Burcon Nutrascience (BRCNF)
OTHER OTC:BRCNF
Earnings Data
Report Date
Jul 01, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.2Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple concrete operational and financial positives: strong quarter-over-quarter revenue acceleration (100% QoQ), meeting calendar 2025 guidance ($1.4M cumulative), sizable customer funnel (200+ projects), meaningful cost reductions (R&D down 44% YoY; G&A down 22% YoY), and near-term financing progress (first tranche $1.25M of up to $6.9M) with management affirming double-digit revenue growth and cash flow positivity by end of 2026. Counterbalancing these positives are the small absolute revenue base, dependence on the final tranche of financing, shareholder concerns about liquidity and stock price, reduced R&D spend, and the inherent execution risks behind forward-looking targets. Overall, the highlights significantly outweigh the lowlights, but continued execution and successful closing of financing remain critical.Company Guidance
Quarterly Revenue Momentum
Generated $740,000 of revenue in fiscal Q3, a 100% quarter-over-quarter increase (doubling vs Q2), demonstrating strong short-term sales acceleration.
Met Calendar 2025 Revenue Guidance
Recorded cumulative revenues of $1.4 million for calendar 2025, meeting the company's stated revenue guidance for the year.
Clear 2026 Targets (Revenue Growth & Cash Flow)
Management affirmed guidance for double-digit revenue growth in calendar 2026 and expects to be cash-flow positive by the end of calendar 2026.
Large and Diverse Customer Funnel
Over 200 active customer projects across multiple product lines and food types; management noted 65%–70% of near-term growth comes from customers already buying (recurring sales) with the remainder from late-stage customer projects.
Production Capacity and Operational Learning
Existing manufacturing facility and partnerships are sized to reach profitability and support major food company scale; management reported operational learning after ~9 months leading to efficiency gains and a shallower startup J-curve.
Cost Reductions Improving Operating Leverage
Reduced R&D spend by 44% year-over-year in fiscal Q3 and reduced general & administrative expenses by 22% year-over-year in fiscal Q3, indicating active cost control.
Financing Progress & Investor Support
Announced convertible note offering up to $6.9 million; closed first tranche of $1.25 million on December 31 with significant insider and manufacturing partner participation and expectation to close final tranche after Feb 20, 2026 shareholder meeting.
Product Platform and IP Differentiation
Multiple proprietary plant-protein products (Peazazz pea protein, FavaPro fava protein, Solatein sunflower protein, Puratein canola protein) claiming high purity and an IP moat; strategy supports cross-product blended solutions and entry into growing protein-focused consumer demand.
Sales Mix and Recurring Revenue Profile
Current sales weighted toward pea protein (largest market entry), with management expecting increasing contributions from sunflower and fiber proteins over the next 1–3 years; management expects ~95%–100% of future growth to come from proprietary protein product sales rather than contract manufacturing.
BRCNF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BRCNF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $1.33 | $1.40 | +5.19% |
Nov 12, 2025 | $1.62 | $1.48 | -8.52% |
Aug 13, 2025 | $1.99 | $1.99 | +0.05% |
Jun 25, 2025 | $3.23 | $2.95 | -8.61% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Burcon Nutrascience (BRCNF) report earnings?
Burcon Nutrascience (BRCNF) is schdueled to report earning on Jul 01, 2026, TBA (Confirmed).
What is Burcon Nutrascience (BRCNF) earnings time?
Burcon Nutrascience (BRCNF) earnings time is at Jul 01, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BRCNF EPS forecast?
BRCNF EPS forecast for the fiscal quarter 2026 (Q4) is -0.07.