Nutrien Ltd. (TSX: NTR) will host its Investor Day in Toronto on Monday, November 30, 2026, at 1:00 pm ET. The event aims to provide updates on the company’s business outlook and strategic goals.

Strategic focus and shareholder value

The leadership team will outline the company's approach to delivering shareholder value. Key topics include free cash flow growth and disciplined capital allocation. Attendees will gain insights into the levers driving Nutrien’s long-term performance across the agricultural value chain.

Event access and registration details

In-person attendance is restricted to institutional investors and sell-side analysts. For broader accessibility, a webcast and replay will be available via Nutrien’s Investor Events page. Registration for the event is open at www.nutrien.com/news/events .

About Nutrien

Nutrien is a leading global provider of crop inputs and services. The company operates a world-class network of production, distribution, and ag retail facilities designed to serve growers efficiently. Its strategy prioritizes investments that strengthen business advantages and maintain stakeholder relationships.

Nutrien (TSX: NTR) reported second-quarter 2026 adjusted EBITDA of $2.4 billion, with first-half adjusted EBITDA rising 6% year-over-year to $3.5 billion. The fertilizer producer raised its full-year potash sales volume guidance and accelerated share repurchases to approximately $75 million per month in the third quarter.

Financial Performance

Cash provided by operating activities increased 12% in the first half of 2026, supporting the company’s capital allocation priorities. Management reduced capital expenditures guidance by $50 million to a range of $1.95 billion to $2.05 billion for the full year.

The potash segment benefited from higher global benchmarks and strong operational execution, maintaining controllable cash costs flat compared to the prior year. The nitrogen segment saw lower sales volumes due to planned maintenance at the Carsland facility and deferred customer purchases, though net selling prices aligned with higher global benchmarks. Phosphate adjusted EBITDA declined in the quarter due to elevated sulfur costs.

Strategic Updates

Nutrien generated approximately $1 billion in gross proceeds from asset divestitures since the fourth quarter of 2024, enhancing portfolio quality. The company is reviewing strategic alternatives for its phosphate business and has received numerous non-binding bids. Additionally, management is evaluating options for its Trinidad nitrogen operations and components of the Brazilian retail business.

What the Numbers Show

The retail segment demonstrates a clear shift in revenue drivers. While domestic commodity fertilizer volumes declined in the second quarter—phosphate down 10% and nitrogen down 7%—proprietary crop nutrients gross margin increased 10% in the first half. This divergence indicates that growth in high-margin proprietary products is offsetting volume weakness in traditional commodity fertilizers, supporting the maintenance of full-year retail adjusted EBITDA guidance at $1.75 billion to $1.95 billion.

Outlook

Global potash shipments are forecast at 74 million to 77 million tons for 2026. Nutrien raised the bottom end of its own potash sales volume guidance to 14.2 million to 14.8 million tons, citing healthy demand across major markets and favorable affordability. The company plans to host an Investor Day on November 30 to outline future growth opportunities.