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Yara International
Yara International (YAR) investor relations material
Yara International Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Q4 EBITDA excluding special items rose to $709M, up 37% year-over-year, driven by higher nitrogen margins, reduced fixed costs, and strong volumes, with net income for 2025 at $1,372M and a proposed NOK 22 per share dividend.
Over $200M in fixed cost reductions achieved since 2Q24, supporting sustained cash flow growth and profitability initiatives.
Q4 sales in Europe were strong due to pre-CBAM buying, while Americas followed typical seasonal patterns; channel inventories are normal.
Annual sales and production increased, leading to a modest inventory build.
No major changes expected in ammonia production volumes or turnaround schedules for 2026 compared to previous years.
Financial highlights
Revenue for 2025 was $15,715M, up $1,781M year-over-year, with Q4 revenue at $4,012M, a 17% increase; operating income for Q4 was $443M, up from a $3M loss a year ago.
Net cash from operating activities in Q4 was $344M, up from $96M; free cash flow before financing activities reached $1,442M in 2025.
Realized nitrate prices in Q4 were slightly below published prices due to timing and reference price differences.
NPK premiums, especially in Asia, were pressured, resulting in a $20–$30 million impact compared to the same quarter last year.
Net income for 2025 was $1,372M, a substantial increase from $15M in 2024, with EPS (excluding currency effects) at $11.0.
Outlook and guidance
Targeting an incremental $200M EBITDA improvement by end-2027 and a further $150M by 2030 through asset utilization, logistics, and capital reallocation.
Tight global nitrogen markets anticipated into 2026, with limited new capacity additions and strong demand, especially in Europe and India.
Maintenance CapEx for 2026 is guided $200 million higher than 2025 due to larger turnaround scopes and some phasing from 2025.
CapEx discipline remains a priority, with U.S. projects, energy cost reduction, and decarbonization as main investment focuses.
Working capital expected to release as the season progresses, with no unusual trends beyond normal seasonality and price effects.
Drivers for 350 MUSD EBITDA improvement by 2030
Capital allocation beyond NOK 22 dividend
Africa & Asia segment performance recovery
CBAM suspension: EU Parliament outlook & timeline
Air Products project: $8-9B budget confidence?
Nitrogen market tightness despite farmer affordability
Partial view of Summaries dataset, powered by Quartr API
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Next Yara International earnings date
Q1 202624 Apr, 2026
Yara International
Next Yara International earnings date
Q1 202624 Apr, 2026
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Frequently asked questions
Yara International ASA is a fertilizer company that provides environmental and industrial solutions in Norway and internationally. Yara develops and produces products based on the mineral compound phosphate, a natural resource found in abundance in sea water and land. The company operates through its two segments of PTA (ammonium polyphosphate) and Magnesium (carbonates, oxides, salts), and Yara Ventures which includes Silcones and Minerals. Yara International is headquartered in Oslo, Norway
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