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Nutrien
Nutrien (NTR) investor relations material
Nutrien Bank of America 2026 Global Agriculture and Materials Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bank of America 2026 Global Agriculture and Materials Conference summary25 Feb, 2026
Business performance and market environment
Achieved strong results in 2025 despite headwinds in North American agriculture, with robust fertilizer prices and above mid-cycle phosphate market levels.
Demand for food continues to grow globally, with limited arable land expansion, driving ongoing need for agricultural inputs and technology.
Maintains a leading position with high-quality upstream assets, extensive supply chain logistics, and the largest fertilizer production footprint worldwide.
Increased fertilizer production by $1.3 million and downstream earnings by $300 million in the past year, with retail earnings growing structurally at 5–6% annually.
Focused on cost reduction, achieving a $200 million SG&A target, and emphasizing capital discipline and allocation.
Capital allocation and portfolio strategy
Removed $600 million from CapEx in recent years, simplifying investments to core business areas with structural advantages.
Introduced ratable share repurchases and steady dividend growth as part of a disciplined capital allocation framework.
No major multi-year capital projects planned; CapEx guidance for 2026 is $2–2.1 billion, with a focus on automation, bottleneck removal, and retail priorities.
Recent divestitures and debt reduction have strengthened the balance sheet, increasing cash available for shareholder returns.
Ongoing portfolio review includes potential exits from underperforming regions such as Brazil and Trinidad, with decisions expected in 2026.
Retail business outlook and regional focus
Retail EBITDA guidance for 2026 targets $1.9–2.1 billion, with structural growth driven by proprietary products and cost takeout.
Mid-single digit fertilizer volume growth and high single digit proprietary product growth expected in 2026.
Tuck-in acquisitions are being scrutinized more rigorously, with a focus on North America, especially the U.S. Corn Belt, and limited activity in Australia.
Brazil retail business under review due to underperformance; capital likely to be redeployed elsewhere.
U.S. government support and global market shifts are impacting crop choices and profitability for North American farmers.
Brazil retail: What's the divestment timeline?
Potash: How to account for unforeseen supply loss?
Trinidad plant: Decommission or care/maintenance?
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Next Nutrien earnings date
AGM 20266 May, 2026
Nutrien
Next Nutrien earnings date
AGM 20266 May, 2026
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Frequently asked questions
Nutrien Ltd. provides crop inputs and services, including seed, chemical and fertilizer, through a network of over 1,500 retail locations in Canada and the United States. The company’s wholesale division is one of the world’s largest wholesale distributors of fertilizer with over 30 million metric tons of products sold annually. Nutrien produces approximately 20% of the global supply of potash and operates nine potash mines and seven salt mines in Canada and the United States.
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