Lynas Rare Earths Limited (LYSCF)
OTHER OTC:LYSCF
Earnings Data
Report Date
Sep 02, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.2Last Year’s EPS
<0.01Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a predominantly positive outlook: strong market fundamentals (NdPr prices up materially YoY and recently above $110/kg), successful commissioning milestones (Mt Weld expansion, Malaysia HRE separation, hybrid power station delivering ~92% renewable power in December), and a strengthened balance sheet from a capital raise (funding Towards 2030 projects including a $180m HRE plant). Challenges remain—primarily Kalgoorlie ramp-up and power reliability, higher near‑term G&A and depreciation, working capital timing, and some regulatory and supply‑chain risks—but management has concrete mitigation plans and contingency sourcing. Overall the favourable pricing environment, operational progress in Malaysia, clear capacity pathway (10.5→12k tpa and identified uplifts), and strong safety execution outweigh the operational and timing headwinds.Company Guidance
Commissioning of Mt Weld expansion and new flotation circuit
Mt Weld expansion largely commissioned with the new flotation circuit operating at ~70% of nameplate; beneficiation upgrades enable recovery from tailings (tailings concentrated at ~7.0–7.5% rare earths) and support future throughput uplifts (previously identified +2,400 tpa potential at concentrator).
Hybrid renewable power station operational and strong renewable share
65 MW hybrid renewable power station (4 wind turbines + ~2,500 solar panels + gas turbines + batteries) is operational; renewable generation reached ~92% of power in December (initial target was 70%), reducing variable electricity cost and emissions while accepting significant upfront capital cost.
Malaysia plant performance and HRE separation progress
Lynas Malaysia running ‘extraordinarily well’; first full six months of heavy rare earth (HRE) separation (dysprosium and terbium) completed, stable separation circuits, major maintenance executed successfully; samarium production expected before the end of the financial year.
Strong market pricing and revenue momentum (NdPr)
NdPr benchmark price rose from $49/kg in Dec 2024 to $74/kg in Dec 2025 (+51% YoY) and firmed further to >$110/kg (noted during the call) reflecting supportive government actions and market re‑shaping; management reports sales revenue, EBITDA and net profit after tax all increased in the half.
Capital raise and balance sheet strength for Towards 2030
Successful capital raise materially increased cash and short-term deposits (management and analysts referenced >US$1bn cash post‑raise); funds being ringfenced between operational liquidity and 'Towards 2030' growth capital (e.g., announced $180m for new HRE plant in Malaysia).
Throughput and future heavy facility capacity
Current heavy-circuit throughput ~1,500 tonnes; announced new Malaysian heavy facility designed for ~5,000 tonnes throughput. Company target near-term system throughput 10.5k tpa NdPr with a clear step to 12k tpa and identified 2.4k tpa uplift potential at Mt Weld for longer-term expansion.
Operational safety and execution on major works
Major maintenance in Malaysia involved >100,000 work hours across 30+ subcontractors executed to schedule and without injury; Mt Weld and Kalgoorlie employees achieved 12 months without any recordable injuries as of December 2025, highlighting strong HSE performance.
Commercial positioning and offtake progress
Active sales optimization with premiums achieved vs benchmarks (management measures success as % above benchmark); long-term offtake discussions ongoing (including U.S. government engagement and MOUs), plus strong demand signals from Japanese magnetmakers and downstream buyers seeking supply outside China.
LYSCF 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
LYSCF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $12.11 | $11.96 | -1.20% |
Aug 27, 2025 | $9.65 | $9.00 | -6.74% |
Feb 25, 2025 | $4.32 | $4.30 | -0.56% |
Aug 27, 2024 | $4.50 | $4.66 | +3.51% |
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 Lynas Rare Earths Limited (LYSCF) report earnings?
Lynas Rare Earths Limited (LYSCF) is schdueled to report earning on Sep 02, 2026, TBA (Confirmed).
What is Lynas Rare Earths Limited (LYSCF) earnings time?
Lynas Rare Earths Limited (LYSCF) earnings time is at Sep 02, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is LYSCF EPS forecast?
LYSCF EPS forecast for the fiscal quarter 2026 (Q4) is 0.2.