Recommendation: Buy
| Entry Date | Symbol | Recommendation | Entry Price (USD) | Target 1 (USD) | Target 2 (USD) | Holding Duration | Position Status | Return(%)* |
|---|---|---|---|---|---|---|---|---|
| 29 Dec, 25 | BG | Buy | USD 89.09 | USD 93.5 | USD 99.0 | 10 days | Closed |
11.19%
|
*Return(%) represent the percentage change between the entry price and exit price of the recommendation.
Data Powered by EOD Historical Data (“EODHD”).
Bunge Global SA operates as an agribusiness and food company worldwide. It operates through four segments: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. The Agribusiness segment purchases, stores, transports, processes, and sells agricultural commodities and commodity products, including oilseeds primarily soybeans, rapeseed, canola, and sunflower seeds, as well as grains comprising wheat and corn; and processes oilseeds into vegetable oils and protein meals. This segment offers its products for animal feed manufacturers, livestock producers, wheat and corn millers, and other oilseed processors, as well as third-party edible oil processing and biofuel companies for biofuel production applications. The Refined and Specialty Oils segment sells packaged and bulk oils and fats that comprise cooking oils, shortenings, margarines, mayonnaise, renewable diesel feedstocks, and other products for baked goods companies, snack food producers, confectioners, restaurant chains, foodservice operators, infant nutrition companies, and other food manufacturers, as well as grocery chains, wholesalers, distributors, and other retailers. This segment also refines and fractionates palm oil, palm kernel oil, coconut oil, and shea butter, and olive oil; and produces specialty ingredients derived from vegetable oils, such as lecithin. The Milling segment provides wheat flours and bakery mixes; corn milling products that comprise dry-milled corn meals and flours, wet-milled masa and flours, and flaking and brewer's grits, as well as soy-fortified corn meal, corn-soy blends, and other products; whole grain and fiber ingredients; die-cut pellets; and non-GMO products. The Sugar and Bioenergy segment produces sugar and ethanol; and generates electricity from burning sugarcane bagasse. Bunge Global SA was founded in 1818 and is headquartered in Chesterfield, Missouri.
Significant Uplift in Operating Profitability: Adjusted Segment EBIT increased to USD 924 million (Q3 FY25) from USD 559 million (Q3 FY24), demonstrating stronger operating leverage and improved processing economics
Robust Expansion in Processing Volumes: Soybean crush volumes rose to 12,139 thousand MT (Q3 FY25) compared with 9,343 thousand MT (Q3 FY24), reinforcing the benefits of enhanced processing scale
Decline in Reported Shareholder Earnings: Reported diluted earnings per share declined to USD 0.86 (Q3 FY25) from USD 1.56 (Q3 FY24) due mainly to mark-to-market and integration-related charges
Increase in Corporate Overheads: Adjusted Corporate & Other EBIT declined further into loss territory at –USD 167 million (Q3 FY25) versus –USD 68 million (Q3 FY24), reflecting integration-related and higher compensation expenses
The company’s earnings remain exposed to volatility arising from commodity price cycles, biofuel and trade policy uncertainty, and execution risk associated with large-scale integration and synergy delivery
| Entry Price | Support* | Target 1** | Target 2** |
|---|---|---|---|
| 89.09 | 80.0 | 93.5 | 99.0 |
Data Source: REFINITIV, Analysis: StockNextt
*Support can be considered as an indicative stop-loss, and if prices move below that level on closing basis individuals may evaluate exiting the position depending on their risk appetite, previous holdings, and other factors considered. The support and resistance levels may need to be re-evaluated within 4-6 weeks’ time frame depending on the stock price movements from the date of recommendation on the stock.
**Target prices may vary by ±0.5% depending on market volatility.
Solid Overall Earnings Delivery: During the third quarter of FY25, the company delivered a resilient financial performance despite operating in a complex macroeconomic environment. Adjusted earnings per share remained broadly stable at USD 2.27 in Q3 FY25 versus USD 2.29 in Q3 FY24, reflecting disciplined execution across the portfolio. However, reported diluted earnings per share declined to USD 0.86 from USD 1.56, primarily due to unfavorable mark-to-market timing effects and integration-related charges associated with the Viterra acquisition.
Meaningful Growth in Operating Profitability: Operational profitability strengthened significantly year-on-year. Adjusted Segment EBIT rose to USD 924 million in Q3 FY25 from USD 559 million in Q3 FY24, demonstrating the benefits of enhanced scale, improved processing economics, and stronger execution in key markets. This uplift was broadly driven by soybean and softseed processing and refining, areas where the company has materially expanded its capabilities.
Strong Contribution from Soybean Processing: The Soybean Processing and Refining segment recorded a notable earnings expansion, supported by higher industry margins and the addition of new origination and processing assets. EBIT in this segment increased to USD 478 million in Q3 FY25 from USD 286 million in Q3 FY24, reflecting improved performance across multiple geographies and the early benefits of operating as a combined platform.
