拜耳上调2025年业绩预期

Group 1 - Bayer Group has raised its 2025 performance outlook due to better-than-expected pharmaceutical business performance in the first half of the year, now expecting sales between €46 billion and €48 billion, and EBITDA between €9.7 billion and €10.2 billion [1] - The previous sales forecast was between €45 billion and €47 billion, with EBITDA between €9.5 billion and €10 billion [1] - The updated guidance considers the anticipated financial impact of current U.S. government tariff policies, with ongoing assessments of related dynamics [1] Group 2 - Bayer warns of "significant" currency fluctuations, expecting a negative impact on sales and profits, but a beneficial effect on net financial debt [1] - Currency fluctuations are projected to reduce sales by approximately €2 billion and EBITDA by about €500 million, while potentially benefiting net financial debt by around €1.2 billion [1] - In Q2, Bayer reported a net loss of €199 million, with EBITDA and operating profit plummeting by 83% and 97% respectively, to €28.5 million and €1.3 million [2] Group 3 - The decline in performance is primarily attributed to a one-time charge of €981 million, including litigation reserves, crop science impairment reversals, and business restructuring expenses [2] - Q2 sales decreased by 3.6% year-on-year to €10.74 billion, mainly impacted by a €550 million adverse currency effect [2]