Fertiglobe PLC (ADX:FERTIGLB)
د.إ 2.63 +0.040 (+1.54%) Market Cap: 21.54 Bil Enterprise Value: 27.06 Bil PE Ratio: 10.52 PB Ratio: 4.15 GF Score: 76/100

Q1 2026 Fertiglobe PLC Earnings Call Transcript

Apr 29, 2026 / 11:00 AM GMT
Release Date Price: د.إ3.74 (+10.32%)

Key Points

Positve
  • Fertiglobe PLC (ADX:FERTIGLB) reported strong financial results for Q1 2026, with revenues of $915 million, up 32% year-over-year.
  • The company achieved an adjusted EBITDA of $342 million, marking a 31% increase year-over-year.
  • Urea operating rates improved significantly, reaching 96% in Q1 2026 compared to 87% a year ago.
  • The UAE Supreme Council for Finance and Economic Affairs reduced the tax rate for Fertiglobe's UAE asset, enhancing free cash flow generation.
  • Fertiglobe's Egyptian operations achieved record-breaking performance with zero downtime and operating rates above 105%.
Negative
  • Sales volumes were down 12% compared to Q1 2025 due to trade route disruptions in the UAE.
  • Ammonia sales volumes decreased by 36% year-over-year, impacted by higher opening inventory and lower sellable production.
  • The conflict in the Middle East has disrupted trade routes, affecting Fertiglobe's ability to export products efficiently.
  • Working capital outflows were noted due to trade route disruptions and inventory buildup in the UAE.
  • The ongoing geopolitical tensions pose risks to future operations and market conditions, potentially affecting pricing and supply chains.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

FERTIGLB.AD - Fertiglobe PLC
Q1 2026 Fertiglobe PLC Earnings Call
Apr 29, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone and thank you for joining the VertiGlobe Q1 2026 results earnings call. My name is Gabrielle and I will be coordinating your call today.

During the presentation, you can register a question by pressing star followed by one on your telephone keypad. If you change your mind, please press star followed by two on your telephone keypad.

If you have joined us via the webcast, you may type your questions in the Q&A box.

I will now hand over to your host, Rita Guinti, Investor Relations and Communications Director. Please go ahead.

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Unidentified_2 [2]
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