Yara International ASA YAR

What the company says it expects, and how often it has delivered on it.

Guidance in the latest report

• Incremental EBITDA improvement from improvement program (by end of 2027)
  “targeting an incremental USD 200 million EBITDA improvement by the end of 2027 and a further USD 150 million EBITDA improvement by the end of 2030.” (p. 8)
• Further EBITDA improvement from improvement program (by end of 2030)
  “targeting an incremental USD 200 million EBITDA improvement by the end of 2027 and a further USD 150 million EBITDA improvement by the end of 2030.” (p. 8)
• Gas cost increase vs. a year earlier, volume-neutral basis (Q4 2026)
  “Yara’s gas cost for fourth quarter 2026 and first quarter 2027 is estimated to be USD 450 million higher and USD 445 million higher than a year earlier.” (p. 8)
• Gas cost increase vs. a year earlier, volume-neutral basis (Q1 2027)
  “Yara’s gas cost for fourth quarter 2026 and first quarter 2027 is estimated to be USD 450 million higher and USD 445 million higher than a year earlier.” (p. 8)
• Expected closing of Gulf Coast Ammonia acquisition (by end of 2026)
  “Yara expects closing the transaction by the end of 2026.” (p. 8)
• Target net debt/EBITDA excl. special items (mid-to-long term)
  “with a targeted capital structure consisting of a mid-to-long term net debt/EBITDA excl. special items1 rate of 1.5-2.0, and a net debt/equity ratio below 0.60.” (p. 9)
• Target net debt/equity ratio below (mid-to-long term)
  “with a targeted capital structure consisting of a mid-to-long term net debt/EBITDA excl. special items1 rate of 1.5-2.0, and a net debt/equity ratio below 0.60.” (p. 9)

Guidance only counts when it names a year or quarter and a figure the reports show: revenue, operating profit, margins, EPS and bank and insurance ratios. Read by an AI model and can be wrong. Not investment advice.