Should You Buy This Industrials Chemical Stock-MOS

Acrobull UK Advisory Services Ltd.

November 28			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
The Mosaic Company.	MOS-NYSE	Basic Materials		$7.7 Billion	Medium

The Mosaic Company, through its subsidiaries, manufactures and distributes concentrated phosphate and potash fertilizers. It operates across three segments: Phosphates, Potash, and Mosaic Fertilizantes.

Recent Highlights

CEO Statement- Mosaic delivered strong earnings in the third quarter despite facing operational and market challenges," said President and CEO Bruce Bodine. "Our operations in Brazil performed well, even as we navigated the ongoing credit issues in the Brazilian agricultural sector. Additionally, our potash business saw solid results, driven by strong global demand that pushed prices higher.

In phosphates, our efforts to restore asset health have resulted in three consecutive months of increased production, and we are now focused on driving further improvements and achieving sustainably higher operating rates.

Third Quarter 2025 Financial Highlights

The company reported a net income of $411 million and an adjusted EBITDA of $806 million for the third quarter of 2025.

Phosphate production volumes reached 1.7 million tonnes in the third quarter, marking the third consecutive quarter of growth. For the trailing three-month period ending in October, production volumes totaled approximately 1.8 million tonnes.

Potash production volumes are on track to reach record levels in 2025.

Mosaic Fertilizantes delivered strong performance, with operating income increasing by 71% to $96 million, and adjusted EBITDA rising 190% to $241 million compared to the same quarter last year.

Following the close of the quarter, the completion of the Patos de Minas and Taquari transactions generated $63 million in immediate aggregate proceeds.

Stock Observation-Building on the strong performance in the third quarter of 2025, with a net income of $411 million and adjusted EBITDA of $806 million, the company is well-positioned to maintain momentum going forward. As we continue to focus on operational improvements and capitalize on favorable market trends, we expect to drive further growth in both production volumes and profitability. With our robust strategy and global market access, we are confident in our ability to deliver sustainable results and create long-term value for our shareholders.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull UK maintains Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull UK only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull UK would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull UK is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull UK does not guarantee returns.

Acrobull UK Recommendation Based on Evaluation

Current Market Price	$24.26 USD
Acrobull Recommendation	Buy
Target Price	$26.50 USD
RSI Level	31 RSI
Total Shares Outstanding	139.18 Million
Shares Held by Insiders Shares Held by Institutions Risk Factor Stop Loss	0.47% 98.06% Medium 5%