The Mosaic Company


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The Mosaic Company: Stable Demand & Potash Production Increase Catalyzing Growth?


The Mosaic Company’s fourth quarter and full year 2023 earnings highlighted robust phosphate markets and an expected recovery of demand for potash. Mosaic’s CEO, Bruce Bodine, spoke positively about their financial performance in 2023, with reported revenue of $13.7 billion and adjusted EBITDA of $2.8 billion, along with investing $1.4 billion in the business and returning $1.1 billion to shareholders through share repurchases. One positive takeaway from the call was the strong phosphate market conditions, resulting from tight supply due to China’s fertilizer export restrictions and limited capacity additions in the short term. This has led to competitive stripping margins and bodes well for Mosaic’s profitability in its phosphate segment.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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