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Burcon Nutrascience (TSE:BU)
TSX:BU
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Burcon Nutrascience (BU) Price & Analysis

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BU Stock Chart & Stats

C$1.73
C$0.00(0.00%)
At close: 4:00 PM EST
C$1.73
C$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Quarterly Revenue AccelerationDoubling quarter-over-quarter revenue to $740k demonstrates accelerating commercial traction for Burcon's plant-protein ingredients. Sustained QoQ growth improves the odds of scalable recurring sales, increases utilization of partner capacity, and helps convert a large customer funnel into predictable revenue over the next 2–6 months.
Large Customer Funnel And Recurring SalesA pipeline with 200+ active projects and majority near-term growth from repeat customers implies meaningful demand stickiness and revenue visibility. Recurring customer mix supports predictable volume ramps, lowers go-to-market costs per sale, and reduces sales execution risk as capacity is brought online.
Proprietary IP And Multi-product PlatformA diversified portfolio of proprietary protein processes and ingredients creates a durable technical moat, enabling licensing, product differentiation and blended formulations. This platform supports multiple revenue streams (licensing, ingredient sales, JV participation) and improves long-term scalability as adoption in dairy/meat alternatives grows.
Bears Say
Deteriorated Balance Sheet (negative Equity)Negative equity and elevated debt materially limit financial flexibility for capacity expansion and commercial scale-up. The weakened balance sheet raises refinancing and covenant risk, increases probability of dilution if capital is needed, and constrains the firm's ability to absorb operational shocks over the medium term.
Persistent Negative Operating And Free Cash FlowConsistent negative operating and free cash flow indicates the business remains cash‑consumptive and dependent on external funding to sustain commercialization. Until conversion of the customer pipeline to stable margin-bearing sales, cash burn threatens R&D, capacity investment, and the timetable to reach self-sustaining operations.
Financing Contingency Risk For Scale-upPlanned capacity and sales execution rely on completion of a convertible note; the final tranche is contingent on shareholder approval. This reliance on milestone financing is a structural execution risk: if the tranche fails to close, planned investments, customer conversions and the path to cash‑flow positivity could be delayed or impaired.

Burcon Nutrascience News

BU FAQ

What was Burcon Nutrascience’s price range in the past 12 months?
Burcon Nutrascience lowest stock price was C$1.51 and its highest was C$5.00 in the past 12 months.
    What is Burcon Nutrascience’s market cap?
    Burcon Nutrascience’s market cap is C$29.95M.
      When is Burcon Nutrascience’s upcoming earnings report date?
      Burcon Nutrascience’s upcoming earnings report date is Jul 01, 2026 which is in 62 days.
        How were Burcon Nutrascience’s earnings last quarter?
        Burcon Nutrascience released its earnings results on Feb 11, 2026. The company reported -C$0.28 earnings per share for the quarter, missing the consensus estimate of C$0 by -C$0.28.
          Is Burcon Nutrascience overvalued?
          According to Wall Street analysts Burcon Nutrascience’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Burcon Nutrascience pay dividends?
            Burcon Nutrascience does not currently pay dividends.
            What is Burcon Nutrascience’s EPS estimate?
            Burcon Nutrascience’s EPS estimate is -0.1.
              How many shares outstanding does Burcon Nutrascience have?
              Burcon Nutrascience has 12,692,276 shares outstanding.
                What happened to Burcon Nutrascience’s price movement after its last earnings report?
                Burcon Nutrascience reported an EPS of -C$0.28 in its last earnings report, missing expectations of C$0. Following the earnings report the stock price went up 1.596%.
                  Which hedge fund is a major shareholder of Burcon Nutrascience?
                  Currently, no hedge funds are holding shares in TSE:BU
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Burcon Nutrascience

                    Burcon NutraScience Corporation, together with its subsidiaries, develops plant proteins and ingredients for use in the food and beverage industries in Canada. The company's products include Peazazz, a pea protein for use in dairy alternatives, ready-to-drink beverages, dry blended beverages, bars, baked goods, and meat substitute products; and Peazac and Peazac 850, a pea protein for plant-based meat alternative products, ready-to-mix powders, ready-to-mix beverages, dairy alternatives, and nutrition bars, as well as other applications requiring the most neutral flavor and moderate viscosity. It provides Puratein, a canola protein isolate for use in meat alternatives, such as burgers, sausages, and nutrition bars; Supertein, a canola protein that is a light-colored powder for use in non-dairy frozen desserts, egg alternative, plant-based marshmallows and ready-to-mix beverages, whipped toppings, and plant-based bars; and Nutratein, a canola protein comprising a mixture of globulin and albumin proteins for use in meat and egg alternatives, and other plant-based functional foods. In addition, the company offers Nutratein-PS and Nutratein-TZ, a blend of Peazac pea protein; and CLARISOY, a soy protein for use in sports nutrition beverages, citrus-based drinks, fruit-flavored beverages, lemonades, powdered beverage mixes, and other foods and nutritional products. Further, it provides MeritPro, a nutritional protein blend, including allergen-free, gluten-free, non-dairy, non-GMO, and vegan. The company was formerly known as Burcon Capital Corp. and changed its name to Burcon NutraScience Corporation in October 1999. The company was incorporated in 1998 and is headquartered in Vancouver, Canada.

                    Burcon Nutrascience (BU) Earnings & Revenues

                    BU Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    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.View all TSE:BU earnings summaries
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