Yara International Asa · OSL:YAR
Yara International Asa — Q1 2025 Earnings Presentation
7 slides from Yara International Asa's earnings presentation, Mar 14, 2025
Slide 1: Pre-quarter information 1Q 2025
Pre-quarter information 1Q 2025
Slide 2: Pre-quarter information
Pre-quarter information • Prior to hosting pre-quarter calls, Yara publishes a pre-quarter information package on the website, ensuring that all externally available information relevant to model the upcoming quarter is accessible to all at the same time. • Yara has a non-guiding policy, however Yar
Slide 3: Key market prices and outside-in model
Key market prices and outside-in model Market prices Outside-in estimate, volume neutral MUSD, based on financial sensitivities1,2 2024 2025 Avg Avg Nov Dec Jan Feb Nov Dec Jan Feb 1Q 24 1Q 25 1Q 24 435 Ammonia FOB Arab Gulf 510 477 410 319 402 418 399 369 329 366 Fertilizers1 USD/tonne, Urea averag
Slide 4: Key considerations in addition to market prices
Key considerations in addition to market prices 1Q 24 • Large positive volume impact in 1Q24, especially in Europe, as deliveries increased from historically low levels in 1Q23 when significant production curtailments were made due to poor production economics. • More stable operating environment co
Slide 5: Market developments
Focus on key urea market developments, not representing Yara’s business Market developments Urea price developments 1Q 25 Regional developments • Following a slow period (off-season in the northern hemisphere), urea • Northern hemisphere (Europe and US) is approaching main season. Imports to prices
Slide 6: 1Q 25 Timeline
1Q 25 | Timeline At Yara, we strictly adhere to all applicable regulations governing communication with financial markets. This includes our communication process around the financial quarter. Please see the timeline for 1Q25 below: Period for pre-quarter calls: Pre-quarter information published: Ma
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