SciRisk Calculate your ESCRC
As of 2026-06-30| Model v5.4.2| Priors 2026.09-5| Calculated 2026-09-21| 100,000 paths · 95% · 365d| BETA Methodology

SciRisk 100 · Pharmaceuticals & Biotechnology · Rank 42 of 100

Bayer

BAYN.DE · Germany · Pharmaceuticals & Biotechnology   SC4 High

Economic Supply Chain Risk Capital
$66.9m
95% one-year Value-at-Risk · interval $66.0m to $67.0m (1.6% wide)
Risk Capital Intensity
0.134%
of $50.0bn revenue · rank #25 of 100
Global rank
#42
of 100 by ESCRC
Sector rank
#10
of 10 in Pharmaceuticals & Biotechnology
Expected Shortfall
$94.7m
Mean loss beyond ESCRC
Expected annual loss
$19.7m
Ordinary year
Revenue / COGS
50.0 / 22.0
USD bn · gross margin 56%
Suppliers modelled
11
3 correlated geographies

What does this ESCRC number mean?

An ESCRC of $66.9m is the estimated economic supply-chain risk capital requirement generated by the SciRisk ESCRC model for Bayer under the stated assumptions: a 365-day horizon, 100,000 simulated years, and the 95% tail of the resulting loss distribution. Beyond that threshold the average loss — the Expected Shortfall — is $94.7m; in an ordinary year the expected loss is $19.7m.

Value-at-Risk: the portfolio loss not exceeded with the chosen confidence level. Read as the ESCRC risk capital — the loss the firm should be prepared to absorb in a bad year. Model-implied and intended for screening and ranking, not a calibrated capital figure.

Supply Chain Risk Capital Profile

Where the risk capital comes from. Every column is a production-engine output for this network — nothing is inferred.

By tier

Tier 1
89%
Tier 2
10%
Tier 3
1%

Share of summed standalone VaR. Deeper tiers are attenuated by the engine's echelon buffer factors and capped by flow conservation.

By supplier geography

Switzerland
45%
Germany
34%
USA
18%
France
3%
China
1%

Major-event risk is correlated within a geography group (rho = 0.35), so concentration here compounds.

By supplier industry

pharma bio
88%
chemicals materials
12%

Buckets are the calibrated-priors industry classes that set each supplier's minor-event rate.

Largest supplier share
26%
Lonza Group
Top-3 concentration
56%
of summed standalone VaR
Tier-1 share of risk
89%
Direct suppliers
Diversification benefit
51.8%
vs. sum of standalone VaR
SupplierTierCountry ExposureUSD m Standalone VaRUSD m Expected lossUSD m Tail intensityrevenue-days RoESCRCx
Lonza GroupAPI CMO T1 Switzerland 1320 35.5 5.5 4.3 47.2
SiegfriedFill/finish CMO (Siegfried) T1 Switzerland 990 26.6 4.2 4.3 47.2
Thermo Fisher ScientificBioprocess raw materials T1 USA 770 16.1 2.2 3.4 60.7
BASFCrop-protection intermediates T1 Germany 1540 12.7 0.9 1.3 154.4
SchottGlass vials T1 Germany 440 11.8 1.8 4.3 47.2
LANXESSRaw material chemical intermediates for pharmaceutical API synthesis and crop-protection active ingredients T1 Germany 440 11.8 1.8 4.3 47.2
West Pharmaceutical Services, Inc.Stoppers/closures T1 USA 440 9.2 1.2 3.4 60.7
Merck KGaACell culture media T2 Germany 440 7.1 1.1 4.3 47.2
M2i GroupPheromone-based biological crop-protection products for exclusive distribution T2 France 220 3.6 0.6 4.3 47.2
Evonik Industries AGChemical intermediates T2 Germany 660 3.3 0.2 1.3 154.4
SinopecPetrochemical feedstock T3 China 440 1.1 0.1 1.3 154.4

Scenario Analysis — coming in Phase 2

Recovery-time, supplier-diversification, inventory and geographic-diversification scenarios for Bayer are not part of this release. The ESCRC Calculator already supports what-if analysis on a network you build yourself.

Sector peers

Nearest-ranked companies in Pharmaceuticals & Biotechnology. Bayer is highlighted.

Open in Compare
RankCompanyTickerCountrySectorRevenueUSD bnESCRCUSD mESCRC / Revenue%Risk GradeChange
23 Merck & Co. MRK USA Pharmaceuticals & Biotechnology 64.0 118.6 0.185 SC4 High 0.0%
25 Eli Lilly LLY USA Pharmaceuticals & Biotechnology 45.0 116.3 0.259 SC5 Very High 0.0%
26 Novartis NVS Switzerland Pharmaceuticals & Biotechnology 45.0 116.3 0.258 SC5 Very High 0.0%
35 Sanofi SNY France Pharmaceuticals & Biotechnology 47.0 85.9 0.183 SC4 High 0.0%
40 GSK GSK United Kingdom Pharmaceuticals & Biotechnology 39.0 71.2 0.183 SC4 High 0.0%
42 Bayer BAYN.DE Germany Pharmaceuticals & Biotechnology 50.0 66.9 0.134 SC4 High 0.0%

See this for your own supply chain

You are looking at Bayer's supply-chain risk capital: $66.9m against $50.0bn of revenue, driven mostly by Lonza Group and Switzerland. The calculator runs the same engine on a network you build yourself.

ESCRC calculated using SciRisk ESCRC Model v5.4.2 · calibrated priors 2026.09-5
Company data as of 2026-06-30 · ESCRC calculated 2026-09-21 · dataset 2026.09-23 Beta
Simulation
100,000 Monte Carlo paths · 95% confidence · 365-day horizon
Seed
20260821 · regional correlation ρ = 0.35
Input basis
Curated network, calibrated-prior parameters
Input fingerprint
3b30f89608d2
Input provenance for Bayer
Financials
Curated from the company's most recent reported full financial year, as filed.
Network
Curated from company supplier disclosure; purchase volumes declared as a share of reported COGS.
Parameters
lambda1/lambda2 = calibrated ESCRC priors 2026.09-5 bucket defaults; r1/r2 = median of the shipped production preset networks within the same industry x geography cell when that cell has enough independent data, else the same industry-only bucket median, or (for industries with no preset supplier coverage) a directly-cited external recovery-event duration where one was found; ic = the same preset-network median (no external benchmark exists for this parameter for any industry). All three clamped into externally-cited recovery-time/BI-loss bounds per field.
SciRisk ESCRC is an analytical estimate generated using the SciRisk Economic Supply Chain Risk Capital methodology. It is not a credit rating, investment recommendation or statement of financial condition. Figures are model-implied and intended for screening and comparison, not as calibrated capital requirements.

Beta / preliminary dataset. Company inputs are analyst-curated from public annual reports and public supply-chain disclosure. ESCRC itself is computed by the production ESCRC engine — only the INPUTS on this page are preliminary.