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Investor Relations14 Oct 2025
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Corteva (CTVA) investor relations material
Corteva Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary1 Oct, 2025
Strategic rationale and transaction overview
Announced plan to separate into two independent, publicly traded companies: one focused on crop protection (New Corteva) and one on seeds (SpinCo), aiming to maximize long-term value for shareholders, farmers, and employees.
Both companies will have distinct innovation, operational, and capital allocation strategies, with investment-grade credit ratings and tailored balance sheets.
The separation is expected to be a low-complexity, tax-free spin-off, with completion targeted for the second half of 2026, subject to regulatory and board approvals.
Legacy liabilities, including DuPont pension and PFAS obligations, will remain with the crop protection business.
Leadership for both companies will be announced later, with current CEO to lead SpinCo and current Chair to chair the crop protection company.
Financial outlook and performance
2025 full-year guidance and 2027 financial framework remain intact; 2026 EBITDA projected at $4.1 billion at midpoint.
New Corteva targets $7.8 billion in 2025 net sales and ~17% operating EBITDA margin; SpinCo targets $9.9 billion in 2025 net sales and ~26% margin.
CP business has increased EBITDA margins by 180 basis points since 2020, outperforming peers; Seed business achieved a 16% EBITDA CAGR and over 1,000 basis points of margin expansion since 2020.
Cumulative R&D investment of $8.9 billion and over 2,500 new products launched since 2019.
Both companies are expected to have strong balance sheets, ample discretionary cash flow, and maintain investment-grade ratings.
Business model and market positioning
New Corteva is a global leader in differentiated, sustainable crop health solutions, with a $9 billion innovation pipeline and a leading biologicals segment.
SpinCo is positioned as a global leader in advanced crop genetics, leveraging the Pioneer brand and proprietary traits.
Both companies will benefit from focused strategies, faster decision-making, and the ability to pursue organic and inorganic growth opportunities.
Both are positioned to benefit from global demand for grain, oilseeds, and biofuels, and from farmer demand for yield-maximizing technologies.
Emphasis on efficiency, channel management, and strategic flexibility to drive shareholder returns.
How will legacy liabilities impact New Corteva?
Detail SpinCo's key future growth platforms.
What are the estimated dis-synergies of the split?
How will capital allocation differ post-split?
New Corteva's biologicals strategy
SpinCo's plans for gene editing and hybrid wheat?
Quantify net value creation post-split
New Corteva's strategy to compete as #4?
SpinCo's capital allocation for new markets?
Dis-synergy breakdown: R&D vs. commercial?
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Next Corteva earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Corteva, Inc. (formerly Monsanto Company) is an agriculture company. The Company develops and supplies advanced germplasm and crops that produce optimum yield for farms to grow crops. The Company also develops digital solutions that assist farmer decision-making to optimize product selection, seed yields, and maximize profitability. The Company's Seed segment focuses on technologies that address issues related to crop health below ground and above ground. Its Crop Protection segment offers products that protect against weeds, insects and other pests, as well as enhances crop health above and below ground.
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