ICL Group Ltd (ICL) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, thank you for the presentation, and welcome to the next meeting of the ICA's meeting for the second quarter of 2025. In any case, we invite you to ask a lot of questions through the chat of the system, or if you are interested, you can contact me, Oded Ben-Khorin, from Kishon Meshkiyim, directly to the WhatsApp. . . . . . Thank you, Oded. Good morning to everyone. Thank you for joining us this morning. We are concluding the second quarter. After all, a quarter with many ups and downs in the global market, also here in Israel. But despite all these things, we are bringing you results of a quarter that matches our expectations. And I will explain later. So, in terms of prices, all in all, this return is estimated at more than $1.8 billion in prices, $80 million above the current return last year, with an increase of 5% compared to last year and 4% compared to the previous return. From this, about 1.5 billion dollars in specialties driven bonds, that is, industrial products, agricultural and phosphate solutions. This is already an increase of 8% compared to the previous period and 6% compared to the previous quarter. In EBITDA, the sum is $351 million, a little less than last year, and also the EBITDA of the Specialty Driven, $259 million, a slight decrease compared to last year. But the profit for a mixed and dilapidated investment is similar to the previous quarter. In terms of the share price, 269 million dollars, 100 million dollars more than the previous quarter, and in all, a nice rise. From what we see in the market, in the second quarter, in general, the prices in the various markets continued to increase. We will talk about this later, also in Ashlag, in Gom and in other places. Regarding the extreme markets, from the point of view of requests, it...