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BCI Minerals
BCI Minerals (BCI) investor relations material
BCI Minerals Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 TU earnings summary28 Jan, 2026
Executive summary
Project reached 77% completion as of December 2025, with major construction and operational milestones achieved and a strong safety focus, including over 400 field leadership interactions and a TRIFR of 3.9.
Salt and SOP production progressing, with first salt shipment targeted for December 2026.
Formalised a two-year capacity-building program with Wirrawandi Aboriginal Corporation and established a new community partnership.
All primary government approvals for offshore dredging at Port of Cape Preston West were secured, de-risking construction budget and supporting project timelines.
Financial highlights
Construction costs reached just over AUD 1 billion, with cumulative Mardie expenditure at nearly AUD 1.3 billion and $1,043M spent on construction to date.
Drew AUD 99.8 million from the syndicated debt facility during the quarter, bringing total debt drawn to AUD 446.8 million.
Issued over 50 million new shares via convertible note conversion, reducing borrowings by AUD 29.1 million.
Available liquidity at quarter-end was AUD 601 million, with uncommitted funds of AUD 351 million.
Salt phase construction budget set at AUD 1,443 million, with 77% of expenditure committed.
Outlook and guidance
On track for first salt shipment in the December 2026 quarter, with construction 77% complete and key milestones progressing as planned.
Fully funded to complete construction and ramp-up, with approximately AUD 400 million required to finish.
SOP pilot plant package to be awarded next quarter, with commercial SOP plant expected to produce ~140ktpa.
62% offtake volume for first three years secured with quality customers.
Free cashflow expected to underpin returns from ~2029.
Confidence in salt pricing given market supply/demand
Timeline for third-party port revenue realization
What are key de-risking steps for SOP production
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Next BCI Minerals earnings date
H1 202623 Feb, 2026
BCI Minerals
Next BCI Minerals earnings date
H1 202623 Feb, 2026
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Frequently asked questions
BCI Minerals Limited is an Australian mining and resources development company focused on the exploration, development, and production of industrial minerals. The company’s primary project is the Mardie Salt & Potash Project, located on the northwest coast of Western Australia, which is designed to produce high-purity salt and sulphate of potash for export to global markets. BCI is engaged in other mineral interests as well, including iron ore assets, though its primary focus remains on the Mardie project. The company aims to capitalize on the growing demand for these industrial minerals, especially within the agricultural and chemical sectors. The company is headquartered in West Perth, Australia, and its shares are listed on the ASX.
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