Yara International Asa · OSL:YAR
Yara International Asa — Kepler Cheuvreux Autumn Conference 2025
8 slides from Yara International Asa's conference presentation, Sep 9, 2025
Slide 1: Yara International ASA
Yara International ASA Magnus Krogh Ankarstrand EVP & CFO Kepler Cheuvreux Autumn Conference Paris, 9 September 2025
Slide 2: Global mission, global presence
Global mission, global presence Responsibly feed the world and protect the planet Terminals, warehouses, blending Yara-branded retail outlets around the world Countries with operations Countries with sales Production sites units and bagging facilities 10 800+ 60+ 140 26 200 #1 in traded #1 in NPKs1
Slide 3: Yara's key priority is to increase shareholder returns
Yara’s key prioritiy is to increase shareholder returns Yara’s strategic focus Key prioritities Strong progress reported Improve earnings in core business • Fixed cost and capex optimization • Portfolio optimization • Deliver increased returns in core business through • cost and capex optimization •
Slide 4: Gas to nitrates is Yara's core: improving ammonia cost position
Gas to nitrates is Yara’s core: improving ammonia cost position is core to increase returns Location of Yara’s ammonia production1 Yara’s nitrogen upgrading margins Illustrative based on capacities and average N-content2 22% Ammonia to nitrate 56% Ammonia to urea 22% Margin improvement Gas to ammoni
Slide 5: Global scale in ammonia underpins flexibility and value creation potential in upstream US projects
Global scale in ammonia underpins Yara’s flexibility and value creation potential in upstream US projects Yara is the only player able to off-take a new Increased nitrate and NPK margins with Equity investment in US ammonia can create ammonia project at sufficient scale Yara’s ammonia and Europe set
Slide 6: High ammonia import flexibility underlines the value of Yara's European assets
High ammonia import flexibility underlines the value of Yara’s European assets Urea plants mainly for European nitrate plants are well positioned vs European energy volatility Industrial use annual capacities1, million tons annual capacities1, million tons Future profitability of premium products to
Slide 7: Strong progress on improvement program, continued key priority to increase returns
Strong progress on improvement program, continued key priority to increase returns Resource efficiency Margin expansion Value- Reduce cost Portfolio accretive Premium Market and capex optimization ammonia growth conditions growth Focus on core operations Asset portfolio review Reduce energy cost Pro
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