Yara International ASA
LSE:0O7D
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
Yara International ASA
LSE:0O7D
|
NO |
|
EROAD Ltd
NZX:ERD
|
NZ |
|
A
|
Ascendas Real Estate Investment Trust
OTC:ACDSF
|
SG |
|
D
|
Draegerwerk AG & Co KGaA
LSE:0K5E
|
DE |
|
Royal Mail PLC
LSE:RMG
|
UK |
|
C
|
Centrotec SE
XHAM:CEV
|
DE |
|
Patterson-UTI Energy Inc
NASDAQ:PTEN
|
US |
Yara International ASA
Yara International makes crop nutrients that help farmers grow more food. Its main products are nitrogen-based fertilizers, specialty fertilizers, and related plant nutrition products sold to farms, distributors, and industrial customers. It also sells ammonia and other chemical inputs used in agriculture and industry, and it supports customers with advice on soil nutrition and crop performance. The company makes money by producing and selling these fertilizers and chemicals through a global supply chain that links natural gas, ammonia production, and fertilizer manufacturing. Farmers are the main customers, but Yara also serves distributors, food producers, and industrial buyers that need ammonia or other nitrogen products. Its business depends on being a reliable supplier of essential farm inputs rather than on branding or consumer sales. What makes Yara different is its role at the center of the fertilizer value chain. It turns energy and nitrogen feedstocks into products that directly affect crop yields, so its business is tied to global agriculture and food production. That makes Yara a basic infrastructure supplier for farming: when growers need better plant nutrition or more dependable fertilizer supply, Yara is one of the companies they turn to.
Yara International makes crop nutrients that help farmers grow more food. Its main products are nitrogen-based fertilizers, specialty fertilizers, and related plant nutrition products sold to farms, distributors, and industrial customers. It also sells ammonia and other chemical inputs used in agriculture and industry, and it supports customers with advice on soil nutrition and crop performance.
The company makes money by producing and selling these fertilizers and chemicals through a global supply chain that links natural gas, ammonia production, and fertilizer manufacturing. Farmers are the main customers, but Yara also serves distributors, food producers, and industrial buyers that need ammonia or other nitrogen products. Its business depends on being a reliable supplier of essential farm inputs rather than on branding or consumer sales.
What makes Yara different is its role at the center of the fertilizer value chain. It turns energy and nitrogen feedstocks into products that directly affect crop yields, so its business is tied to global agriculture and food production. That makes Yara a basic infrastructure supplier for farming: when growers need better plant nutrition or more dependable fertilizer supply, Yara is one of the companies they turn to.
Strong quarter: Yara reported first-quarter EBITDA of $896 million, up 40% year over year, helped by stronger nitrogen margins and higher deliveries.
Market shock: Management said the Middle East conflict has tightened global fertilizer supply, lifting urea prices sharply and putting more pressure on farmer affordability.
Execution held up: Yara said it maintained production and supply despite disruptions, using its global ammonia network and operational flexibility to keep plants running.
Cash and returns: Free cash flow improved to $196 million, and return on invested capital rose to 12.2%, above the company’s long-term target.
Outlook: Management expects the current nitrogen market to stay constructive, but said pricing and volumes are harder to model because the market is more regional and fragmented.
Capital discipline: Yara said strategic priorities, including the Air Products blue ammonia project, are still on track, but any final investment decision will depend on getting the right value-creating terms.
