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Stanmore Resources Ltd (AU:SMR)
ASX:SMR
Australian Market

Stanmore Resources Ltd (SMR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 06, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
Last Year’s EPS
-0.08
Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 22, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational and financial outcome for 2025 with a strong fourth-quarter recovery, record Q4 throughput, improved market pricing and a materially strengthened liquidity and balance-sheet position (net debt reduced to USD 33m and USD 482m total liquidity). These positives are tempered by notable lowlights: earlier severe wet-weather impacts, a short-term port closure and shipping disruption affecting January/Q1, two serious safety incidents, and medium-term challenges at Isaac Plains as it approaches economic limits. Management is focused on approvals (Isaac Downs), cost preservation, and reprofiling production to mitigate weather impacts. Overall the positives around production recovery, cash generation and market tailwinds outweigh the operational and weather-related headwinds.
Company Guidance
Management said 2026 guidance will be released with the FY2025 results in February and reiterated key metrics and outlook: FY2025 saleable production was 14.0 Mt (mid‑point) with total sales 14.1 Mt and ROM mined 20.5 Mt, ending the year with >1.5 Mt ROM inventories (Poitrel ~1.0 Mt); December CHPP feed hit a record 425,000 t/month and the 12‑month serious accident frequency was 0.33; prices improved from ~USD190/t to ~USD218/t during the quarter and are around ~USD250/t for premium hard coking coal and ~USD173/t for PCI more recently; cash at 31 Dec was USD212m (after a USD35m debt repayment), net debt fell ~USD60m over the quarter to USD33m (from USD90m prior quarter), undrawn RCF of USD200m gives total liquidity of USD482m; FY capex was USD85m (mid‑point), FY net debt rose just USD7m YoY after USD60m dividends and a USD24m stamp duty, FOB cash costs are expected to finish within guidance, South Walker is expected to run toward expanded capacity, Poitrel to remain robust, Isaac Plains is expected to decline as parts approach economic limits (around 2028) and the Isaac Downs EIS is targeted for H1 2026, with prime strip ratios expected to revert toward ~8.5x.
Strong Full-Year Production and Sales
Full-year saleable production of 14.0 million tonnes (at the midpoint of revised guidance) and total sales of 14.1 million tonnes, with a very strong fourth-quarter finish delivering record quarterly operational results.
High ROM Output and Inventory Buffer
Delivered 20.5 million tonnes of ROM coal mined for the full year (ahead of original plans) and finished the year with over 1.5 million tonnes of ROM coal inventories across the business to help mitigate wet-season impacts.
Record CHPP Throughput
Isaac Plains CHPP achieved a record monthly feed in December of 425,000 tonnes, demonstrating plant throughput strength despite earlier constraints.
Asset-Level Operational Records (South Walker Creek & Poitrel)
South Walker Creek saw continued sequential ROM growth and all-time records for saleable production and sales for the year (asset-level volumes around 5 million tonnes for the year), supported by an upgraded CHPP running above nameplate in H2. Poitrel ended the year with almost 1 million tonnes of ROM inventory and delivered a solid operational performance.
Safety Performance Overall
Although two serious accidents occurred in the quarter (hospital admissions), the 12-month serious accident frequency rate remained at 0.33, stated as well below the industry benchmark.
Improved Market Prices for Coking Coal
Premium hard coking coal prices improved during the quarter (reported movement from approximately $190/tonne to $218/tonne during the quarter) and further strengthened post-quarter to around $250/tonne for premium HCC and ~$173/tonne for PCI, driven by supply disruptions and improving demand.
Strong Cash Generation and Balance Sheet Improvement
Total cash of USD 212 million as of 31 Dec (after a scheduled USD 35 million debt repayment); net debt reduced to USD 33 million from USD 90 million in the prior quarter, a reduction of almost USD 60 million (≈63% decrease Q/Q). Over the full year net debt increased only USD 7 million despite USD 60 million of dividends, USD 85 million of capex and USD 24 million of stamp duty.
Liquidity and Financing Flexibility
Upsized bank revolving credit facilities to USD 200 million undrawn, and combined with cash and working capital facilities, finished the year with total liquidity of USD 482 million.
Capital and Cost Discipline
Full-year capital expenditure of USD 85 million (reported at midpoint of guidance) after earlier in-year guidance reduction of USD 25 million to preserve cash; FOB cash costs expected to finish within guidance.

Stanmore Resources Ltd (AU:SMR) 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:SMR Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 06, 2026
2026 (Q2)
- / -
-0.079
Feb 22, 2026
2025 (Q4)
-0.10 / <0.01
0.093-93.55% (-0.09)
Aug 24, 2025
2025 (Q2)
- / -0.08
0.213-137.09% (-0.29)
Feb 23, 2025
2024 (Q4)
- / 0.09
0.225-58.67% (-0.13)
Aug 25, 2024
2024 (Q2)
- / 0.21
0.532-60.05% (-0.32)
Feb 25, 2024
2023 (Q4)
- / 0.22
0.743-69.85% (-0.52)
Aug 13, 2023
2023 (Q2)
- / 0.53
0.45616.67% (+0.08)
Feb 26, 2023
2022 (Q4)
- / 0.74
0.088744.32% (+0.66)
Aug 11, 2022
2022 (Q2)
- / 0.46
-5.395108.45% (+5.85)
Feb 16, 2022
2021 (Q4)
- / 0.09
-0.055260.00% (+0.14)
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

FAQ

When does Stanmore Resources Ltd (AU:SMR) report earnings?
Stanmore Resources Ltd (AU:SMR) is schdueled to report earning on Aug 06, 2026, TBA (Confirmed).
    What is Stanmore Resources Ltd (AU:SMR) earnings time?
    Stanmore Resources Ltd (AU:SMR) earnings time is at Aug 06, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
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          What is the P/E ratio of Stanmore Resources Ltd stock?
          The P/E ratio of Stanmore Resources Ltd is N/A.
            What is AU:SMR EPS forecast?
            Currently, no data Available