Overview

• Bayer's CEO Bill Anderson has proposed a 35% capital increase at the annual general meeting to raise approximately €8 billion for ongoing glyphosate litigation costs.
• The company is awaiting a critical US Supreme Court decision by mid-2026 that could determine its liability for glyphosate-related lawsuits, with 67,000 cases still unresolved.
• Bayer’s share price has plummeted from €140 a decade ago to around €20, reflecting investor concerns over its legal and financial challenges.
• Anderson’s restructuring initiative, which eliminated 7,000 management positions and saved €500 million, has yet to yield significant performance improvements.
• Bayer continues to rely on glyphosate without a viable alternative, risking further market challenges, while its pharmaceutical pipeline struggles with a lack of late-stage innovations.