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Paladin Energy Ltd (AU:PDN)
OTHER OTC:PDN
Australian Market
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Paladin Energy Ltd (PDN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 18, 2026
TBA (Confirmed)
Period Ending
2027 (Q1)
Consensus EPS Forecast
0.02
Last Year’s EPS
-0.02
Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings

Earnings Call Summary

Q3 2026
Earnings Call Date:May 12, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented multiple operational and financial positives: production growth, a strong recovery rate, raised production guidance, healthy cash balances and a major regulatory milestone for PLS. These positives are balanced by notable near-term risks — geopolitical supply-chain uncertainty, a judicial review challenging the PLS EIS, revised (reduced) CapEx guidance, shipping delays elevating inventory, and potential cost pressure in the final quarter. Overall the company appears operationally strong and progressing, but there are material external risks that could affect costs and timing.
Company Guidance
Paladin revised FY‑26 Langer Heinrich production guidance up to 4.5–4.8M lb (from 4.0–4.4M lb) after year‑to‑date production of 3.6M lb and a March‑quarter result of 1.29M lb (+5% QoQ); Q3 sales were 1.03M lb at an average realized price of $68.30/lb, quarterly production benefited from a 503 ppm average ore feed, 1.21Mt crusher throughput, 6.17Mt total mined (+12% QoQ) and a 92% recovery (management’s target recovery range is 85–90%); cost of production this quarter was $40.30/lb and FY‑26 cost guidance remains $44–$48/lb (noting MG3 stockpile use has lowered recent costs), sales guidance stays at 3.8–4.2M lb, CapEx + exploration guidance was reduced to US$15–17M (from US$26–32M) with some CapEx deferred into FY‑27, unrestricted cash/investments were US$219.5M with an undrawn US$70M RCF, term loan balance is US$36M after a US$4M payment, quarterly sales revenue includes US$47.3M expected to be received in June, inventory runs around a ~4‑month normalized level (elevated this quarter by shipments on the water), 22M lb are under contract, ramp‑up is on track to complete by end of FY‑26, and the company cautioned guidance could be affected by Middle East geopolitical developments.
Quarterly Production Increase
Langer Heinrich produced 1.29 million lbs U3O8 in the quarter, up 5% versus the prior quarter, supported by strong plant performance and completion of mining fleet commissioning.
Improved Mined Material and Throughput
Total mined material was 6.17 million tonnes, up 12% quarter-on-quarter; crusher throughput was 1.21 million tonnes with an average ore feed grade of 503 ppm.
High Recovery Rate
Average plant recovery was 92% for the quarter, outperforming the company's stated target range (85%–90%) and contributing to production strength.
Raised 2026 Production Guidance
Langer Heinrich 2026 production guidance was increased to 4.5–4.8 million lbs from the prior 4.0–4.4 million lbs (approximately an ~11% increase in midpoint guidance), reflecting confidence in ramp-up.
Solid Sales Performance and Realized Price
Sales volume was 1.03 million lbs at an average realized price of $68.30 per lb; quarterly sales revenue includes about USD 47.3 million (cash receipts expected in the June quarter).
Strong Liquidity Position
At 31 March the company held unrestricted cash investments of USD 219.5 million and an undrawn USD 70 million revolving credit facility; a scheduled $4 million term loan payment reduced the balance to USD 36 million.
PLS Environmental Approval Milestone
The Saskatchewan government approved the PLS Environmental Impact Statement on 20 Feb, a key regulatory milestone and prerequisite for further permits and construct/operate approvals.
Progress on PLS and Exploration Activity
Front-end engineering design (FEED) update commenced; drilling of just over 11,000 meters at PLS targeting Saloon East and RRR resource conversion was completed during the quarter (assays pending).
Operational Ramp-up on Track
Delivery and commissioning of remaining mining fleet completed; ramp-up remains on track for completion by end of FY '26 and operational focus is on G Pit development and transitioning to the next pit.

Paladin Energy Ltd (AU:PDN) 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

AU:PDN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 18, 2026
2027 (Q1)
0.02 / -
-0.021
May 12, 2026
2026 (Q3)
- / <0.01
-0.089103.13% (+0.09)
Feb 12, 2026
2026 (Q2)
0.01 / 0.02
-0.015227.27% (+0.03)
Nov 12, 2025
2026 (Q1)
- / -0.02
-0.014-50.00% (>-0.01)
Aug 28, 2025
2025 (Q4)
<0.01 / -0.05
-0.014-260.00% (-0.04)
May 12, 2025
2025 (Q3)
- / -0.09
0.292-130.48% (-0.38)
Feb 25, 2025
2025 (Q2)
-0.01 / -0.02
0.292-105.24% (-0.31)
Aug 23, 2024
2024 (Q4)
-0.13 / -0.01
-0.0465.52% (+0.03)
Feb 22, 2024
2024 (Q2)
-0.05 / 0.29
-0.0281150.00% (+0.32)
Aug 25, 2023
2023 (Q4)
-0.04 / -0.03
-0.10472.12% (+0.07)
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:PDN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 12, 2026
AU$12.70AU$11.17-12.05%
Feb 12, 2026
AU$12.25AU$12.34+0.73%
Nov 12, 2025
AU$8.14AU$8.11-0.37%
Aug 28, 2025
AU$7.51AU$7.28-3.06%
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 Paladin Energy Ltd (AU:PDN) report earnings?
Paladin Energy Ltd (AU:PDN) is schdueled to report earning on Nov 18, 2026, TBA (Confirmed).
    What is Paladin Energy Ltd (AU:PDN) earnings time?
    Paladin Energy Ltd (AU:PDN) earnings time is at Nov 18, 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?
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          What is the P/E ratio of Paladin Energy Ltd stock?
          The P/E ratio of Paladin Energy Ltd is N/A.
            What is AU:PDN EPS forecast?
            AU:PDN EPS forecast for the fiscal quarter 2027 (Q1) is 0.02.