Q3 2025 Nutrien Ltd Earnings Call Transcript

Nov 6, 2025 / 03:00 PM GMT

Transcript

Key Points

Positve

Nutrien Ltd (NTR) delivered structural earnings growth through record upstream fertilizer sales volumes and improved reliability.
The company raised its 2025 potash sales volumes guidance range for the second time this year.
Nutrien Ltd (NTR) achieved a 94% ammonia utilization rate, up 7% points from the previous year.
The company is on track to achieve its $200 million cost reduction target one year ahead of schedule.
Nutrien Ltd (NTR) allocated $1.2 billion to dividends and share repurchases in the first nine months, representing a 42% increase from the prior year.

Negative

Nutrien Ltd (NTR) completed a controlled shutdown of its Trinidad nitrogen operations due to uncertainty with respect to port access and a lack of reliable and economic gas supply.
The phosphate business only contributes about 6% of EBITDA, prompting a strategic review.
The company is facing challenges in the ammonia markets due to plant outages and project delays.
Nutrien Ltd (NTR) lowered capital expenditures by 10% on a year-to-date basis, which may impact future growth investments.
The Trinidad operations were projected to account for approximately 1% of consolidated free cash flow in 2025, a contribution that has been under pressure for an extended period of time.

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

NTR.TO - Nutrien Ltd
Q3 2025 Nutrien Ltd Earnings Call
Nov 06, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to Nutrients 2025 3rd quarter earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation.

As a reminder, this conference call is being recorded.

I would now like to turn the conference call over to Jeff Holtzman, senior Vice President of Investor Relations and FPA.

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Unidentified_2 [2]
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Thank you operator. Good morning and welcome to Nutrient's 3rd quarter 2025 earnings call. As we conduct this call, various statements that we make about future

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