)
Yara International (YAR) investor relations material
Yara International Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
EBITDA excluding special items rose 38% year-over-year to $804M in 3Q25, driven by higher margins, cost reductions, and strong operational performance.
Adjusted earnings per share YTD 2025 increased to $3.25 from $1.37 last year.
Record-high production and robust commercial execution supported results, with total deliveries flat as higher urea sales offset lower nitrate sales.
Stable demand in key markets, notably Brazil, with improved NPK sales and steady nitrogen imports year-over-year.
Portfolio optimization and cost reduction programs continued, including plant closures and asset reallocation.
Financial highlights
Revenue for Q3 2025 was $4,108M, up from $3,654M in Q3 2024; YTD revenue reached $11,703M, up from $10,515M.
EBITDA excluding special items increased from $585M in 3Q24 to $804M in 3Q25.
ROIC (annualized) improved to 12.6% in 3Q25 from 8.9% in 3Q24.
Free cash flow impacted by increased operating capital from higher prices and inventory build outside main season.
Net debt remained stable at $3,316M, as strong cash earnings offset seasonal capital build.
Outlook and guidance
Maintenance CapEx for 2026 expected at the higher end of $700–$850 million range due to major plant turnarounds.
Cost and capex reduction program ahead of schedule, targeting $180M in annual fixed cost savings by Q4 2025.
No specific guidance on NPK premiums or future margins due to market volatility and CBAM uncertainty.
U.S. clean ammonia project updates expected in first half of next year; equity portion to be managed within capital allocation policy.
Nitrogen markets remain demand-driven; urea prices above historical averages despite low grain prices.
Next Yara International earnings date
Next Yara International earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
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.
Explore our global coverage
)
)