Sociedad Química y Minera de Chile
About: Sociedad Quimica y Minera de Chile is a Chilean commodities producer with significant operations in lithium (primarily used in batteries for electric vehicles and energy storage systems), specialty and standard potassium fertilizers, iodine (primarily used in X-ray contrast media), and solar salts. The company extracts these materials through its high-quality salt brine deposits and caliche ore. SQM is developing a hard rock lithium project in Australia and expanding its lithium refining assets in China.
Employees: 8,344
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
76% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 29
33% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]
9% more capital invested
Capital invested by funds: $1.18B [Q3] → $1.28B (+$103M) [Q4]
7% more funds holding
Funds holding: 221 [Q3] → 236 (+15) [Q4]
4.72% more ownership
Funds ownership: 19.85% [Q3] → 24.57% (+4.72%) [Q4]
6% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 72
24% less call options, than puts
Call options by funds: $20.9M | Put options by funds: $27.5M
Research analyst outlook
We haven’t received any recent analyst ratings for SQM.
Financial journalist opinion
Based on 3 articles about SQM published over the past 30 days
Positive
Seeking Alpha
2 days ago
Sociedad Química y Minera de Chile: Attractive Despite The Section 232 Investigation Threat
President Trump signed an executive order on April 15 to launch a Section 232 investigation into the national security threats posed by critical mineral imports. SQM benefits from low-cost lithium production and a diversified product mix, positioning it for long-term growth despite tariff uncertainties. Chile's strong trade relationship with the U.S. and potential friend-shoring strategies favor SQM amid Trump's aggressive trade policies.
Positive
Zacks Investment Research
1 week ago
SQM (SQM) Moves 12.3% Higher: Will This Strength Last?
SQM (SQM) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Positive
Reuters
3 weeks ago
Exclusive: Indian state firms seek stake in SQM's lithium projects in Australia, sources say
Four Indian state firms are in talks with Chilean miner SQM to acquire a 20% stake in its two lithium projects in Australia for $600 million, four sources said, in New Delhi's biggest effort to secure supplies of the key EV battery metal.
Positive
Seeking Alpha
1 month ago
Sociedad Química y Minera de Chile: This Is Why Lithium Will Fuel Growth
Sociedad Química y Minera de Chile is rated a Buy due to projected growth in the EV market, driving future lithium demand and revenue. Partnership with Codelco in 2031 is set to lower 20-25% of SQM's lithium revenue, which currently accounts for 43% of the company's profits. SQM is expanding lithium production, particularly in Chile, to meet rising demand, with diversified operations in Australia and China for stability.
Negative
Zacks Investment Research
1 month ago
Sociedad Quimica's Earnings Miss Estimates in Q4, Revenues Beat
SQM sees a 33% year-over-year decline in sales in the Lithium and Derivatives unit in Q4 as higher lithium sales volumes were more than offset by lower prices.
Neutral
Seeking Alpha
1 month ago
Sociedad QuÃmica y Minera de Chile S.A. (SQM) Q4 2024 Earnings Call Transcript
Sociedad QuÃmica y Minera de Chile S.A. (NYSE:SQM ) Q4 2024 Earnings Conference Call March 5, 2025 10:00 AM ET Company Participants Isabel Bendeck - Investor Relations Officer Gerardo Illanes - Vice President Services and Finance Carlos Díaz Ortiz - General Manager, Lithium Potassium Division Pablo Altimiras - General Manager, Nitrates Iodine Division Mark Fones - Vice President of Strategies and M&A Lithium Felipe Smith - Commercial Vice President of Lithium Juan Pablo Bellolio - Commercial Vice President of Iodine and Industrial Chemicals Pablo Hernandez - VP of Strategy and Development Conference Call Participants Ben Isaacson - Scotiabank Joel Jackson - BMO Capital Markets Rafael Barcellos - Bradesco BBI Corinne Blanchard - Deutsche Bank Andres Castanos-Mollor - Berenberg Juraj Domic - LarrainVial Operator Good day, and thank you for standing by.
Positive
Seeking Alpha
4 months ago
Sociedad Química y Minera de Chile: Its Rebound Is A Matter Of When Not If
Sociedad Química y Minera de Chile shares are trading near 5-year lows due to declining lithium prices, but their large market share and superior margins position them well for a turnaround. Despite revenue declines, SQM's diversified operations and investments in new extraction capacities in China and Australia suggest robust future demand and potential revenue growth. Risks include slower-than-expected EV adoption and revenue loss from a renegotiated contract with the Chilean government, impacting their lithium extraction operations and profit margins.
Negative
Zacks Investment Research
4 months ago
Sociedad Quimica's Earnings and Revenues Miss Estimates in Q3
SQM sees volume growth in almost all of its business lines amid headwinds from weaker year-over-year pricing in Q3.
Neutral
Seeking Alpha
4 months ago
Sociedad Química y Minera de Chile S.A. (SQM) Q3 2024 Earnings Call Transcript
Sociedad Química y Minera de Chile S.A. (NYSE:SQM ) Q3 2024 Earnings Conference Call November 20, 2024 10:00 AM ET Company Participants Isabel Bendeck - Investor Relations Ricardo Ramos Rodríguez - Chief Executive Officer Gerardo Illanes - Chief Financial Officer and VP of Finance Carlos Diaz Ortiz - CEO of SQM Salar Mark Fones - CEO of SQM International Lithium Felipe Smith - Commercial Vice President of SQM Salar Pablo Hernandez - Senior Director of Business Strategy and Development, SQM Salar Pablo Altimiras - CEO of Iodine & Nitrates Juan Pablo Bellolio - Commercial Vice President of Iodine and Industrial Chemicals Conference Call Participants Joel Jackson - BMO Capital Markets Ben Isaacson - Scotiabank Corinne Blanchard - Deutsche Bank Gabriel Simões - Goldman Sachs César Pérez-Novoa - BTG Pactual Operator Good afternoon, and welcome to the SQM Third Quarter 2024 Earnings Conference Call.
Neutral
PRNewsWire
4 months ago
SQM REPORTS EARNINGS FOR THE NINE MONTHS ENDED SEPTEMBER 30, 2024
Highlights SQM reported total revenues for the nine months ended September 30, 2024 of US$3,455.0 million compared to total revenues of US$6,155.9 million for the same period last year. Net loss(1),(2) for the nine months ended September 30, 2024 of (US$524.5) million or (US$1.84) per share, compared to net income(2) of US$1,809.5 million or US$6.33 per share for the same period last year.
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