Nickel Mines Ltd. (NIC) Earnings Dates, Call Summary & Reports

Q: What is the P/E ratio of Nickel Mines Ltd. stock?

The P/E ratio of {name} is N/A.

Compare

111 Followers

Earnings Data

Report Date

Aug 27, 2026

TBA (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.02

Last Year’s EPS

<0.01

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 5 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 22, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a mix of transitory operational pain and strong strategic and market tailwinds. Near-term results were negatively impacted by a government-imposed RKAB limit that halted mining for much of the quarter, producing a USD 14.9 million mine EBITDA loss and higher costs from third-party ore purchases. Offsetting these setbacks are several substantial positives: rapid mine ramp-up after reinstatement, strong commodity price movements (nickel and cobalt materially higher), robust HPAL/HNC margins (HNC EBITDA +32% q/q; EBITDA/t up ~29%), ENC nearing commissioning, a strategic 10% sale of ENC to Sphere Corp at a premium (USD 2.4B valuation), and a long-term fixed‑rate 25‑year PPA for a large solar + BESS project. Given the strength of underlying commodity prices, operational recovery, commissioning progress and strategic endorsements, the positives are judged to significantly outweigh the quarter’s temporary lowlights.

Company Guidance

Management guided that it remains confident of securing an increased RKAB to 19.0 million wet metric tonnes (currently restated from 9.0m to 10.5m on Dec 12), which management says would deliver 100% limonite self‑sufficiency for ENC and near‑100% for RKEF (nameplate self‑sufficiency ~11–12m t; company currently running ~25–30% above nameplate), noting it delivered ~1.0m t in the last 19 days and is tracking to ~1.4m t in January; ENC is in unit testing/wet commissioning targeting final commissioning end of this quarter; financials/guides included adjusted EBITDA from operations of USD 37.3m, a December‑quarter EBITDA loss of USD 14.9m (impacted by halted mining/standby costs), RKEF production slightly up (+1% operations) with slightly higher ore cash costs offset by lower electricity, HNC delivered USD 17.2m EBITDA (+32% q/q) and HNC EBITDA per tonne rose from ~$629/t to ~$812/t, MSP contract price +18% to $17,110/t, LME spot >$18,000/t (2025 average $15,162/t), NPI contract $11,100/t vs spot ~$13,200/t (~20% above Dec quarter avg), cobalt spot >$55,000/t (2025 avg ~ $39,967/t), solar PPA project (262 MWp + 80 MW BESS) reached financial close with a 25‑year fixed‑rate offtake, Sphere acquired 10% of ENC at a USD 2.4bn valuation, and development programmes (Sampala/ETL targeting ~6m tpa, haul roads 72% complete, ~18,000m drilling) remain on track.

Safety and ESG Recognition

17.7 million man-hours without a lost time injury (LTI) and awarded the Excellence in Sustainability Leadership award by CNBC Indonesia, highlighting strong ESG and environmental management credentials.

Solar Project Financial Close and Long‑Term PPA

262 MWp solar project with an 80 MW battery energy storage system achieved financial close. Company is an offtaker under a 25‑year fixed-rate power purchase agreement with no inflation escalation, locking in a significant portion of future power costs.

Strong Commodity Price Environment

Nickel and cobalt spot prices strengthened materially: current LME nickel spot > $18,000/t vs 2025 average $15,162/t (~+18.8%), MSP contract price +18% to $17,110/t, NPI spot ~$13,200 (~+19% above the December quarter average), and cobalt spot > $55,000/t vs 2025 average ~$39,967/t (~+37.8%).

HNC / HPAL Strong Performance

HNC delivered USD 17.2 million EBITDA, a 32% increase versus the September quarter. HNC EBITDA per tonne increased from $629/t to $812/t (~+29%).

RKEF Production and Costs

RKEF nickel metal production and operations increased ~1% quarter-on-quarter; electricity costs fell, partially offsetting modestly higher ore costs.

ENC Commissioning Progress

ENC unit testing and wet commissioning underway with final commissioning targeted by end of the quarter. Crystallizers installed and integrated; sulfuric acid plant and key mechanical tests commenced; slurry pipeline works progressing.

Strategic Investment into ENC by Sphere Corp

Sphere Corp to acquire 10% of ENC at a USD 2.4 billion valuation (NIC invested USD 2.3 billion) — a ~4.35% premium — providing endorsement and entry to premium Western (including aerospace) supply chains; funding expected Q1 2026.

Rapid Mine Ramp-Up After RKAB Reinstatement

After approval to restart on 12 Dec and an increased RKAB to 10.5 million tonnes for 2025, the company delivered nearly 1 million tonnes in the last 19 days of the quarter and was tracking to deliver ~1.4 million tonnes in January, demonstrating fast operational recovery.

Development Pipeline and Exploration Progress

Sampala/ETL and ANN projects progressing: ETL feasibility submitted (target ~6 Mtpa), ANN feasibility complete (including slurry plant concept), haul road 72% complete, and ~18,000 m of drilling completed to support mine planning.

Adjusted EBITDA from Operations

Adjusted EBITDA from operations reported at USD 37.3 million for the quarter (reflects underlying operational earnings before specific mine impacts).

Nickel Mines Ltd. (AU:NIC) 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:NIC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 27, 2026	2026 (Q2)	0.02 / -	0.004	―	―	―
Feb 22, 2026	2025 (Q4)	<0.01 / 0.02	-0.086	126.23% (+0.11)	―	―
Aug 27, 2025	2025 (Q2)	0.02 / <0.01	0.001	200.00% (<+0.01)	―	―
Feb 23, 2025	2024 (Q4)	0.00 / -0.06	0.026	-334.62% (-0.09)	―	―
Aug 28, 2024	2024 (Q2)	<0.01 / <0.01	0.013	-88.89% (-0.01)	―	―
Feb 28, 2024	2023 (Q4)	0.00 / 0.04	0.034	8.33% (<+0.01)	―	―
Aug 30, 2023	2023 (Q2)	0.02 / 0.01	0.049	-74.29% (-0.04)	―	―
Feb 27, 2023	2022 (Q4)	0.02 / 0.03	0.035	-4.00% (>-0.01)	―	―
Aug 30, 2022	2022 (Q2)	0.10 / 0.05	0.027	84.21% (+0.02)	―	―
Feb 22, 2022	2021 (Q4)	0.04 / 0.04	0.042	-16.67% (>-0.01)	―	―

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:NIC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 27, 2025	AU$0.75	AU$0.72	-4.00%
Aug 28, 2024	AU$0.78	AU$0.79	+0.64%
Feb 28, 2024	AU$0.68	AU$0.67	-1.47%
Aug 30, 2023	AU$0.71	AU$0.73	+2.53%

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 Nickel Mines Ltd. (AU:NIC) report earnings?

Nickel Mines Ltd. (AU:NIC) is schdueled to report earning on Aug 27, 2026, TBA (Confirmed).

What is Nickel Mines Ltd. (AU:NIC) earnings time?

Nickel Mines Ltd. (AU:NIC) earnings time is at Aug 27, 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 Nickel Mines Ltd. stock?

The P/E ratio of Nickel Mines Ltd. is N/A.

What is AU:NIC EPS forecast?

AU:NIC EPS forecast for the fiscal quarter 2026 (Q2) is 0.02.