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What smart money is saying about Itafos Inc.United States flag

IFOS.V · Basic Materials · Chemicals · Market cap $505M

1 fund in our archive has pitched Itafos Inc. — most recently Alluvial Capital in December 2025.

Company profile

Itafos Inc. operates as a phosphate and specialty fertilizer platform company. The company produces and sells monoammonium phosphate (MAP), MAP with micronutrients, superphosphoric acid, merchant grade phosphoric acid, ammonium polyphosphate, single superphosphate (SSP), SSP with micronutrients, and sulfuric acid. It also owns interests in the Farim, a phosphate mine project situated in Farim, Guinea-Bissau; Araxá, a rare earth element and niobium mine and extraction plant project that covers an area of approximately 226 hectares situated in Minas Gerais, Brazil; and Santana, an integrated phosphate mine and fertilizer plant project, which covers an area of approximately 233,070 hectares located in Pará, Brazil. The company was formerly known as MBAC Fertilizer Corp. and changed its name to Itafos Inc. in December 2016. The company was incorporated in 1999 and is headquartered in Houston, Texas. Itafos Inc. is a subsidiary of CL Fertilizers Holding LLC.

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Fund coverage · 1 thesis

  • Alluvial Capital
    December 2025

    Itafos Inc is a low-cost phosphate fertilizer producer with near-zero net debt and structural supply tailwinds trading at a low cash flow multiple, offering potential strategic value.

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