Exhibit 99.1 Bioceres Crop Solutions Bioceres Crop Solutions Reports · Revenues in 2Q25 totaled $106.7 million, down from quarterly record-high of $140.2 million in 2Q24, as tight farm economics and elevated channel inventories in Argentina — a decisive market for the quarter — significantly contracted the overall market for crop protection and specialty fertilizers. This led to a year-over-year reduction in sales of non-core CP products and micro-beaded fertilizers, roughly in line with the market decline. ...

Bioceres Crop Solutions Corp. (NASDAQ: BIOX ) reported a disappointing Q2 2025 , with revenues down 24%. This was entirely driven by weakness in Argentina, its primary market. International sales improved, but they were nowhere near enough toLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of co ...

Financial Data and Key Metrics Changes - Company reported total revenues of $106 million for the quarter, a decline of 24% compared to the same quarter last year [7][12] - Gross margin improved from 37% to 42%, indicating better profitability despite lower revenues [28] - Adjusted EBITDA for the quarter was $15.4 million, down from approximately $24 million in the previous year [33] Business Line Data and Key Metrics Changes - **Crop Protection**: Revenues fell from $71 million to over $55 million, primarily due to performance in Argentina, with a year-to-date decline of 20% [17][18] - **Crop Nutrition**: Sales were $28 million in the second quarter, with declines attributed to micro-beaded fertilizer sales in Argentina [22] - **Seed & Integrated Products**: Revenue decline was anticipated due to strategic decisions, with growth in seed treatment solutions driven by increased soybean acreage [25][26] Market Data and Key Metrics Changes - The Argentine market faced significant challenges, with lower commodity prices and reduced farmer income impacting purchasing capacity [13][14] - Sales outside of Argentina grew during the first half, indicating successful geographic diversification [16] Company Strategy and Development Direction - The company is transitioning to a more capital-light business model by exiting breeding, seed production, and commercialization, opting to partner with established seed companies [9] - New agreements with GDM for soybeans and a revised partnership with Florimond Desprez for wheat were announced [10][46] - The focus is on enhancing cash generation and improving capital allocation while navigating market volatility [39][40] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges in the Argentine market as temporary and expressed optimism about mid to long-term prospects [38] - The company aims to capitalize on its unique technology portfolio and is focused on cost efficiencies and transitioning to a more asset-light model [39][40] Other Important Information - Total net debt increased to $238 million, with a leverage ratio of 3.3 turns, above the target threshold [36] - Inventory levels were 18% lower than the previous year, reflecting tighter inventory management policies [37] Q&A Session Summary Question: Transition in the seed business and its economic implications - Management indicated that transitioning to partnerships will improve cost structure and generate royalties, with significant results expected in two to three years [54][60] Question: Impact on the balance sheet from the transition - The strategic pivot will free up working capital and reduce SG&A expenses, with cash expected to return to the balance sheet from grain inventory divestments [60] Question: Focus on biologicals and new trait development - The company is prioritizing biologicals due to lower development costs and plans to partner for new seed technologies rather than conducting research in-house [64][66] Question: R&D platform and solutions for South American crops - Management is exploring solutions for challenges like target spot in soybeans and corn stunt, leveraging partnerships for gene editing and biological alternatives [68][72] Question: Expectations for OpEx and cost savings - A meaningful reduction in OpEx is anticipated in the coming quarters, with a focus on adjusting the cost structure across the business [82] Question: Revenue from non-core products - Non-core products account for approximately 25% to 30% of revenues, with a focus on maintaining high-margin products while reducing lower-margin offerings [95][99] Question: Cash balance and capital needs - The current cash balance of $29 million is deemed sufficient to support the revised business strategy without immediate capital raising needs [112] Question: Deconsolidation of revenue with new agreements - Revenue from new partnerships will depend on the structure of agreements, with royalties expected to contribute to the top line [120] Question: Inventory decline contributions - Both grain sales and tighter inventory management contributed to the decline in inventories, with both factors being significant [124]

Disclaimer Industry and Market Data This Presentation is for informational purposes only and does not constitute an offer or invitation to sell, a solicitation of an offer to buy, or a recommendation to purchase any equity, assets, business, debt or other financial instruments of the Company or any of its affiliates, and shall not form the basis of any contract, nor shall it be construed in any manner as a commitment on the part of any person to proceed with any transaction. Any reproduction of this Present ...

