Latest news with #YaraInternational
Business Insider
2 days ago
- Business
- Business Insider
New Buy Rating for Yara International (0O7D), the Basic Materials Giant
Kepler Capital analyst Christian Faitz maintained a Buy rating on Yara International on July 18 and set a price target of NOK410.00. The company's shares closed last Friday at NOK378.52. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Faitz covers the Basic Materials sector, focusing on stocks such as BASF SE, Yara International, and Lenzing. According to TipRanks, Faitz has an average return of 9.1% and a 52.35% success rate on recommended stocks. The word on The Street in general, suggests a Hold analyst consensus rating for Yara International with a NOK387.73 average price target. Based on Yara International's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of NOK3.61 billion and a net profit of NOK294 million. In comparison, last year the company earned a revenue of NOK3.3 billion and had a net profit of NOK18 million
Yahoo
3 days ago
- Business
- Yahoo
Yara International ASA (YARIY) Q2 2025 Earnings Call Highlights: Strategic Gains Amidst Market ...
Release Date: July 18, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Yara International ASA (YARIY) is progressing well with its blue ammonia project in the US, supported by favorable tax credits under Section 45Q. The company reported market share gains in Europe during the first and second quarters of the year. Yara International ASA (YARIY) has implemented cost-cutting measures that are expected to exceed their target by $30 million. The company has seen strong commercial performance, particularly in Asia and the Nordics, contributing to higher NPK margins. Yara International ASA (YARIY) is focusing on partnerships for its ammonia projects, which enhances project value and shares risk. Negative Points Yara International ASA (YARIY) experienced weak volumes in its Industrial segment, particularly due to closures in Brazil. The clean ammonia division had a weak quarter, attributed to one-time project costs. There is uncertainty around the impact of import duties on nitrogen-based fertilizers from Russia on the European market. The company has seen CapEx inflation in its blue ammonia projects, which could impact future profitability. Yara International ASA (YARIY) reported a lack of positive contribution to EBITDA from volume and mix in Q2. Q & A Highlights Warning! GuruFocus has detected 10 Warning Signs with YARIY. Q: Can you share some thoughts on the Yara blue ammonia project planning in the US, particularly in the context of the Big Beautiful Bill? A: Svein Holsether, CEO, explained that the fundamentals for ammonia production remain strong, and the tax credit under Section 45Q, which was expanded, supports the project. The thinking around the project has not changed and is, if anything, confirmed or improved. Q: How do you see the EU's import duties on nitrogen-based fertilizers from Russia shaping the European market? A: Dag Mo, Head of Market Intelligence, noted that while there hasn't been a significant shift yet, the duties could eventually reduce Russian exports to Europe. There are alternative sources like Egypt and Algeria, which are duty-free, and prices might adjust to shift trade flows. Q: What is the main reason for the lack of positive contribution on your EBITDA from volume and mix in Q2? A: Svein Holsether, CEO, mentioned that the strong Q1 volumes, particularly in Europe, contrasted with a less robust Q2. Maria Gabrielsen, Head of Investor Relations, added that increased volumes in Brazil with lower margins also impacted the mix. Q: Could you elaborate on the decrease in growth CapEx projection for this year? A: Svein Holsether, CEO, stated that the reduction is due to changes in the asset portfolio and the cancellation of some projects that did not meet profitability expectations. The focus remains on strict capital discipline and prioritizing high-return projects. Q: How are you viewing volumes and deliveries going forward, especially with supply-side shocks affecting urea prices? A: Dag Mo, Head of Market Intelligence, explained that while unforeseen events have impacted supply, the limited number of new plants and Chinese export levels are key factors. The market remains tight, with prices reflecting the balance between supply and demand. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
3 days ago
- Business
- Yahoo
Yara International ASA (YARIY) Q2 2025 Earnings Call Highlights: Strategic Gains Amidst Market ...
