lang=en_US&edition=fundamental","thumbnail":"https://s.yimg.com/uu/api/res/1.2/0WLl4eCV5QhmcW39AbBCkQ--~B/aD00MDA7dz00MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/us.finance.gurufocus/582f5eae0c234c51116337eced9a4844","is_english":true,"pubTime":"2024-11-13 15:10","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2483029017","market":"us","top_or_hot":-1,"title":"Bioceres Crop Solutions Corp (BIOX) Q1 2025 Earnings Call Highlights: Navigating Revenue ...","media":"GuruFocus.com","content":"<div>\n<p>Total Revenue: $93.3 million, a 20% decrease from the previous year.\nGross Margin: Expanded from 38% last year to almost 40% this year.\nAdjusted EBITDA: $8.5 million for the quarter.\nTotal Financial ...</p>\n\n<a href=\"https://finance.yahoo.com/news/bioceres-crop-solutions-corp-biox-071020802.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bioceres Crop Solutions Corp (BIOX) Q1 2025 Earnings Call Highlights: Navigating Revenue ...</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBioceres Crop Solutions Corp (BIOX) Q1 2025 Earnings Call Highlights: Navigating Revenue ...\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-13 15:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/bioceres-crop-solutions-corp-biox-071020802.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Total Revenue: $93.3 million, a 20% decrease from the previous year.\nGross Margin: Expanded from 38% last year to almost 40% this year.\nAdjusted EBITDA: $8.5 million for the quarter.\nTotal Financial ...</p>\n\n<a href=\"https://finance.yahoo.com/news/bioceres-crop-solutions-corp-biox-071020802.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BIOX","symbol_name":"Bioceres Crop Solutions Corp.","start_time":0,"source_url":"https://finance.yahoo.com/news/bioceres-crop-solutions-corp-biox-071020802.html","article_id":"2483029017","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/0WLl4eCV5QhmcW39AbBCkQ--~B/aD00MDA7dz00MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/us.finance.gurufocus/582f5eae0c234c51116337eced9a4844"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2483029017","pubTimestamp":1731481820,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Total Revenue: $93.3 million, a 20% decrease from the previous year.Gross Margin: Expanded from 38% last year to almost 40% this year.Total Financial Debt: $250 million at quarter end.GuruFocus has detected 4 Warning Signs with BIOX.For the complete transcript of the earnings call, please refer to the full earnings call transcript.Bioceres Crop Solutions Corp  reported significant growth in North America and Brazil, with contributions from the Syngenta collaboration expanding 2.5 times as a percent of total gross profit.Gross margin expanded from 38% last year to almost 40%, indicating improved profitability despite revenue challenges.A: Enrique Lecube, CFO, noted that Brazil is a significant market for Syngenta in Q1 and Q2. The agreement involves profit sharing when the product is sold in the end market, with a more even distribution of profit sharing from quarter to quarter. Federico Trucco, CEO, added that the agreement is now more evenly distributed across quarters, with signi","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BIOX":"Bioceres Crop Solutions Corp."},"translate_title":"Bioceres Crop Solutions Corp(BIOX)2025年第一季度收益看涨期权亮点：导航收入...","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BIOX":1},"content_text":"Total Revenue: $93.3 million, a 20% decrease from the previous year.\nGross Margin: Expanded from 38% last year to almost 40% this year.\nAdjusted EBITDA: $8.5 million for the quarter.\nTotal Financial Debt: $250 million at quarter end.\nCash Position: Almost $40 million.\nLeverage Ratio: Increased to 2.9 turns.\n\n\nWarning! GuruFocus has detected 4 Warning Signs with BIOX.\n\nRelease Date: November 12, 2024\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.\n Positive Points \n\nBioceres Crop Solutions Corp (NASDAQ:BIOX) reported significant growth in North America and Brazil, with contributions from the Syngenta collaboration expanding 2.5 times as a percent of total gross profit.\nThe company's technologies received global recognition, including the prestigious EPA Green Chemistry Award for its bio insecticidal platform.\nRegulatory approvals for HP4 soy cultivation were granted in Uruguay and Bolivia, making it the second most broadly approved soybean GMO event.\nThe company is seeing positive momentum in new markets such as Mexico and from recent product launches in Uruguay.\nGross margin expanded from 38% last year to almost 40%, indicating improved profitability despite revenue challenges.\n\n Negative Points \n\nTotal revenues for the quarter were $93.3 million, a 20% decrease from the previous year, primarily due to a lack of rain in Argentina.\nThe Argentine market remains a significant factor in shaping the company's performance, with a substantial shift from corn to soybeans impacting sales.\nThe crop nutrition segment saw a significant year-over-year decline, explaining more than half of the top-line decrease.\nThe company consciously decided to forego sales with unattractive margins and cash conversion cycles, affecting crop protection sales.\nFinancial debt stood at $250 million, with a leverage ratio increase to 2.9 turns, approaching the company's maximum leverage target.\n\n Q & A Highlights \nQ: Can you discuss the state of the market in Argentina and the impact of late-season rains on revenue and earnings for Q1 and expectations for Q2? A: Enrique Lecube, CFO, explained that the Argentine market experienced delayed purchasing and commercial activity, particularly in crop protection, which resumed after abundant rains in October. This could lead to a good crop season. However, for fertilizers, the impact depends on late corn planting, which will determine if sales were pushed from Q1 to Q2 or forgone due to lower corn acreage.\nQ: Can you elaborate on the seasonality expectations for the Syngenta agreement now that it has shifted to a product-based agreement? A: Enrique Lecube, CFO, noted that Brazil is a significant market for Syngenta in Q1 and Q2. The agreement involves profit sharing when the product is sold in the end market, with a more even distribution of profit sharing from quarter to quarter. Federico Trucco, CEO, added that the agreement is now more evenly distributed across quarters, with significant contributions from Brazil in Q1 and Q2.\nQ: What is the current sentiment among farmers in Argentina regarding spending cycles as we enter Q2? A: Enrique Lecube, CFO, stated that farmer sentiment is shifting from cautious to optimistic due to recent rains. There is also an expectation that export tax duties might be lifted, which would positively impact profitability and spending.\nQ: How is the transition to a more trait-like model for HP4 soy progressing, and what feedback have you received? A: Federico Trucco, CEO, mentioned that the transition is a work in progress, with internal efforts and increased industry engagement to explore conventional sales channels. More specific information will be provided in the near future.\nQ: What are your expectations for cash flow improvement, particularly regarding working capital management? A: Enrique Lecube, CFO, emphasized a focus on structural changes to improve cash flow, with efforts on reducing days sales outstanding (DSO) and managing inventories. The goal is to shift from negative to positive cash generation, with a permanent change in approach.\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2483029017"}