Financial Performance - Revenues from contracts with customers increased to $464.83 million for the year ended June 30, 2024, up from $419.45 million in 2023, representing an increase of 10.4%[28]. - Operating profit decreased to $44.82 million in 2024 from $54.18 million in 2023, a decline of 17.2%[28]. - Profit for the year attributable to equity holders of the parent was $3.24 million in 2024, down from $18.78 million in 2023, a decrease of 82.8%[28]. - Basic profit per share attributable to ordinary equity holders of the parent was $0.0516 in 2024, compared to $0.3022 in 2023, a decline of 82.9%[28]. - Total comprehensive profit for the year was $5.47 million in 2024, down from $19.34 million in 2023, a decrease of 71.7%[30]. - The company reported a profit before income tax of $10.04 million in 2024, down from $19.11 million in 2023, a decrease of 47.5%[28]. - For the fiscal year ending June 30, 2024, the profit for the year was $6,256,656, a decrease from $20,174,599 in 2023[38]. Assets and Liabilities - Total assets increased to $850.63 million as of June 30, 2024, compared to $818.06 million in 2023, reflecting a growth of 4%[22]. - Trade receivables rose significantly to $207.32 million in 2024, up from $158.01 million in 2023, marking a 31% increase[22]. - Current liabilities increased to $329.51 million in 2024, compared to $298.71 million in 2023, representing a growth of 10%[25]. - Total liabilities rose to $501.06 million in 2024, up from $487.56 million in 2023, indicating a growth of 3%[25]. - Equity attributable to owners of the parent increased to $314.01 million in 2024, up from $298.59 million in 2023, indicating a growth of 5%[25]. - Goodwill associated with cash-generating units amounted to $112.34 million as of June 30, 2024, slightly up from $112.16 million in 2023[15]. - Deferred tax assets increased to $9.70 million in 2024, compared to $7.31 million in 2023, reflecting a growth of 33%[22]. - The company’s inventories decreased to $125.93 million in 2024 from $140.43 million in 2023, a decline of 10%[22]. - Non-controlling interest increased to $35.56 million in 2024, compared to $31.90 million in 2023, representing a growth of 12%[25]. Cash Flow and Investments - Net cash flows generated by operating activities for 2024 were $41,716,586, a substantial increase from $2,588,792 in 2023[38]. - Total cash flows used in investing activities amounted to $(28,728,255), compared to $(25,725,670) in the previous year, indicating increased investment outflows[41]. - Net cash flows used in financing activities were $(10,055,867), contrasting with a net inflow of $32,954,000 in the prior year, indicating a shift in financing strategy[41]. - Cash and cash equivalents at the end of the year decreased to $44,473,270 from $48,129,194, reflecting a reduction in liquidity[41]. - Proceeds from borrowings rose to $135,818,247, up from $79,817,888 in the previous year, reflecting a strong financing activity[41]. Research and Development - Research and development expenses increased to $17.18 million in 2024 from $15.35 million in 2023, an increase of 11.9%[28]. - The company reported a significant increase in capitalized development expenditures to $(11,855,766) from $(10,753,047) year-over-year, highlighting ongoing investment in R&D[41]. - The research and development process for seed traits includes six phases: discovery, proof of concept, early development, advanced development and deregulation, pre-launch, and product launch[149][150][151][152][153][154]. Business Operations and Strategy - The company operates in over 45 countries, primarily in South America, the United States, and Europe, showcasing its extensive market reach[45]. - Bioceres has established a global commercial strategy following the merger with Pro Farm, aiming to unify pricing policies for its products[57]. - The Group acquired a controlling interest in Pro Farm Group Inc. on July 12, 2022, and in Natal Agro S.R.L. on June 1, 2024[71][72]. - The Group's subsidiary, Bioceres Crops S.A., has a 90% equity interest, while Rizobacter USA, LLC and other subsidiaries maintain an 80% equity interest[70]. Financial Reporting and Standards - The Group's financial statements reflect the adoption of new standards and amendments, including IAS 12 and IAS 1, which did not have a material impact on the Group[76][79]. - The Group is currently analyzing the potential impact of new IFRS standards effective in 2024 and beyond on its financial statements[81]. - The Group employs the "Predecessor value method" for business combinations under common control, accounting for acquired assets and liabilities at existing carrying values[101]. Share-Based Payments and Equity - Share-based incentives and stock options accounted for $14,134,885 in 2024, up from $3,415,108 in 2023[38]. - The fair value of equity-settled share-based payment transactions is measured at grant date using the Black-Scholes formula, considering the potential dilutive effect of future share options[193]. - As of June 30, 2024, the total consideration for shares issued was $156,444, which includes 154,795 shares, 1,620 assumed RSUs and stock options, and $29 in cash payments[196]. Impairment and Valuation - Impairment tests on goodwill and intangible assets are conducted annually, with impairment losses recognized in profit or loss, and goodwill impairment losses are not reversible[106]. - The Group's property valuation relies on independent appraisals and market conditions, with significant assumptions affecting the determination of fair value[130]. - The Group assesses impairment indicators for investments in joint ventures and performs recoverability analyses based on cash flow projections[120].

