Adama Ltd. Class A · SZSE:000553
Adama Ltd. Class A — FY2025 Earnings Presentation
17 slides from Adama Ltd. Class A's earnings presentation, March 2026
Slide 1: ADAMA Ltd Q4 & FY 2025 Summary
ADAMA Ltd Q4 & FY 2025 SUMMARY ADAMA Solutions H1 & Q2 2024 SUMMARY
Slide 2: Legal Notice
Legal Notice This presentation is for marketing and information purposes only. By this presentation, neither ADAMA Ltd. nor ADAMA Agricultural Solutions Ltd. (together the “Company” or “ADAMA”) intend to give, and the presentation does not constitute, professional or business advice or an offer or r
Slide 3: Crop Protection Industry Status
Crop Protection Industry Status Demand led volume rebound as Raw material oversupply keeping channel returns to pre-pandemic levels prices under pressure Crop prices stabilizing at low levels, Ongoing farmer profitability pressures but sensitive to geopolitical risks sustaining just in time purchasi
Slide 4: In 24' and 25' ADAMA Focused on Turning Around and Setting Up a Foundation
In 24’ and 25’ ADAMA Focused on Turning Around and Setting Up a Foundation to Grow via Fight Forward Get Evolve Our Return to Financially Operating Profitable Growth Fit Model ▪ Increased Focus (geographic Continued EBITDA growth and presence and portfolio) cash generation improvement to support net
Slide 5: Q4 & FY 2025 Financial Highlights
• FY sales declined by 2% (stable volumes and -2% prices). Despite lower sales: • Q4 Gross Profits up 12% above Q4’24; FY GP up 12% above FY'24 Q4 & FY 2025 • Q4 EBITDA up 14% above Q4’24; FY EBITDA up 25% above FY'24 Financial • Improved quality of business in gross margin and EBITDA margin in both
Slide 6: ADAMA LTD Q4 2025
ADAMA LTD Q4 2025 Continued Profitability Improvement Driven by Higher Operational Efficiency Adjusted Highlights Q4 2025 Q4 2024 %▲ $ million ▪ Sales declined 8% to $1,026 million ̶ 8% decline in volume, reflecting Company decision to reduce basic chemical Sales 1,026 1,113 (8%) sales, phasing and
Slide 7: ADAMA LTD FY 2025
ADAMA LTD FY 2025 Continued Profitability Improvement Driven by Higher Operational Efficiency Adjusted FY 2025 FY 2024 %▲ Highlights $ million ▪ Sales down 2% to $4,051 million Sales ̶ Stable volume, reflecting 4,051 4,141 (2%) • Recovery of market demands due to improved channel inventory, • Offset
Slide 8: Regional Sales Performance
Regional Sales Performance FY 2025 vs. FY 2024 % Sales growth by region Total sales & absolute change in sales ($m) (5%) EAME without Europe, Africa & Middle East Turkey -31 1,136 +2% USD 11% North America 91 942 (2%) Latin America -29 1,006 (10%) Of which: China Of which: Asia Pacific -121 967 -5%
Slide 9: FY 2025 Sales
FY 2025 Sales Sales bridge analysis 4,141 7 -100 3 4,051 0% -2% -2% FY 2024 ∆ Volumes ∆ Prices FX FY 2025 ▪ Stable volume, reflecting ‒ Recovery of market demands due to improved channel inventory, ‒ Offset by extreme weather conditions in some key countries, Company decisions to optimize portfolio
Slide 10: FY 2025 Gross Profit & EBITDA
FY 2025 Gross Profit & EBITDA Gross Profit bridge analysis 247.5 3.5 1191.84 1061 Continued improvement in Gross Profit and Gross -20.4 -100.2 Margin, despite lower sales Attributable to lower costs due to improved operational efficiency and lower costs of inventory sold 12% 25.6% 29.4% FY 2024 ∆ Vo
Slide 11: Focus on Cash Flow Management
Focus on Cash Flow Management FY’25 vs FY’24: Ongoing Improvement in Operating and Free Cash Flow while Increasing Procurement to Capture Growth Momentum Operating Cash Flow Free Cash Flow • Higher positive free cash flow Ongoing improvements in operating cash flow, reflecting • Prioritize most crit
Slide 12: Strengthened Foundation for Profitable Growth
Strengthened Foundation for Profitable Growth
Slide 13: Broad and Balanced Portfolio
Broad and Balanced Portfolio ▪ Diversified agro portfolio of ~300 AIs and Driven by Constant Focus on Differentiated Innovation ~1,300 mixtures and formulations for end users Apresa®, soybean herbicide, launched in Brazil in late 2022 ▪ Robust global registration network, ▪ Featured ADAMA proprieta
Slide 14: Strong Market Access across Regions
Strong Market Access across Regions ▪ 6th* largest global crop protection company ▪ Higher market share* to ~6%** in 2025 ▪ Improved country focus and balanced regional presence 24% 28% EAME Latin America North America 23% 25% Asia Pacific ▪ ~1/2 of sales in high-growth emerging markets ▪ Enhanced c
Slide 15: Resilient and Reliable Supply Chain
Resilient and Reliable Supply Chain ▪ 21 sites with cost leadership in core molecules and formulation sites closer to markets to better serve customers ▪ World-class safety and sustainability standards ▪ 0 Significant environmental incident and 0 Significant injury or fatality in 2025 ▪ 65% sites ce
Slide 16: Looking forward to 2026 and beyond
Looking forward to 2026 and beyond Towards Sustainable and Profitable Growth Drive renewed top-line growth while preserving the business quality and execution discipline of Fight Forward Strengthen commercial capabilities to better serve customers Ongoing investment in differentiated portfolio and i
Slide 17: Thank You
THANK YOU