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Lycopodium Limited (AU:LYL)
ASX:LYL
Earnings Data
Report Date
Aug 25, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.54Last Year’s EPS
0.44Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a generally positive underlying business performance: solid H1 revenue ($174.5M), NPAT ($18.3M) and a strong opportunity pipeline ($1.3B) alongside reinstated dividends and geographic expansion. The main negatives were timing delays on several material projects (e.g., Blackwater ~3–4 months), a slower-than-expected near-term contribution from SAXUM, softer Q2 utilization and carrying costs from pre-emptive capacity builds. Management expects utilization and revenues to recover in H2 and FY27 driven by the strong study/FEED pipeline. Overall, the positive metrics, pipeline and balance sheet strength outweigh the timing and short-term operational challenges.Company Guidance
Revenue and Profitability for H1 FY26
Reported revenue of $174.5 million and NPAT of $18.3 million for the half, delivering a NPAT margin of 10.5%, in line with management's target.
Strong Order Book and Pipeline
Committed contracts valued at $415 million (up on prior period) and a revenue opportunity pipeline of $1.3 billion (also up on prior period), indicating strong near- to medium-term demand.
Dividend Restored and Strong Cash Position
Board declared a fully-franked dividend of $0.22 per share for the half and reported strong cash at bank, reflecting healthy balance sheet and shareholder returns.
Guidance Issued for FY26
Revised full-year guidance for group revenue of $370 million–$410 million and NPAT of $37 million–$41 million, consistent with an approximate 10% NPAT margin target.
Geographic and Commodity Diversification
Operations across 18 offices worldwide with broad commodity exposure (gold, lithium, copper, uranium, silver, etc.), and expansion momentum in the Americas following the SAXUM acquisition.
SAXUM Acquisition Strategic Benefit
SAXUM has improved access to Latin American opportunities (e.g., Unico Silver PFS) and enabled participation in new bids in Argentina and the Americas, supporting long-term growth despite a slower immediate start.
Growing Study and FEED Activity
Multiple FEED wins (including Winu copper, Assafo‑Dibibango gold, Pilgangoora lithium plant expansion) and a strong study pipeline and number of early-phase opportunities, positioning the company for future delivery work.
People, Capacity and Safety
Continued investment in people and capacity (planning increases in Perth, Toronto, Cape Town, Lima and Manila) and an 'exceptional safety track record', supporting sustainable delivery capability.
Capital-Light Business with Strong Alignment
Approximately 30% ownership held by board and management, low capital intensity and disciplined risk management highlighted as enduring strengths.
AU:LYL 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:LYL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | AU$14.84 | AU$14.77 | -0.47% |
Aug 19, 2025 | AU$11.98 | AU$12.33 | +2.95% |
Feb 18, 2025 | AU$11.10 | AU$9.84 | -11.37% |
Aug 20, 2024 | AU$13.17 | AU$11.59 | -11.98% |
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 Lycopodium Limited (AU:LYL) report earnings?
Lycopodium Limited (AU:LYL) is schdueled to report earning on Aug 25, 2026, TBA (Confirmed).
What is Lycopodium Limited (AU:LYL) earnings time?
Lycopodium Limited (AU:LYL) earnings time is at Aug 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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Lycopodium Limited stock?
The P/E ratio of Lycopodium Limited is N/A.
What is AU:LYL EPS forecast?
AU:LYL EPS forecast for the fiscal quarter 2026 (Q4) is 0.54.