)
Fertiglobe (FERTIGLB) investor relations material
Fertiglobe Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q2 2026 revenues reached $1.1 billion, up 92% year-over-year, with adjusted EBITDA more than doubling to $371 million and adjusted net profit attributable to shareholders up ~12.5x to $145 million; H1 2026 revenues totaled $2 billion, up 59% year-over-year, and adjusted net profit rose 3.4x to $289 million.
Urea operating rate reached 92% in H1 2026, with record utilization in Egypt and Algeria, while UAE faced export constraints but managed to export 56% of production.
Proposed H1 2026 dividend increase of at least 20% year-over-year, equivalent to a minimum $150 million, subject to Board approval.
Over $3 billion returned to shareholders since IPO, including share buybacks and proposed dividends.
Strong balance sheet with net debt-to-LTM adjusted EBITDA at 0.5x as of June 30, 2026, supporting growth and shareholder returns.
Financial highlights
Q2 2026 adjusted EBITDA margin was 34.2%, with own produced volumes margin at 40.2%; H1 2026 adjusted EBITDA margin was 35.6%, own produced volumes margin 44.4%.
Free cash flow in Q2 2026 was $320 million, up 240% year-over-year; H1 2026 free cash flow reached $555 million.
Total assets as of June 30, 2026, were $5.64 billion, with net debt reduced to $621 million.
Total cash CapEx, including growth, was $34 million in Q2 and $53 million in H1 2026; maintenance CapEx at $36.4 million.
Basic adjusted EPS for Q2 2026 was $0.066, up 1550% year-over-year.
Outlook and guidance
Nitrogen and ammonia markets remain tight due to Middle East conflict, with urea and ammonia prices spiking in Q2 and then normalizing; urea prices rebounded over 30% to $555/t in July 2026.
Urea demand growth (excluding China) is expected to outpace capacity growth by 2030, supporting a structurally tight market.
Maintenance CapEx guidance for 2026 remains $145–$170 million, with $105–$125 million expected for 2027.
The Grow 2030 strategy targets $1B+ EBITDA by 2030, leveraging operational excellence and product expansion.
No guidance provided on utilization rates, pricing, or earnings.
- Own-produced volumes rose 15% as Q4 adjusted EBITDA climbed 45% QoQ.FERTIGLB
Q4 2023 - Q1 2026 saw revenue and profit surge, strong operations, and robust shareholder returns.FERTIGLB
Q1 2026 - 2025 saw record growth in revenue, EBITDA, and shareholder returns amid tight nitrogen markets.FERTIGLB
Q4 2025 - Q3 2025 saw strong revenue, EBITDA, and profit growth, with robust capital returns and outlook.FERTIGLB
Q3 2025 - Revenue and EBITDA grew in Q2 and H1 2025, with ADNOC now the controlling shareholder.FERTIGLB
Q2 2025 - H1 2024 results show lower earnings, strong cash flow, and progress in low-carbon projects.FERTIGLB
Q2 2024 - Q3 revenue and profit fell, but ADNOC's project transfers will double ammonia capacity by 2029.FERTIGLB
Q3 2024 - Q1 2025 revenue up 26%, EBITDA up 45%, ADNOC holds 86.2%, $1B+ EBITDA 2030 targeted.FERTIGLB
Q1 2025 & CMD - 2024 profit fell, but cost savings, shipment deferrals, and high dividends set up a stronger 2025.FERTIGLB
Q4 2024
Next Fertiglobe earnings date
Next Fertiglobe earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)