Yara, NO0010208051

Yara stock trades at EUR 38.90 as volumes fall 17 percent

Published on 09/30/2026 at 13:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Yara stock posted USD 4.4 billion in second-quarter revenue on September 14, 2026, up 12 percent year over year. Sales volumes fell 17 percent.

Yara, NO0010208051, Illustration mit AI erstellt.

Yara (ISIN NO0010208051) was trading at EUR 38.90 at Lang & Schwarz on September 30, 2026, down 0.26 percent from the prior close of EUR 39.00. The key operating signal is a split second-quarter picture: revenue rose while fertilizer volumes declined.

Revenue rose as volumes fell

According to Valor International on September 14, 2026, Yara reported second-quarter revenue of USD 4.4 billion, up 12 percent year over year, even as sales volumes fell 17 percent. The combination shows that higher prices, rather than stronger physical demand, carried the top line.

The volume decline was linked to weaker sales in South and North America. Yara CEO Svein Tore Holsether also warned that farmers delaying fertilizer applications could eventually weigh on crop yields, adding an operating risk beyond the quarterly revenue increase.

Analysts keep a cautious view

J.P. Morgan analyst Chetan Udeshi maintained a Sell rating on September 11, 2026, according to MarketScreener. The same report listed a Hold consensus from 19 analysts and an average target price of NOK 474.47, making analyst positioning less negative than the single-bank rating.

Yara's investor-relations page identifies the latest interim report as the quarter ended June 30, 2026, and lists fiscal-year 2025 revenue of USD 15.7 billion, EBITDA of USD 2.75 billion and total deliveries of 32.06 million metric tons. Those figures frame the scale of the business, while the second-quarter volume decline points to the pressure on near-term demand.

Carbon capture adds a strategic angle

Yara opened a carbon capture and liquefaction facility at Sluiskil in the Netherlands on September 7, 2026, according to MarketScreener. The facility can capture and liquefy up to 800,000 metric tons of carbon dioxide annually, linking Yara's fertilizer base to lower-carbon products and possible savings under European carbon rules.

Next results arrive October 21

Yara's shares were trading at EUR 38.90 at Lang & Schwarz on September 30, 2026, at 1:42 p.m. CEST, down 0.26 percent versus the Lang & Schwarz prior close of EUR 39.00. The next earnings release is scheduled for October 21, 2026, giving investors a dated checkpoint for whether pricing can continue to offset weaker volumes.