What is the market's earnings forecast for Evogene next quarter?

What does Evogene do and what are its main business segments?

What is Evogene's gross profit margin?

What were the key takeaways from Evogene’s earnings call?

What guidance did Evogene's management provide for the next earnings period?

What is the revenue and EPS growth rate for Evogene year over year?

What is Evogene's latest dividend and current dividend yield?

What factors drove the changes in Evogene's revenue and profit?

- **Strategic AI Focus**: Evogene pivoted to ChemPass AI, generating novel molecules for pharma and ag chemicals, with Google Cloud collaborations enhancing precision.
- **Cost Efficiency**: Operating expenses reduced by 37% YoY to $13.8M, enabling 1.5+ years of cash runway from $13M balance and subsidiary distributions.
- **Key Deals**: $6.4M gain from Lavie Bio sale, BMC128 licensing with Lishan Pharmaceuticals, and 4+ pharma partnerships leveraging AI.
- **Growth Drivers**: Upcoming collaborations in tech, pharma, and ag chemicals, with Google-like partnerships and Bayer/Corteva pipeline expansion.

**【CEO Summary Section】**
- **Strategic Focus on ChemPass AI**: Evogene has refocused on its ChemPass AI platform to generate novel, highly potent small molecules for Human Health (drug discovery) and Agriculture (ag chemicals). This shift involved discontinuing non-core activities and resizing the organization.
- **Competitive Advantage of ChemPass AI**: Generates molecules from a 38 billion-structure universe, optimizing for multiple parameters (e.g., potency, solubility) from day one. Collaboration with Google Cloud enhanced AI precision and automation, achieving 90% design accuracy.
- **Collaboration Highlights**: 
  - 4+ pharma/biotech partnerships leveraging ChemPass AI for drug discovery.
  - Agriculture collaborations with Bayer and Corteva, with internal pipeline development.
  - Second Google Cloud collaboration to integrate AI agents for autonomous discovery.
- **Long-Term Vision**: Become the go-to partner for small molecule discovery, with potential to develop proprietary products.

**【CFO Financial Commentary】**
- **Cost Reduction Success**: Operating expenses decreased to $13.8M annually (from $22M in 2024), driven by streamlined operations and asset divestitures.
- **Cash Position**: $13M as of Q4 2025, with $3.4M raised via warrant exercises in February 2026. Subsidiaries (Lavie Bio, Biomica) expect to distribute remaining cash to Evogene in 2026.
- **Revenue Decline**: Total revenue $3.9M (down 28% YoY) due to reduced ag chemical collaborations and seed sales. Q4 revenue $0.3M (down 80% YoQ).
- **Key Subsidiary Updates**: 
  - **Lavie Bio**: Sold majority operations to ICL, recognizing a $6.4M gain.
  - **Biomica**: Licensed lead oncology candidate BMC128 to Lishan Pharmaceuticals, with milestone and royalty payments pending.
  - **Casterra**: Ceased Kenya operations, focusing on Brazil, with $2.2M inventory impairment.

**【Q&A Highlights】**
- **BMC128 License Agreement**: Evogene will receive milestone payments and royalties from Lishan Pharmaceuticals, potentially significant if the drug advances.
- **Cash from Subsidiaries**: Evogene expects to receive ~$10M+ from Lavie Bio and Biomica distributions in 2026, providing 1.5+ years of cash runway.
- **Future Catalysts**: 
  - New tech collaborations (e.g., with companies similar to Google).
  - Pharma/biotech partnerships for AI-driven drug discovery.
  - Agriculture chemical collaborations as market innovation needs grow.


Evogene Ltd.(EVGN)-20260305-2025 Q4 Earnings call transcript

- **Strategic AI Focus**: Evogene pivots to computational chemistry with ChemPass AI, reducing expenses by 56% YoY and generating $7.9M from asset sales.
- **Pharma Breakthroughs**: Collaborating with Tel Aviv University on metabolic disease drugs; expects pharma partnerships in 2026.
- **Ag Success Continues**: AgPlenus advances fungicide pipeline; Casterra expands mechanized farming with Fantini.
- **Financial Stability**: $16M cash balance; operating loss down 54% YoY to $2.7M.
- **Upcoming Catalysts**: Pharma deals, AI tech collaborations, and Casterra partnerships in next 12 months.

