ICL Group Ltd

NYSE:ICL Stock Report

Market Cap: US$7.4b

ICL Group Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Elad Aharonson

Chief executive officer

US$5.5m

Total compensation

CEO salary percentage35.88%
CEO tenure1.5yrs
CEO ownershipn/a
Management average tenure4.9yrs
Board average tenure7.8yrs

Recent management updates

Recent updates

Seeking Alpha • Aug 21

ICL Group Remains Fundamentally Attractive, But My Caution Was Correct

Summary ICL remains fundamentally attractive, with a raised price target to $5.4/share but is still rated a 'HOLD' due to risk/reward balance. Recent outperformance in potash and industrial products offset weaker phosphate and growing solutions, highlighting ICL's segment diversification and earnings resilience. China's continued potash import demand and disruptions from Belarus and Russia have supported ICL's export volumes and pricing, defying earlier bearish assumptions. Despite cost efficiencies and improved outlook, sector volatility and geopolitical risks warrant caution; ICL is close to a 'BUY' but not yet compelling at current levels. Read the full article on Seeking Alpha
Analysis Article • May 20

Some May Be Optimistic About ICL Group's (NYSE:ICL) Earnings

Shareholders appeared unconcerned with ICL Group Ltd's ( NYSE:ICL ) lackluster earnings report last week. We did some...
Analysis Article • Feb 13

At US$5.73, Is It Time To Put ICL Group Ltd (NYSE:ICL) On Your Watch List?

ICL Group Ltd ( NYSE:ICL ), might not be a large cap stock, but it saw a decent share price growth of 17% on the NYSE...
Analysis Article • Oct 06

Is ICL Group (NYSE:ICL) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article • Sep 23

Investors Will Want ICL Group's (NYSE:ICL) Growth In ROCE To Persist

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha • Apr 12

ICL Group: Growing Profitability Coupled With Keen Value To Drive Shares Northward

Summary ICL Group Ltd. shows strong potential with bullish technical indicators and a compelling long-term chart, suggesting a sustained bullish run ahead. Despite recent growth struggles, ICL's valuation remains attractive, with projected earnings growth and a high return on incremental capital. The company's robust free cash flow and a GAAP dividend payout ratio of 59.4% indicate strong earnings conversion and dividend affordability. ICL's balance sheet is solid, with improving liquidity and solvency, making its trailing book multiple of 1.28 very attractive to investors. Read the full article on Seeking Alpha
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New Narrative • Jan 18

Geopolitical Issues Will Impact Margins, But Battery Materials Expansion Will Diversify Revenue Streams

Geopolitical challenges and strategic sales limitations could negatively impact operational costs, revenues, and net margins.
Seeking Alpha • Dec 06

ICL Group: Looking Beyond US Borders And Finding Value In Israel

Summary Exploring non-U.S. stocks like ICL Group, Ltd. for diversification and potential long-term gains, especially given the U.S. market's current risk-seeking behavior. ICL Group, a chemicals and specialty minerals firm, offers profitability, valuation, and dividend yield, despite geopolitical risks and the recent CEO departure. Contrarian investing and global screening for undervalued stocks are key strategies, with ICL showing promising technical patterns and valuation grades. Maintaining a balanced approach with both offensive and defensive investments, including U.S. and non-U.S. stocks, to stay ahead of market trends. Read the full article on Seeking Alpha
Seeking Alpha • Nov 20

ICL Group: Resilient Performance Suggests Potential Rebound

Summary ICL Group remains a buy with a $7 price target due to resilient financial performance and strong growth potential in EV and AI markets. The company raised its FY 2024 EBITDA guidance, signaling a rebound despite lower potash prices and four consecutive quarters of EBITDA improvement. Expansion into the Chinese market and increased demand for industrial products like flame retardants bolster long-term growth prospects. Risks include potential delays in the cyclical rebound, geopolitical issues, and weak demand in China affecting bromine and potash prices. Read the full article on Seeking Alpha
Seeking Alpha • Jul 08

