-1.74%
11.18%
2.48%
9.00%
-2.98%
-25.43%
1.07%
AI Spotlight on YAR
Company Description
Yara International ASA provides environmental and industrial solutions in Norway, European Union, Europe, Africa, Asia, North and Latin America, Australia, and New Zealand.The company offers nitrogen-based fertilizers, including urea, urea ammonium nitrate, calcium ammonium nitrate, ammonium nitrate, and ammonium sulfate; compound fertilizers that contain plant nutrients, such as nitrogen, phosphorus, and potassium; and blended products, as well as foliar and fertigation solutions through micronutrients.It also offers farmer centric solutions; solutions for farming, such as crop monitoring, variable rate fertilization, N-Tester BT, and Driving Mode, a mobile app; N-Sensor, a tractor-mounted tool that allows growers to measure a crop's nitrogen requirement; CheckIT, a smartphone app using a library of crop photographs to give a simple and fast identification of nutrient deficiencies; TankmixIT, an app used to check for the physical compatibility when tank mixing; and Tankmix.com, an online service providing advice on the physical mixing characteristics of Yara's foliar products with agrochemicals.
The company sells its products under YaraBela, YaraLiva, YaraMila, YaraRega, YaraTera, YaraVera, and YaraVita brands name.Yara International ASA was founded in 1905 and is headquartered in Oslo, Norway.
Market Data
| Last Price | 339 |
| Change Percentage | -1.74% |
| Open | 345.6 |
| Previous Close | 345 |
| Market Cap ( Millions) | 86352 |
| Volume | 615784 |
| Year High | 371.5 |
| Year Low | 286.6 |
| M A 50 | 318.3 |
| M A 200 | 317.16 |
Financial Ratios
| FCF Yield | 2.19% |
| Dividend Yield | 1.47% |
| ROE | 7.33% |
| Debt / Equity | 58.84% |
| Net Debt / EBIDTA | 178.78% |
| Price To Book | 0.99 |
| Price Earnings Ratio | 13.89 |
| Price To FCF | 45.58 |
| Price To sales | 0.55 |
| EV / EBITDA | 5.56 |
News
- Jan -20 - Program for the publication of Yara International ASA fourth quarter results 2024
- Dec -23 - Yara International ASA: mandatory notification of trade
- Dec -11 - Yara International: Approval of prospectus in connection with bond listing
- Nov -27 - Zacks Industry Outlook CF Industries, Yara International and ICL Group
- Nov -26 - Yara share purchases and mandatory notification of trades
- Nov -26 - 3 Fertilizer Stocks to Keep an Eye on in a Challenging Industry
- Nov -18 - Petrobras and Yara sign agreements for technical cooperation and commercialization of Arla 32
- Oct -26 - Yara International ASA (YARIY) Q3 2024 Earnings Call Highlights: Strategic Growth Amid Market ...
- Oct -25 - Yara's core profit soars 47% on strong production, high prices
- Oct -25 - Yara reports improved earnings
- Oct -09 - Yara International ASA (YARIY) Q2 2024 Earnings Call Highlights: Strong EBITDA and Strategic ...
- Oct -09 - Yara International ASA (YARIY) Q2 2024 Earnings Call Highlights: Strategic Partnerships and ...
- Oct -04 - Yara Promotes Hydrogen Economy With New Ammonia Import Terminal
- Oct -02 - Yara drives hydrogen economy with new ammonia import terminal
- Oct -01 - Program for the publication of Yara International ASA third quarter results 2024
- Sep -16 - The worldβs first ship-to-ship ammonia transfer at anchorage: βA major milestone to decarbonize shipping fuelβ
- Sep -09 - Europe must push for low COβ bread, says fertiliser group chief
- Sep -04 - Yara International ASA - share purchase and mandatory notification of trades
- Sep -04 - Zacks Industry Outlook Highlights CF Industries, Yara International and ICL Group
- Sep -03 - 3 Fertilizer Stocks to Keep an Eye on in a Challenging Industry
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Americas
Expected Growth : 4.83 %
What the company do ?
The Americas segment of Yara International ASA includes operations in North, Central, and South America, focusing on fertilizer production and sales.
Why we expect these perspectives ?
Yara International ASA's 4.83% growth in Americas is driven by increasing demand for crop nutrients, favorable weather conditions, and government initiatives promoting sustainable agriculture practices. Additionally, the company's strategic partnerships and investments in digital farming solutions have enhanced its market presence and competitiveness in the region.
Segment nΒ°2 -> Europe
Expected Growth : 4.65 %
What the company do ?
Europe is a segment of Yara International ASA, a Norwegian chemical company, responsible for fertilizer production and sales in the European market.
Why we expect these perspectives ?
Yara International ASA's 4.65% growth in Europe is driven by increasing demand for crop nutrition and environmental solutions, supported by the region's focus on sustainable agriculture and climate action. Strong sales in key markets like Germany, France, and the UK, as well as strategic partnerships and investments in digital farming, contribute to the company's growth momentum.
Segment nΒ°3 -> Africa & Asia
Expected Growth : 4.65 %
What the company do ?
Africa & Asia is a segment of Yara International ASA, a Norwegian chemical company, that focuses on fertilizer production and sales in the African and Asian markets.
Why we expect these perspectives ?
In Africa and Asia, Yara International ASA's 4.65% growth is driven by increasing fertilizer demand from smallholder farmers, government subsidies for agricultural development, and investments in infrastructure and logistics. Additionally, Asia's growing middle class and Africa's population growth are driving up food demand, further boosting fertilizer sales.
Segment nΒ°4 -> Industrial Solutions
Expected Growth : 4.83 %
What the company do ?
Yara International ASA's Industrial Solutions segment provides environmental and industrial applications, including NOx reduction, sulfuric acid, and mining reagents.
