The earnings call reflects a positive sentiment with significant progress in securing funding and government support, despite some delays and external dependencies. The establishment of a non-China-controlled price index and reduced cash burn rate are key positives. However, challenges with FID delays and transitioning offtake agreements remain.

Company Guidance

During the Arafura Rare Earths Limited June 2025 Quarterly Report Investor Call, CEO Darryl Cuzzubbo outlined several key metrics and updates. The company anticipates demand for rare earths will double over the next decade, with current average electric vehicle values at USD 47,000 being hindered by a shortage of NdPr worth only $70. The U.S. Department of Defense has established a floor price of $110 per kilo for NdPr, aligning with a potential incentive pricing range of $130 to $160 per kilo, reflecting anticipated supply-demand dynamics. A significant development is the creation of a non-China-controlled NdPr price index, launched by Benchmark Minerals Intelligence. The company is focused on securing funding, with 60% of equity targeted from cornerstone investors, including up to EUR 100 million from the German Raw Materials Fund. The total USD 790 million equity requirement is part of the broader USD 1.2 billion project funding, with USD 1.05 billion already secured as debt. Arafura continues to engage with global markets, including the U.S., Korea, and Europe, and is exploring joint venture discussions while maintaining flexibility in its approach to funding and supply chain partnerships.

Strong Demand and Market Position

The demand for rare earths is expected to double over the next decade, with a sparse pipeline to meet this demand. Arafura Rare Earths is positioned as a key player, being the most advanced, construction-ready rare earth project outside China.

Progress in Securing Equity and Funding

Arafura is making progress in securing equity from cornerstone investors, targeting up to 60% of required equity. The company has entered the appraisal phase for equity investment from the German Raw Materials Fund, seeking up to EUR 100 million.

Support from Government Initiatives

The U.S. Department of Defense has set a floor price of $110 per kilo for NdPr, close to the incentive pricing of $130-$160 per kilo. Additionally, the Australian government is playing a key role in establishing a rare earth sector through funding support and production tax incentives.

Creation of Non-China-Controlled Price Index

Benchmark Minerals Intelligence has established a non-China-controlled NdPr price index, which is expected to bring credibility and weight to the market.

Reduction in Cash Burn Rate

The company's cash burn rate has been reduced to $2 million per month, extending the cash flow runway into Q1 of the following year.

Arafura Resources (AU:ARU) 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

Daily Earnings Calendar >

AU:ARU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 25, 2026	2026 (Q2)	- / -	-0.008	―	―	―
Aug 22, 2025	2025 (Q4)	-0.01 / -0.01	-0.015	33.33% (<+0.01)	―	―
Feb 19, 2025	2025 (Q2)	-0.01 / >-0.01	-0.031	74.19% (+0.02)	―	―
Aug 21, 2024	2024 (Q4)	>-0.01 / -0.01	-0.034	55.88% (+0.02)	―	―
Feb 21, 2024	2024 (Q2)	>-0.01 / -0.03	-0.016	-93.75% (-0.01)	―	―
Aug 16, 2023	2023 (Q4)	-0.01 / -0.03	-0.012	-183.33% (-0.02)	―	―
Feb 15, 2023	2023 (Q2)	>-0.01 / -0.02	-0.008	-100.00% (>-0.01)	―	―
Aug 17, 2022	2022 (Q4)	0.01 / -0.01	-0.003	-300.00% (>-0.01)	―	―
Feb 23, 2022	2022 (Q2)	- / >-0.01	-0.003	-166.67% (>-0.01)	―	―
Aug 20, 2021	2021 (Q4)	- / >-0.01	-0.002	-50.00% (>-0.01)	―	―

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

AU:ARU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 22, 2025	AU$0.20	AU$0.19	-2.56%
Feb 19, 2025	AU$0.14	AU$0.14	-3.57%
Aug 21, 2024	AU$0.15	AU$0.16	+3.23%
Feb 21, 2024	AU$0.14	AU$0.14	0.00%

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 Arafura Resources Limited (AU:ARU) report earnings?

Arafura Resources Limited (AU:ARU) is schdueled to report earning on Feb 25, 2026, TBA (Confirmed).

What is Arafura Resources Limited (AU:ARU) earnings time?

Arafura Resources Limited (AU:ARU) earnings time is at Feb 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?

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What is the P/E ratio of Arafura Resources Limited stock?

The P/E ratio of Arafura Resources is N/A.

What is AU:ARU EPS forecast?

Currently, no data Available

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