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Yara International ASA
LSE:0O7D

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Yara International ASA Logo
Yara International ASA
LSE:0O7D
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Price: 443.6 NOK -1.15%
Market Cap: kr178B

Yara International ASA
Investor Relations

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.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Jul 17, 2026
AI Summary
Q2 2026

EBITDA: Yara reported second-quarter EBITDA excluding special items of $906 million, up 39% year on year and the highest quarterly result since 2022, excluding the record 2022 period.

Demand: Crop nutrition deliveries were 17% below last year because customers delayed buying in the Northern Hemisphere after a sharp price spike and Middle East supply disruption.

Outlook: Management said demand has started to return in recent days, with buying activity picking up and prices moving higher again, especially in Europe.

Acquisition: Yara announced the $1.3 billion purchase of Gulf Coast Ammonia in Texas, which management said strengthens its ammonia cost position and long-term flexibility.

Cash flow: Free cash flow was $583 million, supported by strong earnings and a $153 million gain from selling surplus EUA credits.

Cost control: Fixed costs increased by only $8 million, which management described as a strong beat versus inflation, despite currency headwinds.

Key Financials
EBITDA excluding special items
$906 million
EUA gain
$153 million
Return on invested capital
14.3%
Crop nutrition deliveries
17% below same quarter last year
Negative volume impact
$240 million
Demand deferral volume impact
$120 million
Earnings per share
up 84%
Free cash flow
$583 million
Net investments
$100 million
Fixed cost increase
$8 million
Surplus EUA quotas
5.2 million
EUA sold in quarter
1.7 million
Gulf Coast Ammonia purchase price
$1.3 billion
Gulf Coast Ammonia capacity
1.3 million tonnes per year
Improvement program realized
$50 million to $60 million
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
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