The earnings call highlighted strong operational performance and improvements in safety and financial positions, but these positives were offset by challenges in the lithium market and ongoing issues at the Kwinana refinery. Overall, the sentiment is balanced with noteworthy achievements and significant challenges.

Company Guidance

During the IGO Limited Q4 FY '25 Results Call, Managing Director and CEO Ivan Vella highlighted several key metrics and updates. The company reported a 60% EBITDA margin for the quarter from Greenbushes, despite challenges such as unseasonably wet weather and lower-grade ore. Sales experienced a substantial increase due to logistical improvements at the Bunbury port. At Nova, operational enhancements led to meeting guidance, with nickel production expected to remain between 15,000 to 18,000 tonnes until the mine's closure at the end of 2026. The company also emphasized ongoing safety improvements, reflected in a reduction in the Total Recordable Injury Frequency Rate (TRIFR). Financially, the quarter saw an EBITDA of $59 million, a strong cash position of $280 million, and an available debt facility of $300 million. However, challenges at the Kwinana refinery led to a full impairment of Train 1, affecting the overall asset valuation. The company also updated its ESG framework, focusing on safety, environmental stewardship, and transitioning to a low-carbon future.

Safety Improvement

Significant improvement in safety performance across IGO operations, with a reduction in the severity and number of injuries, as indicated by the decline in the 3-month and 12-month TRIFR.

Strong Operational Performance at Nova and Greenbushes

Both sites delivered strong operational quarters. Greenbushes achieved 60% EBITDA for the quarter, and Nova met guidance after operational improvements.

Positive Financial Position

The balance sheet remains strong with $280 million in cash and $300 million available from debt facilities, which were resized and extended during the quarter.

ESG Framework Update

An updated ESG framework was introduced, focusing on safety, health, well-being, socioeconomic contributions, transitioning to a low-carbon future, and environmental stewardship.

IGO (IPGDF) 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 >

IPGDF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 04, 2026	2026 (Q2)	-0.04 / -	-0.676	―	―	―
Aug 27, 2025	2025 (Q4)	-0.04 / -0.15	-0.071	-108.26% (-0.08)
Feb 19, 2025	2025 (Q2)	-0.19 / -0.68	0.249	-371.84% (-0.92)
Aug 28, 2024	2024 (Q4)	-0.03 / -0.07	0.811	-108.79% (-0.88)
Feb 21, 2024	2024 (Q2)	0.36 / 0.25	0.509	-51.16% (-0.26)
Aug 30, 2023	2023 (Q4)	0.64 / 0.81	0.251	223.76% (+0.56)
Jan 30, 2023	2023 (Q2)	0.56 / 0.51	0.078	553.78% (+0.43)
Aug 29, 2022	2022 (Q4)	0.25 / 0.25	0.063	294.85% (+0.19)	―	―
Jan 31, 2022	2022 (Q2)	0.09 / 0.08	0.059	32.22% (+0.02)	―	―
Aug 30, 2021	2021 (Q4)	0.13 / 0.06	0.058	8.99% (<+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

IPGDF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 27, 2025	$3.60	$3.60	0.00%
Feb 19, 2025	$2.78	$2.76	-0.72%
Aug 28, 2024	$3.60	$3.62	+0.56%
Feb 21, 2024	$4.64	$4.74	+2.16%

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 IGO (IPGDF) report earnings?

IGO (IPGDF) is schdueled to report earning on Feb 04, 2026, Before Open (Confirmed).

What is IGO (IPGDF) earnings time?

IGO (IPGDF) earnings time is at Feb 04, 2026, Before Open (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 IPGDF EPS forecast?

IPGDF EPS forecast for the fiscal quarter 2026 (Q2) is -0.04.

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