SCHEDULE: Major Shareholder Trims Bioceres Crop Solutions Stake

Agriculture Investment Group Corp. and Granosur Holding Limited have reduced their beneficial ownership in Bioceres Crop Solutions Corp. by selling 908,274 shares.

Summary

• Agriculture Investment Group Corp. (AIGC) and Granosur Holding Limited (collectively, the "Reporting Persons") filed an Amendment No. 1 to Schedule 13D.
• The filing reports a decrease in the Reporting Persons' beneficial ownership of Bioceres Crop Solutions Corp. Ordinary Shares.
• AIGC sold an aggregate of 908,274 shares in open market transactions between January 23, 2026, and February 4, 2026.
• Following these sales, the Reporting Persons beneficially own 9,786,395 shares of Bioceres Crop Solutions Corp.
• AIGC directly holds 3,986,395 shares, and Granosur Holding Limited holds 5,800,000 shares.
• The aggregate beneficial ownership of 9,786,395 shares represents 15.42% of Bioceres Crop Solutions Corp.'s outstanding shares, based on 63,478,813 shares outstanding as of September 30, 2025.
• Granosur's direct holding of 5,800,000 shares represents 9.14% of the outstanding shares.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this as a negative development, as a significant shareholder has reduced its stake, and the declining sale prices suggest a lack of confidence or a strategic exit at potentially unfavorable valuations.

Negatives

• Agriculture Investment Group Corp. (AIGC) sold 908,274 shares of Bioceres Crop Solutions Corp., reducing its stake.
• The sales occurred over several dates from January 23, 2026, to February 4, 2026, with average sale prices declining from $1.22 to $0.60 per share.
• The aggregate beneficial ownership of the Reporting Persons decreased to 9,786,395 shares, representing a reduced overall stake in the company.

Risks

• The Reporting Persons do not have any present plans or proposals for actions related to the Issuer, but they may review, reconsider, and change their position or develop new plans at any time, subject to existing agreements, indicating potential for further changes in their investment strategy.

Future Outlook

The Reporting Persons do not have any present plans or proposals for actions related to the Issuer, but they may review, reconsider, and change their position or develop new plans at any time, subject to existing agreements.

Management Comments

• Agriculture Investment Group Corp., a company incorporated under the laws of the British Virgin Islands ("AIGC"), owns 100 percent of the outstanding equity securities of Granosur Holding Limited ("Granosur"). As a result, AIGC may be deemed to be the ultimate beneficial owner of the Ordinary Shares of the Issuer (the "Shares") held directly by Granosur.
• Except as described in Item 4 to this Schedule 13D, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the actions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D, although, subject to the agreements described herein, the Reporting Persons, at any time and from time to time, may review, reconsider and change their position and/or change their purpose and/or develop such plans.

Industry Context

StockSavvy.ai notes that a significant reduction in stake by a major agricultural investment group like AIGC could signal a shift in their portfolio strategy or a re-evaluation of Bioceres Crop Solutions Corp.'s prospects within the broader agricultural biotechnology sector. This move might prompt other institutional investors to scrutinize their own positions, especially given the declining average sale prices observed during the divestment period.

Stakeholder Impact

• Shareholders: Existing shareholders may view the reduction in stake by a major investor as a negative signal, potentially leading to downward pressure on the stock price.
• Management: The company's management might face increased scrutiny regarding its performance and future outlook following a significant shareholder's divestment.

Next Steps

• The Reporting Persons may, at any time, review, reconsider, and change their position or develop new plans regarding their investment in Bioceres Crop Solutions Corp.

Key Dates

Recommendation

The significant reduction in ownership by a major institutional investor, coupled with the declining average sale prices during the divestment period, suggests a lack of confidence in the company's future prospects from a sophisticated market participant. This action could signal further downward pressure on the stock, making a 'sell' recommendation prudent for investors.

Keywords

Bioceres Crop Solutions, BCS, Agriculture Investment Group, Granosur Holding, Schedule 13D, Share Sale, Beneficial Ownership, Agricultural Company, SEC Filing, Institutional Investor