Standard Lithium Ltd (TSE:SLI)
:SLI
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.01Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized material technical, regulatory and commercial progress (positive DFS, regulatory approval, DOE support, binding offtake with Trafigura, strong ECA/bank interest, and a strengthened cash position after an oversubscribed equity raise). Key risks remain around one-time impairment charges (LANXESS), a larger reported quarterly net loss, increased JV losses, and timing and financing dependencies for a capital-intensive SWA project (offtake completion and project financing are gating items). Overall, the forward-looking milestones and demonstrated funding interest and cash runway outweigh the near-term one-time charges and execution risks, but successful delivery still depends on closing of offtake and financing.Company Guidance
Definitive Feasibility Study (DFS) and Project Scale
Filed a positive DFS for the Smackover, Southwest Arkansas (SWA) project demonstrating an initial nameplate production capacity of 22,500 tonnes per year of battery-quality lithium carbonate and supporting a longer-term objective of >100,000 tonnes per year in Texas through multiple projects. Base project CapEx per the DFS is approximately $1.5 billion.
Regulatory Progress and DOE Grant
Obtained final regulatory approval from the Arkansas Oil and Gas Commission for the Reynolds Brine Unit (site for initial SWA phase). The project benefits from a $225 million DOE grant that has triggered a NEPA environmental assessment led by DOE; NEPA draft is complete and the process is expected to finish in Q2 2026.
Binding Offtake Agreement and Offtake Targeting
Signed first binding commercial offtake with Trafigura for 8,000 metric tons per year of battery-quality lithium carbonate for 10 years beginning at commercial production. This represents over 40% of the initial 22,500 tpy capacity and supports the JV’s target to have ~80% of initial production contracted prior to FID.
Strong Institutional Capital Raise and Cash Position
Completed an upsized $130 million underwritten public offering in October 2025 (net proceeds ~$122.2 million), resulting in cash of $152.3 million and working capital of $147.6 million at quarter end versus $31.2 million and $27.5 million the prior year, respectively (cash up ~388% year-over-year).
Export Credit Agency and Bank Interest for Project Debt
Smackover Lithium JV received indications of interest for over $1 billion in project financing led by three major ECAs (including US Ex-Im and Export Finance Norway) and supported by commercial banks. The JV is targeting approximately $1.1 billion of senior secured limited-recourse project debt.
Technical Progress and East Texas Resource
Released a maiden inferred resource report for the Franklin project (East Texas) showing high brine lithium grades. Continued drilling, well re-entry, and process test work planned with a targeted preliminary feasibility study (PFS) for Franklin within the next 12 months.
Operational Demonstration Plant and Workforce Development
Continued operation of a multi-year DLE and carbonation demonstration plant (operating ~6 years) providing process data, refinement, operator training and a unique commissioning/operations training asset to de-risk commercial start-up efforts.
TSE:SLI 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
TSE:SLI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 30, 2026 | C$4.88 | C$4.40 | -9.84% |
Feb 05, 2026 | C$5.89 | C$5.38 | -8.66% |
Nov 10, 2025 | C$4.67 | C$4.90 | +4.93% |
Mar 24, 2025 | C$1.78 | C$1.87 | +5.06% |
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 May 07, 2026, TBA (Confirmed).
What is Standard Lithium Ltd (TSE:SLI) earnings time?
Standard Lithium Ltd (TSE:SLI) earnings time is at May 07, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What is TSE:SLI EPS forecast?
TSE:SLI EPS forecast for the fiscal quarter 2026 (Q3) is -0.04.