ICL Group Ltd. published the transcript of its fourth-quarter 2025 earnings conference call (held Feb. 18, 2026). The call featured President & CEO Elad Aharonson and CFO Aviram Lahav, with VP of Global Investor Relations Peggy Reilly Tharp, and included Q&A with analysts from Barclays, BMO Capital Markets and Jefferies. Management said ICL finished 2025 in line with its targets, reporting $1.701 billion in Q4 sales (+6% year over year) and $380 million in adjusted EBITDA (+10%), while full-year 2025 sales rose 5% to $7.153 billion and EBITDA totaled $1.488 billion. Aharonson said the company “delivered a solid finish to the year and achieved our annual guidance target with $1 billion of specialty-driven EBITDA.” The company highlighted strategic actions, including the acquisition of ~50% of Bartek Ingredients to expand its specialty food solutions portfolio, and a portfolio reset that included discontinuing LFP battery material projects in St. Louis and Spain, closing a minor R&D facility in Israel, and initiating a sale process for its Boulby operations in the U.K. “These shifts in our priorities will help us to redirect our resources to where better aligned opportunities,” Aharonson said. ICL also discussed a binding agreement with the State of Israel related to the Dead Sea concession assets, saying it “secured compensation for our assets at the Dead Sea” and included “assurance bromine supply through at least 2035.” Looking ahead, the company guided 2026 consolidated EBITDA of $1.4 billion to $1.6 billion and potash volumes of 4.5 million to 4.7 million metric tons, while flagging headwinds from sulfur costs and currency. Aharonson called sulfur “the most dominant raw material for the phosphate portfolio,” adding, “this is a headache for us,” and pointed to the shekel’s strength versus the dollar as another challenge. The full transcript can be accessed through the link below.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. ICL Group Ltd. published the original content used to generate this news brief on February 20, 2026, and is solely responsible for the information contained therein.