Syrah Resources (SYAAF)
OTHER OTC:SYAAF
Earnings Data
Report Date
Sep 14, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.05Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented clear operational progress at Balama (strong production and sales growth, recovery improvements, low safety incidents, and industry-leading sustainability credentials) and visible market/policy catalysts that could benefit the business. However, near-term financial pressure was evident: negative operating cash flow, reduced unrestricted liquidity, restricted cash balances, tight unit economics at current volumes and freight, delayed Vidalia commercialization, and loan covenant/funding timing risk. Overall the positives around operational momentum and sustainability are balanced by meaningful financial and commercialization headwinds.Company Guidance
Strong Production Ramp at Balama
Total production up 34% quarter-on-quarter to 34,000 tonnes; December campaign produced 16,000 tonnes at an 83% recovery and overall recovery improved to 76%.
Sales Volume Growth
Natural graphite sales of 29,000 tonnes, up 21% quarter-on-quarter; company effectively sold essentially all production during the quarter.
Improving Average Pricing Year-on-Year
Weighted average sales price of USD 577/tonne CIF, up 2% year-on-year (noting quarter-on-quarter mix effects lowered the sequential price).
Competitive Unit Cost Base with Upside
Reported C1 cost of USD 535/tonne FOB and freight averaged USD 74/tonne, with management highlighting potential for lower C1 costs as capacity utilization increases.
Safety and Community Outcomes
Total reportable injury frequency rate remained very low at 0.9 incidents per million hours; finalized a new USD 5 million community development agreement for Balama host communities.
Sustainability and Certification Leadership
Balama became the first graphite operation globally and first mining operation in Mozambique to achieve IRMA 50 level; ISO certifications and external auditing in place.
Lifecycle Emissions Advantage
Independent LCA estimates global warming potential of integrated product at 7.3 kg CO2e per 1 kg anode material — ~50% lower than Heilongjiang natural graphite benchmark and ~70% lower than Chinese synthetic graphite benchmark.
Market and Policy Catalysts Visible
Global EV sales grew ~24% in 2025 vs 2024; antidumping/countervailing duty (AD/CVD) preliminary tariffs and other U.S. policy moves could materially support ex-China supply and create demand tailwinds for Balama and Vidalia if finalized.
SYAAF 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
SYAAF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 26, 2026 | $0.10 | $0.10 | 0.00% |
Sep 09, 2025 | $0.17 | $0.15 | -11.24% |
Mar 25, 2024 | $0.28 | $0.28 | -2.82% |
Mar 29, 2023 | $0.93 | $0.94 | +0.86% |
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 Syrah Resources (SYAAF) report earnings?
Syrah Resources (SYAAF) is schdueled to report earning on Sep 14, 2026, TBA (Confirmed).
What is Syrah Resources (SYAAF) earnings time?
Syrah Resources (SYAAF) earnings time is at Sep 14, 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 SYAAF EPS forecast?
Currently, no data Available