Yara International Asa · OSL:YAR
Yara International Asa — Q3 2025 Earnings Presentation
9 slides from Yara International Asa's earnings presentation, Sep 12, 2025
Slide 1: Pre-quarter information 3Q 2025
Pre-quarter information 3Q 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 does not provide guidance on total fi
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 May Jun Jul Aug May Jun Jul Aug 3Q 24 3Q 25 3Q 24 585 Ammonia FOB Arab Gulf 314 340 351 356 349 283 290 313 319 307 Fertilizers1 USD/tonne, Urea 287 33
Slide 4: Key considerations in addition to market prices
Key considerations in addition to market prices 3Q 24 • Seasonally strong European orderbook going into the quarter • Reduced fixed cost following cost reduction program launched in 2Q 24 • Quarter results were supported by – Strong premiums – Improved phosphate upgrading margins driven by lower roc
Slide 5: Market developments
Focus on key urea market developments, not representing Yara’s business Market developments Urea price developments 3Q 25 Regional developments • Urea prices increased significantly through June-August, driven by a • In India, strong developments in sales have been recorded so far in 2025 with exces
Slide 6: Q&A 1/2
Q&A 1/2 Q: How should I think about deliveries for the quarter? Q: How should I think about premiums for the quarter? A: Yara has a no guiding policy on volumes, please refer to general market commentary. A: Important to remember that premium is not the same as margin. Yara reported healthy premiums
Slide 7: Q&A 2/2
Q&A 2/2 Q: What is the impact from improved phosphate upgrading economics on your Q: How should I think about fixed cost this quarter? results? A: Yara has delivered strong progress on its fixed cost program, reporting L12M fixed costs A: Yara’s premium compound NPK pricing is influenced by several
Slide 8: 3Q 25 Timeline
3Q 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 3Q25 below: Period for pre-quarter calls: Pre-quarter information published: Se
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