macro

Yara lifts ROIC to 13.5% as quarterly EBITDA falls on high gas costs

Yara reported quarterly EBITDA of $675 million, down on high gas costs and deferred demand, while trailing 12-month ROIC rose to 13.5%, according to TradingView.

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what happened

According to TradingView, Yara's third-quarter 2026 EBITDA excluding special items fell to $675 million. The company said high gas costs and deferred demand pressured margins and deliveries. Meanwhile, return on invested capital over the last 12 months rose to 13.5%.

Yara's priorities include a target of improving EBITDA by $350 million by 2030 and diversifying its gas supply through the pending acquisition of Gulf Coast Ammonia.

why it matters

For a fertilizer producer, natural gas is a main cost input, so higher gas prices quickly squeeze margins in ammonia and nitrogen products. The diversification goal could reduce that sensitivity over time, although the effect depends on completing the deal. For investors following fertilizers and gas prices, the results show how energy costs feed through to company earnings.

market impact

Fertilizers and gas: high gas costs pressure Yara's margins and the nitrogen fertilizer sector

tags

instruments

Yara InternationalNatural gas (TTF)AmmoniaFertilizersGulf Coast Ammonia

sources

  1. YAR: ROIC improved to 13.5% as quarterly EBITDA fell amid high gas costs and deferred demand — TradingView, 22 October 2026 at 06:04 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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