Why we expect these perspectives ?
Yara International ASA's Industrial Solutions segment growth of 4.83% is driven by increasing demand for clean air and water solutions, growth in the oil and gas industry, and rising adoption of digital technologies. Additionally, the segment benefits from Yara's strong market position, strategic partnerships, and investments in research and development.
Segment nΒ°5 -> Clean Ammonia
Expected Growth : 11.47 %
What the company do ?
Clean Ammonia from Yara International ASA is a low-carbon ammonia product, reducing greenhouse gas emissions by 70-80% compared to traditional ammonia production.
Why we expect these perspectives ?
Yara International ASA's Clean Ammonia growth is driven by increasing demand for carbon-free energy, government incentives for green ammonia production, and strategic partnerships to develop large-scale projects. Additionally, the company's expertise in ammonia production and its existing infrastructure provide a competitive advantage, enabling it to capitalize on the growing market for clean energy solutions.
Segment nΒ°6 -> Other and Eliminations
Expected Growth : 4.85 %
What the company do ?
Other and Eliminations from Yara International ASA refers to the consolidation of non-operating income and expenses, as well as intercompany transactions and eliminations of subsidiaries.
Why we expect these perspectives ?
Yara International ASA's Other and Eliminations segment growth of 4.85% is driven by increased sales of industrial gases, higher prices for environmental products, and a favorable currency impact. Additionally, the segment benefited from the consolidation of acquired businesses, leading to higher revenue and profitability.
Segment nΒ°7 -> Global Plants & Operational Excellence
Expected Growth : 4.65 %
What the company do ?
Global Plants & Operational Excellence from Yara International ASA optimizes production, improves efficiency, and reduces costs across Yara's global plant network.
Why we expect these perspectives ?
Yara International ASA's Global Plants & Operational Excellence segment growth of 4.65% is driven by increased fertilizer demand, improved operational efficiency, and strategic investments in digitalization and sustainability initiatives, enabling the company to optimize production costs and enhance its competitive position in the market.
Yara International Asa Products
| Product Range | What is it ? |
|---|---|
| Fertilizers | Yara International ASA produces a wide range of fertilizers, including nitrogen, phosphorus, potassium, and micronutrient-based products, catering to various crop and soil types. |
| Crop Nutrition | Yara's crop nutrition products provide essential nutrients to crops, promoting healthy growth and development, and are available in various formulations and application methods. |
| Industrial Chemicals | Yara produces industrial chemicals, including nitric acid, ammonia, and urea, used in various industries such as pharmaceuticals, dyes, and explosives. |
| Environmental Solutions | Yara's environmental solutions focus on reducing emissions, improving air and water quality, and providing sustainable solutions for industrial and agricultural applications. |
| Digital Farming | Yara's digital farming solutions provide farmers with data-driven insights, precision farming tools, and decision support systems to optimize crop management and reduce waste. |
Yara International ASA's Porter Forces
Threat Of Substitutes
Yara International ASA operates in the fertilizer industry, where substitutes are limited. However, the company faces competition from organic fertilizers and other sustainable alternatives, which could potentially substitute traditional fertilizers.
Bargaining Power Of Customers
Yara International ASA's customers are primarily farmers and agricultural companies. While they have some bargaining power, the company's strong brand and wide distribution network reduce their negotiating power.
Bargaining Power Of Suppliers
Yara International ASA relies on suppliers for raw materials such as natural gas, ammonia, and other chemicals. While suppliers have some bargaining power, the company's large scale and diversified supply chain mitigate this risk.
Threat Of New Entrants
The fertilizer industry has high barriers to entry, including significant capital requirements and regulatory hurdles. This limits the threat of new entrants and allows Yara International ASA to maintain its market position.
Intensity Of Rivalry
The fertilizer industry is highly competitive, with several large players competing for market share. Yara International ASA faces intense rivalry from companies such as Nutrien, Mosaic, and CF Industries, which could impact its market share and pricing power.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 35.90% |
| Debt Cost | 5.74% |
| Equity Weight | 64.10% |
| Equity Cost | 5.74% |
| WACC | 5.74% |
| Leverage | 56.01% |
Yara International ASA : Quality Control
Yara International ASA passed 3 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| ICL | ICL Group Ltd, together with its subsidiaries, operates as a specialty minerals and chemicals company worldwide. It operates in four segments: Industrial Products, Potash, Phosphate Solutions, and Innovative Ag Solutions β¦ |
| NVG.LS | The Navigator Company, S.A. manufactures and markets pulp and paper products. The company operates through Market Pulp, UWF Paper, Tissue Paper, and Energy segments. It produces bleached eucalyptus kraft pulp, β¦ |
| SDF.DE | K+S Aktiengesellschaft, together with its subsidiaries, operates as a supplier of mineral products for the agricultural, industrial, consumer, and community segments worldwide. It operates through Agriculture, and Industry+ segments. The β¦ |
| KTY.WA | Grupa Kety S.A., through its subsidiaries, manufactures and sells aluminum profiles and components in Poland and internationally. It operates through three segments: Extruded Products, Aluminum Systems, and Flexible Packaging. The β¦ |
| BZU.MI | Buzzi Unicem S.p.A., together with its subsidiaries, manufactures, distributes, and sells cement, ready-mix concrete, and aggregates. It also offers special binders, safety sheets, and clinkers, as well as construction hydraulic β¦ |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
π₯
Navigator
A-Score
1-Year Total Return ->
π₯
Buzzi Unicem
A-Score
1-Year Total Return ->
π₯
Grupa Kety
A-Score
1-Year Total Return ->
4
Yara
A-Score
1-Year Total Return ->
5
ICL
A-Score
1-Year Total Return ->
6
