Q2 2026 Fertiglobe PLC Earnings Call Transcript
Key Points
- Fertiglobe PLC (ADX:FERTIGLB) reported a significant increase in Q2 2026 revenues, reaching $1.1 billion, up 92% year-on-year.
- The company achieved a commendable safety performance with a 12-month rolling reportable incident rate of 0.02 per 200,000 work hours.
- Adjusted EBITDA more than doubled year-on-year to $371 million, demonstrating strong financial resilience.
- Fertiglobe's strategic geographic diversification and agile logistics network helped maintain customer supply during critical times.
- The company proposed a dividend increase of at least 20% year-over-year, reflecting strong financial performance and disciplined capital allocation.
- Total owned produce sales volumes decreased by 3% compared to Q2 2025, impacted by inventory buildup and export challenges.
- A three-week stoppage for critical maintenance in June affected production, leading to operational disruptions.
- The company faced higher logistics costs and conflict-related export duties, impacting profitability.
- Fertiglobe's own produce sales volumes for the first half of 2026 were down 8% year-over-year due to trade route disruptions.
- The nitrogen export tax in Egypt, although reduced, still posed a financial burden during the quarter.
Welcome everyone and thank you for joining the Fertiglobe Q2 2026 results earnings call. My name is Gabrielle and I will be coordinating your call today.
(Operator Instructions)
I will now hand over to your host. Rita Guinti, Vice President of Investor Relations and Communications at Fertiglobe. Please go ahead.
Thank you, Gabrielle. Good morning and good afternoon, ladies and gentlemen.
Thank you for joining Fertiglobe Q2 and H1 2026 results conference call and webcast. With me today are Ahmad El-Hoshi, Fertiglobe's Chief Executive Officer, Haround Ahmatullah, Chief Commercial and Growth Officer and Andrew Tate, Chief Financial Officer.
On this call, we will review Fertiglobe's key operational events and financial highlights for the quarter, as well as a discussion of our outlook for nitrogen markets, followed by a question-and-answer session at the end of the call.
The presentation we will discuss today can be found on our
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