Release Date: July 18, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Yara International ASA (YARIY) is progressing well with its blue ammonia project in the US, supported by favorable tax credits under Section 45Q. The company reported market share gains in Europe during the first and second quarters of the year. Yara International ASA (YARIY) has implemented cost-cutting measures that are expected to exceed their target by $30 million. The company has seen strong commercial performance, particularly in Asia and the Nordics, contributing to higher NPK margins. Yara International ASA (YARIY) is focusing on partnerships for its ammonia projects, which enhances project value and shares risk. Negative Points Yara International ASA (YARIY) experienced weak volumes in its Industrial segment, particularly due to closures in Brazil. The clean ammonia division had a weak quarter, attributed to one-time project costs. There is uncertainty around the impact of import duties on nitrogen-based fertilizers from Russia on the European market. The company has seen CapEx inflation in its blue ammonia projects, which could impact future profitability. Yara International ASA (YARIY) reported a lack of positive contribution to EBITDA from volume and mix in Q2. Q & A Highlights Warning! GuruFocus has detected 10 Warning Signs with YARIY. Q: Can you share some thoughts on the Yara blue ammonia project planning in the US, particularly in the context of the Big Beautiful Bill? A: Svein Holsether, CEO, explained that the fundamentals for ammonia production remain strong, and the tax credit under Section 45Q, which was expanded, supports the project. The thinking around the project has not changed and is, if anything, confirmed or improved. Q: How do you see the EU's import duties on nitrogen-based fertilizers from Russia shaping the European market? A: Dag Mo, Head of Market Intelligence, noted that while there hasn't been a significant shift yet, the duties could eventually reduce Russian exports to Europe. There are alternative sources like Egypt and Algeria, which are duty-free, and prices might adjust to shift trade flows. Q: What is the main reason for the lack of positive contribution on your EBITDA from volume and mix in Q2? A: Svein Holsether, CEO, mentioned that the strong Q1 volumes, particularly in Europe, contrasted with a less robust Q2. Maria Gabrielsen, Head of Investor Relations, added that increased volumes in Brazil with lower margins also impacted the mix. Q: Could you elaborate on the decrease in growth CapEx projection for this year? A: Svein Holsether, CEO, stated that the reduction is due to changes in the asset portfolio and the cancellation of some projects that did not meet profitability expectations. The focus remains on strict capital discipline and prioritizing high-return projects. Q: How are you viewing volumes and deliveries going forward, especially with supply-side shocks affecting urea prices? A: Dag Mo, Head of Market Intelligence, explained that while unforeseen events have impacted supply, the limited number of new plants and Chinese export levels are key factors. The market remains tight, with prices reflecting the balance between supply and demand. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Business Insider
3 days ago
- Business
- Business Insider
CFRA upgrades Yara International (0O7D) to a Hold
Yara International received a Hold rating and a NOK400.00 price target from CFRA analyst Adrian Ng today. The company's shares closed yesterday at NOK387.86. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. According to TipRanks, Ng is a 2-star analyst with an average return of 1.6% and a 54.05% success rate. Ng covers the Communication Services sector, focusing on stocks such as Royal KPN NV, Proximus, and United Internet. Currently, the analyst consensus on Yara International is a Hold with an average price target of NOK386.50, a -0.35% downside from current levels. In a report released today, Morgan Stanley also maintained a Hold rating on the stock with a NOK400.00 price target. Based on Yara International's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of NOK3.61 billion and a net profit of NOK294 million. In comparison, last year the company earned a revenue of NOK3.3 billion and had a net profit of NOK18 million
Time of India
17-06-2025
- Business
- Time of India
Yara India reaches 6.5 lakh farmers, targets 70,000 tCO₂e emission cut by 2026
New Delhi: Yara India has reported engagement with over 6.5 lakh farmers and set a target to cut 70,000 tonnes of CO₂ equivalent emissions by 2026, according to its third sustainability report released on Tuesday. The report titled 'Greener Pathways – Fostering a Nature-Positive Food Future' highlights the company's environmental, social and governance (ESG) performance across its Indian operations, including its manufacturing plant at Babrala, Uttar Pradesh. The company has reused 967 million litres of water and afforested 7.4 acres of land. A 27% reduction in carbon emissions from logistics was achieved through a shift to rail transport, resulting in a saving of over USD 205,000. Yara India, part of Norwegian multinational Yara International, stated that it has maintained zero confirmed incidents of corruption, with 100% of operations assessed for risks. The company said it follows a Code of Conduct and Anti-Bribery Policy and has implemented Whistleblower and POSH mechanisms. The company aims to increase women's participation in leadership to 30% by 2025. It also trained 699 youth- and women-led MSMEs in Uttar Pradesh and Bihar through a 15-week capacity-building programme under its Yara Leadership Academy. Yara India's community outreach covered over 20,000 students, provided healthcare to 6,389 patients, and supported 379 women's self-help groups. 'From building resilient farming communities to transforming how food is grown and delivered, Yara India is committed to creating lasting value,' said Sanjiv Kanwar, Managing Director, Yara South Asia. May-Elin Stener, Norway's Ambassador to India, Sri Lanka and Bhutan, said, 'It is encouraging to see this commitment reflected in the work of Norwegian companies like Yara in India. This is a testament to Norway's strong commitment to responsible business and climate action.' The company also announced forward-looking plans including expansion of regenerative agriculture , use of vessel-based shipping to reduce emissions, and increased deployment of biostimulants and digital agri-tech solutions .
