Yara International Non-GAAP EPS of $1.33, revenue of $4.11B misses by $180M

* Yara International press release [https://www.yara.com/siteassets/investors/057-reports-and-presentations/quarterly-reports/2025/3q-2025/yara-3q-2025-report.pdf] (OTCPK:YARIY [https://seekingalpha.com/symbol/YARIY]): Q3 Non-GAAP EPS of $1.33.
* Revenue of $4.11B (+12.6% Y/Y) misses by $180M.
* EBITDA excl. special items of 804 MUSD, up 38% from 3Q24.
* Yara's third-quarter operating cash flow was USD 32 million higher than a year earlier.
* As of 3Q 2025, the program is ahead of schedule and Yara is now targeting a 4Q 2025 run rate of USD 2,350 million excluding currency effects, which would represent USD 180 million in annual fixed cost savings net of inflation. Capex guidance for 2025 is USD 1.1 billion, USD 250 million lower than original guidance, reflecting continued capital discipline as Yara strictly prioritizes higher paying investment, further supported by lower capex requirement due to portfolio adjustments.

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