Nutrien (NTR) Investor presentation summary

Global leadership and operational scale

• Operates over 1,800 retail locations and serves more than 600,000 customer accounts across 50+ countries, with leading positions in ag retail, potash, and nitrogen production.

• Maintains a world-class network of production, distribution, and retail facilities, enabling efficient service to farmers globally.

• Holds the #1 global position in ag retail and potash production, and #2 in North American nitrogen production.

Financial strength and shareholder returns

• Consistently delivers high-quality earnings, strong balance sheet, and reliable cash flow through market cycles.

• Returned over 45% of market cap to shareholders since 2020 via dividends and share repurchases, outperforming industry peers.

• Maintains investment-grade credit ratings (Baa2/BBB) and a 1.8x adjusted net debt/EBITDA ratio.

Strategic execution and capital allocation

• Executed key strategic actions: asset divestitures, cost savings acceleration, and capital allocation framework refresh.

• Achieved record ammonia and potash sales volumes, with >5% annual growth in retail EBITDA and $200M in annual operating cost savings.

• Lowered capital expenditures by $600M and increased cash returns to shareholders by 30%.