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 PRESS RELEASE

Notice of Yara Annual General Meeting 2024

Notice of Yara Annual General Meeting 2024 Yara International ASA will hold its Annual General Meeting on Tuesday, 28 May 2024 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, p...

 PRESS RELEASE

Innkalling til Yara generalforsamling 2024

Innkalling til Yara generalforsamling 2024 Yara International ASA vil avholde sin ordinære generalforsamling tirsdag, 28. mai 2024 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 Inn...

ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath

Yara International ASA: 2 directors

Two Directors at Yara International ASA bought/maiden bought 2,337 shares at between 315.000NOK and 316.600NOK. The significance rating of the trade was 54/100. 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 compa...

 PRESS RELEASE

Yara International ASA - Mandatory notifications of trade

Yara International ASA - Mandatory notifications of trade Yara Board member Jannicke Hilland has purchased a total of 1,587 Yara shares on Friday, 26 April 2024 at an average price of NOK 315 per share. Following this purchase, Jannicke Hilland owns a total of 1,587 shares in Yara international ASA. Yara Board member Therese Log Bergjord has purchased a total of 750 Yara shares on Friday, 26 April 2024 at an average price of NOK 316.6 per share. Following this purchase, Therese Log Bergjord owns a total of 750 shares in Yara International ASA. Details of the transactions can be fo...

ABGSC Chemicals Research ... (+3)
  • ABGSC Chemicals Research
  • Bengt Jonassen
  • Martin Melbye

It does not add up - Down to HOLD (Buy)

Price headwinds stronger than expected. Slashing estimates for 2024-26e. ~7% ATRoCE suggests EV/CE ~1x is fair - HOLD (Buy) TP 325.

Niclas Gehin
  • Niclas Gehin

Yara (Buy, TP: NOK425.00) - Q1 disappoints the market

While the Q1 results disappointed the market, we consider a ~USD70m–120m EBITDA miss to be within a normal standard deviation and have made only minor estimate changes. Yara’s share price in dollar terms (USD29) is among its lowest since 2010, yet consensus earnings forecasts are at normalised levels. We believe this reflects investor fears it will act irrationally with its capex (NIBD/EBITDA of 2.3x does not give it the muscle to carry out the announced blue ammonia investments). While we hear ...

ABGSC Chemicals Research ... (+3)
  • ABGSC Chemicals Research
  • Bengt Jonassen
  • Martin Melbye
 PRESS RELEASE

Yara reports increased deliveries, lower prices and reduced GHG emissi...

Yara reports increased deliveries, lower prices and reduced GHG emission intensity in 1Q First-quarter EBITDA1 was USD 435 million compared to USD 487 million in first quarter 2023. Net income was USD 16 million (USD 0.07 per share) compared with USD 105 (USD 0.41 per share) a year earlier. First-quarter 2024 highlights: EBITDA1 down 11% from 1Q23 mainly due to lower pricesTotal deliveries up 12% with European deliveries up 37% from 1Q23Reduced GHG emission intensity with implementation of key projectsHealthy demand growth and limited capacity additions indicate tightening sup...

 PRESS RELEASE

Reminder: Program for the publication of Yara International ASA first ...

Reminder: Program for the publication of Yara International ASA first quarter results 2024 Yara International ASA first quarter 2024 results will be published on Friday, 26 April 2024 at 08:00 CEST. You can follow the presentation of first quarter results 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: Reg...

Niclas Gehin
  • Niclas Gehin

Yara (Buy, TP: NOK425.00) - Record-low entry point

Yara’s share price of USD31 is among its lowest in US dollars since 2010, at the same time as its earnings forecast is at normalised levels. We believe this reflects investor concerns that it will act irrationally with its capex. These concerns appear overdone, as in our view Yara has been clear that the industry should cut its carbon emissions long-term, but that it will not go on alone and make unprofitable investments. We find the 2024e P/E of 9x attractive and reiterate our BUY and NOK425 ta...

 PRESS RELEASE

Program for the publication of Yara International ASA first quarter re...

Program for the publication of Yara International ASA first quarter results 2024 Yara International ASA first quarter 2024 results will be published on Friday, 26 April 2024 at 08:00 CEST. You can follow the presentation of first quarter results 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...

 PRESS RELEASE

Yara publishes 2023 Integrated Report

Yara publishes 2023 Integrated Report Oslo: Yara has today published its 2023 Integrated Report, including complete 2023 Annual Accounts with notes. The report is attached as a pdf file and in European Single Electronic Format (ESEF). Yara has initiated the adoption of EU requirements in the Corporate Sustainability Reporting Directive (CSRD) and the accompanying European Sustainability Reporting Standards (ESRS). The 2023 Integrated Report embeds the EU Taxonomy disclosure and Sustainability Statements, meaning Yara no longer publishes separate Taxonomy and Sustainability reports. T...

