IGO (AU:IGO)

ASX:IGO

IGO

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IGO (IGO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 27, 2026

Before Open (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

0.27

Last Year’s EPS

-0.23

Same Quarter Last Year

Analyst Consensus

Hold

Based on 10 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:Feb 18, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

Mixed/Neutral. The call highlighted clear operational and cash-flow improvements (notably at Nova), strong balance sheet liquidity and constructive early signals from CGP3 plus meaningful resource/reserve optimization upside at Greenbushes. However, these positives are offset by a substantial revenue decline (-31.7%), an underlying net loss, the fully impaired and underperforming Kwinana asset, initial CGP3 commissioning delays and ongoing execution/timing risks at Greenbushes. Management tone was constructive and focused on disciplined capital allocation and operational fixes, but material challenges remain.

Company Guidance

Management reiterated no change to Greenbushes guidance while highlighting a range of metrics: H1 FY26 revenue AUD 194m (vs AUD 284m prior), underlying EBITDA AUD 49m (EBITDA AUD 67m, +15%), exploration spend down to AUD 15m (from AUD 30m), IGO share of TLEA loss improved to AUD 1m (from AUD 20m), Greenbushes 100% EBITDA AUD 464m and Kwinana loss AUD 71m (including AUD 33m capitalised), underlying net loss after tax AUD 39m and statutory net loss AUD 34m (prior statutory loss AUD 782m); cash flow was strong with operating cash inflow AUD 28m (vs AUD 7m outflow prior) and underlying free cash flow AUD 29m, cash at AUD 299m and AUD 300m undrawn facility, Winfield saw ~AUD150m paydown of drawn debt (cash down ~AUD200m) and a shipment timing lag on receivables; operationally Nova remains on track for end‑of‑year closure, Forrestania sale expected end of month, Cosmos dewatering stopped, CGP3 ramp‑up moved from an expected January ~7kt to a February plan of ~11kt (mid‑February already passed), with a 24‑hour high of ~1,000t, ~60% average recoveries and concentrate grades >5.5–6%; optimization work shows ~10% more surface metal and ~30% lower strip ratio, a resource add of ~42Mt at ~0.37% Li2O using a 0.3% cutoff (reserves cutoff 0.5%), CGP4 is being considered toward ~10 Mtpa from ~2032, and the company retained capital discipline (no dividend this half).

Improved Operational Performance at Nova

Nova delivered safer, more stable operations with better production and lower costs; management highlighted strong cash generation from the asset as it approaches end-of-life (end of this year).

Cash Flow and Balance Sheet Strength

Net cash from operating activities was AUD 28 million in H1 FY26 versus an AUD 7 million outflow in H1 FY25 (swing of AUD 35 million). Underlying free cash flow was AUD 29 million. Cash balance of AUD 299 million and AUD 300 million undrawn debt facility maintained.

Underlying EBITDA and Expense Discipline

Underlying EBITDA improved (management cited EBITDA up 15% to AUD 67 million in the period context) and exploration spend was reduced from AUD 30 million to AUD 15 million (a 50% reduction), demonstrating cost discipline.

TLEA / Winfield (Greenbushes) EBITDA Contribution

IGO reported Greenbushes EBITDA of AUD 464 million on a 100% basis (TLEA contribution), and IGO's share of underlying net loss from TLEA improved to AUD 1 million from AUD 20 million in FY25.

CGP3 Early Ramp-Up Indicators Positive

CGP3 experienced early commissioning setbacks in January but showed strong early February progress: management noted a 24-hour run of ~1,000 tonnes, ~60% average recoveries in an early period, and concentrate grades above 5.5–6% — characterized as encouraging early ramp-up signals.

Resource / Reserve Optimization Upside at Greenbushes

Optimization work delivered a tighter open-pit with a materially lower strip ratio and ~10% more metal at surface in the updated reserve/resource snapshot; a newly defined underground resource was disclosed, providing potential longer‑term optionality.

Improved Statutory Result Versus Prior Year

Statutory net loss after tax was AUD 34 million for the half versus a prior corresponding period statutory loss of AUD 782 million (prior year included large impairments), representing a materially improved statutory position.

IGO (AU:IGO) 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

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AU:IGO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 27, 2026	2026 (Q4)	0.27 / -	-0.227	―	―	―
Feb 18, 2026	2026 (Q2)	-0.03 / -0.05	-1.033	94.97% (+0.98)
Aug 27, 2025	2025 (Q4)	-0.06 / -0.23	-0.109	-108.26% (-0.12)
Feb 19, 2025	2025 (Q2)	-0.28 / -1.03	0.38	-371.84% (-1.41)
Aug 28, 2024	2024 (Q4)	-0.04 / -0.11	1.24	-108.79% (-1.35)
Feb 21, 2024	2024 (Q2)	0.55 / 0.38	0.778	-51.16% (-0.40)
Aug 30, 2023	2023 (Q4)	0.98 / 1.24	0.383	223.76% (+0.86)
Jan 30, 2023	2023 (Q2)	0.86 / 0.78	0.119	553.78% (+0.66)
Aug 29, 2022	2022 (Q4)	0.38 / 0.38	0.097	294.85% (+0.29)	―	―
Jan 31, 2022	2022 (Q2)	0.20 / 0.12	0.09	32.22% (+0.03)	―	―

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:IGO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 18, 2026	AU$8.30	AU$7.90	-4.82%
Aug 27, 2025	AU$5.35	AU$5.10	-4.67%
Feb 19, 2025	AU$4.64	AU$4.62	-0.43%
Aug 28, 2024	AU$4.97	AU$5.04	+1.35%

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 IGO (AU:IGO) report earnings?

IGO (AU:IGO) is schdueled to report earning on Aug 27, 2026, Before Open (Confirmed).

What is IGO (AU:IGO) earnings time?

IGO (AU:IGO) earnings time is at Aug 27, 2026, Before Open (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 IGO stock?

The P/E ratio of IGO is N/A.

What is AU:IGO EPS forecast?

AU:IGO EPS forecast for the fiscal quarter 2026 (Q4) is 0.27.