K92 Mining (KNTNF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 18, 2026

TBA (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.37

Last Year’s EPS

0.29

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 8 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Mar 02, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveys a predominantly positive operational and financial story: record revenue, record production and throughput, successful under-budget commissioning of the Stage 3 plant with strong recoveries, robust cash generation and a healthy balance sheet, meaningful exploration upside and clear expansion pathway (Stage 4). Offsetting items include a fatal contractor incident, a non-cash write-down, temporarily elevated unit costs during the ramp-up (though these beat annual guidance), and execution risks tied to remaining infrastructure works (river crossings, haul roads, ventilation commissioning) required to fully realize higher truck payloads and throughput. Overall momentum and financial strength indicate the positives materially outweigh the negatives.

Company Guidance

Management guided 2026 production of 190,000–225,000 ounces gold equivalent (weighted to H2 as tonnage — not grade — ramps), based on an average feed grade of ~6.5–7.5 g/t and an expected year‑end mill exit run‑rate of 1.2 Mtpa (Stage 3); growth capital is forecast at $100–108 million (Stage 3: $25–28M for paste fill/river crossings; Stage 4 and accelerated growth: $75–80M), Stage 3 supports 1.2 Mtpa (~300,000 oz GE/yr) and Stage 4 would expand to 1.8 Mtpa (>400,000 oz GE/yr, targeting start‑up late‑2027), with Stage 3 capital ~95% spent/committed at end‑January; exploration is budgeted at a record $31–35M (>50% increase vs. 2025). The expansions are fully funded with a strong liquidity position (cash $230.9M, working capital $262.3M, net cash $181.6M and an undrawn $60M credit facility) and downside protection via put options covering 10,000 oz/month at a $3,500 strike through 2026. Key operational enablers called out to deliver the ramp include ventilation increases from ~200 to ~350 m3/s (≈175% increase) with primary fans to exceed 600 m3/s (expandable to 740), a standby power upgrade to 15.3 MW by mid‑2026, and major haulage/fleet upgrades (eight 60‑tonne surface trucks planned in 2026 with six arriving H1) to materially lift tonne delivery.

Record Annual Revenue and Strong Top-Line Growth

Record 2025 revenue of $595.2M, up 70% year-over-year; Q4 2025 revenue of $176.8M, up 47% year-over-year. Sold a record 159,787 gold ounces in 2025 at an average selling price of $3,296/oz (vs $2,356/oz prior year).

Record Production and Operational Ramp-Up

2025 production of 174,134 ounces gold equivalent, a 16% increase year-over-year; Q4 production of 47,178 oz gold equivalent. Q4 mill throughput was a record 186,198 tonnes. Total material mined in Q4 was a record 404,205 tonnes and total quarterly mine development was a record 2,787 meters (12% increase vs Q3 2025).

Stage 3 Expansion Successfully Commissioned and Under Budget

Stage 3 1.2 Mtpa process plant officially inaugurated Oct 16, first saleable concentrate in early October and commissioning completed in December. Plant delivered under budget and has processed all mine feed since late October. Gold recovery for the quarter was 94.3% (exceeding DFS parameters) and copper recovery was 93.9% (in line with DFS).

Strong Cash Flow, Liquidity and Balance Sheet

Record cash and cash equivalents of $230.9M, record working capital $262.3M and record net cash position $181.6M as of Dec 31, 2025. Record cash flow from operating activities before changes in working capital of $329.3M for 2025 (up ~93% vs $170.4M in 2024). Stage 3/4 expansions are fully funded and $60M undrawn credit facility available.

Unit Costs Beat 2025 Guidance

2025 byproduct cash cost of $695/oz and all-in sustaining cost (AISC) of $1,308/oz — both beating 2025 guidance ranges (cash cost guidance $710–$770/oz; AISC guidance $1,460–$1,560/oz). Q4 byproduct cash cost was $768/oz and Q4 AISC $1,619/oz.

Significant Exploration Momentum and High-Grade Drill Results

2026 exploration budget guided at $31M–$35M (a >50% increase vs 2025). Multiple high-grade intercepts reported (examples: 20.5m @ 14 g/t AuEq; 10.7m @ 10.8 g/t AuEq at K2; Judd intercepts including 5.45m @ 67 g/t and 3.9m @ 56.75 g/t AuEq). Arakompa step-out returned porphyry-style mineralization of 690m @ 0.3% CuEq (including 395m @ 0.38% CuEq). Targets remain open and near-mine/deep drilling programs are ongoing.

Key Infrastructure Enablers Advancing

Completed Puma Vent incline breakthrough and internal ramp; ventilation increased from ~200 m3/s to ~350 m3/s (reported in-call). Primary standby power station (10.3 MW) commissioned, reducing outages; upgrade to 15.3 MW progressing on schedule. Twin Incline functioning and will enable 60-tonne trucks (first trucks expected mid-2026 after river crossing upgrades).

Commodity Downside Protection and Capital Allocation

Purchased put option contracts through end-2026 covering 10,000 oz/month at $3,500/oz strike (described as insurance, not a hedge) while retaining upside exposure. Growth capital for 2026 guided at $100M–$108M (Stage 3: $25M–$28M; Stage 4 & accelerated growth: $75M–$80M).

Safety and ESG Recognition

Recorded no lost-time injuries in the quarter (10 consecutive LTI-free quarters). Received PNG CORE Award for community adult literacy program (4th consecutive year of ESG recognition).

K92 Mining (KNTNF) 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

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KNTNF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 18, 2026	2026 (Q1)	0.37 / -	0.29	―	―	―
Mar 02, 2026	2025 (Q4)	0.33 / 0.36	0.23	56.52% (+0.13)		―
Nov 10, 2025	2025 (Q3)	0.28 / 0.35	0.2	75.00% (+0.15)	―	―
Aug 11, 2025	2025 (Q2)	0.15 / 0.16	0.03	433.33% (+0.13)	―	―
May 12, 2025	2025 (Q1)	0.23 / 0.29	0.01	2800.00% (+0.28)	―	―
Mar 17, 2025	2024 (Q4)	0.21 / 0.23	0.09	155.56% (+0.14)	―	―
Nov 14, 2024	2024 (Q3)	0.17 / 0.20	0	―	―	―
Aug 13, 2024	2024 (Q2)	0.02 / 0.03	0.04	-25.00% (-0.01)	―	―
May 13, 2024	2024 (Q1)	- / -	0.02	―	―	―
Apr 01, 2024	2023 (Q4)	0.03 / 0.01	0.02	-50.00% (-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

KNTNF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 02, 2026	$24.10	$24.25	+0.62%
Nov 10, 2025	$13.12	$13.78	+5.05%
Aug 11, 2025	$11.16	$10.80	-3.21%
May 12, 2025	$9.60	$9.06	-5.62%

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 K92 Mining Inc (KNTNF) report earnings?

K92 Mining Inc (KNTNF) is schdueled to report earning on May 18, 2026, TBA (Confirmed).

What is K92 Mining Inc (KNTNF) earnings time?

K92 Mining Inc (KNTNF) earnings time is at May 18, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

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What is KNTNF EPS forecast?

KNTNF EPS forecast for the fiscal quarter 2026 (Q1) is 0.37.