This week I'm releasing the 2026 edition of The Rise of Biologicals and Specialty Fertilizer: A Report on Agribusiness Strategy, Progress and Initiatives, updated and expanded from the 2024 report.
The report is exclusively for Upstream Ag Professional members.
Every major crop input company now has a biologicals strategy. The question is how are they progressing and what specifically are they doing?
This report tracks the biologicals and specialty nutrition strategies, revenues, acquisitions, partnerships, pipelines, and commercial progress of 16 companies across crop protection, fertilizer, and the independent biologicals landscape.
Crop protection: Corteva, BASF, Bayer, Syngenta, FMC, and UPL.
Fertilizer: Yara, Mosaic, Nutrien, and ICL.
New to this edition are deep profiles on six scaled independent players that rarely get this level of coverage: Rovensa Next, BioFirst Group (formerly Biobest), Verdesian Life Sciences, Koppert, Acadian Plant Health, and DE SANGOSSE.
A few things you'll find inside:
Mosaic's Biosciences business doubled revenue to $68 million in 2025, hit EBITDA positive in 2025, and is targeting $200 million in EBITDA by 2030. How they're applying the MicroEssentials playbook to biologicals, and where their nitrogen fixation go-to-market approach may get challenged.
Corteva posted $519 million in biological revenue in 2025. What the planned Corteva split means for the biologicals portfolio, and why the NEXTA launch through Pioneer dealers is an important initiative.
BASF acquired AgBiTech in early 2026, their first meaningful bio acquisition since Becker Underwood in 2012. The report looks at why NPV-based bioinsecticides are a fit, and what the coming Ag Solutions IPO means for their biologicals investment appetite.
ICL went from nearly absent in biologicals to $250 million in new product sales in a single year. A look at the Lavie Bio acquisition, and how they're using AI-powered discovery to fill the pipeline.
Nutrien's proprietary crop nutrition and biostimulant gross margins are approaching $500 million, with 70% of future proprietary product growth expected from biologicals and nutritionals.
The report also includes side-by-side comparison snapshots across segments, the largest bio-based and specialty acquisitions to date, an acquisition timeline since 2010, the key market drivers behind the growth of this segment and images illustrating acquisitions and partnerships, along with future considerations for the companies.
Scroll down to access the report.
The full report is available below for Upstream Ag Professional subscribers, and has many other images, including acquisitions, investments and partnerships by every major company covered in the report.
There is a separate document available as well that is ONLY images of by company overviewing partnerships, investments and acquisitions of major companies like the one for FMC below:
If you are an Upstream Ag Professional Member, keep scrolling below to access the download, and if you are not yet an Upstream Ag Professional member, you can upgrade to gain full access to the report, plus much more:
Subscribe to Upstream Ag Professional to read the rest.
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