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Yara International (YAR) investor relations material
Yara International Pre-Close Call Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pre-quarter information and disclosure approach
Publishes pre-quarter information package at the start of the quiet period to ensure equal access to relevant data for modeling the upcoming quarter.
Provides guidance and targets for specific activity areas, not total financial results.
Discloses an outside-in EBITDA model based on key market prices and published sensitivities, excluding quarter-specific adjustments.
Offers qualitative comments on key considerations based on previously disclosed information.
Stresses that the outside-in model is not a financial results guide, as actuals may differ due to various factors.
Market developments and price trends
Urea prices dropped moderately from September to November, mainly due to increased Chinese exports, despite strong Indian demand.
Pre-buying ahead of CBAM implementation in Europe led to a price uptick in late November.
Cereal prices declined, resulting in low affordability ratios and dampened urea demand, with some improvement in 4Q.
European urea prices reflected CBAM costs, trading at a premium to global prices.
Brazil's urea imports fell 7% in 2025, offset by higher ammonium sulphate imports; total nitrogen imports slightly increased.
Sensitivities and CBAM impact
Sensitivities updated for 4Q25 to reflect CBAM price effects and current delivery split between Europe and rest of world.
European nitrogen prices now include carbon costs, quoted at a premium to global prices.
Urea and nitrate sensitivities are split between EU and ROW, with European references recommended for modeling.
CBAM implementation from January 2026 will further impact pricing and sensitivities.
- TimeTickerHeadlineOpen
- 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out. - 4626
Double-digit profit and sales growth, with strong segment results and a stock split impact. - 2371
Revenue up 21.5% YoY, but profit down on higher investments; LiPLUS Holdings acquired. - 3401
Major impairments and divestitures led to a net loss and lower revenue across all segments. - 8002
Profit forecast raised to ¥540.0B and annual dividend to ¥107.50 per share after strong results. - COF
Profit rebounded, NTA and occupancy rose, with strong leasing and premium divestment. - NUF
Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
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