The earnings call presented a mix of positive developments and challenges. While the company faced declining lithium prices affecting revenues, there were significant achievements, such as stable demand in key business segments, successful project completions, and strong profitability in the iron segment. The overall sentiment is cautiously optimistic, with improvements in market dynamics and strategic planning for future growth.

Company Guidance

During the SQM Second Quarter 2025 Earnings Conference Call, the company provided updated guidance on various metrics. Despite facing a more than 3% year-on-year decline in revenues due to lower lithium prices, market dynamics have recently shifted, with lithium prices improving over the past few weeks. The strong demand growth in the electric vehicle (EV) and battery electric vehicle (BEV) sectors, particularly in China and Europe, was highlighted. SQM updated its sales guidance for the International Lithium division to approximately 20,000 metric tons of lithium carbonate equivalent for the full year. The Kwinana refinery, now complete, is expected to produce 50,000 metric tons of lithium hydroxide annually at full capacity. In the Chilean operations, lithium sales volumes are expected to increase by at least 10% compared to 2024. The iodine segment remained highly profitable with an adjusted gross margin of 57%, contributing over 50% to the total company gross profit. The Specialty Plant Nutrition business is stable, with resilient demand, although potassium volumes are lower. Overall, SQM is confident in its ability to navigate the volatile environment and capitalize on the strong fundamentals in the lithium market.

Improved Lithium Market Dynamics

Despite a 3% year-on-year decline in lithium revenue due to lower prices, recent weeks have shown price improvements, driven by strong demand from EV and BEV markets in China and Europe.

International Lithium Division Achievements

Updated sales guidance for the International Lithium division to 20,000 metric tons of lithium carbonate equivalent for 2025. Kwinana refinery completed and delivered its first product on spec, on budget, and on time.

Iron Segment Profitability

Iron was the most profitable segment with an adjusted gross margin of 57%, contributing over 50% to the total company gross profit. Prices remain strong due to healthy demand and tight supply.

Specialty Plant Nutrition Business Stability

Specialty Plant Nutrition business remained stable, reflecting resilient demand across key markets, even as potassium volumes declined.

Sociedad Quimica Y Minera SA (SQM) 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

Daily Earnings Calendar >

SQM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 19, 2025	2025 (Q3)	0.67 / -	0.46	―	―	―
Aug 19, 2025	2025 (Q2)	0.51 / 0.31	0.75	-58.67% (-0.44)
May 27, 2025	2025 (Q1)	0.58 / 0.48	-3.04	115.79% (+3.52)
Mar 04, 2025	2024 (Q4)	0.49 / 0.42	0.71	-40.85% (-0.29)
Nov 20, 2024	2024 (Q3)	0.63 / 0.46	1.68	-72.62% (-1.22)
Aug 20, 2024	2024 (Q2)	0.96 / 0.75	2.03	-63.05% (-1.28)
May 22, 2024	2024 (Q1)	0.58 / -3.04	2.63	-215.59% (-5.67)
Feb 29, 2024	2023 (Q4)	1.09 / 0.71	4.03	-82.38% (-3.32)
Nov 15, 2023	2023 (Q3)	2.06 / 1.68	3.85	-56.36% (-2.17)
Aug 16, 2023	2023 (Q2)	2.44 / 2.03	3.01	-32.56% (-0.98)

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

SQM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 19, 2025	$46.13	$45.05	-2.34%
May 27, 2025	$32.98	$32.71	-0.82%
Mar 04, 2025	$38.37	$39.93	+4.07%
Nov 20, 2024	$39.14	$38.74	-1.02%

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 Sociedad Quimica Y Minera SA (SQM) report earnings?

Sociedad Quimica Y Minera SA (SQM) is schdueled to report earning on Nov 19, 2025, After Close (Confirmed).

What is Sociedad Quimica Y Minera SA (SQM) earnings time?

Sociedad Quimica Y Minera SA (SQM) earnings time is at Nov 19, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SQM EPS forecast?

SQM EPS forecast for the fiscal quarter 2025 (Q3) is 0.67.

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