Bioceres (NASDAQ: BIOX ) released 1Q25 results, with challenging topline and earnings results as a result of a slow beginning to the Argentinian campaign, which may be recovered in Q2. This affected the crop nutrition (beaded fertilizers) segment, with crop protection and seeds also posting negative toplineLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on ope ...

Financial Data and Key Metrics Changes - Total revenues for Q1 2025 were $93.3 million, a decrease of 20% compared to the same quarter last year, primarily due to lack of rain in Argentina [7][12] - Adjusted EBITDA for the quarter totaled $8.5 million, with a significant drop attributed to the decline in gross profit from crop nutrition [25][27] - Total financial debt stood at $250 million, with a cash position of almost $40 million, resulting in a leverage ratio of 2.9 turns [27] Business Line Data and Key Metrics Changes - Crop nutrition segment saw the most significant year-over-year decline, explaining more than half of the top line decrease, driven by lower sales of micro-bead fertilizers in Argentina [15][16] - Crop protection sales were affected by slow market activity in Argentina, but gross margin expanded from roughly 35% to almost 40% due to a focus on high-margin products [18][24] - Seed & Integrated products experienced a decrease in top line primarily due to lower HB4 grain downstream sales, as the company shifts away from low-margin grain sales [21][22] Market Data and Key Metrics Changes - The Argentine market remains crucial for the company's performance, with recent rains expected to improve conditions for crop production [12][53] - North America and Brazil showed good top line traction, indicating early signs of growth in these key markets [13][14] - New markets like Mexico are beginning to show positive results, supporting the company's strategy of geographic diversification [14] Company Strategy and Development Direction - The company is focusing on capital allocation towards products and technologies with lower risk and near-term payback periods, aiming to enhance cash generation while preserving long-term value [28] - A strategic review is underway to accelerate the transition from identity preserve to conventional sales for HB4 products, with an emphasis on partnering with leading seed industry participants [33] - The company aims to diversify revenues across geographic and distribution channels, which has proven valuable in the current quarter [14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the remainder of the fiscal year, citing improved weather conditions and positive sentiment among farmers in Argentina [54][60] - The company anticipates that recent rains could lead to a good crop season, particularly in crop production and seed integrated products [37][38] - There is cautious optimism regarding potential changes in export tax duties in Argentina, which could significantly impact profitability for farmers [54][80] Other Important Information - The company received regulatory approvals for HB4 soy cultivation in Uruguay and Bolivia, expanding its production approval footprint [32] - The RinoTec platform for bioinsecticidal products received recognition for its environmental benefits, highlighting the company's commitment to sustainable agriculture [30][31] Q&A Session Summary Question: State of the market in Argentina and expectations for Q2 - Management noted that recent rains have improved commercial activity, and there is potential for a good crop season, particularly in crop production and seed integrated products [36][37] Question: Expectations for the Syngenta agreement and seasonality - The Syngenta agreement is expected to provide more even distribution of profit sharing throughout the year, with Brazil being a significant market for Q1 and Q2 [41][46] Question: Spending cycles and farmer sentiment - Farmer sentiment is shifting from cautious to optimistic due to recent rains, with expectations of improved profitability if export tax duties are lifted [53][54] Question: Update on HB4 business model transition - The transition to a more asset-light model for HB4 is ongoing, with positive engagement from the industry regarding monetization opportunities [60][61] Question: Impact of cash flow focus on operating cash flow - The company aims to turn from negative to positive cash generation, with a significant focus on managing working capital and accounts receivables [64][69] Question: Recovery in commodity prices and interest rates - Recovery in commodity prices is expected to positively impact farmer profitability, while interest rates in Argentina may be influenced by government actions related to export taxes [78][80]

