Yara International ASA
LSE:0O7D

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Yara International ASA Logo
Yara International ASA
LSE:0O7D
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Price: 416.8 NOK -0.2% Market Closed
Market Cap: 167.2B NOK

Yara International ASA
Investor Relations

Yara International ASA, rooted in the heart of Norway, traces its origins back to 1905 when it emerged as the world's first producer of mineral nitrogen fertilizers. Initially christened as Norsk Hydro, the company set out to address the burgeoning global food demands by developing industrial-scale nitrogen, a crucial nutrient for plant growth. Over the years, Yara has evolved from its humble beginnings to become a global industry titan, with a presence in over 60 countries. The company's operations are deeply integrated, encompassing everything from the production of ammonia, nitrates, NPKs, and specialty fertilizers to the sustainable strategies for reducing emissions through its pioneering green ammonia production.

Yara's financial success is primarily driven by its relentless focus on driving efficiency and creating value through innovation. Its business model revolves around harnessing the symbiotic relationship between agriculture and industry, ensuring that farmers across the globe have access to high-quality fertilizers that improve crop yields sustainably. Aside from fertilizers, Yara is a leading provider of environmental solutions designed to curtail industrial emissions, contribute to cleaner air, and promote sustainable agriculture practices. It generates revenue not just through the direct sale of fertilizers but also from its diverse industrial solutions and environmental services – setting a benchmark for sustainability and profitability in the global agro-industry.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 17, 2025
AI Summary
Q3 2025

EBITDA Growth: Yara reported EBITDA excluding special items of $804 million, a 38% increase over the same quarter last year.

Margin Expansion: Margins improved thanks to strong market fundamentals, higher nitrogen prices, and successful commercial execution.

Cost Reduction: The company is ahead of its cost reduction program and raised its target to $180 million in savings by Q4 2025.

Record Production: Underlying production performance set a new record, continuing a positive trend from previous quarters.

ROIC Improvement: Quarterly return on invested capital reached 12.6%, above the long-term 10% target.

Farmer Profitability Concern: Management voiced concern about challenges facing farmers, including softer crop prices and regulatory burdens.

Emissions Reduction: The company remains on track to meet its 2025 greenhouse gas intensity reduction target, with over 80 projects already paid back.

Key Financials
EBITDA excluding special items
$804 million
ROIC
12.6%
Cost reduction target
$180 million by Q4 2025
Adjusted earnings per share (first half 2025)
$3.25
Greenhouse gas emission intensity reduction EBITDA improvement since 2018
over $100 million annual improvement
Earnings Call Recording
Other Earnings Calls

Management

Mr. Svein Tore Holsether
President & CEO
No Bio Available
Mr. Thor Giæver
Executive VP & CFO
No Bio Available
Mr. Magnus Krogh Ankarstrand
Executive Vice President Corporate Development
No Bio Available
Dr. Solveig Hellebust Ph.D.
Executive Vice President of People, Process & Digitalization
No Bio Available
Ms. Monica Andres Enriquez
Executive Vice President of Europe
No Bio Available
Mr. Johan Labby
Executive VP of Global Plants & Operational Excellence
No Bio Available
Mr. Jorge Noval
Executive VP & CEO of Yara Industrial Solutions
No Bio Available
Ms. Maria Gabrielsen
Head of Investor Relations
No Bio Available
Cira Holm
Senior VP & Chief Compliance Officer
No Bio Available
Kristin Nordal
Head of External Communications
No Bio Available

Contacts

Address
OSLO
Oslo
Drammensveien 131
Contacts
+4724157000.0
www.yara.no