Yara International Asa · OSL:YAR
Yara International Asa — Q2 2025 Earnings Presentation
7 slides from Yara International Asa's earnings presentation, Jun 13, 2025
Slide 1: Pre-quarter information 2Q 2025
Pre-quarter information 2Q 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 Feb Mar Apr May Feb Mar Apr May 2Q 24 2Q 25 2Q 24 513 Ammonia FOB Arab Gulf 319 285 282 314 293 329 306 285 283 291 Fertilizers1 USD/tonne, Urea averag
Slide 4: Key considerations in addition to market prices
Key considerations in addition to market prices 2Q 24 • Strong European volumes following late spring and successful launch of new season prices • Deliveries in Brazil negatively impacted by flooding 2Q 25 • Successful launch of new European nitrate prices • Increasing phosphate upgrading margins •
Slide 5: Market developments
Focus on key urea market developments, not representing Yara’s business Market developments Urea price developments 2Q 25 Regional developments • Urea prices have moderated after a price peak in 1Q 25 driven by • Season ending in the Northern Hemisphere. In the US, urea prices have been strong in-se
Slide 6: 2Q 25 Timeline
2Q 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 2Q25 below: Period for pre-quarter calls: Pre-quarter information published: Ju
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