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Hazer Group Ltd. (AU:HZR)
ASX:HZR
Australian Market

Hazer Group Ltd. (HZR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Sep 02, 2026
TBA (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
Last Year’s EPS
>-0.01
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Feb 24, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlighted multiple material commercial and technical progress points: a solid cash position (> $17M) with reduced burn, an advancing 11-year KBR alliance (paid studies and in‑kind support), the first revenue-generating Hazer–KBR project in the U.K., expanded pipeline and clear traction in steel and graphite markets (POSCO extension, M Resources MOU). Challenges remain around timing/uncertainty in large government-led tenders (Whyalla), longer qualification timelines for high-value graphite markets, and engineering scale-up risks (heat, conversion, product quality). On balance the company presented tangible milestones, partner-backed execution pathways and growing demand indicators that outweigh the operational and timing risks.
Company Guidance
The call guided that Hazer enters 2026 with a cash position of over A$17m (bolstered by >A$5.5m R&D rebate and ~A$1m from an AGM‑approved capital reallocation), a cash burn reduced ~30% quarter‑on‑quarter and ~40% year‑on‑year, and a stronger pipeline now ~A$51m (equating to ~1.5 million tpa of customer leads, or >1.5% of global H2 demand) with >50 active leads (up from ~45); the KBR alliance (an 11‑year engagement backed by a US$3m contribution and further in‑kind support cited in the call) is delivering a commercial design package built around a ~30,000 tpa base single‑train (scalable toward 50–100k tpa), with the first paid study (Energy Pathways) being a 20,000 tpa, revenue‑generating project; market context provided included an addressable H2 market of ~100m tpa (~US$206bn), current SMR emitting ~10 t CO2 per t H2 and ~920m t CO2 industrywide, sector growth forecasts (ammonia ~3× in ~25 years; steel ~10× to 2050), and graphite commercialisation metrics targeting “drop‑in” markets at ~US$300–700+/t (typical target >US$500/t) with one 50,000 tpa deal modeled to deliver ~US$80–100m in license revenue; management also flagged additional non‑dilutive funding/grants (ARENA ~A$1m expected, Mitsui/WA funds ~A$2m+, Fortis CAD11m support) and large regional funding for Whyalla (federal ~A$1bn+, SA ~A$400m) as important enablers to convert pipeline into licences this year.
Strong liquidity position and reduced cash burn
Cash position > $17.0M at the start of the quarter, bolstered by > $5.5M R&D rebate inflows and ~ $1.0M+ from approved capital raise proceeds; cash burn reduced ~30% quarter-on-quarter and ~40% year-on-year for the comparable quarter.
KBR strategic alliance progressing to commercial scale
11-year exclusive alliance with KBR (USD 3.0M contribution from KBR) advancing design package and commercial scale-up; design package on track for customer-facing release and first paid study secured. KBR is also providing ~ $4–5M of engineering/marketing support in-kind (not included in cash balance).
First revenue-generating Hazer–KBR transaction (Energy Pathways)
Closed first paid concept-level study with Energy Pathways (Marum Energy Storage Hub, U.K.), recognized as a project of national significance; study scopes a ~20,000 tpa Hazer facility with hydrogen, ammonia and graphite production — a near-term revenue milestone and use-case for integrated ammonia and graphite applications.
Pipeline growth and sales momentum
Active global customer leads increased from ~45 to over 50 (~11% increase); commercial pipeline valued at ~$51M; aggregated live project demand ~1.5 million tpa (≈1.5% of global hydrogen demand), with 3 new steel opportunities and inbound interest from EV, utility and carbon trading customers.
Steel sector traction — Whyalla and POSCO progress
Entered binding MOU with M Resources to support the Whyalla bid (Hazer decarbonization core to the proposal); extension of strategic partnership with POSCO following positive graphite testing — positioning Hazer for large built-in graphite offtake in direct reduction/electric-arc furnace steelmaking.
Graphite product validation and commercial pathway
Hazer Graphite confirmed suitable in multiple large markets (steel, cement) and being assessed for asphalt/bitumen and water treatment (MOU with Kemira; partnership activity with Veolia). Company targeting drop-in markets at price points typically above ~USD 300–500/ton and pursuing higher-value critical minerals pathways in parallel.
Reactor design and scale targets
Base commercial design targets ~30,000 tpa single-train capacity (engineering package), with modular scalability down to prototype scale and up toward 50,000–100,000 tpa single-train potential; management cites existing fluidized bed reactor expertise and external fluidization specialists to de‑risk scale-up.
Non-dilutive funding and government engagement
Multiple grants and government engagements in play: ARENA-related funds (~$1M due), ~ $2M+ from Mitsui/WA with milestones, and other federal/state programs; active policy engagement with recognition of methane pyrolysis in several jurisdictions and potential inclusion in Guarantee of Origin consultation.

Hazer Group Ltd. (AU:HZR) 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:HZR Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Sep 02, 2026
2026 (Q4)
- / -
-0.006
Feb 24, 2026
2026 (Q2)
- / -0.02
-0.02729.63% (<+0.01)
Aug 26, 2025
2025 (Q4)
- / >-0.01
-0.0380.00% (+0.02)
Feb 23, 2025
2025 (Q2)
- / -0.03
-0.06357.14% (+0.04)
Aug 28, 2024
2024 (Q4)
- / -0.03
-0.04228.57% (+0.01)
Feb 22, 2024
2024 (Q2)
- / -0.06
-0.028-125.00% (-0.04)
Aug 23, 2023
2023 (Q4)
- / -0.04
-0.02-110.00% (-0.02)
Feb 24, 2023
2023 (Q2)
- / -0.03
-0.08366.27% (+0.06)
Aug 29, 2022
2022 (Q4)
- / -0.02
-0.06669.70% (+0.05)
Feb 24, 2022
2022 (Q2)
- / -0.08
-0.013-538.46% (-0.07)
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:HZR Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 24, 2026
AU$0.39AU$0.40+2.56%
Aug 26, 2025
AU$0.36AU$0.360.00%
Aug 28, 2024
AU$0.34AU$0.33-2.94%
Feb 22, 2024
AU$0.50AU$0.48-4.00%
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 Hazer Group Ltd. (AU:HZR) report earnings?
Hazer Group Ltd. (AU:HZR) is schdueled to report earning on Sep 02, 2026, TBA (Confirmed).
    What is Hazer Group Ltd. (AU:HZR) earnings time?
    Hazer Group Ltd. (AU:HZR) earnings time is at Sep 02, 2026, TBA (Confirmed).
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          What is the P/E ratio of Hazer Group Ltd. stock?
          The P/E ratio of Hazer Group Ltd. is N/A.
            What is AU:HZR EPS forecast?
            Currently, no data Available