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Verde Agritech Plc J (TSE:NPK)
TSX:NPK
Canadian Market
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Verde Agritech (NPK) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 18, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
Last Year’s EPS
-0.04
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:May 13, 2026|
% Change Since:
|
Earnings Call Sentiment|Negative
The call conveyed a mixed picture: management executed prudent actions (cash raise, stricter credit, cost reductions) and uncovered a materially promising rare earths opportunity, but the core fertilizer business is facing severe near-term headwinds — large declines in revenue and volumes, margin compression, ongoing net losses, and macro/sector credit stress. While structural fixes (cost cuts, deleveraging, strategic corporate sales pipeline) may help, the magnitude of the revenue and margin deterioration and the broad agribusiness insolvency trend weigh heavily on the near-term outlook.
Company Guidance
Management guided a cautious, liquidity‑first plan focused on cost cuts and credit discipline: Q1 revenue was $1.7M (vs $2.9M LY) on ~27k tonnes sold (vs 47k), EBITDA before non‑cash items improved modestly to -$1.3M, cash was $6.4M plus $5.2M short‑term receivables (vs $2.5M cash / $7.7M receivables LY) after a ~$4.0M private placement, and the KCl bad‑debt provision fell to ~$0 from $500k as the company stopped extending risky credit; cost per ton rose from $16 to $23 (~+44%) and gross margin excluding freight dropped from 56% to 41%, sales expenses fell from $851k to $727k, and management targets BRL 7.5M in savings this year (BRL ~9.4M over 12 months) with further G&A reductions expected from Q2; operational/dev guidance included continued bank renegotiations (earlier ~18‑month relief), delaying the rare‑earth MRE to year‑end, five drill rigs on site (targeting +2 by next month), a 1.3 billion tonne rare‑earth resource estimate with leachate concentrate ~40% magnetic oxides and assays up to 26%, and macro assumptions of a ~14.5% policy rate and potash up ≈$50 YTD.
Cash Position Strengthened via Private Placement
Quarter-end cash of $6.4M versus $2.5M a year ago (+156.0%) supported by a private placement with net proceeds of ~ $4.0M; short-term receivables reduced to $5.2M from $7.7M (-32.5%).
Bad Debt Provision Reduced to Near Zero
KCl/bad debt provision declined to ~ $0 in Q1 versus $500k in prior-year Q1 (100% reduction) following a stricter credit policy that stopped sales to higher-risk customers.
Cost Reduction Program with Material Savings Targeted
Ongoing cost-cutting program targeting BRL 7.5M of savings this year and approximately BRL 9.4M over a 12-month period, with early SG&A and sales expense reductions already visible (sales expense down from $851k to $727k, -14.6%).
Operational Stability in EBITDA Despite Weak Top Line
EBITDA before non-cash events improved modestly to negative $1.3M and management reports EBITDA and net loss roughly in line with the prior year, indicating some operational containment despite revenue decline.
Rare Earths Project: High-Grade, High-Potential Discovery
Reassays and resource calculation indicate a prospective resource (reported 1.3 billion tonnes) with magnetic rare earth oxide (MREO) concentrations up to ~26% and leachate magnetic concentrations ~40% (vs ~14% cited for a peer), shallow drilling (0–10m), active drilling (5 rigs with 2 more planned), and high-value elements (neodymium/praseodymium/dysprosium/terbium) present — signaling a significant upside development opportunity.

Verde Agritech (TSE:NPK) 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

TSE:NPK Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 18, 2026
2026 (Q2)
- / -
-0.04
May 13, 2026
2026 (Q1)
- / -0.07
-0.075.71% (<+0.01)
Mar 26, 2026
2025 (Q4)
- / -0.06
-0.056-14.29% (>-0.01)
Nov 12, 2025
2025 (Q3)
- / -0.04
-0.0449.09% (<+0.01)
Aug 08, 2025
2025 (Q2)
- / -0.04
-0.0520.00% (+0.01)
May 15, 2025
2025 (Q1)
- / -0.07
-0.0922.22% (+0.02)
Mar 20, 2025
2024 (Q4)
- / -0.06
-0.05-12.00% (>-0.01)
Nov 08, 2024
2024 (Q3)
- / -0.04
-0.06633.33% (+0.02)
Aug 13, 2024
2024 (Q2)
- / -0.05
-0.005-900.00% (-0.05)
May 15, 2024
2024 (Q1)
- / -0.09
-0.002-4400.00% (-0.09)
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:NPK Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 13, 2026
C$0.87C$0.89+2.30%
Mar 26, 2026
C$1.26C$1.11-11.90%
Nov 12, 2025
C$1.03C$0.93-9.71%
Aug 08, 2025
C$0.49C$0.48-2.04%
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 Verde Agritech Plc J (TSE:NPK) report earnings?
Verde Agritech Plc J (TSE:NPK) is schdueled to report earning on Aug 18, 2026, TBA (Confirmed).
    What is Verde Agritech Plc J (TSE:NPK) earnings time?
    Verde Agritech Plc J (TSE:NPK) earnings time is at Aug 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 TSE:NPK EPS forecast?
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