Yara International Asa · OSL:YAR
Yara International Asa — SB1 Markets Energy Conference 2026
6 slides from Yara International Asa's conference presentation, Feb 25, 2026
Slide 1: Yara International ASA
Yara International ASA Magnus Krogh Ankarstrand EVP & CFO SB1 Markets Energy Conference 25 February 2026
Slide 2: Yara's competitive edges driving sustainable value creation
Yara’s competitive edges driving sustainable value creation Knowledge Margin • Sustained premiums – demonstrated Nutrient Use Efficiency Flexible energy and raw material sourcing • >75% of European finished nitrogen products flexible on ammonia source Operational Excellence • Strong asset footprint
Slide 3: Strong value trajectory looking forward
Strong value trajectory looking forward 2024 2026 2030 >180 MUSD fixed >350 MUSD EBITDA Improved cost reduction improvement production margins Value accretive ammonia > 600 MUSD With high drop-through Improve core profitability impact on EBITDA capacity expansion sustainable cash flow expansion Cont
Slide 4: Air Products and Yara projects are a strong strategic fit, with complementary synergies
Air Products and Yara projects are a strong strategic fit, with complementary synergies Europe Yara is the key gateway to market ▪ Yara’s infrastructure critical– represents 50-80 USD/t cost advantage to other projects • Strong project economics ▪ Yara with own consumption need of ~1,5-2mt ▪ CBAM dr
Slide 5: Committed to sustainable value creation - today and beyond
Committed to sustainable value creation - today and beyond • Resilient business model with unmatched global production, market presence and competence • Asset base tuned for the future – difficult to replicate due to significant replacement cost • Diversified product portfolio serving differing farm
Slide 6: Knowledge grows
Knogyledge grows
Yara International — SB1 Markets Energy Conference 2026 on 6ix