Iofina plc (LSE:IOF) has reported its highest-ever quarterly iodine production, with output rising 32% year-on-year to 215.8 metric tonnes in Q3 2025. The record performance was driven by the efficient operation of the company’s eight IOsorb® plants in Oklahoma, including the recently commissioned IO#11 facility.
With strong iodine prices and steady demand, Iofina remains confident in achieving its second-half production targets. The company is also in the final stages of negotiations to develop its IO#12 plant, signaling further capacity expansion and a positive outlook heading into 2026.
The company’s financial position remains stable, supported by a reasonable valuation. However, declining profitability and bearish technical signals temper the overall outlook. The lack of earnings call and corporate event disclosures leaves these factors as the primary drivers of sentiment.
About Iofina
Iofina is a vertically integrated iodine producer and specialty chemicals manufacturer, ranking as the second largest iodine producer in North America. Operating through its subsidiaries Iofina Resources and Iofina Chemical, the company utilizes its proprietary WET IOsorb technology to efficiently extract iodine. Its growth strategy centers on innovation, operational excellence, and capacity expansion.
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