ര Bioceres Crop Solutions Fiscal First Quarter 2025 November / 2024 BIOCERES CROP SOLUTIONS This Presentation is for informational purposes only and does not constitute an offer or invitation to sell, a solicitation of an offer to buy, or a recommendation to purchase any equity, assets, business, debt or other financial instruments of the Company or any of its affiliates, and shall not form the basis of any contract, nor shall it be construed in any manner as a commitment on the part of any person to procee ...

Financial Performance - For the year ended June 30, 2024, total revenue was US$464.8 million, an increase of 10.6% from US$420.1 million in the previous year[251]. - Operating profit for the same period was US$44.8 million, while GAAP net income was US$6.2 million, compared to US$20.2 million in net profit for the year ended June 30, 2023[251]. - Adjusted EBITDA for the year ended June 30, 2024, was US$81.4 million, slightly up from US$81.2 million in the previous year[251]. - The company reported total revenue of US$223.5 million in the Crop Protection segment with a gross margin of 35.7% for the year ended June 30, 2024[311]. - The Seed & Integrated Products segment generated US$96.4 million in revenue with a gross margin of 31.2%[311]. - Crop Nutrition segment revenue reached US$144.8 million, achieving a gross margin of 53.0%[311]. - In the year ended June 30, 2024, the top five customers in the seed and integrated products segment represented approximately 31.1% of total revenue in this segment[377]. - In the crop protection segment for the same period, the top five customers accounted for approximately 36.2% of total revenue[379]. - The crop nutrition segment also saw the top five customers representing approximately 36.2% of total revenue for the year ended June 30, 2024[380]. Research and Development - The company has established over 19 collaborations and joint initiatives globally as of June 2024, enhancing its R&D capabilities[277]. - The company has over 69 active R&D projects focused on biotechnology traits, biofungicides, and bioinsecticides, among others[273]. - The integration of Pro Farm has strengthened the company's internal R&D capabilities, leading to the establishment of specialized teams in entomology and nematology[329]. - The company collaborates with academic institutions and startups to expedite technology development and establish strategic partnerships[330]. Strategic Partnerships and Agreements - An exclusive agreement with Corteva Agriscience was signed on July 18, 2023, to advance biological solutions in Europe, targeting crops like corn and sunflower[284]. - A 10-year exclusive global distribution agreement with Syngenta was established on September 12, 2022, for certain biological solutions for seed care applications[287]. - Syngenta made an upfront payment of US$50 million for distribution and R&D collaboration, with a profit-sharing agreement of 50% to 30% depending on geography and year, and a total minimum profit target of US$230 million over the agreement's life[291]. - The company has entered into exclusive distribution agreements with Syngenta and Corteva for various products, enhancing its market presence in Europe and Latin America[368][390]. - The company has strategic alliances with Momentive and De Sangosse Group for the distribution of agricultural products in several South American countries[365][366]. - The company has executed significant agreements for formulation services and production with major firms such as Syngenta, Corteva, and UPL[367]. Market Position and Share - The company has a 23% global market share in soybean inoculants as of June 30, 2024[324]. - Rizobacter holds a 32% market share in the Argentine adjuvants market