Bioceres Crop Solutions (BIOX) Investor Presentation - Slideshow

Company Overview - Bioceres Crop Solutions is a fully-integrated provider of crop productivity technologies designed to enable the transition of agriculture towards carbon neutrality[2] - The company has 44 years of experience in developing and commercializing products that enhance crop quality and productivity[3] - Bioceres completed a merger with Marrone Bio Innovations, creating a global leader in the agriculture biologicals market[3, 25] - The combined revenues of Bioceres and Marrone Bio Innovations are over $300 million, growing at a rate of over 20% CAGR over the past 4 years[25] Financial Performance - Bioceres Crop Solutions reported revenues of $2875 million for the last twelve months ended March 31, 2022[3, 4] - The Adjusted EBITDA for the same period was $613 million[4] - For the upcoming 2022/23 season, the company estimates revenues of approximately $10-12 million from HB4 Wheat[21] HB4 Technology - HB4 technology provides drought tolerance in soy-wheat cropping systems, leading to a 13% yield increase in soy and a 195% yield increase in wheat[6, 8] - The total addressable market for HB4 soy is estimated at ~30-35 million hectares, with a share of the total market of ~35-40%[8] - The total addressable market for HB4 wheat is estimated at ~25-3 million hectares, with a share of the total market of ~30-35%[8] Market and Regulatory Status - Regulatory approval for HB4 soy has been received in over 85% of the global soy market, including Argentina, Brazil, Canada, and the US[9, 10]