Bayer CropScience presented its investor update on November 25, 2025, focusing on its strategic pillars and future framework. Despite weather challenges, the company highlighted resilient corn performance and discussed key initiatives for growth. The presentation outlined a five-year plan to strengthen its financial profile and unlock growth potential through innovation and improved market access. Bayer also emphasized its commitment to sustainable agriculture and digital transformation.
Business Performance
Bayer CropScience’s presentation highlighted a resilient performance despite extreme weather conditions. Key factors impacting performance included 8% excess rain across the country and adverse weather events affecting key crop regions. The company reported that Kharif acreage surpassed 2024 levels, driven by farmer sentiment, although oilseed acreage declined. Rice acreage increased due to timely monsoon onset.
Financial Highlights
Revenue from operations reached ₹54,734 million, a 7% increase year-over-year for FY2024-25. Profit before tax stood at ₹7,074 million. Earnings per share were reported at ₹126. The company announced an interim dividend of ₹90 per share. For H1 FY2025-26, revenue from operations was ₹34,680 million, a 3% increase year-over-year.
Strategic Pillars
The company emphasized key strategic pillars for future growth, including:
- Crop Protection: Accelerating innovation.
- Corn: Driving market leadership through technology.
- Rice: Strengthening brand equity.
- GTM: Deploying tailored models to maximize market reach.
- Digital Transformation: Empowering stakeholders with advanced tools.
Crop Protection Market Outlook
Bayer outlined a positive outlook for crop protection, driven by India’s strong economic growth. Key elements included the Pulses Mission and increasing MSP. They also noted increased pressure from generic companies and the need for innovation.
Corn and Rice Strategy
For corn, the goal is to double market demand by 2030 to meet food and energy security needs, with a focus on operational and commercial excellence. For rice, the company aims for scalable profitable growth through DSR adoption. This includes driving OPEX reduction and improving GTM efficiency.
Go-To-Market Framework
Bayer is implementing a five-year GTM framework aimed at improving business objectives. This includes increasing RWDS footprint and integrating Farmer Producing Organizations. Direct-to-farmer initiatives are being used to power smallholder expansion.
Source: BSE