and aims to expand in Brazil through a B2B strategy[442]. - Rizobacter is the global leader in the inoculants market with an estimated market share of 23%[444]. - The company faces competition in the seed and integrated products sector from major players like Bayer and Corteva, particularly in biotech traits[446]. - The South American soybean market is dominated by local companies such as GDM Seeds and TMG, presenting collaboration opportunities[447]. Product Development and Technology - The HB4 technology is projected to increase soybean and wheat yields by an average of 10% to 20% under various conditions[317]. - The HB4 technology, which allows crops to tolerate drought and soil salinity, is the first of its kind approved for use in multiple countries, including Argentina, Brazil, Paraguay, and the United States[395]. - The company develops biofertilizers that enhance nutrient absorption through a unique organic molecular complex, focusing on new products for crops like wheat and corn[325]. - Microgranular fertilizers produced by the company can replace 80 kilograms of basic fertilizer with only 20 to 30 kilograms, achieving similar crop productivity[326]. - The company’s biostimulants portfolio includes three key products: Emergen, Pacesetter, and UBP 110, aimed at improving plant nutrition and yield[327]. - The company has retained global rights for products related to HB4 crops, with Syngenta holding non-exclusive rights in the U.S.[290]. - The Moolec Convertible Notes, issued for HB4 soy supply, total US$6.6 million, with an option for additional deliveries valued at US$9 million[294]. - The company has expanded its portfolio and pipeline of biological products through the Pro Farm Merger, enhancing its offerings in sustainable agriculture[425]. Market Trends and Projections - The market for agricultural biologicals is estimated to be approximately $14 billion for 2023, representing about 3%-5% of the total agricultural inputs market[397]. - The agricultural biologicals market is experiencing double-digit growth, driven by regulatory policies and the need for sustainable agricultural practices[398]. - The global market for agricultural adjuvants is valued at US$3.0 billion in 2023 and is projected to reach US$4.0 billion by 2029, at a CAGR of 4.8%[419]. - The biocontrol market was estimated at US$6.2 billion for 2021 and is projected to exceed US$15 billion by 2029, with an estimated CAGR of 11%[424]. - The biostimulants market was valued at US$3.1 billion in 2023 and is projected to grow at an estimated CAGR of 11.2% to reach US$5.9 billion by 2029[428]. - The biofertilizers market was valued at US$2.2 billion in 2023 and is expected to reach US$4.5 billion by 2029, growing at an estimated CAGR of 12.1%[429]. - The global market for specialty fertilizers is estimated at US$42.0 billion in 2023 and is expected to reach US$75.0 billion by 2031, growing at an estimated CAGR of 7.5%[435]. - The nitrogen-fixing seed inoculants market is projected to increase from US$1.2 billion in 2023 to US$1.8 billion in 2029, with a CAGR of 7.5%[431]. - The global seed market size is estimated at US$69 billion in 2023 and projected to reach US$94 billion by 2029, growing at a CAGR of 5.4%[438]. - The genetically modified seeds market is estimated at approximately US$36 billion in 2023 and projected to reach US$63 billion by 2029, with a CAGR of 9.8%[439]. Long-term Strategy - The company's long-term growth strategy includes leading the development of new agricultural biotechnology products in existing and new markets[448]. - The company aims to consolidate its position in biological assets, including microbial, seed trait, and germplasm assets[448].

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