Iofina CEO Says 2025 Revenue Will Beat $65m as Record Iodine Output Powers Growth

Iofina PLC is heading into 2026 with strong momentum after delivering another record year in 2025, driven mainly by higher iodine volumes, steady pricing, and tight cost control. In a conversation with Proactive, CEO Dr Tom Becker said the company expects 2025 revenue to exceed $65 million and EBITDA to come in above $11 million, beating market expectations.

The headline figure behind that optimism is production: Iofina produced 743 metric tons of crystalline iodine in 2025, up from 634 metric tons the prior year—an increase of roughly 17%. Dr Becker described the year as one of consistent performance across plants, with double-digit growth in the fourth quarter, the second half, and the full year.

This article rewrites and expands that update in a detailed, easy-to-follow way, explaining what happened in 2025, what’s driving the numbers, and why the company is investing in its next stage of growth—especially with a new, larger plant being developed in the Permian Basin.

What Iofina Does and Why Iodine Matters

Iofina is a specialist producer of iodine and iodine derivatives. Iodine is a small-volume but strategically important chemical used across many industries. While many people know iodine from basic science class (for example, as a key ingredient in thyroid health), industrial iodine demand is much broader. Iodine and its compounds are used in areas such as medical and pharmaceutical applications, sanitisation and disinfectants, nutrition supplements (in carefully controlled doses), chemical manufacturing, imaging and lab work, and certain high-performance materials.

For investors following Iofina, the key point is that iodine markets can be influenced by supply constraints, specialised production capabilities, and long-term customer relationships. That means reliable output, predictable costs, and dependable delivery can matter just as much as headline prices.

2025 Performance: Record Output and Strong Financial Guidance

In the Proactive discussion, Dr Becker framed 2025 as “pretty good” for a simple reason: the business executed well. Output rose significantly year-on-year, and that volume growth flowed through to expectations for higher revenue and EBITDA.

Production: 743 Metric Tons, Up From 634

Iofina’s 2025 crystalline iodine production reached 743 metric tons, compared with 634 metric tons in the previous year. That’s a material jump, and it matters because for a producer like Iofina, more output can lead to better utilisation of assets, stronger operating leverage, and more opportunities to deepen customer relationships (as long as the market can absorb the product).

Revenue and EBITDA: “Over $65m” and “Over $11m”

Dr Becker said Iofina expects to post revenue above $65 million and EBITDA above $11 million for 2025. He positioned this as an outcome of higher production and controlled costs, with pricing described as broadly steady rather than the primary driver.

That “volume-led” story is important. When strong results come mostly from better execution and higher output—rather than a short-lived spike in prices—it can look more repeatable. Of course, every commodity-linked market has risks. But management is clearly trying to emphasise that the business is building capacity and improving delivery, not merely riding a temporary price wave.

What Drove the Growth: Execution, Reinvestment, and Partnerships

According to Dr Becker, the foundation of 2025’s results was disciplined operations across Iofina’s plants, combined with reinvesting into the business and working closely with partners who deliver brine water used to produce iodine.

Operational Discipline Across Plants

Iofina highlighted that growth was consistent across the year: strong fourth quarter, strong second half, and strong full-year performance. When a company sees improvement across multiple reporting periods—not just a single quarter—it can suggest that the gains come from stable processes rather than one-off events.

Reinvestment as a Strategy, Not a One-Time Event

Rather than taking a “wait and see” stance, Iofina has been building additional plant capacity. Dr Becker explicitly linked the production increases to reinvesting back into operations and growing iodine output through new plants.

In practical terms, reinvestment can include upgrading processing equipment, improving recovery rates, training teams, strengthening logistics, and expanding physical capacity. While the Proactive conversation doesn’t list every individual project line-by-line, it clearly positions reinvestment as a repeated pattern: produce more, sell more, fund more growth, then repeat—while trying to keep debt manageable.

Partner Relationships and Brine Supply

Iofina’s iodine production depends on receiving brine water from partners. Dr Becker pointed to employees and partners working together to deliver the brine water needed for iodine extraction. This matters because production reliability is not only about what happens inside Iofina’s facilities; it also depends on stable inputs and well-managed relationships upstream.

