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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
Profitability ReboundYara has rebuilt profitability after the weak 2023–2024 period, with healthy operating and net margins alongside strong revenue momentum. This improves internal funding capacity and supports reinvestment, although sustaining these gains remains important in a cyclical fertilizer market.
Improved Balance SheetLower leverage and a larger equity base provide greater resilience through fertilizer-cycle volatility and preserve flexibility for capital spending, acquisitions, and shareholder returns. The recovery in ROE also indicates that the stronger earnings base is producing more value from invested capital.
Lower-cost Ammonia GrowthThe Gulf Coast Ammonia asset could strengthen Yara’s long-term cost position and portfolio flexibility by increasing exposure to North American gas economics. Its substantial capacity and expected cash-flow generation may improve competitiveness and diversify the company’s production footprint.
Bears Say
High Earnings CyclicalityLarge historical swings show that Yara’s earnings remain exposed to fertilizer pricing, energy costs, and supply-demand conditions. This cyclicality can make current profitability difficult to sustain and may periodically reduce cash available for investment, debt reduction, or distributions.
Weak Cash ConversionPositive free cash flow is supportive, but its decline and relatively low conversion from net income indicate that reported earnings are not translating fully into deployable cash. Persistently weaker conversion could constrain financial flexibility and make capital allocation more dependent on cycle conditions.
Delivery And Reliability PressureThe delivery decline highlights execution and demand risks that can weigh on near-term revenue and asset utilization. Reliability problems and maintenance reduced available production, while customer deferrals show that elevated prices can delay purchases and amplify volatility in realized volumes.

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 €10.69B.
      When is Yara International’s upcoming earnings report date?
      Yara International’s upcoming earnings report date is Oct 23, 2026 which is in 39 days.
        How were Yara International’s earnings last quarter?
        Yara International released its earnings results on Jul 17, 2026. The company reported €0.872 earnings per share for the quarter, missing the consensus estimate of €0.969 by -€0.098.
          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 0.65.
              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 €0.872 in its last earnings report, missing expectations of €0.969. Following the earnings report the stock price went down -4.854%.
                  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

                    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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