200917 Credit Suisse Basic Materials Conference

Bayer
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

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every slide · same image gating as the playbook
01
Slide 1
front_matter
03
Uses a Venn diagram to illustrate the intersection of three core business areas.establish_context
Open slide detailBeat · ProblemLoop · Golden Circle
04
The slide uses a horizontal list format to present four strategic pillars.summarize
Open slide detailBeat · SolutionLoop · Golden Circle
05
Includes a bar chart showing the progression of cost synergies from 2018 to 2022.quantify_impact
Open slide detailBeat · SolutionLoop · Golden Circle
06
The slide uses a bar chart to compare R&D spend in €bn, with Bayer's bar split into Seed & Traits and AgChem.compare_peers
Open slide detailBeat · Market SizeLoop · Golden Circle
07
The slide uses a timeline-based matrix to show product pipeline refreshes and specific launches.present_solution
Open slide detailBeat · Market SizeLoop · Golden Circle
08
The slide uses a process-like flow to show the evolution from the #1 system to the new product launch.illustrate_case
Open slide detailBeat · ProductLoop · Golden Circle
09
Includes a photo of agricultural machinery in a corn field and references to specific development phases (Breeding, Biotech, Genome Editing).illustrate_case
Open slide detailBeat · ProductLoop · Golden Circle
10
The slide uses a before-after/comparison visual structure to demonstrate product efficacy.illustrate_case
Open slide detailBeat · ProductLoop · Golden Circle
11
The slide uses visual evidence (photos of treated vs untreated weeds) to demonstrate product efficacy.illustrate_case
Open slide detailBeat · ProductLoop · Golden Circle
12
Includes a comparison of data collection speed (months to collect 10m hours) showing a 3.5x acceleration.summarize
Open slide detailLoop · Golden Circle
13
The slide uses a three-row layout, each row representing a strategic pillar with a goal, a quantitative metric, and supporting initiatives.summarize
Open slide detailLoop · Golden Circle
14
Includes a photo of soil in hands, emphasizing the agricultural focus.illustrate_case
Open slide detailLoop · Golden Circle
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transition
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The slide uses a 2x2 grid layout to present key financial metrics.summarize
Open slide detailLoop · Cost Of Inaction
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Includes footnote regarding EBITDA margin and restated 2019 figures.summarize
Open slide detailLoop · Cost Of Inaction
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Includes specific product performance metrics and regional impacts.summarize
Open slide detailLoop · Cost Of Inaction
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Includes bridge-like components for sales drivers and EBITDA margin analysis.summarize
Open slide detailLoop · Cost Of Inaction