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Talga Group Ltd. (AU:TLG)
ASX:TLG
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Talga Group (TLG) Price & Analysis

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TLG Stock Chart & Stats

AU$0.36
<AU$0.01(1.20%)
At close: 4:00 PM EST
AU$0.36
<AU$0.01(1.20%)

Bulls Say, Bears Say

Bulls Say
European Anode Supply Chain StrategyTalga's strategic focus on building a European supply chain for battery anode materials targets a structural industry need as EV and energy storage demand grows in-region. Localized production can reduce customer supply risk, ease qualification with OEMs, and support long-term contract opportunities.
Vertical Integration Into Anode ManufacturingOwnership of both upstream graphite resources and downstream refining/manufacturing positions Talga to capture more value per ton as it commercializes anode products. Vertical integration supports quality control, margin retention, and stronger negotiating position with battery makers over the medium term.
Relatively Low Financial LeverageLower debt levels give Talga greater financial flexibility to finance development and sustain operations through commercialization phases. Limited leverage reduces refinancing pressure during cash burn periods and preserves capacity to raise capital or secure project financing when required.
Bears Say
Sharp Revenue DeclineA near-33% revenue drop indicates weakening commercial traction or disrupted operations, undermining scale economics needed for capital-intensive anode production. Sustained revenue declines impair investment returns and make it harder to absorb fixed costs while pursuing commercialization.
Deep Negative Operating And Net MarginsPersistently negative gross and operating margins show the business is not covering production and operating costs, which impedes internal cash generation. Without structural margin improvement through scale or cost reduction, profitability remains elusive and funding needs increase.
Negative Operating And Free Cash FlowOngoing negative operating and free cash flow indicate cash burn that will require external financing or dilution to sustain development and ramp-up. Persistent cash deficits constrain R&D, capital works and customer qualification timelines, raising execution and funding risk.

Talga Group News

TLG FAQ

What was Talga Group Ltd.’s price range in the past 12 months?
Talga Group Ltd. lowest share price was AU$0.19 and its highest was AU$0.56 in the past 12 months.
    What is Talga Group Ltd.’s market cap?
    Talga Group Ltd.’s market cap is AU$120.07M.
      When is Talga Group Ltd.’s upcoming earnings report date?
      Talga Group Ltd.’s upcoming earnings report date is Sep 25, 2026 which is in 85 days.
        How were Talga Group Ltd.’s earnings last quarter?
        Talga Group Ltd. released its earnings results on Mar 12, 2026. The company reported -AU$0.025 earnings per share for the quarter, missing the consensus estimate of N/A by -AU$0.025.
          Is Talga Group Ltd. overvalued?
          According to Wall Street analysts Talga Group Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Talga Group Ltd. pay dividends?
            Talga Group Ltd. does not currently pay dividends.
            What is Talga Group Ltd.’s EPS estimate?
            Talga Group Ltd.’s EPS estimate is -0.03.
              How many shares outstanding does Talga Group Ltd. have?
              Talga Group Ltd. has 510,926,800 shares outstanding.
                What happened to Talga Group Ltd.’s price movement after its last earnings report?
                Talga Group Ltd. reported an EPS of -AU$0.025 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went up 1.754%.
                  Which hedge fund is a major shareholder of Talga Group Ltd.?
                  Currently, no hedge funds are holding shares in AU:TLG
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Talga Group Stock Smart Score

                    1
                    Underperform
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                    Technicals

                    SMA
                    Negative
                    20 days / 200 days
                    Momentum
                    -7.66%
                    12-Months-Change

                    Fundamentals

                    Return on Equity
                    -54.77%
                    Trailing 12-Months
                    Asset Growth
                    32.71%
                    Trailing 12-Months

                    Company Description

                    Talga Group Ltd.

                    Founded in 2009 and headquartered in West Perth, Australia, Talga Group Ltd is a company focused on battery anode and graphene additive technologies. The company is actively engaged in the exploration, development, and commercialization of advanced battery and other materials across Australia, Sweden, Germany, and the United Kingdom. Beyond its core advanced materials, Talga also explores for various mineral deposits, including iron ore, cobalt, copper, and gold, along with graphite products. Its significant operational interests encompass Swedish projects like Vittangi, Jalkunen, Raitajärvi, and Kiskama. Talga supplies its materials to a diverse range of sectors, including electric vehicles, consumer electronics, energy storage systems, consumer goods, and industrial applications. The company officially adopted the name Talga Group Ltd in November 2020, having previously been known as Talga Resources Limited.

                    Talga Group (TLG) Earnings & Revenues

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