- Q4 2025 EBITDA excluding special items was USD 709 million, up from USD 519 million in Q4 2024.
- Yara achieved over USD 200 million in fixed cost reductions since Q2 2024.
- A NOK 22 per share annual dividend is proposed.
- Yara targets an additional USD 200 million EBITDA improvement by 2027 and USD 150 million by 2030.
Financial Performance
Yara reported a Q4 2025 EBITDA excluding special items of USD 709 million, a significant increase from USD 519 million in Q4 2024. The net income for the quarter was USD 344 million, compared to a loss of USD 290 million the previous year.
Cost Reductions and Dividends
Since Q2 2024, Yara has delivered over USD 200 million in fixed cost reductions. The company has proposed an annual dividend of NOK 22 per share.
Future Growth Initiatives
Yara aims for an incremental USD 200 million EBITDA improvement by the end of 2027 and an additional USD 150 million by 2030. These targets will be achieved through enhanced asset utilization, logistical optimization, and disciplined capital reallocation.
Strategic Projects
Yara is focusing on diversifying energy exposure and optimizing its business to mitigate increased carbon costs. This includes maturing ammonia projects with Air Products, with a final investment decision expected by mid-2026.