Bayer Aktiengesellschaft Q1 Earnings Call Highlights

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Bayer Aktiengesellschaft (ETR:BAYN) reported first-quarter 2026 results that absorption said were successful enactment with expectations, arsenic maturation successful Crop Science and Consumer Health offset level show successful Pharmaceuticals and important litigation-related currency outflows.

Chief Executive Officer Bill Anderson said Bayer posted radical income of astir EUR 13.4 billion, up 4% connected a currency- and portfolio-adjusted basis. Core net per stock were EUR 2.71, besides higher than the prior-year period. Free currency travel was antagonistic EUR 2.3 billion, which Anderson said was accordant with the company’s outlook due to the fact that “a important portion” of litigation-related payments fell successful the archetypal quarter.

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Chief Financial Officer Wolfgang Nickl, who said this was his last quarterly results presumption earlier handing implicit the relation to Judith successful June, said EBITDA earlier peculiar items reached EUR 4.5 billion, up 9%, oregon astir EUR 370 million, from the prior-year quarter. He said the summation was led by Crop Science.

Crop Science Leads Growth, Supported by Licensing Revenue

Anderson said Crop Science income grew astir 7% twelvemonth implicit year, helped by astir EUR 450 million successful further soy licensing solution gross that Bayer had antecedently communicated. Excluding that impact, helium said the halfway concern grew 1.4%, with beardown maize maturation offsetting expected declines successful harvest protection.

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The Crop Science EBITDA borderline was astir 40%, with Anderson noting that the licensing solution gross helped, portion higher-margin income and operational efficiencies besides contributed. Nickl said the licensing statement progressive 2 payments, 1 successful the 4th fourth of past twelvemonth and 1 successful the archetypal 4th of this year, and confirmed that the gross was included successful operating EBITDA.

In effect to a question astir the U.S. marketplace for Plenexos, Anderson said Bayer hopes to bring the insecticide to U.S. farmers “very soon,” but tied the outlook to regulatory clarity and an expected U.S. Supreme Court ruling connected national preemption for pesticide labeling. He argued that without preemption, Bayer and different innovators would look uncertainty implicit whether federally approved labels transportation weight.

Pharma Flat arsenic Newer Medicines Offset Declines

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Pharmaceuticals income were astir level successful the quarter. Anderson said continued momentum for Nubeqa and KERENDIA compensated for declines successful Xarelto and Eylea. The Pharmaceuticals EBITDA borderline was 29.2%.