The earnings call presented a generally positive outlook with strong performance across several segments, particularly in mining services and lithium production. However, challenges such as safety incidents and seasonal impacts were noted. Overall, the highlights outweigh the lowlights.

Company Guidance

During the Mineral Resources Analyst Call on August 27, 2025, CFO Mark Wilson provided extensive guidance on various operational and financial metrics. The company met its FY '25 volume cost guidance across all segments, with Onslow reaching an annualized run rate of 32.4 million tonnes per annum in June. The TRIFR safety metric increased to 3.84, due to higher injury numbers earlier in the year. Financially, the company ended the fiscal year with over $1.1 billion in liquidity and a net debt of $5.3 billion, with CapEx for FY '25 totaling $1.9 billion, below the guidance of $2.1 billion. For FY '26, CapEx is expected to be around $1 billion, with about $150 million in asset financing. The company has started hedging iron ore prices with zero-cost collars, locking in prices between $99 and $100 per tonne for up to 1.5 million tonnes. The mining services segment performed strongly, achieving the bottom end of guidance for volumes but expecting EBITDA per tonne margin at the higher end of $2.10 to $2.20. Additionally, the company is progressing with a significant governance refresh, including a new chair and two nonexecutive directors.

Solid Performance Across All Segments

The business delivered volume cost guidance for FY '25, with positive changes across several fronts and a continued focus on execution.

Strong Cash Flow from Onslow

Onslow continues to be cash flow positive at both mining services and commodity levels, with an annualized run rate of 32.4 million tonnes per annum in June.

Decrease in Net Debt

Net debt decreased to $5.3 billion for the year, with a $200 million FX gain on U.S. unsecured bonds and a reduction in net debt-to-EBITDA ratio.

Record Mining Services Performance

Recorded a record 83 million tonnes in the quarter, up 21 million tonnes from the prior quarter, driven by the ramp-up of Onslow.

Improved Iron Ore Shipments

Iron ore total attributable production was 8.9 million tonnes, with shipments of 8.3% and a realization of USD 79 on average.

Strong Performance in Lithium

Wodgina and Marion generated 145,000 tonnes of spodumene and shipped 135,000 tonnes, with a positive relationship with JV partners.

Mineral Resources Limited (AU:MIN) 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

Daily Earnings Calendar >

AU:MIN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 19, 2026	2026 (Q2)	0.07 / -	-0.99	―	―	―
Aug 27, 2025	2025 (Q4)	-0.26 / -0.48	-0.24	-101.67% (-0.24)
Feb 18, 2025	2025 (Q2)	-1.75 / -0.99	1.01	-198.02% (-2.00)
Aug 28, 2024	2024 (Q4)	-0.49 / -0.24	1.98	-112.12% (-2.22)
Feb 21, 2024	2024 (Q2)	1.06 / 1.01	2.006	-49.65% (-1.00)
Aug 28, 2023	2023 (Q4)	1.45 / 1.98	2.31	-14.29% (-0.33)
Feb 23, 2023	2023 (Q2)	2.42 / 2.01	-0.187	1172.73% (+2.19)
Aug 28, 2022	2022 (Q4)	2.54 / 2.31	3.989	-42.09% (-1.68)	―	―
Feb 08, 2022	2022 (Q2)	0.38 / -0.19	2.281	-108.20% (-2.47)	―	―
Aug 09, 2021	2021 (Q4)	5.62 / 3.99	1.09	265.96% (+2.90)	―	―

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:MIN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 27, 2025	AU$37.45	―	―
Feb 18, 2025	AU$32.48	AU$30.50	-6.10%
Aug 28, 2024	AU$45.60	AU$44.18	-3.11%
Feb 21, 2024	AU$59.23	AU$58.91	-0.54%

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 Mineral Resources Limited (AU:MIN) report earnings?

Mineral Resources Limited (AU:MIN) is schdueled to report earning on Feb 19, 2026, TBA (Confirmed).

What is Mineral Resources Limited (AU:MIN) earnings time?

Mineral Resources Limited (AU:MIN) earnings time is at Feb 19, 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 Mineral Resources Limited stock?

The P/E ratio of Mineral Resources Limited is N/A.

What is AU:MIN EPS forecast?

AU:MIN EPS forecast for the fiscal quarter 2026 (Q2) is 0.07.

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