Yara CEO:Co To Raise Global Market Share, Make Big Acquisitions
August 20 2009 - 1:08PM
Dow Jones News
The chief executive of Yara ASA (YAR.OS), the world's biggest
fertilizer company by sales volume, said the company plans to
increase its global market share further, and will make large
acquisitions to do that.
"We've signaled profitable growth, and plan to increase our
market share on a worldwide basis," CEO Joergen Haslestad told Dow
Jones Newswires in an interview Thursday.
"That will come through normal organic growth, through bolt-on
acquisitions and larger acquisitions also need to be done," he
added.
The company was hit harder than it expected by the global
economic downturn, which eroded demand for fertilizer, leading to
capacity curtailments in a bid to cut supply and support prices.
But Yara has started to increase output again, and will produce
nitrogen, phosphorous and potassium, or NPK fertilizers, at 70% of
its capacity in the third quarter, up from 50% in the second
quarter.
Haslestad said it's uncertain whether capacity cutbacks will
continue into the fourth quarter because it depends on whether
still sluggish NPK markets pick up. "We're working on this daily,"
he said. In contrast, nitrate demand has returned, and Yara has
sold all of its capacity in the third quarter.
Haslestad said he's comfortable Yara hasn't lost any of its
fertilizer market share during the current period of volume
reductions. "We've still got 7% to 8% globally and around 30% of
the European market share," he said.
Yara plans to increase its global market share and is looking to
areas with cheap gas supplies - a key feedstock in the production
of fertilizer - such as the Middle East and North Africa. "Iraq and
Iran would be interesting countries to go into," Haslestad said,
adding: "Something will [also] come up in the former Soviet Union,
but there are challenges in those countries around political
stability. We're reluctant to invest a lot of money there."
Although Yara isn't active in an ongoing three-way bidding war
in the U.S., where CF Industries Holdings Inc. (CF) is bidding for
Terra Industries Inc. (TRA) and Agrium Inc. (AGU) for CF, Haslestad
suggested some assets may crop up there when the
merger-and-acquisition activity settles down.
"Fertilizer is an industry that needs to be consolidated to get
more stability. As the biggest company in terms of sold volumes, we
will participate in that process," he said.
Company Web site: www.yara.com
-By Elizabeth Adams, Dow Jones Newswires; +44 (0) 7789 070 028;
elizabeth.adams@dowjones.com