Education
About Us
Working with TipRanks
Follow Us
Sandfire Resources Limited (SFRRF)
OTHER OTC:SFRRF
Earnings Data
Report Date
Sep 02, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.55Last Year’s EPS
0.09Same Quarter Last Year
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveyed a positive strategic and financial position: strong quarterly revenue and EBITDA, meaningful degearing (net debt reduction of $301 million) and a targeted net cash position were highlighted, alongside disciplined unit costs and active exploration and M&A progress (Kalkaroo term sheet, Black Butte PFS). Operational challenges at Motheo (OEM SAG mill component failure, lower fleet availability and temporary shipment timing effects) weighed on H1 production but management described remedial actions as completed or well advanced and expects an uplift in H2. Near-term cash commitments related to the Havilah transaction were flagged as reducing the reported net cash headroom. On balance, the highlights materially outweigh the lowlights given resolved operational issues, strong financial metrics and clear strategic optionality.Company Guidance
Strong Quarterly Financial Results
Unaudited group sales revenue of $344 million and underlying EBITDA of $167 million for the December quarter, implying an EBITDA margin just under 50% (~48.6%).
Improved Balance Sheet and Rapid Degearing
Net cash of $13 million at 31 December (unaudited) and net debt reduced by $301 million over the past 12 months, achieving the company's targeted balance sheet position.
Solid First-Half Production with Second-Half Upside
Group copper-equivalent production of 72,100 tonnes in H1 (~46% of the 157,000 t annual midpoint). MATSA delivered 46,400 t in H1 (~48% of its annual midpoint). Management expects volumes to be incrementally weighted to the second half and forecasts Motheo production of 61,000 t copper equivalent for FY'26.
Cost Discipline and Unit Costs Aligned to Guidance
Underlying operating costs remain aligned with annual guidance at $87 per tonne of ore processed at MATSA and $43 per tonne at Motheo. Management noted a significant benefit flowing to C1 costs from a sharp increase in byproduct prices.
Safety Performance Improved
Group Total Recordable Injury Frequency (TRIF) improved to 1.3 from 1.4 at end of September, a ~7.1% reduction, reflecting progress on safety metrics.
Strategic M&A and Project Development Progress
Signed a binding term sheet with Havilah Resources to earn an 80% interest in the Kalkaroo copper-gold project and establish a strategic exploration alliance; structured staged payments (AUD 31.5 million on completion plus an initial AUD 15 million exploration payment). Black Butte (Johnny Lee) prefeasibility study delivered a post-tax NPV of circa $100 million at a conservative copper price (~$4.70/lb referenced), is fully permitted, and Lowry satellite has potential for low-capital life extension.
Exploration Investment and Near-Term Programs
Invested $5 million in regional and $5 million in near-mine/extension exploration across the Iberian Pyrite and Kalahari Copper Belts. Motheo regional drilling restarted in December 2025 and A1/Olivo drilling programmes show encouraging results with a reserve-targeting pathway for later in the year.
Operational Remediation Completed at Motheo SAG Mill
Premature wear issue with an OEM-cast SAG mill component was identified and addressed: affected grades replaced and full mill relines completed during a planned shutdown, with management stating the casting/foundry issue is resolved and expecting improved mill performance into H2.
SFRRF 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
SFRRF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $12.60 | $13.22 | +4.96% |
Aug 27, 2025 | $8.29 | $8.16 | -1.51% |
Feb 19, 2025 | $6.66 | $6.72 | +0.98% |
Aug 28, 2024 | $6.09 | $6.32 | +3.78% |
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 Sandfire Resources Limited (SFRRF) report earnings?
Sandfire Resources Limited (SFRRF) is schdueled to report earning on Sep 02, 2026, TBA (Confirmed).
What is Sandfire Resources Limited (SFRRF) earnings time?
Sandfire Resources Limited (SFRRF) earnings time is at Sep 02, 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 SFRRF EPS forecast?
SFRRF EPS forecast for the fiscal quarter 2026 (Q4) is 0.55.