Yara International

Yara dropped 2.3% to 443.6 NOK after Q2 2026 figures that missed market expectations by a wide margin. Adjusted EBITDA was $906m versus a consensus of $1.13bn, despite the margin rising 400 basis points to 20.5%. The main reason was a 17% decline in plant nutrition sales volume to 5.2m tonnes, with particularly large losses in Africa and Asia (-28%) and unplanned production outages. Analysts had already pared expectations (Jefferies from Buy to Hold), and the stock trades about 26% below its 52-week high. » Más en de.investing.com

Yara, through its US subsidiary, has acquired the Gulf Coast Ammonia production facility in Texas City from GCA Holdings for $1.3 billion. The plant has an expected nameplate capacity of 1.3 million tonnes per year and is scheduled to reach full capacity by the end of 2026; industrial gases will be supplied long-term by Air Products. Yara plans to integrate the facility into its midstream ammonia platform, serving external customers and its own needs to boost operational resilience; the purchase increases planned 2026 investments and results in a pro-forma net debt/EBITDA of 1.73. » Más en de.investing.com

Yara International reported EBITDA of USD 896 million for Q1 2026, up 40% year‑on‑year, driven by higher operating nitrogen margins. Earnings per share rose 60% and free cash flow improved by USD 196 million, while working capital increased by USD 75 million. Management expects further growth and gave EPS guidance of USD 1.92 for Q2 and USD 2.50 for Q3 2026. They see risks for coming quarters from the Middle East conflict, commodity price volatility and demand risks due to rising fertilizer prices. » Más en de.investing.com