Pricing: Stable, Not the Main Story

A notable part of the interview was the company’s view on pricing. Dr Becker said iodine pricing has been steady in a relatively tight range for about three years, and he suggested that consistency could continue for several more years.

He also emphasised that the company’s improved outlook for 2025 is primarily driven by higher production and cost control, not a big jump in the market price.

For readers trying to understand what this means: when pricing is stable, execution becomes the “make or break” factor. If a company can increase output and keep costs in line, financial performance can improve even without a tailwind from prices. On the other hand, stable prices can also limit how much revenue can grow unless volumes continue to rise. Iofina’s approach, as described here, is to keep scaling capacity to drive that volume increase.

Demand: Strong for Raw Iodine and Derivatives

Demand was another key theme. Dr Becker said Iofina saw strong demand for both raw iodine (crystalline iodine) and iodine derivatives during 2025. He noted that derivatives can have “ups and downs,” but overall demand conditions were supportive for the business.

Growing a Global Customer Base

One of the most practical signals of demand is whether customers keep coming back and buying more. In the interview, Dr Becker said Iofina’s sales team has built a “core group” of customers worldwide who are increasing their purchases as the company expands production.

This kind of statement points to an important business reality: industrial markets often reward reliability. When customers trust supply and quality, they may increase order sizes, sign longer contracts, or rely on the supplier for a broader range of products.

Why Sales Execution Matters as Capacity Expands

Higher production is only valuable if it can be sold efficiently. Dr Becker framed this as a responsibility: as Iofina expands, it must ensure the right sales cycles and partnerships are in place to sell the iodine and derivatives it produces.

That is a straightforward but important point. Scaling production too quickly without matching demand can lead to inventory build-up, weaker pricing power, or wasted working capital. Iofina’s tone suggests it believes demand is there, and its job is to match supply growth with strong commercial execution.

The Permian Basin Expansion: A Bigger Plant and a Bigger Step

The most forward-looking part of the conversation focused on Iofina’s next major capacity addition: a new plant in the Permian Basin. Dr Becker said this facility is expected to be the largest Iofina has built and should add significant scale relative to the company’s typical “IOsorb” plants.

Three Core Production Regions

Dr Becker explained that the company’s operations are evolving into three main iodine production areas: northwest Oklahoma, central Oklahoma (where the last three plants were built), and now the Permian Basin, where construction has started.

This matters because geographic diversification can reduce concentration risk. If one area faces operational constraints, supply disruptions, or slower growth in brine availability, the company may be able to balance output across regions. Of course, diversification introduces complexity too—more sites, more logistics, and more coordination—but it can also provide resilience.

Brine Volumes and Geological Selection

In the interview, Dr Becker said the Permian partner handles more than 2.6 million barrels of brine water per day, but he also stressed an important caveat: not all brine has iodine levels that are economically viable. He said Iofina’s geology team has done extensive work to identify viable areas.

This is a helpful reminder that in resource-linked processing, “big numbers” don’t automatically translate into profitable output. What matters is the concentration of the target material (iodine), the cost of extraction, the efficiency of recovery, and the reliability of the input stream.

Capacity: Estimated 170–220 Metric Tons Annually

Dr Becker said the new Permian Basin plant is expected to produce roughly 170 to 220 metric tons annually. He described it as around twice the capacity of Iofina’s typical IOsorb plants in Oklahoma.

If that range is achieved, it would represent a meaningful incremental contribution to company-wide volume—especially when combined with steady performance at existing facilities. In scale-up stories, the first year of a new plant can be important: ramp-up speed, reliability, and product quality are often what separate “good plans” from “real results.”

Timeline: “Second Half of 2025” and Momentum Into 2026

Dr Becker said the new facility, under construction, is expected to be online in the second half of 2025. He also spoke about pushing momentum into 2026.

It’s worth reading that carefully. “Online” can mean different stages—mechanical completion, initial commissioning, and then full operational output. Even after a plant starts, it can take time to optimise. Still, the company’s confidence suggests it sees this expansion as a near-term driver rather than a distant idea.

Funding Approach: Growth Mainly From Internal Cash Flow

Another major theme was capital discipline. Dr Becker said Iofina is funding expansions primarily through internally generated cash, with only a small amount of bank debt.

This funding stance can appeal to investors who prefer growth that doesn’t rely heavily on raising new equity or taking on large debt burdens. When a company can fund expansion from operating cash flows, it can suggest the underlying business is generating sufficient profitability and that management is aiming for measured, sustainable scaling.

At the same time, internal funding can also slow the pace of expansion compared to aggressive borrowing. Dr Becker addressed that balance in spirit, saying the company is not “getting ahead of ourselves,” but also not “sitting still,” choosing instead to be “aggressive in the right way.”

Why Investors Paid Attention to This Update

This update grabbed attention because it combines three things that often matter most in a scaling industrial story:

• Clear operational improvement (record production and consistent performance across the year).
• Financial guidance pointing above expectations (revenue over $65m, EBITDA over $11m).
• A visible growth project (the Permian Basin plant with 170–220 metric tons capacity potential).

When these appear together, the story becomes easier to understand: a company that can produce more, sell more, and reinvest in more capacity—without leaning heavily on debt—often looks like it has a coherent plan. The real test, of course, is whether execution continues at the same quality level as scale increases.

Risks and Watch-Points (What to Monitor Going Forward)

No company update is complete without considering the main watch-points. Based on what was discussed, here are practical areas investors and readers may track during 2026:

1) Ramp-Up and Performance of the Permian Basin Plant

The Permian plant is described as the largest in the company’s portfolio and roughly twice the capacity of typical IOsorb plants. With that comes upside—and execution risk. Investors may watch commissioning timelines, early output levels, and whether the plant reaches the 170–220 metric ton range over time.

2) Stability of Input Supply and Partner Relationships

Iofina depends on brine water delivery and on selecting economically viable iodine concentrations. Any disruption in brine supply, operational alignment with partners, or unexpected changes in brine chemistry can affect production rates.

3) Demand Continuity for Both Iodine and Derivatives

Management described strong demand and a growing global customer base. In 2026, it will matter whether customers continue increasing order volumes and whether derivative demand remains supportive, even if certain sub-markets experience “ups and downs.”

4) Cost Control as the Company Scales

With pricing described as relatively steady, controlling costs becomes central to maintaining margins. Scaling up can sometimes increase complexity and overhead. Watching how EBITDA trends relative to volume will help indicate whether economies of scale are being captured.

How This Fits the Bigger Picture for 2026

Dr Becker’s overall message was a blend of confidence and pragmatism: 2025 delivered record performance; the company expects to beat key financial expectations; demand looks solid; and the next phase of growth is being built now, not merely talked about.

The strategic theme is “repeatable growth.” In plain language, Iofina’s leadership is saying: prices are stable, so we’re going to win by producing more, controlling costs, and expanding capacity responsibly.

Frequently Asked Questions (FAQs)

1) What did Iofina achieve in 2025?

Iofina delivered a record year, including a 17% year-on-year increase in iodine production and guidance indicating revenue above $65 million and EBITDA above $11 million.

2) How much iodine did Iofina produce in 2025?

The company produced 743 metric tons of crystalline iodine in 2025, up from 634 metric tons the previous year.

3) Is Iofina’s growth mainly from higher prices or higher volumes?

Management indicated pricing has been relatively steady, and that the uplift is mainly driven by increased production volumes and cost control.

4) What is the Permian Basin project and why is it important?

Iofina is building a new iodine plant in the Permian Basin that is expected to be the largest in its portfolio. It is estimated to produce about 170–220 metric tons annually and is described as around twice the capacity of typical IOsorb plants in Oklahoma.

5) How is Iofina funding its expansion?

According to the CEO, expansions are being funded primarily through internally generated cash flows with only a small amount of bank debt.

6) What did the CEO say about demand for iodine?

Dr Becker said Iofina saw strong demand for both raw iodine and iodine derivatives in 2025, and that the company’s global customer base has been growing steadily.

Conclusion

Iofina’s 2025 update paints a clear picture: production is rising, financial performance is expected to beat forecasts, and the company is actively investing in a larger future through the Permian Basin expansion. The key takeaway is that management is positioning the business as a disciplined volume grower in a market where pricing has been relatively stable—meaning execution and scale are the levers that matter most.

Source note: This rewritten, expanded article is based on the Proactive interview with Iofina CEO Dr Tom Becker and the figures stated in that coverage.

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