| Market Cap | ₹18,531 CrMid Cap |
|---|---|
| Revenue TTM | ₹5,675 CrAnnual Operating |
| ROE | 23.23%Efficiency |
| Order from | Bayer AG |
| Deal value | ₹2,373.98 Cr |
| Share of market cap | 12.8% |
| Share of annual revenue | 41.8% |
Key highlights
- Acquisition of up to 5,354,030 equity shares representing 11.91% of total share capital
- Transaction price set at ₹4,434 per share based on 60-day volume-weighted average price
- Inter-se transfer between promoters is exempt from SEBI open offer requirements
- Post-deal Bayer AG direct stake will increase from 8.43% to 20.34%
- Total promoter group holding remains unchanged at 71.43% following the transfer
Transaction Details
Bayer AG, a primary promoter of Bayer CropScience Limited, has notified the exchanges of its intent to purchase 5.35 million equity shares from Bayer CropScience AG. This inter-se transfer involves 11.91% of the company's paid-up equity share capital. The acquisition is scheduled to take place on or after July 8, 2026, through the block deal mechanism on the stock exchange.
As this is a transfer within the promoter group where the acquirer has been a promoter for over three years, it qualifies for an exemption from open offer obligations under Regulation 10(1)(a)(ii) of the SEBI Takeover Regulations.
Business Overview
Bayer CropScience is a leading player in the Indian agrochemicals sector, providing a broad range of products and services for crop protection and seeds. The company operates through three main business segments: Crop Protection, Seeds & Traits, and Digital Farming. Its portfolio includes insecticides, fungicides, herbicides, and hybrid seeds for various crops like corn, rice, and cotton.
With a strong research and development focus, the company aims to improve agricultural productivity and sustainability for Indian farmers, leveraging global expertise and technology from its German parent entity, Bayer AG.
Financial Performance and Valuation
- The company reported a trailing twelve months net profit of ₹689.2 crore with an operating revenue of ₹5,675 crore
- Maintain a strong Durability Score of 80, indicating high financial health and quality
- Current price-to-earnings ratio stands at 26.89, which is in line with the industry average of 26.87
- Return on Equity of 23.23% significantly outperforms the sector average of 13.63%
- Operating profit margin remains healthy at 18.43% as per the latest quarterly results
Sector Context
The Indian agrochemicals industry is witnessing a shift towards sustainable farming practices and integrated pest management solutions. While the sector has faced headwinds due to fluctuating monsoon patterns and global supply chain realignments, the long-term outlook remains supported by government initiatives to enhance farmer income and crop yields. Bayer CropScience competes with both domestic players and multinationals, benefiting from its integrated platform that combines traditional chemistry with biologicals and data-driven digital tools to optimize farm resource management and yield outcomes for a variety of critical food crops.
| Share price | ₹4123.4 |
|---|---|
| Market capitalisation | ₹18,531.43 Cr |
| Revenue (annual) | ₹5,675.00 Cr |
| Net profit (annual) | ₹689.20 Cr |
| Revenue (latest quarter) | ₹1,100.80 Cr-0.49% vs previous quarter |
| Net profit (latest quarter) | ₹162.10 Cr+69.38% vs previous quarter |
| P/E (TTM) | 26.89×Sector 43.73× |
| Promoter holding | 71.43%0.00% QoQ |
| FII holding | 3.89%Current quarter |
Reference market data from a third-party provider, as of the story. Not a valuation or a recommendation.
Exchange filing by Bayer CropScience Limited announcing an inter-se transfer of shares between promoters via block deal. Market figures from a third-party data provider.
