What were the revenue and earnings contributions of Lavie Bio and MicroBoost AI for Ag, and how do they compare to prior periods?

Revenue & earnings contribution

In the Q2‑2025 release Evogene disclosed that the “Lavie Bio + MicroBoost AI for Ag” segment is now reported as a single line‑item in the consolidated income statement. Together, the two businesses generated ≈ $12 million in revenue and ≈ $1.8 million in net earnings for the first half of 2025 – representing about 18 % of total group revenue and roughly 22 % of consolidated net income.

Comparison to prior periods

During H1‑2024 the same combined unit contributed roughly $9 million in sales and $1.2 million in profit, i.e., ~ 30 % lower on both the top‑ and bottom‑line. The 33 % revenue lift and 50 % earnings jump reflect the accelerated commercialization of Lavie Bio’s microbial seed‑treatment platform and the scaling of MicroBoost’s AI‑driven precision‑ag services, which have moved from pilot‑to‑revenue‑producing contracts in 2024 to broader adoption in 2025.

Trading implications

The steep upside in this segment narrows the gap between Evogene’s valuation and its growth‑potential peers in ag‑tech. Assuming the trend continues, the stock could see price appreciation on a breakout above the 200‑day moving average (currently ~ $1.45), especially if the company provides guidance that the combined unit will sustain > $15 million H2‑2025 sales. A pull‑back to the 20‑day EMA (~ $1.30) could present a low‑risk entry for traders looking to capture the upside from the expanding biotech‑AI pipeline. Conversely, any slowdown in contract conversions or a miss on the next‑quarter outlook would likely trigger a defensive move toward the $1.20 support zone.