Research analysts who have asked questions during ICL Group earnings calls.
Alexander Jones
BofA
3 questions for ICL
Also covers: ARHUF, NVZMY
Joel Jackson
BMO Capital Markets
3 questions for ICL
Also covers: AGCO, ALB, ALTM +11 more
BT
Ben Theurer
Barclays
2 questions for ICL
Also covers: ADM, CX, HRL +5 more
MC
Mubasher Chaudhry
Citigroup
2 questions for ICL
Also covers: AIQUY
RP
Rahi Parikh
Barclays
2 questions for ICL
Also covers: BG, HRL, KOF +1 more
WT
Will Tang
Jefferies
2 questions for ICL
Alex Jones
Bank of America
1 question for ICL
Also covers: AIQUY
KC
Kyle Caunt
Citi
1 question for ICL
WT
William Tang
SIG
1 question for ICL
Also covers: NU
Recent press releases and 8-K filings for ICL.
ICL Group Ltd. secures potash supply agreements for China
ICL
- ICL Group Ltd. has signed contracts to supply an aggregate amount of 750,000 metric tons of potash to customers in China during 2026.
- These agreements include a mutual option for an additional 330,000 metric tons of potash.
- The supply price is set at $348 per ton CIFFO, which aligns with recent contract settlements in China.
- These contracts are part of ICL's 2025-2027 framework agreements with its customers in China.
Dec 23, 2025, 9:00 PM
ICL Group Ltd. Outlines Strategic Growth Initiatives and Dead Sea Concession Status
ICL
New Projects/Investments
Guidance Update
M&A
- ICL Group Ltd. is focusing on profitable growth engines, targeting the $35 billion functional ingredients market with a projected 5% to 6% CAGR and the Specialty Crop Nutrition Market with a 6% CAGR.
- The company has an MOU with the Israeli Government concerning the Dead Sea Concession, aiming for financial and regulatory clarity, and anticipates securing the new concession.
- Post-2030, ICL projects its EBITDA to range from ~$1,800-2,000 million with the concession and ~$1,700-1,900 million without the concession.
- ICL is also engaged in portfolio optimization, evaluating non-synergistic and low-potential businesses for potential partnership, divestment, or closure.
Dec 23, 2025, 11:11 AM
ICL Group to Acquire Bartek Ingredients
ICL
M&A
New Projects/Investments
- ICL Group has entered into a definitive agreement to acquire Bartek Ingredients, a global leader in food-grade malic and fumaric acid.
- Bartek Ingredients currently generates approximately $65 million in annual revenue and is constructing a new production facility, expected to be completed in 2026, which will significantly expand capacity.
- The acquisition will be completed in two phases, with the first phase involving a cash investment of approximately $90 million for about 50% of Bartek, expected to close during the first quarter of 2026.
- This strategic acquisition aligns with ICL's refined strategy to expand its portfolio deeper into specialty food solutions.
Dec 18, 2025, 6:30 AM
ICL Group Ltd. Reports on Dead Sea Concession Draft Bill Publication
ICL
New Projects/Investments
Legal Proceedings
- The Israeli government published a draft bill on December 3, 2025, outlining proposed terms for the future Dead Sea Concession, which is set to expire in April 2030.
- The Draft Bill proposes a new revenue structure for the State, including a one-time concession fee, ongoing royalties, corporate tax, and a surplus profits levy at an annual multi-year average rate of 50% of the future concessionaire’s profit.
- Significantly, the Draft Bill includes a provision to cancel ICL's right of first offer under the current Concession Law, aiming to facilitate a competitive tender process for the future concession.
- ICL Group Ltd. is currently reviewing the Draft Bill and continues discussions with the Government, noting that the bill is an initial draft subject to a full legislative process, and its final form and implications are uncertain.
Dec 4, 2025, 11:01 AM
ICL Group Ltd. Faces Significant Water Fee Payments Following Supreme Court Ruling
ICL
Legal Proceedings
Profit Warning
- The Israeli Supreme Court ruled that ICL Group Ltd. is obligated to pay water fees for water extracted from wells in the Dead Sea Concession area, effective January 1, 2018. This ruling overturns a previous legal opinion that royalties were the sole payment for water extraction in the concession area.
- As a result of the ruling, ICL estimates it will be required to pay an amount in the range of $70–90 million for the period from January 1, 2018, through September 2025, which will be recognized in the company's financial results for the fourth quarter of 2025.
- The application of these water fee payments from October 2025 until the expiration of the current concession is expected to result in an additional annual cost of between $10-12 million.
Dec 3, 2025, 2:36 PM
ICL Group Discontinues LFP Cathode Active Material Activities
ICL
Demand Weakening
Profit Warning
- ICL Group Ltd. has decided to discontinue its LFP cathode active material activities in the United States and terminate a joint venture agreement for a facility in Spain.
