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Mar 31, 2025
ICL Group Q1 2025 Earnings Report
ICL Group reported modest year-over-year growth in revenue and adjusted EPS, supported by strong performance in specialties-led businesses.
Key Takeaways
ICL delivered higher Q1 2025 revenue compared to the previous year, with growth in adjusted EBITDA and EPS. Despite lower income and softer pricing in Potash, specialties segments like Phosphate and Growing Solutions showed resilience.
Revenue reached $1.767 billion, up from $1.735 billion last year.
Adjusted EPS remained flat at $0.09, with diluted EPS at $0.07.
Net income attributable to shareholders was $91 million, down from $109 million last year.
Specialties businesses drove year-over-year EBITDA growth, while Potash was impacted by lower contract pricing.
Revenue by Segment
Forward Guidance
ICL reaffirmed full-year 2025 guidance, expecting continued momentum from specialties businesses and stable potash volumes, while navigating uncertainties in global trade dynamics.
Positive Outlook
- Specialties-driven EBITDA forecast between $950 million to $1.15 billion.
- Continued regional diversification to manage market volatility.
- Potash volume guidance of 4.5M–4.7M metric tons.
- Anticipated benefit from strong global presence.
- Strategic investments in ag-biologicals and battery materials.
Challenges Ahead
- Potash pricing remains below market due to legacy contracts.
- Industrial and electronics end-markets showing softness.
- Operational challenges in Dead Sea production persist.
- Slower demand in some specialty magnesia markets.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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