Norway's Yara Q2 EBITDA and net income rise on higher margins

Yara International ASA

17/07/2026 07:10

Overview
Norway crop nutrition firm's Q2 adjusted EBITDA and net income rose yr/yr on higher margins
Company cites high margins and resilient operations amid volatile nitrogen prices and delayed demand
Yara announced acquisition of Gulf Coast Ammonia to diversify energy exposure and lower costs

Outlook
Company says nitrogen price volatility and geopolitical risks continue to impact market outlook
Yara expects buying activity in core markets to pick up as of mid-July
Company says Gulf Coast Ammonia acquisition to diversify energy exposure and lower production costs

Result Drivers
HIGH MARGINS - Yara said higher margins drove strong returns in Q2 despite volatile market conditions
MARKET VOLATILITY - Co said volatile nitrogen prices and geopolitical uncertainty delayed off-season demand in Q2
ENERGY DIVERSIFICATION - Acquisition of Gulf Coast Ammonia advances Yara’s ammonia and energy strategy, aiming to lower production cost and balance energy exposure

Company press release: ID:nWkr9Cn87n

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Net Income
 
$545 mln
 
Q2 Adjusted EBITDA
 
$906 mln
 

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 12 "hold" and 4 "sell" or "strong sell"
The average consensus recommendation for the agricultural chemicals peer group is "buy."
Wall Street's median 12-month price target for Yara International ASA is NOK490.00, about 7.9% above its July 16 closing price of NOK454.20
The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 11 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)