Main industries:

• Fertilizer production
• Agricultural chemicals
• Environmental solutions

TOP 3 markets:

1. Brazil: approx. 25%
2. Europe: approx. 20%
3. North America: approx. 15%

Yara International ASA mainly generates its revenues from the production and sale of fertilizers and agricultural chemicals. The company operates globally, with Brazil, Europe, and North America being the largest markets. Brazil is the leading market, attributed to intensive agriculture and high demand for fertilizers. Europe follows with a significant share, supported by strong agricultural production in the region. North America completes the top 3, where agriculture and environmental solutions also play an important role.

Production sites of Yara International ASA:

1. Europe: Norway, Germany, France, Italy, Belgium
2. America: USA, Canada, Brazil, Colombia
3. Asia: China, India
4. Africa: Egypt
5. Australia

Yara International ASA is a globally leading provider of fertilizers and agricultural solutions. The company operates production facilities in various regions of the world to ensure broad geographical coverage and efficiently serve the demand in respective markets. The strategic placement of production sites enables Yara to minimize transportation costs and reduce environmental impact.

Strategy for Future Growth:

1. Sustainability and Green Technologies: Yara International ASA is strongly committed to the development and implementation of sustainable solutions, especially in the field of green ammonia production. The company is investing in technologies to reduce CO2 emissions and promote climate-friendly agriculture.

2. Digital Transformation: Yara is driving digital transformation to increase efficiency in agriculture. This includes the use of digital platforms and tools to help farmers make more precise decisions and optimize yields.

3. Market Expansion and Partnerships: The company plans to expand its presence in emerging markets and enter into strategic partnerships to increase its global reach and explore new business areas.

Yara International ASA focuses on innovations that provide both environmentally and economically sustainable solutions to ensure long-term growth.

Main raw materials: Natural gas, phosphate rock, potassium

Main countries of origin:

• Natural gas: Norway, Russia, Qatar
• Phosphate rock: Morocco, Jordan
• Potassium: Canada, Russia

Yara International ASA is a leading provider of fertilizers and chemical products. The main raw material for the production of nitrogen fertilizers is natural gas, which is mainly imported from Norway, Russia, and Qatar.

Phosphate rock, another critical raw material, is mainly sourced from Morocco and Jordan. These countries are significant exporters of phosphate, which is essential for the production of phosphate fertilizers.

Potassium, needed for the production of potassium fertilizers, is mainly imported from Canada and Russia. These countries are leading in the production and export of potassium.

Market share: 20% (estimated, 2025)
EBITDA margin: 15% (2024)
Research & Development (R&D) expenses: 5% of revenue (2024)

Yara International ASA has a significant competitive advantage in the global fertilizer market. With an estimated market share of 20% in 2025, the company is one of the leading providers in the industry.

The EBITDA margin of 15% in 2024 shows that Yara operates efficiently and is able to generate solid profits. This is an indicator of the company's strong operational efficiency.

Another important aspect is the focus on research and development, with expenses of 5% of revenue. This underscores Yara's commitment to innovation and the development of new, more environmentally friendly products, which is becoming increasingly important in the industry.

Overall, Yara positions itself as a company with a strong competitive advantage through its market leadership, operational efficiency, and innovation capabilities.

Institutional Investor Share: 45% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Yara International ASA is estimated to be around 45%. This demonstrates the confidence of major financial institutions in the company and its strategic direction.

Regarding insider transactions, there were no significant buys or sells in the last year, indicating a stable assessment by the company's management regarding future developments. This stability can be seen as a positive sign for market participants.

Market share of Yara International ASA: 12% (estimated, 2025)

Top competitors and their market shares:

1. Nutrien Ltd. - 15%
2. CF Industries Holdings, Inc. - 14%
3. Yara International ASA - 12%
4. The Mosaic Company - 10%
5. K+S AG - 8%
6. OCI N.V. - 7%
7. EuroChem Group - 6%
8. PhosAgro - 5%
9. ICL Group - 4%
10. Uralkali - 3%

Yara International ASA is one of the leading providers in the fertilizer industry. The 12% market share positions the company as one of the top players, albeit behind Nutrien Ltd. and CF Industries Holdings, Inc.

Yara International's moat primarily consists of its strong global presence, a wide product portfolio, and a robust supply chain. These factors enable the company to efficiently respond to market changes and serve customers worldwide.

Compared to its competitors, Yara has a solid, but not insurmountable moat. Nutrien Ltd. and CF Industries Holdings have similar advantages and in some cases larger market shares, indicating a strong competitive position. Yara's competitive advantage could be further strengthened through innovations in sustainable fertilizers and an increased focus on digital agricultural technologies.

Revenue Growth: 8% (2024) EBITDA Margin: 15% (2024) Net Debt to EBITDA Ratio: 0.5 (2024)

Yara International ASA recorded a revenue growth of 8% in 2024, attributed to increased demand for fertilizers and successful expansion into new markets. The EBITDA margin of 15% indicates that the company operates efficiently and manages its costs well.

The net debt to EBITDA ratio of 0.5 suggests that Yara International has a solid financial foundation and is not excessively leveraged. This provides the company with flexibility for future investments and growth initiatives.

Overall, Yara International ASA demonstrates positive financial performance and solid fundamental data, indicating a potentially good investment opportunity. However, investors should also consider macroeconomic factors and specific industry trends before making a final decision.

Dividend Yield: 4.5% (2025, estimated)
Dividend History: Continuous payouts over the last 5 years

Yara International ASA is known for its reliable dividend payments. The company has consistently distributed dividends in recent years, indicating a stable financial performance and a solid capital structure.

The estimated dividend yield of 4.5% in 2025 reflects Yara's commitment to providing shareholders with an attractive return. The consistency of payouts over the last five years shows that Yara has a robust business model that can generate stable returns even in volatile market conditions.