Yara Q1 2026 Sales Beat, Shares +2%

Yara reported Q1 2026 sales of $4.26 bn, surpassing the $3.90 bn consensus, and EBITDA of $896 m, 9% above expectations.
Europe delivered $1.68 bn sales and $246 m EBITDA, up 55% YoY, while deliveries were flat despite pre‑buy concerns.
Americas posted $1.28 bn sales and $229 m EBITDA, up 48% YoY, with deliveries rising 11% across the region.
Africa/Asia sales fell to $643 mn, EBITDA to $44 mn (‑32% YoY), deliveries down 4% due to urea slump and Indian gas curtailments.