Iofina (LSE:IOF) reported record crystalline iodine production of 743.2 metric tonnes in 2025, representing a 17.2% increase year on year. The growth was driven by strong operational performance across its eight IOsorb® plants in Oklahoma, alongside a particularly robust sales cycle in the second half of the year.
On the back of higher volumes and firm pricing, the company said full-year 2025 revenue is now expected to exceed $65m, with EBITDA forecast to come in above $11m, both ahead of market expectations. Financial strength also improved over the period, with net cash rising to $5.2m by year end.
Looking forward, Iofina is progressing the construction of a new, larger IOsorb® plant in the Permian Basin, which is expected to deliver annual production of around 170–220 tonnes from the second half of 2026. Management also anticipates further production growth in the first half of 2026, supported by sustained global demand and a spot iodine price that remained above $70 per kilogram throughout 2025.
Overall, the company’s outlook is underpinned by a stronger balance sheet, ongoing capacity expansion and favourable market conditions, reinforcing Iofina’s competitive positioning within the iodine market. While technical indicators point to potential overbought conditions in the near term, valuation and longer-term growth prospects continue to appear attractive.
More about Iofina plc
Iofina plc is a vertically integrated iodine producer and specialty chemical manufacturer operating through its Iofina Resources and Iofina Chemical divisions. The company, the second-largest iodine producer in North America, runs eight IOsorb® iodine extraction plants in Oklahoma using its proprietary WET® IOsorb® technology and supplies a broad range of halogen-based specialty chemicals derived from iodine, alongside non-iodine products.
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