Yara International (IU20) Stock Price & Analysis
IU20 Stock Chart & Stats
- Day’s Range
- EUR 18.80 - EUR 18.80
- 52-Week Range
- EUR 14.90 - EUR 25.80
- Previous Close
- EUR 19.00
- Volume
- 0
- Average Volume (3M)
- 31
- Market Cap
- EUR 9.72B
- Enterprise Value
- EUR 14.19B
- Total Cash (Recent Filing)
- EUR 873.97M
- Total Debt (Recent Filing)
- EUR 3.83B
- Price to Earnings (P/E)
- 7.7
- Beta
- 0.25
- Next Earnings
- Feb 12, 2027 (Est.)
- EPS Estimate
- 0.38
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 5.40%
Bulls Say, Bears Say
Bulls Say
Earnings Recovery
The 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 Program
Measured 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 Model
Production 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 Exposure
Yara’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 Reliability
Recurring 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 Conversion
Positive 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
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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.
- Sector
- Basicmaterials
- Industry
- Agricultural Inputs
- CEO
- Svein Tore Holsether
- Employees
- 15,702
- Website
- www.yara.com
- Address
- Drammensveien 131, Oslo, PS, 0277, NO
Yara International (IU20) Earnings & Revenues
IU20 Company Deck
IU20 Earnings Call
Earnings Call SentimentNeutral
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 summariesTechnical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 3 | 4 | 15 |
| Technical Analysis | 3 | 4 | 3 |
| Moving Averages | 0 | 0 | 12 |