重大事件
外國發行人報告
6-K
2026-08-05
ICL宣布2027年起重組為四大部門 上季銷售21.35億美元創新高
AI 繁中摘要
ICL Group（以色列化學及特種礦物集團）於2026年8月4日經董事會批准，宣佈將於2027年1月1日起調整組織架構，以配合2025年11月公布的企業策略。集團將由現行部門劃分，轉為以終端市場為主導的營運模式，重點加強食品業務的戰略定位，並簡化決策流程以推動增長。📊
新架構將分為四個主要部門：1️⃣ Growing Solutions——專注農業、草坪及園藝市場的特種作物營養業務；2️⃣ Nutrition Solutions——為食品、飲品、健康及營養行業提供先進解決方案；3️⃣ Industrial Products——為電子、能源及建築等工業市場提供性能及安全解決方案；4️⃣ Essential Minerals——涵蓋上游鉀肥及磷肥生產，服務全球農業市場。是次重組亦會令2027年1月起財務報表的營運及報告分部由現行架構更新為上述四個分部。
為方便投資者了解新結構，集團同時發布了按新分部劃分的未經審計歷史財務數據，僅供參考，最終數字或有重大調整。數據顯示，2026年第二季度集團總銷售額為21.35億美元，高於首季的20.23億美元及2025年同期的18.32億美元；經營溢利（OI）為2.66億美元，較首季的2.35億美元及2025年同期的1.81億美元顯著改善。💡
按新分部劃分，2026年第二季度銷售表現如下：Essential Minerals貢獻9.18億美元（經營溢利1.24億美元）、Growing Solutions貢獻6.05億美元（經營溢利0.32億美元）、Industrial Products貢獻6.00億美元（經營溢利1.25億美元）、Nutrition Solutions貢獻2.22億美元（經營溢利0.30億美元）。2025全年總銷售額為71.53億美元，經營溢利5.80億美元。
集團指出，是次重組將有助提升盈利能力及效率，尤其可凸顯特種業務及食品解決方案的增長潛力，同時繼續優化鉀肥、磷肥價值鏈及保持溴素市場領導地位。管理層提醒，相關前瞻陳述涉及重組時間表及會計影響等不確定因素，實際結果可能與預期有別，投資者應參閱集團20-F年報的風險因素章節。⚖️
對投資者而言，新架構將令財務匯報更貼近終端市場表現，有助分析各業務板塊的獨立盈利能力，但過渡期間或會出現數據重列及一次性調整，宜留意後續季度報告的細節披露。
展開英文正文
6-K 1 zk2635843.htm 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of August 2026 Commission File Number: 001-13742 ICL GROUP LTD. (Exact name of registrant as specified in its charter) ICL Group Ltd. Landmark Tower 2 Leonardo Da Vinci Street Tel Aviv 6473309 Israel (972) 03-6844459 (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F: Form 20-F ☒ Form 40-F ☐ ICL GROUP LTD. INCORPORATION BY REFERENCE This report on Form 6-K shall be deemed to be incorporated by reference into the registration statement on Form S-8 (Registration Number: 333-205518) of ICL Group Ltd. and to be a part thereof from the date on which this report is filed, to the extent not superseded by documents or reports subsequently filed or furnished. In addition, this report on Form 6-K shall be deemed to be incorporated by reference into the Israeli Shelf Prospectus of ICL Group Ltd. filed with the Israel Securities Authority and dated September 19, 2025 (Filing Number: 2025-02-070730) and to be a part thereof from the date on which this report is filed, to the extent not superseded by documents or reports subsequently filed or furnished. ICL GROUP LTD. 1. Alignment of ICL's Organizational Structure to its Strategy Item 1 Alignment of ICL's Organizational Structure to its Strategy The Company hereby announces that on August 4, 2026, the Company's Board of Directors approved adjustments to the Company's organizational structure, effective January 1, 2027, in order to better align the Company's management focus with its updated corporate strategy, as published in November 2025. The reorganization will adopt an end-market-oriented operating model with the aim of promoting growth and sharpening the Company’s strategic emphasis on its Food activities. As published, the updated strategy is built on three key pillars: (i) driving profitable growth through the Company’s specialty businesses, primarily Specialty Crop Nutrition and Specialty Food Solutions; (ii) maximizing the value of its core businesses by optimizing the potash and phosphate value chains and maintaining its leadership position in the bromine market; and (iii) enhancing efficiency and value creation through portfolio optimization and continued cost structure improvements. The updated organizational structure is expected to include changes to the Company’s divisions structure, whereby the divisions will be organized around three main end markets - Agriculture, Food, and Industrial. The following is a description of the Company’s main divisions following the implementation of the change: (i) Growing Solutions, which will include the Company’s specialty crop nutrition activities for agricultural, turf and ornamental markets; (ii) Nutrition Solutions, which will provide advanced solutions for the food and beverage, health, and nutrition industries; (iii) Industrial Products, which will provide performance & safety solutions for industrial markets - primarily in the electronics, energy and construction sectors; and (iv) Essential Minerals, which will include the Company’s potash and