ICL Group: It's Gotten Too Cheap, Potential For Growth

Summary ICL Group stock is too cheap at $4, pricing in worst-case scenarios with potential for upside. ICL Group is a global manufacturer of specialty minerals and fertilizers with a focus on sustainable agriculture solutions. Cyclical rebound expected in fertilizers, bromine, and phosphates, with potential for growth and savvy investments driving future success. Shares are a buy with a price target of $7. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Elad Aharonson's remuneration changed compared to ICL Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2026n/an/a

US$305m

Mar 31 2026n/an/a

US$261m

Dec 31 2025US$6mUS$2m

US$226m

Sep 30 2025n/an/a

US$369m

Jun 30 2025n/an/a

US$367m

Mar 31 2025n/an/a

US$389m

Dec 31 2024US$2mUS$586k

US$407m

Sep 30 2024n/an/a

US$404m

Jun 30 2024n/an/a

US$428m

Mar 31 2024n/an/a

US$476m

Dec 31 2023US$1mUS$566k

US$647m

Sep 30 2023n/an/a

US$911m

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$2mUS$577k

US$2b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$1mUS$768k

US$783m

Compensation vs Market: Elad's total compensation ($USD5.55M) is below average for companies of similar size in the US market ($USD8.46M).

Compensation vs Earnings: Elad's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.

CEO

Elad Aharonson (52 yo)

1.5yrs
Tenure
US$5,547,000
Compensation

Mr. Elad Aharonson serves as President & CEO at ICL Group Ltd from March 13, 2025. Mr. Aharonson served as President of Growing Solutions at ICL Group Ltd. until March 13, 2025.He served as Executive Vice...

Leadership Team

NamePositionTenureCompensationOwnership
Yoav Doppelt
Executive Chairman7.8yrsUS$2.62m0.0012%
$ 87.9k
Elad Aharonson
President & CEO1.5yrsUS$5.55mno data
Uri Perelman
Executive VP2.8yrsUS$1.85m0%
$ 0
Asaf Alperovitz
Chief Financial Officerless than a yearno datano data
Anantha Desikan
Executive VP and Chief Innovation & Technology Officer7.8yrsno data0%
$ 0
Alegra Kilstein
Executive VP & Global Chief Information Officerless than a yearno datano data
Peggy Tharp
Vice President of Global Investor Relationsno datano datano data
Aya Landman
VP, Chief Compliance Officer & Corporate Secretaryno datano datano data
Maya Grinfeld
Senior Vice President of Global Marketing & Communications7yrsno datano data
Ilana Fahima
Executive VP & Chief People Officer7.8yrsno data0%
$ 0
Ido Lilian
Executive Vice President of ICL Global CAPEX12.7yrsno datano data
Lilach Geva-Harel
Deputy CEOno dataUS$1.48m0%
$ 0
4.9yrs
Average Tenure
56yo
Average Age

Experienced Management: ICL's management team is considered experienced (4.9 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Yoav Doppelt
Executive Chairman7.8yrsUS$2.62m0.0012%
$ 87.9k
Uri Perelman
Executive VPno dataUS$1.85m0%
$ 0
Dafna Gruber
Independent External Director4.7yrsUS$130.64kno data
Avisar Paz
Independent Director25.4yrsUS$111.70k0.0020%
$ 145.4k
Lior Reitblatt
Independent Director8.8yrsUS$126.93k0.0048%
$ 355.1k
Michal Silverberg
Independent Director4.2yrsUS$105.68kno data
Gadi Lesin
Independent Director5.5yrsUS$121.99kno data
Miriam Haran
Independent External Director5.2yrsUS$143.39k0.0041%
$ 304.9k
Aviad Kaufman
Director12.5yrsUS$104.71kno data
Tzipora Ozer-Armon
Independent Director6.7yrsUS$101.42k0.0019%
$ 139.5k
Sagi Kabla
Director10.6yrsUS$119.87kno data
Reem Aminoach
Independent Director9.5yrsUS$89.07k0.0048%
$ 355.1k
7.8yrs
Average Tenure
60yo
Average Age

Experienced Board: ICL's board of directors are considered experienced (7.8 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/11 22:05
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ICL Group Ltd is covered by 15 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Benjamin TheurerBarclays
Joseph WolfBarclays
Joel JacksonBMO Capital Markets Equity Research