Softseed Processing Momentum: Softseed Processing and Refining also delivered stronger results versus the prior year. EBIT increased to USD 275 million in Q3 FY25 compared with USD 133 million in Q3 FY24, driven largely by higher margins, increased processing throughput and expanded origination capabilities following the integration of additional assets.
Operational Scale and Volume Expansion: Production and merchandising volumes expanded materially across major categories. Soybean crush volumes increased to 12,139 thousand metric tons in Q3 FY25 from 9,343 thousand metric tons in Q3 FY24, while softseed crush volumes rose to 3,129 thousand metric tons from 2,135 thousand metric tons over the same period. These increases underscore the broader global footprint now available to the group.
Mixed Performance Across Other Segments: Performance in Other Oilseeds Processing and Refining softened modestly, reflecting weaker earnings contributions from certain markets. Meanwhile, Grain Merchandising and Milling posted improved volume activity but experienced variability in margin capture due to market conditions. Corporate costs increased year-on-year, reflecting integration-related expenses and higher performance-linked accruals.
Disciplined Financial and Strategic Positioning: Management continues to emphasize disciplined capital allocation and integration execution. The company remains focused on optimizing its expanded value chain, improving efficiency, and further extracting commercial synergies from the combined platform. Despite ongoing macroeconomic and policy uncertainty, the organization maintains confidence in its ability to generate sustainable long-term value.
Considering recent key business, financial updates, current trading levels, and key business risks, a ‘Buy’ recommendation has been given on Bunge Limited (NYSE: BG) at the current market price of USD 89.09, as on Dec 29, 2025 at 8:20 am PST.
Data Powered by EOD Historical Data (“EODHD”).
Sector: Consumer Defensive Industry: Farm Products
| Company | Change (USD) | Price (USD) | Trailing PE (x) | Forward PE (x) | Price Sales TTM (x) | Price to Book Value (x) | Enterprise Value to Revenue (x) | Enterprise Value to EBITDA (x) |
|---|---|---|---|---|---|---|---|---|
| BG Bunge Limited |
2.79 2.45% | 116.77 | 10.84 | 10.76 | 0.22 | 1.16 | 0.29 | 5.96 |
| ADM Archer-Daniels-Midland Company |
-0.66 0.97% | 67.42 | 14.60 | 10.52 | 0.28 | 1.12 | 0.40 | 8.49 |
| TSN Tyson Foods Inc |
-1.03 1.57% | 64.71 | - | 24.94 | 0.34 | 1.00 | 0.51 | 26.68 |
| MNHVF Mowi ASA |
- -% | 21.73 | 19.37 | 9.03 | 1.64 | 2.33 | 2.08 | 8.19 |
| MHGVY Mowi ASA ADR |
0.31 1.37% | 23.01 | 19.34 | 8.94 | 1.64 | 2.30 | 2.08 | 8.19 |
Data Powered by EOD Historical Data (“EODHD”).
Markets are trading in a highly volatile zone currently due to certain macro-economic issues and prevailing geopolitical tensions. Therefore, it is prudent to follow a cautious approach while investing.
Related Risks: This report may be looked at from high-risk perspective and recommendations are provided are for a short duration. Recommendations provided in this report are solely based on technical parameters, and the fundamental performance of the stocks has not been considered in the decision-making process. Other factors which could impact the stock prices include market risks, regulatory risks, interest rates risks, currency risks, social and political instability risks etc.
Note 1: Past performance is not a reliable indicator of future performance.
Note 2: The reference date for all price data, currency, technical indicators, support, and resistance levels as on December 29, 2025. The reference data in this report has been partly sourced from REFINITIV.
Note 3: Investment decisions should be made depending on an individual's appetite for upside potential, risks, holding duration, and any previous holdings. An 'Exit' from the stock can be considered if the Target Price mentioned has been achieved and is subject to the factors discussed above.
Note 4: StockNextt reports are prepared based on the stock prices captured either from REFINITIV or Trading View. Typically, REFINITIV or Trading View may reflect stock prices with a delay which could be a lag of 15-20 minutes. There can be no assurance that future results or events will be consistent with the information provided in the report. The information is subject to change without any prior notice.
Support: A level at which the stock prices tend to find support if they are falling, and a downtrend may take a pause backed by demand or buying interest. Support 1 refers to the nearby support level for the stock and if the price breaches the level, then Support 2 may act as the crucial support level for the stock.
Target: A level at which the stock prices tend to find resistance when they are rising, and an uptrend may take a pause due to profit booking or selling interest. Target 1 refers to the nearby resistance level for the stock and if the price surpasses the level, then Target 2 may act as the crucial resistance level for the stock.
Stop-loss: It is a level to protect further losses in case of unfavourable movement in the stock prices.
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