Gemfields Group Limited (PLLHF)
OTHER OTC:PLLHF
Earnings Data
Report Date
Sep 18, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.02Same Quarter Last Year
Moderate Buy
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call highlights clear operational and financial progress in specific areas — notably Kagem's resilience, demonstrated PP2 throughput, and successful capital measures (rights issue and Fabergé sale) — and early signs of ruby recovery in 2026. However, these positives are outweighed by a sharp revenue decline (~32% YoY), constrained profitability and cash flow (negative EPS, $29M cash outflow), significant PP2 commissioning delays (now pushed to Q3 2026), major external disruptions (attack on MRM, export duty suspension, competitor dumping) and unresolved VAT receivables (~$45M). Given the scale and multiplicity of the operational and market challenges, the overall tone is cautious and focused on stabilization and deleveraging, but the negatives dominate the near-term outlook.Company Guidance
Kagem Strong Operational and Financial Performance
Kagem generated $78 million in auction revenue in 2025 (in line with 2024) and yielded almost $40 million after deducting operating costs and CapEx. The mine benefited from good production and an improved emerald market in H2 2025; next Kagem auction expected in May.
Progress on MRM Second Processing Plant (PP2) – Throughput Demonstrated
PP2 has demonstrated the ability to attain and even exceed the 400 tonnes per hour design throughput in the wet circuit. The c.$70 million PP2 project is substantially complete and CapEx is tapering as the project moves toward completion, supporting future increases in ruby processing capacity.
Early 2026 Ruby Auction Recovery
MRM's February auction generated $53 million (early 2026), exceeding the whole of 2025's MRM ruby revenue of $50 million by about $3 million, indicating improving market reception for rubies in 2026.
Capital and Liquidity Actions Completed
Completed a $30 million rights issue (June 2025) and sold Fabergé for $50 million (August 2025), materially strengthening the balance sheet. Gross cash at year-end was $64 million and including auction receivables net debt reduces from $39 million to about $18.7 million.
Cost Discipline and Controlled CapEx at Kagem
Operating expenses fell ~17% to $129 million year-on-year, reflecting cost control and a pause in Kagem operations in H1 2025. Kagem CapEx remained controlled with disciplined capital allocation.
PLLHF 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
PLLHF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 26, 2026 | $0.04 | $0.04 | 0.00% |
Sep 26, 2025 | $0.11 | $0.11 | 0.00% |
Apr 11, 2025 | $0.07 | $0.07 | 0.00% |
Sep 27, 2024 | $0.15 | $0.16 | +6.67% |
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 Gemfields Group Limited (PLLHF) report earnings?
Gemfields Group Limited (PLLHF) is schdueled to report earning on Sep 18, 2026, TBA (Confirmed).
What is Gemfields Group Limited (PLLHF) earnings time?
Gemfields Group Limited (PLLHF) earnings time is at Sep 18, 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 PLLHF EPS forecast?
Currently, no data Available