Central Asia Metals (GB:CAML)
LSE:CAML
Earnings Data
Report Date
Sep 16, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.17Last Year’s EPS
0.08Same Quarter Last Year
Moderate Sell
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: strong operating performance, robust cash generation ($56m FCF), high group EBITDA margin (44%) and disciplined shareholder returns (12p dividend at top of policy) were major positives. However, the material impairment at Sasa (~$117.5m), negative reported EPS, geological and cost pressures at Sasa, and FX/tax headwinds are significant negatives that materially affect reported results. Management emphasized remediation plans at Sasa, ongoing exploration progress and conservative capital allocation. Given the sizeable one-off impairment but strong underlying cash generation and operational metrics, the positives and negatives are roughly balanced.Company Guidance
Strong Production Volumes
2025 production: 13,311 t copper, 17,881 t zinc and 25,156 t lead. Kounrad production was within guidance (13,000–14,000 t) and Sasa met revised guidance despite challenges.
Revenue and EBITDA Growth
Revenue $230 million (up 7% y/y) and EBITDA $102 million with a 44% group EBITDA margin.
High Profitability at Kounrad
Kounrad reported a 75% EBITDA margin. Unit cost per pound rose slightly from $0.80 to $0.82, reflecting strong cost control and FX benefit from tenge weakening.
Strong Cash Generation and Balance Sheet
Free cash flow $56 million; cash at year end $80.1 million (includes $0.4m restricted). Minimal debt and strong liquidity to support dividends, exploration and potential M&A.
Shareholder Returns
Final dividend 7.5p; full-year dividend 12p (~$28m), representing 50% of free cash flow (top end of 30–50% policy). Dividend yield stated >7% and free cash flow yield >14%.
Lower Treatment Charges
Treatment charges fell from $15 million in 2024 to $8 million in 2025, a reduction of ~$7 million, improving realizations and margins.
Capital Discipline and Guidance
Group CapEx $19 million (down $1.8m y/y). 2026 CapEx guidance $14.5–17.5 million and Kounrad CapEx expected to normalize to ~ $2m.
Operational & Sustainability Improvements
Completed dry stack tailings and paste backfill at Sasa (75% of tailings now managed via dry stack or backfill vs 70% target), solar at Kounrad provides ~16% of power needs, and 44,000 training hours delivered to staff.
Exploration Progress
CAML X progressed from target generation to drill-ready targets with planned 2,000 m drilling at Otyar and Yuzhnoe in summer 2026; increased capitalized exploration in 2025 and planned $3–3.5m exploration spend in 2026. Aberdeen stake increased to ~32.6% to fund drilling.
Completed Buyback and Other One-off Items
Executed $5.2m of a $10m share buyback (program concluded in 2026). Received a $2.5m gain related to the aborted New World Resources process; paid a $1.6m break fee.
GB:CAML Earnings History
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
GB:CAML Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 19, 2026 | 169.60 p | 158.80 p | -6.37% |
Sep 10, 2025 | 168.00 p | 145.47 p | -13.41% |
Mar 20, 2025 | 146.54 p | 154.43 p | +5.39% |
Sep 10, 2024 | 152.78 p | 152.08 p | -0.46% |
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 Central Asia Metals (GB:CAML) report earnings?
Central Asia Metals (GB:CAML) is schdueled to report earning on Sep 16, 2026, TBA (Confirmed).
What is Central Asia Metals (GB:CAML) earnings time?
Central Asia Metals (GB:CAML) earnings time is at Sep 16, 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 Central Asia Metals stock?
The P/E ratio of Central Asia Metals is N/A.
What is GB:CAML EPS forecast?
GB:CAML EPS forecast for the fiscal quarter 2026 (Q2) is 0.17.