Yara International (YARIY) remains a 'BUY' with a retained PT, driven by premium products, global reach, and strong 3Q25 results. YARIY delivered a 40% EBITDA increase, record production, and doubled adjusted earnings, but faces future AEPS declines as global fertilizer capacity rises. Despite sector volatility and energy cost disadvantages, YARIY's capital management, efficiency gains, and upcoming dividend increase support continued upside.
Yara International ASA (OTCPK:YARIY) Q3 2025 Earnings Call October 17, 2025 7:00 AM EDT Company Participants Maria Gabrielsen - Head of Investor Relations Dag Mo - Head of Market Intelligence Svein-Tore Holsether - President & CEO Conference Call Participants Christian Faitz - Kepler Cheuvreux, Research Division Lisa Hortense De Neve - Morgan Stanley, Research Division Joel Jackson - BMO Capital Markets Equity Research Elliott Geoffrey Jones - Danske Bank A/S, Research Division Angelina Glazova - JPMorgan Chase & Co, Research Division Marcus Gavelli - Pareto Securities AS, Research Division Tristan Lamotte - Deutsche Bank AG, Research Division John Campbell - BofA Securities, Research Division Magnus Rasmussen - SEB, Research Division Bengt Jonassen - ABG Sundal Collier Holding ASA, Research Division David Symonds - BNP Paribas Exane, Research Division Presentation Operator Hello, everyone, and welcome to Yara's Third Quarter Results 2025 Conference Call. Please note that this call is being recorded.
Yara International ASA (OTCPK:YARIY) Q3 2025 Earnings Call October 17, 2025 6:00 AM EDT Company Participants Maria Gabrielsen - Head of Investor Relations Svein-Tore Holsether - President & CEO Magnus Ankarstrand - EVP & CFO Presentation Maria Gabrielsen Head of Investor Relations Welcome to Yara's Third Quarter Results Presentation. The presentation today will be held by our CEO, Svein Tore Holsether; and our CFO, Magnus Krogh Ankarstrand.
| Chemicals Industry | Materials Sector | Mr. Svein Tore Holsether CEO | OTC PINK Exchange | 984851204 CUSIP |
| NO Country | 16,624 Employees | 2 Jun 2025 Last Dividend | 17 Apr 2018 Last Split | - IPO Date |
Established in 1905 and headquartered in Oslo, Norway, Yara International ASA is a global company dedicated to providing environmental and industrial solutions across various regions including Norway, the European Union, Europe, Africa, Asia, North and Latin America, Australia, and New Zealand. The company specializes in the production and distribution of nitrogen-based fertilizers and compound fertilizers, offering a range of products that cater to the nutritional needs of plants. Yara International ASA also develops innovative, farmer-centric solutions designed to enhance crop monitoring, fertilization practices, and overall agricultural productivity. Operating under several recognized brands, Yara is committed to fostering sustainable agriculture through its diverse portfolio of products and services.