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Jun 30, 2025
ICL Group Q2 2025 Earnings Report
ICL Group reported a year-over-year increase in sales for Q2 2025, led by its specialties-driven businesses.
Key Takeaways
ICL delivered higher sales in Q2 2025 compared to the prior year, supported by its Industrial Products, Phosphate Solutions, and Growing Solutions segments, while Potash was impacted by contract pricing and lower volumes.
Sales rose to $1.83 billion, driven by growth in specialty-focused segments.
Adjusted EBITDA reached $351 million for the quarter.
Net income was $93 million, with adjusted EPS of $0.09.
Potash segment performance declined due to 2024 contract pricing and lower volumes.
Revenue by Segment
Forward Guidance
ICL expects improved pricing in H2 2025 and continued focus on regional specialty businesses, while Potash segment may recover following contract price adjustments.
Positive Outlook
- Expectations for improved pricing in H2 2025.
- Continued growth in specialty segments.
- Stable performance from Industrial Products.
- Stronger pricing in commodity phosphates.
- New potash contracts with improved pricing.
Challenges Ahead
- Potash production impacted by regional unrest.
- Lower Potash volumes compared to last year.
- Higher effective tax rate due to currency effects.
- Operational challenges at Dead Sea operations.
- Specialties EBITDA guidance implies some margin pressure.
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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