Education
About Us
Working with TipRanks
Follow Us
Jupiter Mines Limited (AU:JMS)
ASX:JMS
Earnings Data
Report Date
Aug 28, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
0.01Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Q2 2026
Earnings Call Date:Feb 27, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlighted a strong operating quarter with higher sales, rising production (notably higher-grade ore), controlled unit costs (USD 2.24/dmtu), healthy cash (Tshipi ~AUD 137M), improving manganese prices and supportive market indicators (Chinese port stockpiles ~4.4Mt, freight in a favorable range). Strategic news that Exxaro will become a major shareholder and co-investor at Tshipi was presented as value-accretive. Key negatives were a 19% quarter-on-quarter EBITDA decline driven by FX losses, two minor lost-time injuries, and a temporary 5% mining reduction from seasonal rain. On balance, operational and market strengths and the strategic investor entry outweigh the transitory financial and operational headwinds.Company Guidance
Strong Sales and Production
Sales of 867,619 tonnes in the quarter (+4% quarter-on-quarter, +27% year-on-year). Production of 840,688 tonnes (≈+1% quarter-on-quarter, +13% year-on-year), with a pivot to higher-quality ore supporting future sales mix.
High-Grade Output Increased
High-grade ore production rose ~10% quarter-on-quarter, improving product mix and setting up stronger forward-looking sales quality.
Unit Costs Controlled
Unit operating costs were USD 2.24 FOB per dmtu for the quarter — slightly improved quarter-on-quarter and in the guided range despite a strengthening South African rand (FX headwind).
Favourable Manganese Price Trend
FOB spot for Tshipi grade increased from USD 3.36 (30 Sep) to USD 3.46 (31 Dec) and USD 3.68 (current) with average realized prices up ~6% quarter-on-quarter, indicating improving market pricing.
Healthy Cash Position
Tshipi cash at ~AUD 137 million at 31 December, broadly steady (down ~2% quarter-on-quarter due to semiannual taxes and royalties) with good operating cash generation; Jupiter-level cash also steady quarter-on-quarter.
Supportive Market and Logistics
Chinese port manganese ore stockpiles at ~4.4 million tonnes (vs a ~5-year average of ~5.8 million tonnes, ~24% lower), supportive downstream alloy demand, stronger CNY/USD dynamics, and freight rates trading in a favorable ~USD 23.5–26/tonne range (31 Dec ~USD 23.40).
Strategic Investor Entry — Exxaro
Exxaro unconditional to complete acquisition of certain manganese interests and to buy 19.99% of Jupiter shares (from Ntsimbintle) at ZAR 3.69/share (Australian-dollar equivalent a little over AUD 0.33 vs trading ~AUD 0.285), making Exxaro Jupiter's largest shareholder and a co-investor in Tshipi — viewed as supportive for value growth and regional consolidation.
Dividend Process Ongoing
Interim dividend for 31 December to be decided in the next month via the normal two-step process (Tshipi recommendation followed by Jupiter announcement) — potential near-term shareholder return.
AU:JMS Earnings History
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:JMS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | AU$0.30 | AU$0.30 | 0.00% |
Aug 28, 2025 | AU$0.22 | AU$0.23 | +2.25% |
Feb 27, 2025 | AU$0.15 | AU$0.15 | -3.29% |
Aug 29, 2024 | AU$0.19 | AU$0.17 | -11.58% |
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 Jupiter Mines Limited (AU:JMS) report earnings?
Jupiter Mines Limited (AU:JMS) is schdueled to report earning on Aug 28, 2026, TBA (Confirmed).
What is Jupiter Mines Limited (AU:JMS) earnings time?
Jupiter Mines Limited (AU:JMS) earnings time is at Aug 28, 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 Jupiter Mines Limited stock?
The P/E ratio of Jupiter Mines Limited is N/A.
What is AU:JMS EPS forecast?
Currently, no data Available