Norwegian fertilizer giant Yara International has reported a blockbuster fourth quarter, with EBITDA excluding special items soaring to US$ 709 million, up from $ 519 million in the same period last year.
The company also swung to a net profit of $ 344 million, compared with a $290 million loss in Q4 2024.
The quarter’s performance reflects higher nitrogen margins, strong volumes, and disciplined cost management. Since Q2 2024, Yara has delivered more than USD 200 million in fixed cost reductions. The board has proposed an annual dividend of NOK 22 per share.
“Yara delivers a strong quarter and full year for 2025. We have worked diligently to deliver on our cost reduction targets and sharpen our strategic focus to increase returns. I am pleased to say we have delivered on both, and we are well positioned to build on this momentum to further strengthen long-term value creation,” said Svein Tore Holsether, President and Chief Executive Officer.
Yara’s full-year performance was bolstered by higher deliveries and production, underpinned by strict adherence to fixed cost and capital expenditure reduction targets set in Q2 2024.
At its January 2026 Capital Markets Day, the company unveiled the next phase of its improvement program, aiming for an incremental USD 200 million EBITDA boost by 2027 and an additional USD 150 million by 2030. Initiatives will focus on improved asset utilization, logistical optimization, targeted market opportunities, and disciplined capital reallocation.
Diversifying energy exposure and optimizing operations to offset rising carbon costs remain central to Yara’s strategy. The company is also advancing ammonia projects with Air Products, targeting a final investment decision by mid-2026.
“One of Yara’s key strengths is our flexible business model, which positions us to navigate geopolitical and regulatory uncertainty. In a world where volatility has become the new normal, we continue to strengthen our resilience by focusing on what we can control.
"Our ability to adapt, optimize and deploy our system where it creates the most value, combined with the expertise and commitment of our people, ensures that Yara remains robust in any environment. Our flexibility is a proven advantage, enabling us to manage different scenarios with confidence and maintain strong performance over time,” Holsether added.
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