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Boliden (BOL) investor relations material
Boliden Guidance summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Guidance summary5 Dec, 2025
Opening remarks and agenda
Presentation led by CEO and CFO, outlining 2026 production guidance for all mining units, investment projects, and maintenance shutdowns, with a focus on providing essential metals and climate-friendly operations, followed by a Q&A session.
Guidance on key objectives
2026 will be the first full year with Somincor and Zinkgruvan included in all guidance, with higher grades and increased mill volumes expected at Aitik, Garpenberg, Tara, and other key mines.
Group capital expenditure for 2026 is set at SEK 15 billion, with SEK 6.5 billion allocated for mine-sustaining investments.
Garpenberg's expanded permit allows for throughput of 3.7 million tons, ramping up towards 4.5 million tons; Aitik copper grade to average 0.18% with 41 Mtonnes throughput.
Kevitsa copper grade to rise to 0.24%, but mining tax changes may increase annual costs by EUR 20-30 million, pending approval.
Planned maintenance in smelters expected to impact EBIT by SEK 450 million in 2026.
Market trends and strategic opportunities
Strong commercial interest in Odda's leach product, with annual capacity increase of 150 ktonnes zinc and 45 ktonnes leach product, and favorable pricing and terms.
Rönnskär ramp-up on track, with EBITDA uplift estimated at SEK 1.2 billion annually, potentially higher at current spot prices.
Intensified exploration programs at Somincor and Zinkgruvan aimed at long-term value creation.
Odda delay impact on 2026 output?
Key strategic investments beyond sustaining capex?
Identify significant 2026 operating profit headwinds.
Kevitsa Pushback 5 project status
Garpenberg 4.5M tonnes CapEx beyond 2026
Rönnskär EBITDA uplift at spot prices
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Next Boliden earnings date
Q4 20253 Feb, 2026
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Frequently asked questions
Boliden AB, headquartered in Stockholm, Sweden, engages in the exploring, extracting, and processing of base metals and precious metals. It operates through five business areas: Copper, Gold, Silver, Iron Ore, and Energy. The Copper segment explores and extracts copper concentrate from the Falun mine. The Gold segment is engaged in exploring, extracting and processing gold in the Västergötland and Kalix Lake districts of Sweden. The Silver segment is engaged in exploring and producing silver from the Ragunda mine. The Iron Ore segment produces iron ore concentrate from Luleå mine in Sweden. The Energy segment mines coal at Gellivare mine in Sweden for use at its power stations. Boliden also focuses on a range of other activities including logistics services for its own needs as well as customers from neighboring industries located abroad; storage facilities for carbon dioxide; forestry; distributing compressed air; auto repair services; electronics trading; powder coating services; brewery; hotel activities; restaurants for company employees; barber's salons for company employees' families; dry cleaning services for company employees' uniforms; catering services for company employees' parties, among others.
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