Financial PerformanceAnalyst expects a significant uptick in Retail adjusted EBITDA, driven by higher gross margins and volumes, reflecting strong demand for fertilizers and potential for increased profitability.
Shareholder ReturnsNTR is committed to returning cash to shareholders, having increased its quarterly dividend and initiating a share buyback program, signaling confidence in the company's financial health and future prospects.
Stock ValuationFertilizer fundamentals are considered strong with earnings range higher than pre-COVID levels, suggesting the stock offers good value and potential for re-rating.