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Yara International (ADR) (DE:IU20)
OTHER OTC:IU20

Yara International (IU20) Price & Analysis

2 Followers

IU20 Stock Chart & Stats

€15.30
-€0.10(-0.77%)
At close: 4:00 PM EST
€15.30
-€0.10(-0.77%)

Bulls Say, Bears Say

Bulls Say
EBITDA And Margin RecoveryA sustained increase in operating profitability and a near-record quarterly EBITDA reflect structural margin improvement in nitrogen products. Higher operating margins support durable free cash flow generation, stronger coverage of fixed costs, and create room for disciplined reinvestment, deleveraging and shareholder distributions beyond short-term price swings.
Improving Balance Sheet & ReturnsMaterial deleveraging and rebuilt equity with recovered ROE provide lasting financial flexibility. A healthier leverage profile reduces refinancing risk and enables strategic capital allocation (M&A, prioritized capex, dividends) through fertilizer cycles, improving the company’s ability to sustain investments during downturns.
Strategic Asset & Efficiency ProgramThe Gulf Coast Ammonia deal and measurable improvement-program savings are structural moves to lower ammonia production costs and shift feedstock exposure to cheaper North-American gas. Together they improve long-term cost competitiveness, boost cash generation potential and reduce sensitivity to higher European gas prices.
Bears Say
Demand Volatility & Volume DeclinesA large delivery decline and meaningful volume hit highlight structural demand and execution exposure. Persistent demand deferral or recurring production interruptions would lower utilization and revenue visibility, weakening the company’s ability to cover fixed costs and sustain margins across seasons and geographies.
Weak Cash ConversionFree cash flow materially lags accounting profits, with FCF only ~56% of net income and down year-over-year. Subpar cash conversion and working-capital swings constrain organic funding for capex, M&A and distributions, increasing reliance on sustained margin strength to preserve liquidity in future cycles.
Operational & Safety RisksRepeated unplanned outages and worsening safety metrics pose persistent operational risks. Ongoing reliability and safety issues can escalate maintenance costs, reduce asset utilization, trigger regulatory scrutiny and impair long-term margin sustainability if not fully addressed by investments and cultural change.

Yara International News

IU20 FAQ

What was Yara International (ADR)’s price range in the past 12 months?
Yara International (ADR) lowest stock price was €14.90 and its highest was €25.80 in the past 12 months.
    What is Yara International (ADR)’s market cap?
    Yara International (ADR)’s market cap is €10.26B.
      When is Yara International (ADR)’s upcoming earnings report date?
      Yara International (ADR)’s upcoming earnings report date is Oct 23, 2026 which is in 85 days.
        How were Yara International (ADR)’s earnings last quarter?
        Yara International (ADR) released its earnings results on Jul 17, 2026. The company reported €0.882 earnings per share for the quarter, missing the consensus estimate of €0.98 by -€0.099.
          Is Yara International (ADR) overvalued?
          According to Wall Street analysts Yara International (ADR)’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Yara International (ADR) pay dividends?
            Yara International (ADR) does not currently pay dividends.
            What is Yara International (ADR)’s EPS estimate?
            Yara International (ADR)’s EPS estimate is 0.65.
              How many shares outstanding does Yara International (ADR) have?
              Yara International (ADR) has 509,451,260 shares outstanding.
                What happened to Yara International (ADR)’s price movement after its last earnings report?
                Yara International (ADR) reported an EPS of €0.882 in its last earnings report, missing expectations of €0.98. Following the earnings report the stock price went down -4.854%.
                  Which hedge fund is a major shareholder of Yara International (ADR)?
                  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 (ADR)

                    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

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented a predominantly positive financial and strategic picture: substantial EBITDA and EPS growth, improved return on invested capital, strong free cash flow, successful monetization of surplus EUAs, progress on the improvement program, and a transformative Gulf Coast Ammonia acquisition that strengthens cost position and flexibility. However, notable near-term operational and market challenges temper the outlook — deliveries were down 17%, sizable volume impacts (≈$360 million) from outages and demand deferral occurred, safety performance worsened, and cash from operations was reduced by working capital timing. Given the material financial and strategic positives that outweigh the operational and cyclical negatives, the overall tone is constructive but with acknowledged short-term risks.View all DE:IU20 earnings summaries
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