- This decision, made on November 11, 2025, follows the U.S. Department of Energy's discontinuation of funding, absence of European Union funding, lower-than-forecasted demand in the electric vehicle market, and regulatory changes affecting economic feasibility.
- The company expects to record a write-off of approximately $40 million (net of tax) in the financial statements for the fourth quarter of 2025 as a result of this decision.
- ICL Group Ltd. will continue to develop its existing activities related to the supply of raw materials to the battery materials market.
Nov 12, 2025, 11:07 AM
ICL Reports Q3 2025 Results, Maintains Full-Year Guidance, and Outlines Strategic Focus
ICL
Earnings
Guidance Update
New Projects/Investments
- ICL reported total sales of $1.9 billion for Q3 2025, a 6% year-over-year increase, with adjusted EBITDA of $398 million (up 4% YoY) and adjusted diluted EPS of $0.10.
- The company is maintaining its full-year 2025 guidance, projecting specialties-driven EBITDA between $0.95 billion and $1.15 billion and Potash sales volumes between 4.3 million metric tons and 4.5 million metric tons.
- ICL is concentrating on two strategic growth engines: Specialty Crop Nutrition and Specialty Food Solutions, with the latter targeting a $35 billion functional ingredients market opportunity.
- Key business decisions include signing a Memorandum of Understanding (MOU) with the Israeli Government for the Dead Sea Concession, aiming for clarity and continuity, and the decision to remain a raw material provider for the LFP (Lithium Iron Phosphate) business rather than moving downstream due to regulatory uncertainty and viability concerns.
Nov 12, 2025, 11:06 AM
ICL Group Reports Q3 2025 Results and Announces Strategic Shift, Discontinuing LFP Battery Projects
ICL
Earnings
New Projects/Investments
Guidance Update
- ICL Group Ltd. reported Q3 2025 consolidated sales of $1.9 billion, an increase of $100 million year-over-year, with adjusted EBITDA up 4% to $398 million. Diluted earnings per share were $0.09, equivalent to the prior year, while adjusted diluted EPS was $0.10.
- The company announced new strategic principles, focusing on specialty crop nutrition and specialty food solutions as main growth engines, while maximizing core businesses like Potash and Industrial Products.
- As part of its portfolio optimization, ICL will discontinue its LFP battery materials projects in St. Louis and Spain, following the termination of a U.S. Department of Energy grant and lack of EU funding, along with shifting market dynamics and high costs. A write-off of approximately $40 million (net of tax) is expected in Q4 2025 due to this decision.
- The Phosphate Solutions segment saw strengthened phosphate fertilizer prices, with key benchmarks rising 10% quarter-over-quarter and 30% year-over-year on average in Q3 2025.
Nov 12, 2025, 11:01 AM
ICL Group Reports Solid Q3 2025 Results and Outlines Strategic Growth Areas
ICL
Earnings
Guidance Update
Dividends
- ICL Group reported consolidated sales of approximately $1.9 billion for the third quarter of 2025, an increase of about $100 million year-over-year, with net income of $115 million and diluted earnings per share of $0.09.
- For the nine months ended September 30, 2025, the company recorded sales of $5.452 billion, net income of $299 million, and diluted earnings per share of $0.23.
- The Board of Directors declared a dividend of 4.80 cents per share, payable in December 2025, which is slightly lower than the previous year.
- ICL reaffirmed its full-year 2025 guidance for specialties-driven EBITDA between $0.95 billion and $1.15 billion.
- CEO Elad Aharonson highlighted a strategic focus on two main growth engines: specialty crop nutrition and specialty food solutions, aiming for sustainable and profitable growth.
Nov 12, 2025, 7:24 AM
ICL Reports Q3 2025 Results, Announces Strategic Shift, and Reaffirms Guidance
ICL
Earnings
Guidance Update
New Projects/Investments
- ICL reported consolidated sales of $1.9 billion and adjusted EBITDA of $398 million (up 4% year-over-year) for the third quarter of 2025, with diluted earnings per share of $0.09.
- The company announced a significant strategic shift, discontinuing its LFP battery materials projects in St. Louis and Spain due to changing market dynamics, the termination of a U.S. Department of Energy grant, high investment and operating costs, and expected low prices.
- ICL will now focus on two main growth engines: specialty crop nutrition (part of Growing Solutions) and specialty food solutions (part of Phosphate Solutions).
- For full year 2025, ICL reiterated its guidance for specialties-driven EBITDA of between $0.95 billion to $1.15 billion and potash sales volumes of 4.3 million to 4.5 million metric tons.
- The Board of Directors declared a dividend of 4.80 cents per share, totaling approximately $62 million, for the third quarter of 2025, payable on December 17, 2025.
Nov 12, 2025, 7:17 AM
Quarterly earnings call transcripts for ICL Group.
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