ICL
ICL Group Ltd4.9300
-0.0500-1%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Guidance risks: sulfur, FX headwinds
Q&A unpacked 2026 guidance drivers, highlighting sulfur costs surging past $500/ton and shekel strength as key headwinds offsetting potash volume and price upside. Potash and Growing Solutions should improve versus 2025, while Phosphates dip and Industrial Products hold flat. Brazil's credit squeeze has distributors caught in the middle, yet management sees a trough and stays cautious on exposure. Battery projects shelved for good. They hedge about 50% of $1B+ shekel exposure at ~3.20. Investors will eye sulfur timing and FX persistence amid strategy execution.
Key Stats
Market Cap
6.36BP/E (TTM)
17.00Basic EPS (TTM)
0.29Dividend Yield
0.03%IPO
Website
Employees
Sector
Industry
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