In furtherance to our letters dated November 18, 2025 and November 25, 2025, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, disclosure ....
BAYERCROP · price
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Bayer CropScience held an investor meet where management shared H1 FY26 results and laid out a 3-5 year growth plan. The company posted 3% revenue growth in H1, driven by double-digit growth in corn seeds (both volume and price), while Crop Protection faced pressure from relentless monsoon extending into the Rabi season. Gross margins expanded by over 100 basis points, with Profit Before Tax up 6% and Profit After Tax up nearly 12.5%. Management guided to high single-digit to low double-digit revenue growth and 100 bps margin improvement annually over the next 2-3 years, using FY24-25 as the base year. New product launches like BICOTA, Camalus, Xivana Smart and Plenexos were highlighted, along with a push into direct-seeded rice (targeting 1 lakh+ acres). Dividend was maintained at Rs 90 per share.
The explicit margin and revenue growth guidance gives investors a clearer earnings roadmap after a weak FY25. Corn's continued strength and new product pipeline are positive signals, but management cautioned that margin gains will taper after initial years and depend on China supply dynamics, limiting the upside surprise.