Nutrien Ltd. is a leading global provider of agricultural products and services, supporting growers worldwide with essential crop inputs and solutions. The company operates through a diverse portfolio of business segments, offering fertilizers, crop protection products, seeds, and agricultural services. Nutrien also emphasizes sustainability, integrating environmental stewardship into its operations.
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Retail (Nutrien Ag Solutions) - Distributes crop nutrients, crop protection products, seeds, and merchandise directly to growers through a global network of retail locations. Offers additional services such as product application, soil and leaf testing, crop scouting, precision agriculture, and water services.
- Crop Nutrients - Supplies essential fertilizers to enhance soil fertility and crop yields.
- Crop Protection Products - Provides herbicides, insecticides, and fungicides to protect crops from pests and diseases.
- Seed - Offers a wide range of seeds tailored to specific growing conditions and customer needs.
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Nitrogen - Produces ammonia, urea, nitrogen solutions, nitrates, and environmentally smart nitrogen (ESN®) products. Operates production facilities in Canada, the US, and Trinidad, leveraging low-cost natural gas and an extensive transportation network.
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Potash - Manufactures granular and standard potash fertilizers for agricultural use, with significant sales in North America and international markets through Canpotex, a major potash exporter.
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Phosphate - Produces solid and liquid phosphate fertilizers, as well as industrial and feed products. Operates integrated production facilities and regional upgrade sites in the US.
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- Regarding the impact of tariffs on your 2025 potash sales volume guidance, can you elaborate on the potential timing effects and how tariffs might influence North American demand, particularly at the lower end of your guidance range?
- With high interest rates and ongoing challenges in the Brazilian agricultural sector, how sustainable are the improvements you've seen, and what specific measures are you implementing to ensure long-term profitability in this region?
- Given the reduction in your retail selling locations, how do you plan to maintain service levels and organic growth, especially as farming consolidates, without risking the loss of customers due to network optimization?
- Considering the recent surge in Henry Hub natural gas prices exceeding your forecasts, how might rising gas costs impact your nitrogen margins and earnings outlook, and what strategies do you have to mitigate this risk?
- In light of potential supply constraints and operational challenges in key potash-producing regions, how confident are you in meeting your 2025 potash sales volume guidance, and what contingencies are in place if supply tightness restricts your ability to fulfill demand?
Research analysts who have asked questions during Nutrien earnings calls.
Andrew Wong
RBC Capital Markets
4 questions for NTR
Ben Isaacson
Scotiabank
4 questions for NTR
Edlain Rodriguez
Mizuho Securities
4 questions for NTR
Jeffrey Zekauskas
JPMorgan Chase & Co.
4 questions for NTR
Joel Jackson
BMO Capital Markets
4 questions for NTR
Lucas Beaumont
UBS Group AG
4 questions for NTR
Richard Garchitorena
Wells Fargo
4 questions for NTR
Vincent Andrews
Morgan Stanley
4 questions for NTR
Benjamin Theurer
Barclays Corporate & Investment Bank
3 questions for NTR
Christopher Parkinson
Wolfe Research
3 questions for NTR
Steve Byrne
Bank of America
3 questions for NTR
Aron Ceccarelli
Berenberg
2 questions for NTR
David Symonds
BNP Paribas
2 questions for NTR
Kristen Owen
Oppenheimer & Co. Inc.
2 questions for NTR
Steven Hansen
Raymond James
2 questions for NTR
Adam Samuelson
The Goldman Sachs Group, Inc.
1 question for NTR
Andrew Rosivach
Wolfe Research
1 question for NTR
Ariana Milin
CIBC Capital Markets
1 question for NTR
Hamir Patel
CIBC Capital Markets
1 question for NTR
Jacob Bout
CIBC
1 question for NTR
Matthew Deyoe
Bank of America
1 question for NTR
Michael Tupholme
TD Cowen
1 question for NTR
Patrick Fischer
Goldman Sachs
1 question for NTR
Rahi Parikh
Barclays
1 question for NTR
Steve Hansen
Raymond James
1 question for NTR
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Casa do Adubo S.A. | 2022 | Nutrien acquired Casa do Adubo on October 1, 2022, for a preliminary purchase price of $279 million (net of cash and equivalents), expanding its Brazilian retail footprint from 5 to 13 states with 39 stores and 10 distribution centers. The deal, expected to generate pro forma annual sales of $440 million and $40 million EBITDA, supports Nutrien’s retail growth strategy and is subject to CADE approval, with further asset valuation review planned within one year. |
Recent press releases and 8-K filings for NTR.
- Nutrien Ltd. reported strong second-quarter earnings, with adjusted earnings of $2.65 per share surpassing the expected $2.40.
- The company's revenue reached approximately $10.45 billion, and net income dramatically rose to $1.2 billion in the second quarter, driven by robust global market demand.
- Nutrien's shares have risen significantly by about 32% year-to-date, outperforming the S&P 500, although recent trading has been mixed, with the stock closing 7.5% to 9.4% below its 52-week high.
- Analysts maintain a positive outlook, with an average one-year price target of $66.10, indicating a potential upside of about 14% from the current price.
- Nutrien reported Q1 2025 net earnings of $19 million with diluted EPS of $0.02 and an adjusted EBITDA of $0.9 billion, while maintaining full-year guidance amid strong potash sales and improved nitrogen production performance .
- The company declared a quarterly dividend of US$0.545 per share, payable on July 18, 2025 with a record date of June 30, 2025; dividend payments will be made in Canadian dollars for domestic shareholders and US dollars for others, with options for currency change .
- Executed significant capital actions with a share repurchase of 3.6 million shares for $188 million and secured $223 million in proceeds from its divestiture of the remaining Sinofert Holdings position .
- Reported strong fertilizer market fundamentals with U.S. retail fertilizer sales volumes up 8% in April and maintained potash shipment guidance of 71-75 million tonnes .
- Achieved strategic milestones with two U.S. retail acquisitions and reaching a $200 million annual cost savings target one year early, reinforcing disciplined capital allocation .
- Nutrien Ltd. filed a 6-K report in March 2025 announcing the pricing of a US$1.0 billion senior notes offering, comprising US$400 million 4.500% notes due in 2027 and US$600 million 5.250% notes due in 2032.
- The company intends to use the net proceeds to repay US$500 million of its maturing senior notes, with additional funds potentially used for reducing indebtedness and financing working capital and general corporate purposes.
- The release includes standard forward-looking statements and provides investor relations contact details for further inquiries.
- Nutrien Ltd. has issued an execution version 6-K outlining its Terms Agreement for a debt securities offering, which includes the 2027 Notes (4.500% interest, due March 12, 2027, with a principal of $400 million) and the 2032 Notes (5.250% interest, due March 12, 2032, with a principal of $600 million).
- The document details key aspects such as semiannual interest payment dates starting September 12, 2025, various redemption features (including optional redemption provisions), and closing arrangements set for March 13, 2025.