The earnings call reflects a company in transition with a strong focus on strategic partnerships and operational efficiency. Despite a significant net loss and impairment charge, the successful derisking of technology, strategic partnerships, and grant finalizations provide positive momentum. The sentiment is balanced by the financial challenges and strategic shift away from California assets.

Company Guidance

In the earnings conference call for the six-month period ended December 31, 2024, Standard Lithium provided guidance on several key metrics and developments. The company highlighted its strategic transition, emphasizing a focus on high-grade, large-scale assets in Southwest Arkansas and East Texas, in partnership with Equinor. They announced the completion of their DOE grant terms, securing $225 million, which bolsters confidence in their Southwest Arkansas project. Operational highlights included the successful derisking and commercialization readiness of their DLE technology, with lithium recovery surpassing 99%. Financially, Standard Lithium reported a net loss of $24.7 million for the three-month period, impacted primarily by a $19.7 million impairment of California assets, as they pivot focus to more promising projects. Cost management efforts led to a substantial reduction in G&A expenses and other overheads, improving operational efficiency. The company closed 2024 with a working capital balance of $27.5 million and cash reserves of $31.2 million. Moving forward, they anticipate needing to make share capital contributions to projects as Equinor's sole funding commitment concludes, and they are actively securing customer offtake agreements and project debt financing for future developments.

Strategic Partnership with Equinor

The company announced a landmark strategic partnership with Equinor, which is expected to significantly advance projects in Southwest Arkansas and East Texas.

DOE Grant Finalized

Standard Lithium finalized the terms and conditions of a $225 million grant from the Department of Energy, a significant endorsement of the Southwest Arkansas project.

Successful DLE Technology Derisking

The DLE technology for Smackover brines was successfully derisked, with lithium recovery exceeding design criteria at over 99%.

Operational Cost Reductions

There was a near $6 million reduction in quarter-over-quarter burn rate, driven by cost discipline and streamlined processes.

Positive Reservoir Characteristics

Reservoir properties in Southwest Arkansas and East Texas are better than previously assumed, which should positively impact project economics.

Standard Lithium Ltd (TSE:SLI) 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

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TSE:SLI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 19, 2025	2025 (Q4)	-0.04 / -0.04	1	-104.10% (-1.04)	―	―
May 08, 2025	2025 (Q3)	-0.04 / -0.01	-0.06	80.00% (+0.05)	―	―
Mar 24, 2025	2025 (Q2)	-0.08 / -0.19	-0.06	-210.00% (-0.13)	―	―
Nov 12, 2024	2025 (Q1)	-0.08 / -0.04	-0.06	40.00% (+0.02)	―	―
Sep 24, 2024	2024 (Q4)	-0.06 / 1.00	-0.16	725.00% (+1.16)	―	―
May 09, 2024	2024 (Q3)	-0.05 / -0.06	-0.04	-50.00% (-0.02)	―	―
Feb 08, 2024	2024 (Q2)	-0.02 / -0.06	-0.04	-50.00% (-0.02)	―	―
Nov 10, 2023	2024 (Q1)	-0.02 / -0.06	-0.01	-500.00% (-0.05)	―	―
Sep 22, 2023	2023 (Q4)	-0.02 / -0.16	-0.039	-310.26% (-0.12)	―	―
May 11, 2023	2023 (Q3)	-0.03 / -0.04	-0.08	50.00% (+0.04)	―	―

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:SLI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 08, 2025	C$1.90	C$2.02	+6.32%
Mar 24, 2025	C$1.78	C$1.87	+5.06%
Nov 12, 2024	C$2.81	C$2.70	-3.91%
Sep 24, 2024	C$2.22	C$2.03	-8.56%

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 Standard Lithium Ltd (TSE:SLI) report earnings?

Standard Lithium Ltd (TSE:SLI) is schdueled to report earning on Sep 19, 2025, TBA (Confirmed).

What is Standard Lithium Ltd (TSE:SLI) earnings time?

Standard Lithium Ltd (TSE:SLI) earnings time is at Sep 19, 2025, 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 TSE:SLI EPS forecast?

TSE:SLI EPS forecast for the fiscal quarter 2025 (Q4) is -0.04.

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