Analysis of the week: BayWa share

by Klaus Schachinger, Euro on Sunday

The Munich-based agricultural and building materials group BayWa is benefiting from significantly higher agricultural prices and the boom in renewable energies, both effects of the war in Ukraine. In the first half of the year, Bayern earned 12.91 billion euros, 39 percent more than in the previous year. Operating profit (EBIT) rose disproportionately by 127 percent to EUR 3.33 per share. This means that BayWa already has more than three quarters of the average profit in the range of EUR 400 to 450 million announced for the year as a whole.


Only at the end of July was the profit margin from original 293 to 320 million euros have been raised. This puts BayWa in a “very comfortable situation”, as DZ Bank put it. In the agricultural segment, for example, high fertilizer prices provide a profit with around two thirds of the proceeds, in the energy segment it is photovoltaic components such as modules and inverters as well as wood pellets and heating oil.

Industry: Agricultural and building materials trade

Headquarters: Munich

market value: 1.58 billion euros


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