phosphate fertilizer activities from our upstream mineral production sites, serving the global agricultural market. As a result of the above, the Company expects that, beginning with the financial reporting period commencing January 1, 2027, the Company’s operating and reportable segments in its financial statements will be updated accordingly. That is, the financial statements will include four reportable operating segments (Growing Solutions, Nutrition Solutions, Industrial Products, Essential Minerals). To facilitate investors' understanding of the revised reporting structure, the Company has prepared selected historical financial information (consolidated sales and operating income), reflecting the new segment structure, including financial results for the first and second quarters of 2026 and the corresponding comparative periods in 2025 and 2025 FY. It should be clarified that the financial information presented below has not been reviewed or audited by the Company’s independent auditors and is provided solely for the convenience of the Company's investors. This information is preliminary and subject to changes, including material changes, in the course of assessing the accounting and reporting implications of the organizational restructuring. Q2'26 Q1'26 FY 2025 Q2'25 Q1'25 Consolidated Sales Industrial Products 600 521 1,860 468 492 Essential Minerals 918 911 3,046 747 734 Nutrition Solutions 222 203 753 194 184 Growing Solutions 605 551 2,063 540 495 Other and setoffs -210 -163 -569 -117 -138 Total Sales 2,135 2,023 7,153 1,832 1,767 OI Industrial Products 125 79 269 66 74 Essential Minerals 124 148 490 100 112 Nutrition Solutions 30 24 107 26 28 Growing Solutions 32 30 135 35 28 Other and setoffs -45 -46 -421 -46 -57 Total OI 266 235 580 181 185 Forward-Looking Statements The information in this immediate report constitutes “forward-looking information”. This information includes, among other things, references to the future reorganization of the Company’s structure and, as a result thereof, of the Company’s operating and reportable segments, including the expected composition and activities of each segment, the timelines for implementation of the changes, and the Company’s assessment of the implications, including the accounting implications, of such changes on the data mentioned above. This information is based on management’s beliefs, assessments and assumptions and on information available to it as of the date of publication of this report, including estimates and forecasts whose realization depends, among other things, on factors beyond the Company’s control, and therefore, such information may change and/or not materialize. Readers should not place undue reliance on the forward-looking statements contained in this report, including their implications, including due to any of the risks appearing in the “Risk Factors” section in ICL’s Annual Report as published on Form 20-F for the year ended December 31, 2025 (as may be updated from time to time in the Company’s publications). Forward-looking information refers only to the date on which it is provided, and the Company undertakes no obligation to update it as a result of new information or future developments, or to publicly release any revisions to this information to reflect subsequent events or circumstances, or to reflect unanticipated events or circumstances that may occur. Name of the authorized signatory on the report and name of authorized electronic reporter: Aya Landman, Adv. Position: VP, Chief Compliance Officer and Corporate Secretary Signature Date: August 5, 2026 Investor and Press Contact - Israel Adi Bajayo VP, ICL Spokesperson and Israel IR Manager +972-52-4454789 [email protected] Investor and Press Contact - Global Peggy Reilly Tharp VP, ICL Global Investor Relations +1-314-983-7665 [email protected] SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. ICL Group Ltd. By: /s/ Asaf Alperovitz Name: Asaf Alperovitz Title: Chief Financial Officer ICL Group Ltd. By: /s/ Aya Landman Name: Aya Landman Title: VP, Chief Compliance Officer & Corporate Secretary Date: August 5, 2026