The earnings call presents a balanced view with significant positive developments in royalty sales and liquidity improvements, alongside challenges in revenue decline and sector-specific uncertainties. The company is taking strategic steps to capitalize on opportunities and manage challenges.

Company Guidance -

Q3 2025

During the Altius Minerals Q2 2025 conference call, the company provided detailed guidance on its financial and operational metrics. Royalty revenue for the quarter was reported at $12.7 million, a notable decrease from $20.4 million in Q2 2024, primarily due to lower potash volumes and reduced dividends from iron ore. Adjusted EBITDA for Q2 2025 was $7.5 million, down from $14.5 million the previous year, reflecting similar pressures. Net earnings stood at $5.5 million, or $0.12 per share, compared to $8.3 million or $0.18 per share in Q2 2024, with the decline attributed to lower revenues despite reduced costs and expenses. The company also declared a quarterly dividend of $0.10 per share, marking an 11% increase over recent amounts. Altius highlighted improved liquidity, with $11 million in cash and $116 million available under their revolver, and a total liquidity of $540 million post-transaction activities. The renewable royalty business showed growth, driven by projects like Canyon Wind and Angelo Solar, with a portfolio capable of generating over 18,500 megawatts, while the iron ore segment noted production improvements. The company emphasized ongoing strategic evaluations for capital allocation, including share repurchases and external acquisitions, leveraging its strengthened financial position.

Significant Sale of Silicon Royalty

Altius Minerals announced the sale of 2/3 of its 1.5% NSR royalty related to the Silicon (Arthur Gold Project) to Franco-Nevada, crystallizing material value while retaining long-term upside potential.

Improved Liquidity and Balance Sheet

Following the sale of the Silicon royalty and the Orogen Royalties shareholding, Altius has strengthened its liquidity with cash after taxes and fees approximately $360 million and total liquidity increasing to $540 million.

Positive Developments in Potash and Base Metals

Nutrien and Mosaic reported strong market fundamentals and expectations for a record in global potash demand. Voisey's Bay is ramping up production of nickel, copper, and cobalt.

Renewable Royalty Business Growth

The increase in royalty revenue reflects organic growth. The GBR portfolio represents a total potential electricity generating capacity in excess of 18,500 megawatts.

Altius Minerals (TSE:ALS) 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

Daily Earnings Calendar >

TSE:ALS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.08 / -	0.05	―	―	―
Aug 11, 2025	2025 (Q2)	0.04 / 0.03	0.09	-66.67% (-0.06)	―	―
May 13, 2025	2025 (Q1)	0.06 / 0.05	0.07	-28.57% (-0.02)	―	―
Mar 11, 2025	2024 (Q4)	0.05 / 0.06	0.06	0.00% (0.00)	―	―
Nov 07, 2024	2024 (Q3)	0.08 / 0.05	0.05	0.00% (0.00)	―	―
Aug 08, 2024	2024 (Q2)	0.10 / 0.09	0.06	50.00% (+0.03)	―	―
May 08, 2024	2024 (Q1)	0.07 / 0.07	0.07	0.00% (0.00)	―	―
Mar 11, 2024	2023 (Q4)	0.05 / 0.06	0.1	-40.00% (-0.04)	―	―
Nov 08, 2023	2023 (Q3)	0.10 / 0.05	0.2	-75.00% (-0.15)	―	―
Aug 08, 2023	2023 (Q2)	0.12 / 0.06	0.23	-73.91% (-0.17)	―	―

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

TSE:ALS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 11, 2025	C$30.27	C$29.31	-3.17%
May 13, 2025	C$26.52	C$25.96	-2.11%
Mar 11, 2025	C$24.49	C$24.71	+0.90%
Nov 07, 2024	C$26.75	C$26.08	-2.50%

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 Altius Minerals Corp (TSE:ALS) report earnings?

Altius Minerals Corp (TSE:ALS) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Altius Minerals Corp (TSE:ALS) earnings time?

Altius Minerals Corp (TSE:ALS) earnings time is at Nov 05, 2025, After Close (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 TSE:ALS EPS forecast?

TSE:ALS EPS forecast for the fiscal quarter 2025 (Q3) is 0.08.

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