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EarningsQ4 2026 Earnings Report
BIOX Q4 2026 EPS Results
Actual EPS-$0.39
Consensus EPS―
Beat/Miss―
One Year Ago EPS-$0.70
BIOX Q4 2026 Revenue Results
Actual Revenue$57.00M
Expected Revenue―
Beat/Miss―
YoY Revenue Growth-23.35%
Earnings Announcement Details
QuarterQ4 2026
Date09/14/2026
TimeAfter Close
Conference CallMonday, September 14, 2026
BIOX Upcoming Earnings
Bioceres Crop Solutions's next earnings date is estimated for November 17, 2026, based on past reporting schedules.
Q4 2026 Earnings Call Audio
BIOX Q4 2026 Earnings Call
0:00 / 0:00
Q4 2026 Earnings Slide Deck
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call reflected a mixed outlook. Management highlighted fourth-quarter revenue stabilization, positive adjusted EBITDA, substantial cost reductions, improved performance in several core product categories, and progress on debt maturity management and strategic simplification. However, fiscal-year revenue, gross profit, margins, and adjusted EBITDA declined, while creditor litigation, high net financial debt, inventory obsolescence, and weakness in parts of the Seeds, Crop Protection, and inoculant businesses remained significant challenges.Company Guidance
Fourth-Quarter Revenue Stabilized
Fourth-quarter revenue from continuing operations was $55.9 million, slightly above $55.4 million in the prior year, with improved performance across several core product categories.
Crop Nutrition Growth Driven by Microbeaded Fertilizer
Crop Nutrition revenue increased 36% year over year in the fourth quarter, mainly due to strong performance in microbeaded fertilizer.
Positive Fourth-Quarter Adjusted EBITDA
Adjusted EBITDA improved by approximately $10 million year over year, from negative $9.6 million to positive $600 thousand. The improvement was primarily driven by a reduction in the operating expense base, while other income also contributed positively through gains from joint farming and barter arrangements.
Significant SG&A Reduction
Fourth-quarter SG&A declined 19% year over year, reflecting reductions in both fixed and variable expenses.
Improved Profitability in Core Product Categories
Crop Nutrition gross profit increased 37%, led by microbeaded fertilizer, which delivered both higher revenue and improved margins. The adjuvants portfolio also generated higher gross profit and improved margins year over year.
Seed Treatment Pack Momentum
Seed treatment packs delivered higher sales and approximately 40% growth in gross profit, along with improved margins.
Cost Reset Limited Full-Year EBITDA Decline
Full-year adjusted EBITDA was $25.5 million compared with $28.9 million in fiscal year 2025. Despite an 18% revenue reduction and a 20% reduction in reported gross profit, adjusted EBITDA declined by only 12%, as more than $20 million of operating-expense improvement substantially offset an approximately $22 million gross-profit decline.
Progress on Debt Liability Management
At Rizobacter, the company reprofiling approximately $28 million of bank debt obligations and completed a voluntary maturity extension covering $46.5 million of outstanding local bond principal in Argentina. Management said these actions strengthened the liquidity profile and extended the debt maturity schedule.
Strategic Reconfiguration of Continuing Operations
The company substantially completed its nearly two-year seed-business reconfiguration and completed an external strategic assessment, producing a roadmap focused on rationalizing the portfolio and go-to-market channels, revisiting commercial policies and strategic relationships, and realigning R&D and investments with defined financial objectives.
Targeted Gross-Margin Improvement
After adjusting for the nonrecurring obsolescence associated with the portfolio transition, gross profit percentage expanded from fiscal year 2025 to fiscal year 2026. The company is targeting approximately 40% gross margins for fiscal year 2027 and beyond by focusing growth on higher-quality core revenue streams, particularly in Brazil, and simplifying the product portfolio.
Opportunity to Simplify the SKU Portfolio
Management stated that 99% of aggregate gross profit in fiscal year 2025 came from less than 50% of the SKUs in the catalog, which it views as an opportunity to focus on the most valuable and value-accretive products.
Further SG&A Efficiency Target
The company is targeting total SG&A of 23% of revenue for fiscal year 2028 through new systems and a simpler organizational structure involving processes, cost centers, and legal entities.
BIOX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed