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BayWa (BYW) investor relations material
BayWa H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary19 Aug, 2025
Executive summary
The first half of 2025 was dominated by a comprehensive reorganisation and restructuring process following a liquidity and earnings crisis in 2024, including a legally binding reorganisation agreement with anchor shareholders and creditors on 30 June 2025.
The restructuring plan includes a capital increase, asset sales, and operational efficiency measures, with the aim of restoring profitability and competitiveness by 2028.
The group reported a net loss of €527.8 million for H1 2025, mainly due to high interest and restructuring costs, with revenue down 17.3% year-over-year to €6.86 billion.
Adjusted EBITDA fell 43.5% to €65.6 million, reflecting lower sales volumes, market price declines, and the impact of discontinued operations.
Major divestments included the sale of the RWA segment (closed 2 May 2025) and the planned sale of the Cefetra Group, both treated as discontinued operations.
Financial highlights
Revenue: €6,859.7 million (down €1,431.2 million year-over-year).
Adjusted EBITDA: €65.6 million (down from €116.2 million year-over-year).
EBIT: -€257.4 million (down €23.5 million year-over-year).
Net loss: -€527.8 million (vs. -€424.3 million year-over-year).
Total assets: €9,119.5 million (down from €10,852.4 million at year-end 2024).
Equity: €636.2 million (down €671.5 million from year-end 2024).
Cash and cash equivalents: €457.8 million (up €68.7 million since year-end 2024).
Outlook and guidance
Management confirms the forecast of a strong year-on-year increase in adjusted EBITDA for continuing operations, despite structural changes and discontinued operations.
The Agri Trade & Service, Agricultural Equipment, and Global Produce segments are performing better than anticipated, while other segments are in line with expectations.
The sale of Cefetra Group is expected to close by year-end 2025, after which it will no longer contribute to group results.
The restructuring plan targets sustainable profitability and competitiveness by 2028, with key measures already underway.
Assess impact of RWA deconsolidation on BayWa's equity.
Explain the rationale for adjusted EBITDA usage.
Detail risks associated with the restructuring plan.
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Q3 202513 Nov, 2025
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Frequently asked questions
BayWa Aktiengesellschaft is an international conglomerate with a focus on agriculture, building materials, and energy sectors. Founded in 1923, the company has grown from its roots in cooperative agricultural trade to become an essential provider of goods and services for basic needs such as food, housing, heat, electricity, and mobility. BayWa operates in over 40 countries, offering a wide range of products including grains, fruits, fertilizers, feedstuff, crop protection products, seeds, construction materials, building components, and various fuels. BayWa is headquartered in Munich, Germany, and its shares are listed on the ETR.
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