REG - Iofina PLC - Q4 2025 Corporate Update

IofinaAnnouncement

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RNS Number : 5982O  Iofina PLC  13 January 2026

 

 

 

 

 

 

13 January 2026

 

Iofina plc

("Iofina", the "Company" or the "Group")

(AIM: IOF)

 

Q4 2025 Corporate Update

Another Record Year of Iodine Production

FY 2025 Revenue and EBITDA expected to Exceed Market Expectations(1)

 

Iofina plc, specialists in the exploration and production of iodine and
manufacturers of specialty chemical products, today provides a market update
regarding its activities during Q4 2025 (the "Period") and for the full year
ended 31 December 2025.

 

In the Period, Iofina Resources produced 221.8 metric tonnes ("MT") of
crystalline iodine from its eight IOsorb® plants in Central and Northwest
Oklahoma (Q4 2024: 194.1 MT). Total crystalline iodine production during the
second half of 2025 reached a record 437.6 MT (H2 2024: 358.0 MT), achieving
the upper end of the Company's stated production guidance of 400-440 MT. Total
crystalline iodine production for 2025 was a record 743.2 MT, up 17.2% from
FY24 (FY24: 634.1 MT).

 

As a result of achieving the upper end of its production forecast along with a
strong sales cycle in the second half of 2025, Iofina expects to exceed market
expectations for revenue and EBITDA.(1) Revenues for 2025 are projected to
surpass $65m, and EBITDA for 2025 is expected to be greater than $11m.
Additionally, the Company's net cash as at 31 December 2025 was $5.2m (FY24:
$2.9m).

 

Regarding its growth projects, the Company continues to make progress on its
next IOsorb® plant in the Permian Basin. The new plant is expected to process
c.50,000 barrels of water, approximately twice the volume of the maximum brine
throughput capacity of the existing Oklahoma IOsorb® plants, giving an
annualised production target of 170-220MT. On current timelines, the
operations team expects the new plant to be switched on in H2 2026.

 

The Company continues to advance its broader plant development pipeline and
remains focused on delivering further production growth. The Company expects
to produce between 325-355 MT of crystalline iodine in H1 2026 (H1 2025:
305.5MT). As previously communicated, the Company's iodine production is
always second-half weighted due to the impact of winter conditions on the oil
field, coupled with lower brine temperatures.

 

The spot iodine price was consistently above $70/kg throughout 2025, and the
Company expects these market conditions to continue as we enter 2026 due to
the continued robust global demand for iodine.

 

President and CEO, Dr. Tom Becker, commented:

 

"Iofina delivered another record year of production, reflecting the strength
and consistency of our operations across all plants. The momentum in product
sales experienced in H1 2025 continued throughout the second half of 2025. As
a result, we expect full-year revenue and EBITDA to exceed current market
expectations.

 

"Looking ahead, the Board is excited by the outlook for Iofina. We believe
that the business is in a very strong position against a backdrop of
increasing demand for its iodine products and our ongoing programme to
continue expanding our iodine production capacity. Construction of our largest
plant to date is underway in the Permian Basin, and we continue to execute our
growth strategy, which we believe will result in another strong year in 2026
for Iofina. We look forward to providing further updates on the progress of
the new plant and across the wider business in due course."

 

This announcement contains inside information for the purposes of article 7 of
the Market Abuse Regulation (EU) 596/2014 as it forms part of domestic law by
virtue of the European Union (Withdrawal) Act 2018.

 

(1)For the purpose of this announcement, the Company believes market
expectations for 2025 to be revenues of $62.8 million and EBITDA $10.5
million.

 

Enquiries:

 

Iofina plc

Dr. Tom Becker

CEO & President

Tel: +44 (0)20 3006 3135

 

Nomad & Broker:

Canaccord Genuity Limited

Henry Fitzgerald-O'Connor/Harry Rees

Tel: +44 (0)20 7523 8000

 

Financial PR and Media Contact:

Yellow Jersey PR Limited

Charles Goodwin/Shivantha Thambirajah/Maya Brookes

Tel: +44 (0)7747 788 221/+44 (0)7983 521 488

 

About Iofina:

Iofina plc (AIM: IOF) is a vertically integrated company that specialises in
the production of Iodine and the manufacturing of specialty chemical products.
Iofina is the second largest producer of iodine in North America and operates
the manufacturing entities Iofina Resources and Iofina Chemical.

LEI: 213800QDMFYVRJYYTQ84

ISIN: GB00B2QL5C79

 

Iofina Resources

Iofina Resources develops, builds, owns, and operates iodine extraction plants
using Iofina's WET® IOsorb® technology. Iofina operates eight IOsorb®
plants in Oklahoma and consistently uses technology and innovation to improve
and expand its operations.

 

Iofina Chemical

Iofina Chemical has manufactured high-quality halogen speciality chemicals
derived from raw iodine, as well as non-iodine-based products. Iofina
Chemical celebrated its 40(th) anniversary in 2023 as a preeminent
halogen-based specialty chemicals company.

 

www.iofina.com (http://www.iofina.com/)

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