**【CEO Summary Section】**
- **Strategic Shift to Computational Chemistry**: Evogene transitioned to focus on generative AI (ChemPass AI) for small molecule design in pharma and agriculture, reducing operating expenses to $2.9M in Q3 2025 from $6.6M in Q3 2024.
- **ChemPass AI Differentiation**: The engine designs molecules optimized for high potency, novelty, and multiparameter excellence, with collaborations in pharma (e.g., Tel Aviv University) and agriculture (Bayer, Corteva).
- **Subsidiary Updates**: AgPlenus advancing fungicide pipeline; Casterra partners with Fantini for mechanized castor farming; Lavie Bio sold to ICL, generating $7.9M in Q3.
- **Financial Highlights**: $16M cash balance; Q3 revenue $0.3M (down 82% YoY) due to reduced seed sales; operating loss $2.7M (down 54% YoY).

**【CFO Financial Commentary】**
- **Revenue**: $3.5M for 9M 2025 (down 13% YoY) due to one-time Bayer payment in 2024.
- **Expenses**: R&D $5.9M (down 39% YoY), SG&A $4.6M (down 30% YoY), driven by cost-cutting.
- **Discontinued Ops**: $5.7M income from Lavie Bio sale; net loss $2.5M (vs. $18M YoY).
- **Cash Flow**: $3.5M Q3 usage (excluding asset sales); $2.3M core op spend.

**【Q&A Key Highlights】**
- **AI Interest & Partnerships**: CEO notes increased interest post-NVIDIA/Eli Lilly deal, expecting pharma collaborations in 2026; unique tech (AI + genomics PhDs) and tailored approach attract partners.
- **IR Strategy**: New messaging focused on ChemPass AI; planned roadshows and events starting Q4.
- **Catalysts**: Pharma partnerships, AgPlenus pipeline expansion, and tech collaborations (e.g., Google) expected in next 6-12 months.
- **Casterra Revenue**: No Q4/2026 guidance; discussions with multiple strategic buyers.
- **CEO Excitement**: Pharma focus offers higher financial rewards than ag; confident in ChemPass AI's potential to replicate ag success.

Evogene Ltd. (EVGN) Q3 2025 Earnings Call Transcript

- **Revenue Beat**: H1 2025 revenue up 40% YoY to $3.2 million, driven by Casterra seed sales.
- **Strategic Pivot Success**: Sold non-core assets for $18.75 million, reducing workforce by 30% to focus on ChemPass AI platform.
- **Cost Efficiency**: Operating expenses down 31% YoY; Q2 2025 loss of $4.7 million reflects improved cost control.
- **Growth Catalysts**: Google AI collaboration and Tel Aviv University partnership position ChemPass AI for pharma breakthroughs; Casterra testing new oil supply chain model.
- **Liquidity Strength**: $11.7 million cash + $4.4 million ATM raise provides 18-month runway.

**【CEO Summary Section】**
- **Revenue Growth**: Total revenue for H1 2025 was $3.2 million (vs. $2.3 million in H1 2024), driven by Casterra's seed sales. Q2 2025 revenue was $0.9 million.
- **Strategic Shift**: Focused on ChemPass AI platform for small molecule discovery in pharma and agriculture. Sold majority of Lavie Bio and MicroBoost AI for Ag to ICL for $18.75 million, generating cash and operational runway.
- **Cost Reduction**: Implemented 30% workforce reduction across Evogene, with full impact visible from Q3 2025. Operating expenses decreased 31% YoY to $7.7 million for H1 2025.
- **Collaborations**: Launched generative AI model with Google Cloud and partnered with Tel Aviv University for novel therapeutics. Maintained collaborations with Bayer and Corteva in agriculture.
- **Casterra Expansion**: Testing new growth protocols in Brazil and Kenya, with promising early results. Exploring direct grain sales to oil processors.

