)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Bayer (BAYN) investor relations material
Bayer Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Q2 2025 sales reached €10.7bn, up 1% currency/portfolio adjusted, but down 4% reported due to €550M FX headwinds.
Core EPS rose 31% to €1.23, driven by improved financial results and lower taxes.
Free cash flow for Q2 was €125M, with year-to-date at minus €1.4B, impacted by incentive payouts and crop payment phasing.
Net financial debt reduced to €33.3B, down €3.5B year-over-year, supported by FX effects and capital allocation.
Significant litigation settlements and provisions were made, resulting in negative net income for Q2.
Financial highlights
Q2 EBITDA before special items was €2.1B, flat year-over-year; FX headwind on EBITDA was €184M.
HY1 2025 net sales at €24.5B, flat year-over-year on a currency/portfolio adjusted basis; EBITDA before special items at €6.2B, down 5%.
Core EPS for HY1 at €3.72, down 1% year-over-year; free cash flow remained negative at €-1.4B.
Q2 2025 reported EBITDA at €0.3B, impacted by special items, while core net income reached €1.2B.
Q2 2025 core tax rate dropped to 9.0% from 21.5% in Q2 2024.
Outlook and guidance
Upgraded 2025 group guidance for sales and earnings at constant currencies, driven by strong pharma performance.
Crop Science and Consumer Health guidance maintained; Consumer Health expected at lower end of range.
Special items in EBIT and EBITDA expected to be higher due to legal risks.
Free cash flow forecast: €1.3–2.3B; net financial debt: €29.8–30.8B.
Core EPS guidance: €4.45–5.30.
Assess Crop Science's litigation special items.
Explain Pharmaceuticals' R&D expense increase.
What is driving Consumer Health's sales growth?
How will dicamba reregistration impact 2026?
Assess OCEANIC-STROKE event rate tracking.
Explain Crop Science's impairment loss reversal.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Bayer earnings date
Q3 202512 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Bayer AG operates as a life science company worldwide. It operates through Pharmaceuticals, Consumer Health, and Crop Science segments. The company researches, develops, manufactures, and markets prescription products primarily for the areas of cardiology and women's healthcare; and specialty therapeutics in the areas of oncology, hematology, and ophthalmology. It is also involved in developing over-the-counter medications and dietary supplements.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage