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Yancoal Australia Ltd. (YACAF)
OTHER OTC:YACAF
US Market

Yancoal Australia (YACAF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 25, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
Last Year’s EPS
0.09
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 25, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call emphasized multiple operational and financial achievements — record quarterly and annual production, strong ROM and saleable volume gains, improved realized prices, a materially stronger cash balance (over AUD 2 billion) and no debt, plus maintained unit-cost discipline and improved safety metrics. These positives were balanced against mixed global coal-market dynamics, regional demand declines (notably China), lower ROM-to-saleable conversion in Q4 due to processing constraints, and some temporary operational issues. On balance the operational records and strengthened balance sheet materially outweigh the market headwinds and short-term operational constraints.
Company Guidance
Yancoal reiterated guidance to deliver cash operating costs around the middle of its AUD 89–97/t guidance range (HY cash opex AUD 93/t) and said capital expenditure will be toward the bottom of its prior AUD 750–900m guidance; 2026 guidance on production, cash opex and capex will be provided with the FY2025 results on 25 Feb. For context, Q4 ROM production was 18.9 Mt, Q4 saleable production 13.6 Mt, attributable saleable 10.4 Mt (10.2 Mt excluding the additional 3.75% Moolarben JV interest acquired 3 Oct), attributable sales 10.8 Mt, and FY2025 production was a company record 38.6 Mt. Financial and market metrics cited included average realized price AUD 148/t (+6% q/q; thermal AUD 138/t, met AUD 203/t), API5 +12% q/q, GC Newcastle flat q/q, Platts Low Vol PCI -2% and Platts Semi‑Soft +10%; cash increased by ~AUD 307m in the quarter to >AUD 2.0bn with no interest‑bearing debt, TRIFR was 6.14 (industry weighted average 7.45), and management referenced a ~50% NPAT or ~50% free cash flow payout framework (to be decided by the Board at year‑end) when considering dividends and capital management.
Record Quarterly and Annual Production
Attributable saleable coal of 10.4 million tonnes in Q4 was a company record; full year 2025 attributable production was a record 38.6 million tonnes.
Strong ROM and Saleable Volume Growth
Total ROM coal in Q4 was 18.9 million tonnes, up 20% versus Q3; saleable coal was 13.6 million tonnes, up 11% versus Q3.
Improved Realized Prices
Average realized price increased 6% quarter-on-quarter to AUD 148/tonne (thermal AUD 138/tonne, +6%; metallurgical AUD 203/tonne, +4%).
Substantial Cash Generation and Balance Sheet Strength
Cash balance increased by AUD 307 million in the quarter to over AUD 2 billion; company reported no interest-bearing debt, supporting potential dividends and growth options.
Maintained Low Unit Costs and Lower Capex Expectation
Half-year cash operating cost was AUD 93/tonne (within AUD 89–97 guidance midpoint); full-year unit costs expected around guidance midpoint. Capital expenditure now anticipated towards the bottom end of the AUD 750–900 million guidance range.
Safety Performance Improvement
Total recordable injury frequency rate (TRIFR) reduced to 6.14 at year end, below the industry weighted average of 7.45, indicating improving safety trends.
Sales Optimization and Blending
Attributable sales of 10.8 million tonnes remained stable versus Q3 as the company optimized sales volumes, stock positions and blending to maximise realized prices.

Yancoal Australia (YACAF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

YACAF Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 25, 2026
2026 (Q2)
- / -
0.088
Feb 25, 2026
2025 (Q4)
- / 0.15
0.429-65.12% (-0.28)
Aug 19, 2025
2025 (Q2)
- / 0.09
0.227-61.01% (-0.14)
Feb 20, 2025
2024 (Q4)
- / 0.43
0.457-6.08% (-0.03)
Aug 19, 2024
2024 (Q2)
- / 0.23
0.523-56.68% (-0.30)
Feb 23, 2024
2023 (Q4)
- / 0.46
0.998-54.21% (-0.54)
Aug 16, 2023
2023 (Q2)
- / 0.52
0.935-44.05% (-0.41)
Feb 27, 2023
2022 (Q4)
- / 1.00
0.497100.86% (+0.50)
Aug 17, 2022
2022 (Q2)
- / 0.94
-0.071438.78% (+1.00)
Feb 28, 2022
2021 (Q4)
- / 0.50
-0.888155.94% (+1.38)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

YACAF Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 25, 2026
$4.32$4.320.00%
Aug 19, 2025
$4.14$3.88-6.28%
Feb 20, 2025
$3.26$3.35+2.76%
Aug 19, 2024
$4.22$4.18-0.95%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Yancoal Australia Ltd. (YACAF) report earnings?
Yancoal Australia Ltd. (YACAF) is schdueled to report earning on Aug 25, 2026, TBA (Confirmed).
    What is Yancoal Australia Ltd. (YACAF) earnings time?
    Yancoal Australia Ltd. (YACAF) earnings time is at Aug 25, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is YACAF EPS forecast?
          Currently, no data Available