Sociedad Química y Minera de Chile

SQM

Market cap $21.6B

Sociedad Química y Minera de Chile S.A. (SQM) Q4 2025 Earnings Call Transcript

SANTIAGO, Chile, Feb. 27, 2026 (GLOBE NEWSWIRE) -- Sociedad Química y Minera de Chile S.A. (SQM) (NYSE: SQM; Santiago Stock Exchange: SQM-B, SQM-A) reported today net income for the twelve months ended December 31, 2025, of US$588.1 million or US$2.06 per share, compared to a loss of US$(404.4) million or US$(1.42) per share reported for the same period last year.

ALB and SQM are riding a lithium price rebound, ramping capacity and expanding output as EV and storage demand accelerates.

On Tuesday, Albemarle and Sociedad Quimica y Minera moved past early entry points after gaining.

During Q4, Baron Emerging Markets Fund added a few new investments to existing themes while also increasing exposure to several positions that we established in earlier periods. SK hynix has emerged as the industry leader in cutting-edge HBM due to its superior performance, durability, and heat dissipation.

SQM remains a top lithium producer, leveraging industry-leading margins and a robust balance sheet to weather cyclical downturns. SQM's diversified mineral portfolio and sustained lithium production position it to capture market share as supply-demand dynamics normalize and lithium demand rebounds. Recent lithium oversupply pressured margins, but SQM maintained production while peers shuttered mines, enhancing its long-term competitive positioning.

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