Bioceres Crop Solutions

BIOX: Recovery From Argentina Volatility Will Drive Future Upside Potential

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Sep 24

Updated

19 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-78.1%

7D

-5.5%

Loading

1Y

-78.1%

7D

-5.5%

You can edit this narrative until Nov 20 5:10 AM. Then, changes will post as Updates.

Author's Valuation

US$3.6357.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 19 Nov 25

Fair value Decreased 3.33%

BIOX: Portfolio Recapitalization Will Overcome Argentina Liquidity Pressure Ahead

The analyst price target for Bioceres Crop Solutions was revised downward from $3.75 to $3.63. Analysts cited increased pressure from liquidity concerns and recent portfolio challenges as key factors for the adjustment.

Shared on 02 Nov 25

Fair value Decreased 10%

Analysts have lowered their fair value price target for Bioceres Crop Solutions from $4.17 to $3.75 per share. They cite concerns about Argentina's economic volatility, recent earnings shortfalls, and increased hurdles to the company's portfolio strategy.

Shared on 18 Oct 25

Analysts have revised their price target for Bioceres Crop Solutions downward from $8 to $5, citing weaker-than-expected Q4 results and leadership transitions. However, they continue to highlight potential in the company’s pipeline for future value creation.

Shared on 04 Oct 25

Fair value Decreased 39%

Analysts have lowered their price target for Bioceres Crop Solutions from $8 to $5, citing weaker-than-expected Q4 results and concerns over executive turnover. However, they continue to see long-term value in the company's innovation pipeline.

Shared on 01 May 25

Fair value Decreased 4.03%

Shared on 23 Apr 25

Fair value Decreased 3.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 5.93%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 2.82%

AnalystConsensusTarget has increased revenue growth from 10.0% to 11.3%, decreased profit margin from 9.7% to 8.2%, decreased future PE multiple from 26.3x to 23.1x and increased discount rate from 25.4% to 29.9%.

AnalystConsensusTarget Fair Value

US$3.63

57.5% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

9.58%

Chemicals revenue growth rate

0.61%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.00%

Calculation

US$38.45m

Earnings '28

x

16.99x

PE Ratio '28

=

US$653.27m

Market Cap '28

US$653.27m

Market Cap '28

/

65.51m

No. shares '28

=

US$9.97

Share Price '28

US$9.97 Share Price '28

Discounted to 2025 @ 40.48% p.a.

=

US$3.60

Fair Value '25