Bunge Global (BG) Is Down 6.2% After Removal from FTSE All-World Index – What's Changed

• Bunge Global SA (NYSE:BG) was removed from the FTSE All-World Index (USD) on September 20, 2025, prompting considerable attention from market participants.
• This removal may lead to portfolio adjustments by index-tracking funds and potentially reshape institutional investor engagement with the company.
• We'll examine how Bunge Global’s exclusion from a major global index could influence its investment narrative and institutional investor interest.

Find companies with promising cash flow potential yet trading below their fair value.

Bunge Global Investment Narrative Recap

To own Bunge Global, investors generally need confidence in the growth potential of the merged Bunge-Viterra agribusiness, its ability to capture market share, and management’s execution against integration and operational risks. The company’s recent removal from the FTSE All-World Index does not materially change the most important catalyst, achieving synergy targets from the Viterra merger, nor does it significantly increase the largest current risk, which remains integration and execution following the merger.

The completion of the Viterra merger in July 2025 stands out as the latest announcement most relevant to this news, cementing Bunge’s ambitions for a larger global platform and efficiency gains. Despite recent index exclusions, the combined entity's potential to deliver synergy benefits and expanded reach stays front and center for shareholders watching how short-term challenges may affect the realization of these longer-term catalysts.

In contrast, investors should not overlook mounting execution risk around integration and synergy capture if merger-related expenses surprise...

Read the full narrative on Bunge Global (it's free!)

Bunge Global's outlook anticipates $56.6 billion in revenue and $1.1 billion in earnings by 2028. This scenario assumes a 3.3% annual revenue growth rate and stable earnings, with no change from the current earnings of $1.1 billion.

Uncover how Bunge Global's forecasts yield a $87.62 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided five fair value estimates for Bunge Global ranging from US$79.30 to US$500.54 per share. While views vary widely, many remain focused on whether integration with Viterra will deliver the anticipated cost and commercial benefits.

Explore 5 other fair value estimates on Bunge Global - why the stock might be worth over 6x more than the current price!

Build Your Own Bunge Global Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Bunge Global research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Bunge Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Bunge Global's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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