Yara International (IU20) AI Stock Analysis
Yara International
(Frankfurt:IU20)
No summary available
Yara International (IU20) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 21.72B
- Dividend Yield
- 5.40%
- Average Volume (3M)
- 485
- Price to Earnings (P/E)
- 7.7
- Beta (1Y)
- 0.25
- Revenue Growth
- 6.70%
- EPS Growth
- 88.15%
- Country
- Germany
- Employees
- 15,702
- Sector
- Basic Materials
- Sector Strength
- 61
- Industry
- Agricultural Inputs
Yara International Business Overview & Revenue Model
Company Description
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....
Yara International Earnings Call Summary
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.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Yara said its EBITDA improvement program remains on track, with USD 60 million delivered so far in 2026, a target of USD 200 million EBITDA uplift by the end of 2027 and an additional USD 150 million by the end of 2030, or USD 350 million by 2030; the bulk of the outstanding improvements is linked to production or production increases, mainly in the production area toward the end of 2027. The company can curtail up to 1 million tonne of its European ammonia production per year, with curtailments rising from 150,000 tonnes in Q3 to 270,000 tonnes today; at a current run rate of 270,000 tonnes of ammonia, $36 million MBtu per ton of ammonia and fourth quarter gas cost of $24 per MBtu, this gives $230 million in gas cost avoidance just there. Yara does not guide on volumes or provide a quarter-by-quarter forecast for improvements, is hopeful the Gulf Coast Ammonia acquisition will close in Q4, and remains committed to a strong balance sheet and a mid-investment-grade credit rating.
Yara International Peers Comparison
Overall Rating
CF80Outperform
UAN75Outperform
IPI73Outperform
ICL60Neutral
MOS43Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| CF | 80Outperform | $18.66B | 9.12 | 40.41% | 1.70% | 20.04% | 76.29% |
| UAN | 75Outperform | $1.34B | 8.36 | 51.56% | 11.42% | 17.47% | 82.16% |
| IPI | 73Outperform | $424.96M | 15.81 | 5.27% | ― | 4.20% | ― |
| Sector * | 61Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% |
| ICL | 60Neutral | $5.91B | 18.76 | 5.02% | 4.50% | 10.92% | -16.91% |
| MOS | 43Neutral | $5.85B | 91.95 | 0.36% | 4.79% | 8.84% | -167.87% |
* Basic Materials Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:IU20 | Yara International (ADR) | 18.80 | 3.66 | 24.15% | |
| CF | Cf Industries Holdings, Inc. | 123.30 | 40.60 | 49.10% | |
| UAN | CVR Partners LP | 126.76 | 39.83 | 45.81% | |
| IPI | Intrepid Potash Inc | 31.58 | 5.30 | 20.17% | |
| MOS | Mosaic Co | 18.39 | -7.90 | -30.06% | |
| ICL | Icl Group Ltd. | 4.58 | -1.77 | -27.85% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.