Logotype for ICL Group Ltd

ICL Group (ICL) investor relations material

ICL Group Jefferies Mining and Industrials Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for ICL Group Ltd
Jefferies Mining and Industrials Conference 2025 summary3 Sep, 2025

Market trends and outlook

  • Market pricing trends are gradually improving across most end markets, with agriculture fundamentals remaining stable.

  • Specialties now account for 70% of revenue, providing greater business stability.

  • Construction demand is soft but may be nearing a cyclical turn; electronics show signs of slow recovery.

  • Phosphate specialties faced pricing pressure from excess supply but expect an uptick in the second half of the year.

  • Potash demand is strong, with new contracts at higher prices and positive projections for 2026.

Strategic positioning and risk management

  • Global production footprint insulates from tariff impacts, with local production in key markets.

  • Recent small acquisitions in the US and Brazil strengthen local market presence and reduce tariff exposure.

  • Adjusted potash volume projections due to regional conflict, but production is recovering.

  • Specialty product focus helps balance regional and commodity risks.

Innovation and specialty portfolio development

  • Investments in biologicals and enhanced efficiency fertilizers drive specialty growth.

  • Acquisitions in Brazil and Israel expand technology and production in biologicals.

  • Functional ingredients for both traditional and alternative protein markets are a key focus.

  • R&D centers established in Israel and the US to support biologicals and battery materials innovation.

  • Several innovations, such as biodegradable fertilizers and functional fabrics, are commercial or near commercialization.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next ICL Group earnings date

Logotype for ICL Group Ltd
Q3 202512 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next ICL Group earnings date

Logotype for ICL Group Ltd
Q3 202512 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

ICL Group Ltd. is an Israel-based global specialty minerals and chemicals company. It focuses on the production of fertilizers, industrial products, and specialty chemicals used in agriculture, food production, and industrial applications. The company’s core products include potash, phosphate fertilizers, bromine, and phosphates, which are integral to improving agricultural yields, water treatment, flame retardants, and other industrial processes. ICL serves diverse markets across the Americas, Europe, Asia, and the Middle East. The company is headquartered in Tel Aviv, Israel, and its shares are listed on both the Tel Aviv Stock Exchange and the New York Stock Exchange (NYSE).

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage