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Yara International (DE:IU20)
FRANKFURT:IU20

Yara International (IU20) Price & Analysis

2 Followers

IU20 Stock Chart & Stats

€20.40
€0.20(0.99%)
At close: 4:00 PM EDT
€20.40
€0.20(0.99%)

Bulls Say, Bears Say

Bulls Say
Earnings RecoveryThe rebound in profitability shows that Yara can restore earnings power when fertilizer spreads and operating conditions improve. Stronger margins and returns support internal funding, reinforce the company’s competitive position, and provide a healthier base for performance over the next several quarters.
Cost Improvement ProgramMeasured cost progress and a multi-year EBITDA improvement program can strengthen earnings beyond commodity-price movements if execution continues. The limited fixed-cost increase and stated inflation outperformance also indicate management is actively protecting margins and improving operating efficiency.
Flexible Operating ModelProduction and sourcing flexibility gives Yara a structural tool for managing volatile gas costs and nitrogen spreads. Curtailing uneconomic ammonia while preserving profitable upgraded products can reduce downside exposure, improve asset utilization, and make the portfolio more resilient through market cycles.
Bears Say
Commodity-Cycle ExposureYara’s earnings remain sensitive to the spread between fertilizer prices and natural-gas costs, so stronger recent results may not be fully durable across the cycle. This commodity exposure can create substantial volatility in margins, returns, and cash generation even with effective internal execution.
Production ReliabilityRecurring reliability issues at critical sites can restrict production, delay planned efficiency gains, and increase the risk that improvement targets take longer to realize. They also reduce the benefit of favorable demand or pricing because available capacity cannot be consistently converted into sales and cash flow.
Weak Cash ConversionPositive free cash flow is supportive, but conversion below half of reported net income indicates that earnings quality is less robust than headline profitability. Working-capital swings or higher cash costs can constrain reinvestment, distributions, and balance-sheet improvement during weaker operating periods.

Yara International News

IU20 FAQ

What was Yara International’s price range in the past 12 months?
Yara International lowest stock price was €14.90 and its highest was €25.80 in the past 12 months.
    What is Yara International’s market cap?
    Yara International’s market cap is €9.72B.
      When is Yara International’s upcoming earnings report date?
      Yara International’s upcoming earnings report date is Feb 12, 2027 which is in 103 days.
        How were Yara International’s earnings last quarter?
        Yara International released its earnings results on Oct 22, 2026. The company reported €0.424 earnings per share for the quarter, missing the consensus estimate of €0.562 by -€0.138.
          Is Yara International overvalued?
          According to Wall Street analysts Yara International’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Yara International pay dividends?
            Yara International does not currently pay dividends.
            What is Yara International’s EPS estimate?
            Yara International’s EPS estimate is 0.38.
              How many shares outstanding does Yara International have?
              Yara International has 509,451,260 shares outstanding.
                What happened to Yara International’s price movement after its last earnings report?
                Yara International reported an EPS of €0.424 in its last earnings report, missing expectations of €0.562. Following the earnings report the stock price went up 1.058%.
                  Which hedge fund is a major shareholder of Yara International?
                  Currently, no hedge funds are holding shares in DE:IU20
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Yara International Stock Smart Score

                    Company Description

                    Yara International

                    Yara International ASA engages in the production, distribution, and sale of fertilizers. It operates through the following segments: Europe, Americas, Africa and Asia, Global Plants and Operational Excellence, Clean Ammonia, and Industrial Solutions. The Europe segment comprises sales, marketing and production within Europe. The Americas segment includes sales, marketing and production within the regional business units of North America, Latin America and Brazil. The Africa and Asia segment focuses on the sales, marketing, distribution and production of fertilizers and industrial products across the Asia-Pacific, Africa and Oceania regions. The Global Plants and Operational Excellence segment operates Yara’s largest, and export oriented, production plants in Porsgrunn and in Sluiskil. The Clean Ammonia segment contains Yara’s ammonia sales and logistics activity that plays a vital role in Yara’s production system. The Industrial Solutions segment provides nitrogen-based solutions and services across a wide range of industries including automotive, construction, waste handling and circular economy, shipping, chemicals, mining and animal feed. The Company was founded in 1905 and is headquartered in Oslo, Norway.

                    Yara International (IU20) Earnings & Revenues

                    IU20 Company Deck

                    IU20 Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presented a mixed picture. Yara highlighted stronger underlying returns, 31% year-to-date EPS growth, disciplined costs, resilient cash flow, improving European nitrate performance, and progress toward its EBITDA improvement targets. However, third-quarter EBITDA and EPS declined, higher European gas costs pressured margins, demand and purchasing remained delayed in several markets, and reliability issues continued to constrain production and program realization. The positive operational and strategic developments were broadly balanced by current earnings and market challenges.View all DE:IU20 earnings summaries
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