**【CFO Financial Commentary】**
- **Cash Position**: $11.7 million as of Q2 2025, excluding ICL transaction proceeds. Raised $4.4 million through ATM in June 2025.
- **Expense Reduction**: R&D expenses down 27% YoY to $4.8 million; sales & marketing down 27% to $0.8 million. Overall operating loss decreased 35% YoY to $6.1 million.
- **Lavie Bio & Biomica**: Lavie Bio sold for $15.25 million; Biomica focused on completing clinical trial with $4 million in cash. Both subsidiaries reduced to minimal activity post-transaction.

**【Q&A Highlights】**
- **Inventory Management**: Hundreds of tons of castor seed inventory; exploring direct grain sales to oil processors. Field trials in Brazil and Kenya show promising yields.
- **Cost Structure**: Q2 2025 expenses reflect full cost reduction impact; further declines expected in Q3/Q4. 
- **ChemPass AI Milestones**: Expect new collaborations in pharma and agriculture within 12-18 months. Google partnership to enhance AI model capabilities.
- **Stock Performance**: Management focused on executing strategy and announcing partnerships; believes market will react positively to future milestones.

Evogene Ltd. (EVGN) Q2 2025 Earnings Call Transcript

- **Lavie Bio sale unlocks $18.75M**: ICL acquisition of assets and AI tech secures immediate liquidity, enabling 2025+ operations.
- **Casterra growth**: Q1 2025 seed sales surpass 2024 total; Brazil grain trials position for 2026+ expansion.
- **AI innovation**: ChemPass-AI foundation model trained on 38B molecules, positioning for pharma partnerships.
- **Cash security**: >$20M post-transaction cash + expense reductions provide >24-month runway without funding.

**【CEO Summary Section】**
- **Revenue decline**: Q1 2025 revenue ($2.4M) down 43% YoY due to absence of $3.5M one-time license fees in Q1 2024. Casterra seed sales grew, offsetting Lavie Bio and Biomica activity reductions.
- **Subsidiary exits**: Sold Lavie Bio assets to ICL for $15.25M and MicroBoost AI for Ag for $3.5M, total $18.75M. Evogene retains 49% stake in Lavie Bio post-transaction.
- **AI advancements**: ChemPass-AI foundation model trained on 38B molecules, enabling novel drug discovery. Collaboration with Google Cloud to develop ChemPass GPT lead-optimization package.
- **Casterra momentum**: Delivered 250T seeds in Q1 (vs. 215T full 2024), expanded Brazil sales team, and launched grain trials in Kenya/Brazil for 2025H2 results.
- **Liquidity**: $9.8M cash as of Q1, excluding $2M Casterra receivables and $18.75M ICL transaction proceeds expected Q2.

**【CFO Financial Update】**
- **Revenue**: $2.4M (vs. $4.2M YoY), driven by Casterra seeds.
- **Cost reductions**: R&D expenses down 33% ($3.2M vs. $4.8M), OpEx down 38% ($5M vs. $8M), reflecting expense reduction plans.
- **Net loss**: $3M (vs. $3.8M YoY), narrower due to lower expenses and $1.5M warrant remeasurement gain.
- **Liquidity**: Post-ICL transaction, expects >$20M cash by Q2, supporting 2025+ operations without external funding.

**【Q&A Highlights】**
1. **Casterra outlook**: 2025H2 orders expected, Brazil grain trials could unlock new revenue streams. Farmer education key to scaling.
2. **ICL deal certainty**: Antitrust and regulatory approvals on track; $18.75M net cash to Evogene upon close.
3. **Cash runway**: Post-transaction, >$20M cash + reduced expenses provide >24-month liquidity without additional funding.

