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Yara International (YARIY) is downgraded to hold despite a strong Q2, as margin gains from the urea supply shock are seen as transient. Q2 EBITDA rose 39% to $906M, driven by higher nitrogen prices, but volume fell 17% and risks of price normalization persist. The $1.3B Gulf Coast Ammonia acquisition improves Yara's cost structure and strategic flexibility, reducing reliance on expensive European gas.
Yara International ASA (YARIY) Q2 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Dubey Yousif Capital Management LLC | 7,833 | $228,958.59 | $185,407.11 | -$43,551.48 | -19.02% |
| Food Products Industry | Consumer Staples Sector | Svein Tore Holsether CEO | OTC PINK Exchange | 984851204 CUSIP |
| NO Country | 15,702 Employees | 15 May 2026 Last Dividend | 17 Apr 2018 Last Split | - IPO Date |