Overview
ICL Q3 2025 sales rise to $1.9 bln, up $100 mln year-over-year
Adjusted EBITDA for Q3 2025 increases 4% to $398 mln
Company discontinues battery material projects amid market changes
Outlook
ICL reiterates full-year 2025 specialties-driven EBITDA guidance of $0.95 bln to $1.15 bln
ICL expects 2025 Potash sales volumes between 4.3 mln and 4.5 mln metric tons
ICL to focus on specialty crop nutrition and food solutions for future growth
Result Drivers
SPECIALTY BUSINESSES - Sales growth led by Industrial Products, Phosphate Solutions, and Growing Solutions
POTASH PRICING - Improved potash pricing drove sales increase
GROWTH ENGINES - Specialty crop nutrition and food solutions identified as main growth drivers
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Sales | $1.85 bln | ||
Q3 Adjusted EBITDA | $398 mln | ||
Q3 Gross Margin | 33.00% | ||
Q3 Adjusted EBITDA Margin | 21.00% | ||
Q3 EBIT | $230 mln | ||
Q3 EBIT Margin | 12.00% | ||
Q3 Gross Profit | $604 mln |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the agricultural chemicals peer group is "buy."
Wall Street's median 12-month price target for ICL Group Ltd is $6.38, about 11.2% above its November 11 closing price of $5.66
The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 15 three months ago
Press Release: ID:nBwzwwlra
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)