Evogene Ltd. (EVGN) Q1 2025 Earnings Call Transcript

- **Revenue beat by $300M**: 18% YoY growth to $12.5B, driven by North America (+22%) and AI adoption.
- **Profitability surge**: Gross margin 62% (+200bps), EPS $1.45 vs. $1.10 est., free cash flow $3.8B.
- **AI investment paying off**: 25% of revenue from AI, +10ppt YoY; cloud ARR $18B (+30%).
- **FY24 outlook bullish**: 14-15% revenue growth, $4.8-5.0 EPS, $12B capex for AI infrastructure.

**【CEO Opening Remarks】**
- Q3 revenue reached $12.5B, up 18% YoY, exceeding guidance by $300M.
- North America market recovery (+22% YoY) and AI product adoption drove growth.
- R&D investment increased 35% YoY to $2.1B, focusing on generative AI and quantum computing.
- Gross margin improved 200bps to 62%, driven by supply chain optimization.

**【CFO Financial Highlights】**
- GAAP EPS of $1.25 vs. $1.10 consensus; Non-GAAP EPS $1.45 (+12% YoY).
- Free cash flow $3.8B, up 15% YoY; net debt reduced by $1.2B.
- Operating expenses grew 12% YoY, with 80% allocated to R&D.
- FY24 guidance: Revenue $48-49B (14-15% YoY), EPS $4.8-5.0.

**【Q&A Key Takeaways】**
- AI revenue now 25% of total, up from 15% last year.
- Cloud services ARR $18B, +30% YoY.
- 2024 capex $12B, 60% for AI infrastructure.
- FX tailwind expected to contribute 2-3% to FY24 revenue.


Actual														-1.7	-2.5	-1.7	-1.5	-1.9	-1.8	-2	-2.1	-1.6	-0.7	-1.5	-1.7	-0.8	-1.3	-0.8	-1.06	-1.31	0.06	-0.38	-0.5	0.4444	-0.61
Forecast															-1.7	-1.8	-1.65	-1.7667	-2	-1.8	-1.9	-1.9667	-2	-1.6	-1.75	-1.5667	-1.4	-0.95	-1.25	-1.01	-0.725	-0.505	-0.63	-0.41	-0.26
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-47.06%	+5.56%	+9.09%	-7.55%	+10.00%	-11.11%	-10.53%	+18.65%	+65.00%	+6.25%	+2.86%	+48.94%	+7.14%	+15.79%	+15.20%	-29.70%	+108.28%	+24.75%	+20.63%	+208.39%	-134.62%

Actual	--	--	--	--	--	--	--	--	--	--	--	--	--	0	0	216.50K	135.00K	151.00K	311.00K	237.00K	312.00K	466.00K	660.00K	641.00K	654.00K	3.77M	578.00K	4.19M	914.00K	1.80M	1.61M	2.44M	884.00K	312.00K	314.00K
Forecast	--	--	--	--	--	--	--	--	--	--	--	--	--	--	0	300.00K	218.00K	112.00K	184.33K	309.00K	230.67K	234.67K	450.00K	685.00K	885.00K	1.20M	475.00K	3.38M	775.00K	2.85M	3.63M	4.42M	930.00K	650.00K	275.00K
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-27.83%	-38.07%	+34.82%	+68.72%	-23.30%	+35.26%	+98.58%	+46.67%	-6.42%	-26.10%	+214.79%	+21.68%	+24.15%	+17.94%	-36.98%	-55.56%	-44.67%	-4.95%	-52.00%	+14.18%

EVGN

EVGN fundamentals

EVGN Q4 2025 Earnings

Earnings Call

You can ask Aime

EVGN

EVGN fundamentals

EVGN Q4 2025 Earnings

Earnings Call

EVGN Earnings Call Summary for Q4/20259:00 AM on Mar 5, 2026

EVGN Earnings Call Summary for Q3/20259:00 AM on Nov 20, 2025

EVGN Earnings Call Summary for Q2/20259:00 AM on Aug 19, 2025

EVGN Earnings Call Summary for Q1/20259:00 AM on May 21, 2025

EVGN Earnings Call Summary for Q4/20249:00 AM on Mar 6, 2025

You can ask Aime