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Genesis Minerals Limited (AU:GMD)
ASX:GMD
Australian Market

Genesis Minerals Limited (GMD) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Sep 24, 2026
TBA (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
0.27
Last Year’s EPS
0.14
Same Quarter Last Year
Based on 10 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Feb 18, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial performance: record consecutive production, strong cash generation (AUD 231M mine operating cash flow; AUD 404M cash & investments), NPAT materially higher (estimated +300% YoY), debt fully repaid, and multiple development milestones (Tower Hill approvals, rail agreements, and Indigenous mining agreements). Offsetting items include higher near-term growth capital (revised to AUD 220-240M), ramp-up and grade pressure at Ulysses while development ore dominates, lower recoveries from third-party Laverton feed, contractor transition risk with Byrnecut mobilizing, and upcoming cash outflows for stamp duty and tax. Overall, the positive operational momentum, strong balance sheet and delivered milestones outweigh the execution and near-term capital/timing risks.
Company Guidance
Genesis maintained FY‑26 production guidance of 260,000–290,000 oz and AISC guidance of A$2,500–2,700/oz (at the half‑way mark it has produced just over 147,000 oz YTD at AISC A$2,578/oz), with the December quarter delivering ~74,000 oz at AISC A$2,635/oz; the quarter sold 71,000 oz at A$6,057/oz generating A$430m in sales, A$231m mine operating cash flow and A$167m net mine cash flow after A$64m of growth spend. Cash and investments rose to A$404m (underlying cash build >A$200m) with nil bank debt after fully repaying A$100m corporate debt, growth capital for FY‑26 was revised up to A$220–240m (from A$150–170m), and group stockpiles closed at 1.4Mt @1.2 g/t (≈53,000 oz). Operational metrics included Leonora UG 289,000 t @4.6 g/t (42,783 oz), Gwalia ~178,000 t @5.6 g/t (~32,000 oz), Ulysses 111,000 t @2.9 g/t (10,500 oz), Leonora mill 365,000 t @4.0 g/t at 92.8% recovery (~43,000 oz), Laverton mill 759,000 t @1.5 g/t at 83.8% recovery (~31,000 oz) (38% third‑party feed at 79.2% recovery; Genesis ore recovery 91.2%), total open‑pit movement >6Mt and Laverton movement 3.5Mt, Jupiter mined 133,000 t @0.7 g/t (~3,000 oz), exploration spend A$11.9m, estimated H1 NPAT A$235–245m, stamp duty A$13m due in June, and likely commencement of income tax installments—Tower Hill remains on track (original FY‑28 first ore timing may be able to be brought forward) while mill expansion studies and the ASPIRE 400 long‑term sizing are being finalised.
Record and Growing Production
Consecutive quarter of record gold production at ~74,000 ounces in the December quarter; first half production of just over 147,000 ounces, positioning the company to meet FY '26 guidance of 260,000-290,000 ounces.
Strong Cash Generation and Balance Sheet
Mine operating cash flow of AUD 231 million and net mine cash flow of AUD 167 million after AUD 64 million invested into growth; cash and investments increased by AUD 41 million to AUD 404 million; ended the quarter with >AUD 400 million cash and nil bank debt after fully repaying a AUD 100 million corporate debt drawdown within 7 months.
Robust Sales and Realised Price
Sold ~71,000 ounces at an average realised gold price of AUD 6,057/oz, up 20% quarter-on-quarter, generating AUD 430 million in revenue for the quarter.
Strong Financial Profitability
Unaudited NPAT for the half-year estimated at AUD 235-245 million, up ~300% versus the prior corresponding period and above FY '25 full-year NPAT of AUD 221 million.
Operational Efficiency and Cost Control
Quarter all-in sustaining cost (AISC) of AUD 2,635/oz and H1 AISC of AUD 2,578/oz, tracking to the lower half of FY '26 guidance (AISC range AUD 2,500-2,700/oz) aided by company-wide Project TALO cost initiatives.
Safety and Development Milestones
Zero lost time injuries (0 LTIs) in the quarter and improved serious injury frequency rate (SIFR) to 4.2; multiple Tower Hill milestones achieved (Stage 1 mine development & closure plan approval, native vegetation clearing permit, rail agreements, and two mining agreements with Traditional Owner groups) supporting accelerated readiness.
Material Production and Mill Performance
Leonora and Laverton mills processed strong tonnages: Leonora processed 365,000 t @ 4.0 g/t with 92.8% recovery (~43,000 oz recovered); Laverton processed 759,000 t @ 1.5 g/t with 83.8% recovery (~31,000 oz recovered). Group stockpiles closed at 1.4 million tonnes @ 1.2 g/t for ~53,000 oz.
Significant Quarterly Improvements at Key Mines
Leonora underground delivered 289,000 t @ 4.6 g/t for 42,783 oz (tonnes +24% QoQ, ounces +34% QoQ); Gwalia produced ~32,000 oz @ 5.6 g/t; Ulysses recorded a record 1.6 km lateral advance and produced 10,500 oz from 111,000 t (46% improvement QoQ).
Exploration Momentum
AUD 11.9 million invested in exploration in the quarter with programs including upper Gwalia workings and the maiden Genesis drilling at Beasley Creek, generating encouraging opportunities for resource growth and infill conversion.

Genesis Minerals Limited (AU:GMD) 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

AU:GMD Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Sep 24, 2026
2026 (Q4)
0.27 / -
0.14
Feb 18, 2026
2026 (Q2)
0.21 / 0.21
0.053298.11% (+0.16)
Aug 20, 2025
2025 (Q4)
0.14 / 0.14
0.061129.51% (+0.08)
Feb 19, 2025
2025 (Q2)
- / 0.05
0.015253.33% (+0.04)
Aug 28, 2024
2024 (Q4)
- / 0.06
-0.187132.62% (+0.25)
Mar 07, 2024
2024 (Q2)
- / 0.01
-0.109113.76% (+0.12)
Sep 15, 2023
2023 (Q4)
- / -0.19
-0.053-252.83% (-0.13)
Feb 22, 2023
2023 (Q2)
- / -0.11
-0.15127.81% (+0.04)
Sep 19, 2022
2022 (Q4)
- / -0.05
-0.037-43.24% (-0.02)
Mar 10, 2022
2022 (Q2)
- / -0.15
-0.046-228.26% (-0.10)
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:GMD Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 18, 2026
AU$6.96AU$7.09+1.87%
Aug 20, 2025
AU$4.39AU$4.25-3.19%
Feb 19, 2025
AU$3.19AU$3.28+2.82%
Aug 28, 2024
AU$2.19AU$2.14-2.28%
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 Genesis Minerals Limited (AU:GMD) report earnings?
Genesis Minerals Limited (AU:GMD) is schdueled to report earning on Sep 24, 2026, TBA (Confirmed).
    What is Genesis Minerals Limited (AU:GMD) earnings time?
    Genesis Minerals Limited (AU:GMD) earnings time is at Sep 24, 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 the P/E ratio of Genesis Minerals Limited stock?
          The P/E ratio of Genesis Minerals Limited is N/A.
            What is AU:GMD EPS forecast?
            AU:GMD EPS forecast for the fiscal quarter 2026 (Q4) is 0.27.