The earnings call highlighted ICL's revenue growth and strategic focus on expanding its Specialty Crop Nutrition and Specialty Food Solutions segments as key growth areas. However, challenges such as declining sales in the Industrial Products segment, market difficulties in Brazil, and the impact of higher raw material costs were notable concerns. The discontinuation of the LFP battery materials project also marked a strategic shift.
Company Guidance
During ICL's third-quarter 2025 earnings call, the company reported a 6% year-over-year increase in sales, reaching $1.853 billion. Specialty-driven businesses contributed $1.461 billion, marking a 3% rise. Consolidated adjusted EBITDA improved by 4% to $398 million, with an adjusted diluted EPS of $0.10. The potash division reported sales of $453 million and an EBITDA of $169 million, with potash prices averaging $353 per ton, up nearly 20% from the previous year. The Phosphate Solutions division saw sales increase to $605 million, with EBITDA at $134 million. Overall, operating cash flow rose by $40 million sequentially to $308 million. The company maintained its 2025 guidance, expecting specialty-driven business EBITDA between $0.95 billion and $1.15 billion and potash sales volumes between 4.3 million and 4.5 million metric tons.
Revenue Increase
Sales were $1.853 billion, up 6% year-over-year. Specialties-driven businesses' sales increased by 3%.
Potash Division Performance
Potash division sales were $453 million with EBITDA of $169 million. The average potash price improved by 6% sequentially and nearly 20% year-over-year.
Phosphate Solutions Growth
Strong quarter sales of $605 million, up 5% on an annual basis. Specialty Food Phosphates delivered its strongest quarter in 2 years.
Strategic Focus on Growth Engines
ICL plans to focus on Specialty Crop Nutrition and Specialty Food Solutions as future growth engines, with targeted organic and M&A growth strategies.
Icl (IL:ICL) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IL:ICL Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 12, 2025
1832.00
1765.00
-3.66%
Jun 30, 2025
2258.02
2293.78
+1.58%
May 19, 2025
2388.57
2311.58
-3.22%
Feb 26, 2025
2202.00
2120.63
-3.70%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Icl Group Ltd. (IL:ICL) report earnings?
Icl Group Ltd. (IL:ICL) is schdueled to report earning on Feb 12, 2026, Before Open (Confirmed).
What is Icl Group Ltd. (IL:ICL) earnings time?
Icl Group Ltd. (IL:ICL) earnings time is at Feb 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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