reports
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- ABGSC Healthcare Research
- Morten Larsen
Notice of Yara Annual General Meeting 2025
Notice of Yara Annual General Meeting 2025 Yara International ASA will hold its Annual General Meeting on Wednesday, 28 May 2025 at 10:00 CEST.Notice of the Annual General Meeting together with all relevant documents is available at The Annual General Meeting will be held as a digital meeting with electronic voting via Lumi platform. It is also possible to cast votes or give proxy authorizations in advance. No pre-registration is required for shareholders who wish to participate, apart from nominee-registered shareholders. For detailed information about participation and voting, please s...
Innkalling til Yara generalforsamling 2025
Innkalling til Yara generalforsamling 2025 Yara International ASA vil avholde sin ordinære generalforsamling onsdag, 28. mai 2025 kl. 10.00. Innkalling til generalforsamling og alle relevante dokumenter er publisert på Generalforsamlingen avholdes som et digitalt møte hvor aksjonærer kan stemme elektronisk via Lumi-plattformen. Det er også mulig å forhåndsstemme eller å gi fullmakt. Det gjelder ingen påmeldingsfrist for aksjonærer for å delta på generalforsamlingen, med unntak av aksjonærer som eier forvalterregistrerte aksjer. For mer informasjon om deltakelse og stemmegivning se Innkall...
- ABGSC Healthcare Research
- Morten Larsen
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- Niclas Gehin
Yara (Buy, TP: NOK425.00) - Volumes/costs aid Q1 EBITDA beat
Q1 EBITDA beat our estimate by 19% and consensus by 22%, with help from solid volumes, lower energy costs and a higher share of premium products sold, FX tailwinds and further cost reductions. Its FID on the blue ammonia projects is still set for H1 2026 and it continues to highlight the strategic rationale of the investment. Our estimates are largely unchanged (no change to 2026–2027e EPS), with higher earnings following the report broadly offset by slightly lower nitrate prices in recent weeks...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
Yara reports strong deliveries and margins
Yara reports strong deliveries and margins Yara reports first quarter 2025 EBITDA excluding special items1 of USD 638 million compared with USD 435 million in first quarter 2024. Net income was USD 295 million compared with USD 16 million a year earlier. First quarter 2025 highlights: EBITDA excl. special items1 up 47%, with strong deliveries and marginsCost reductions on track and continuous improvements through portfolio optimizationSupportive nitrogen upgrading margins in the medium termYara’s scale and global optimization provide flexibility in volatile times “We are pleased with rep...
Yara rapporterer sterke leveranser og marginer
Yara rapporterer sterke leveranser og marginer EBITDA eksklusive spesielle poster1 for første kvartal 2025 var 638 millioner USD sammenlignet med 435 millioner USD i første kvartal 2024. Resultat etter skatt var 295 millioner USD sammenlignet med 16 millioner USD året før. Hovedpunkter fra kvartalet: EBITDA eksklusive spesielle poster1 økte med 47% drevet av sterke leveranser og marginerKostnadsreduksjoner i rute og kontinuerlige forbedringer gjennom porteføljeoptimaliseringGode markedsutsikter for nitrogen på mellomlang siktYaras skala og globale forretningsmodell gir fleksibilitet – V...
Reminder: Program for the publication of Yara International ASA first ...
Reminder: Program for the publication of Yara International ASA first quarter results 2025 Yara International ASA first quarter 2025 results will be published on Friday, 25 April 2025 at 08:00 CEST. You can follow the first-quarter results presentation online at 12:00 CEST. The presentation will be held in English. The report, presentation and webcast will be available at the above mentioned times at There will also be a conference call at 13:00 CEST the same day with an opportunity to ask questions to Yara’s management. Please use the link to register for this session: Registered c...
- Rune Majlund Dahl
Demant (Buy, TP: DKK300.00) - Headwinds set to persist in Q1
We forecast Q1 organic sales growth of just 0.6% YOY, below the full-year guidance, owing to persistent headwinds in wholesale. However, with Managed Care headwinds set to annualise from Q2, better quarters should lie ahead. We expect an unchanged 2025 guidance of 3–7% organic sales growth and DKK4.5bn–4.9bn in EBIT, but we find the lower end most likely. We reiterate our BUY but have cut our target price to DKK300 (320).
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- Niclas Gehin
Yara (Buy, TP: NOK425.00) - A globalist in a protectionist world
We expect Q1 EBITDA of NOK537m (results due at 08:00 CET on 25 April). We believe the current tariff turbulence increases uncertainty relating to Yara’s planned US blue ammonia investments, and thus the likelihood of the project not seeing daylight. We have raised our 2026–2027e EPS by just 3% on higher fertiliser and lower natural gas prices. At a 2026e P/E of 8x, we reiterate our BUY and NOK425 target price.
Program for the publication of Yara International ASA first quarter re...
Program for the publication of Yara International ASA first quarter results 2025 Yara International ASA first quarter 2025 results will be published on Friday, 25 April 2025 at 08:00 CEST. You can follow the first-quarter results presentation online at 12:00 CEST. The presentation will be held in English. The report, presentation and webcast will be available at the above mentioned times at There will also be a conference call at 13:00 CEST the same day with an opportunity to ask questions to Yara’s management. Please use the link to register for this session: Registered conference ...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
Yara International ASA: 2 directors
A director at Yara International ASA bought 2,000 shares at 339.400NOK and the significance rating of the trade was 56/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two year...
Yara International ASA - Mandatory notification of trade
Yara International ASA - Mandatory notification of trade Member of the Yara Board of Directors Harald Thorstein has purchased a total of 2,000 Yara shares. Following this purchase, Harald Thorstein owns a total of 2,000 shares in Yara international ASA. Details of the transaction can be found in the attachment. The share purchases are considered as PDMR trade under the Market Abuse Regulation (EU) No 596/2014 (“MAR”) and are subject to the disclosure requirements pursuant to MAR article 19. ContactMaria GabrielsenHead of Investor RelationsM: E: About Yara Yara's mission is to respon...
Changes to Yara’s Group Executive Board
Changes to Yara’s Group Executive Board Oslo, March 21, 2025: Magnus Krogh Ankarstrand is appointed EVP & Chief Financial Officer at Yara. Ankarstrand has been a member of Yara’s Group Executive Board since 2023 in the position as EVP Corporate Development. He has previously held positions as CEO Yara Clean Ammonia, SVP Yara North America, CFO of the Industrial segment and Director of Strategy & Business Development in Yara. Thor Giæver is appointed acting EVP Corporate Strategy & Business Development until August and will thereafter serve as SVP Strategic Advisor to the CEO. Giæver has se...
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