 PRESS RELEASE

Yara publiserer integrert årsrapport for 2023

Yara publiserer integrert årsrapport for 2023 Oslo: Yara har i dag publisert den integrerte årsrapporten for 2023, inkludert årsregnskap med noter. Rapporten er vedlagt som PDF-fil og i European Single Electronic Format (ESEF). Yara har begynt implementering av kravene i EUs bærekraftsdirektiv (Corporate Sustainability Reporting Directive, CSRD) og medfølgende EU-standarder for bærekraftsrapportering (European Sustainability Reporting Standards, ESRS). Yaras taksonomi- og bærekraftsrapport er inkludert i den integrerte årsrapporten for 2023, og publiseres derfor ikke separat. ...

 PRESS RELEASE

Yara Growth Ventures invests in Dynelectro – an innovation leader in e...

Yara Growth Ventures invests in Dynelectro – an innovation leader in electrolysis technology for low-cost renewable hydrogen. Yara Growth Ventures invests in Dynelectro, who develops technologies to unlock the potential of solid oxide electrolysis (SOE). While SOE yields the highest possible efficiencies to produce renewable hydrogen and e-fuels, it has been suffering from system lifetime issues up to now. The investment is part of Yara’s ambition to decarbonize fertilizer production and enable the hydrogen economy. Dynelectro’s approach increases the lifetime of SOE systems...

 PRESS RELEASE

Yara SBR share purchases

Yara SBR share purchases Oslo, 29 February 2024: Today, Yara has purchased 91,492 shares (ticker: YAR, ISIN: NO0010208051) in the market at an average price of NOK 331.1475 per share. The shares are purchased on behalf of and transferred to Yara Group Executive Board members and other executives taking part in Yara’s Share Based Remuneration (SBR) programs. All SBR shares are locked in for a period of three years after purchase, and furthermore it is expected that members of the Group Executive Board do not sell any Yara shares as long as they are members of the Group Executive Board. The...

 PRESS RELEASE

John Kerry in Oslo; says Norway is key to decarbonizing hard to abate ...

John Kerry in Oslo; says Norway is key to decarbonizing hard to abate sectors Today, John Kerry, U.S. Special Presidential Envoy for Climate met with Norwegian Prime Minister, Jonas Gahr Støre, and Norwegian members of the First Movers Coalition (FMC) in Oslo to discuss decarbonization of the world's heavy-emitting sectors. “Taken together, the First Movers Coalition represents a $16 billion demand signal for goods in 2030 - the largest private demand signal for clean technologies in history. These companies are making commitments to change the way we procure some of our most basic goods...

Niclas Gehin
  • Niclas Gehin

Yara (Buy, TP: NOK425.00) - Ending a bad year on a good note

After missing consensus for three consecutive quarters, Q4 beat our forecast and consensus on EBITDA by cUSD200m, primarily on higher price achievement. Yara also sees solid demand into 2024, supported by rising fertiliser prices and lower natural gas prices. We have raised our 2024–2025e EPS by 3–4% on the Q4 beat, and reiterate our BUY and NOK425 target price. With urea prices at USD380/t and EU production costs of USD254/t, we believe Yara is set for a significant YOY EBITDA uplift in 2024, a...

 PRESS RELEASE

Key information related to proposed cash dividend to be paid by Yara I...

Key information related to proposed cash dividend to be paid by Yara International ASA Oslo, 9 February 2024: The Board of Directors of Yara International ASA has decided to propose to the Annual General Meeting an ordinary dividend for 2023 of NOK 5 per share. The following are the key dates if the dividend is approved by the Annual General Meeting: Dividend amount: 5.00 per shareDeclared currency: NOKLast date including right: 28 May 2024Ex-dividend date: 29 May 2024Record date for payment: 30 May 2024Payment date: 6 June 2024ADR payment date: 13 June 2024Date of approval: 28 Ma...

 PRESS RELEASE

Høyere leveranser og positiv marginutvikling for Yara i fjerde kvartal

Høyere leveranser og positiv marginutvikling for Yara i fjerde kvartal Oslo, 9. februar 2024: EBITDA1 var USD 586 millioner i fjerde kvartal 2023, sammenlignet med USD 1,067 millioner ett år tidligere. Nettoresultat var USD 246 millioner (USD 0,96 per aksje) sammenlignet med USD 766 millioner (USD 3,02 per aksje) i fjerde kvartal 2022. Hovedelementene i resultatet for fjerde kvartal 2023 er: EBITDA1 på USD 586 million, med positiv utvikling siden 2Q23Gjødselleveransene økte med 4%Kontantstrøm2 på USD 1 milliardØkt etterspørsel kombinert med stigende priser indikerer positiv volumutv...

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