Itafos posts corporate presentation outlining phosphate fertilizer growth strategy and asset portfolio
Reuters2026/08/19 22:39- Itafos highlighted Conda as its flagship vertically integrated phosphate fertilizer business, supported by long-term offtake and supply agreements.
- Conda mine life projected to run to 2037 via the Husky 1/North Dry Ridge project; North Dry Ridge mining began in 2024.
- MgO reduction upgrade slated for plant tie-in during a long turnaround in 2028; estimated capital spend USD 95-110 million.
- Arraias restart plan targets a return to SSP production in 2027, following an updated preliminary economic assessment completed in early 2026.
- Peer valuation slide showed Itafos at a roughly 2x EV/2027E adjusted EBITDA multiple discount to a 6.1x peer average.
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