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Deep Yellow
Deep Yellow (DYL) investor relations material
Deep Yellow Q1 2027 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 TU earnings summary27 Oct, 2026
Executive summary
Tumas development advanced, but FID was deferred from Q4 2026 because equity market conditions did not support proceeding; commitment to the project remains.
Quarter-end cash was A$144.7 million, supporting continued staged development and portfolio advancement.
Financial highlights
Cash and cash equivalents were A$144.7 million at 30 September 2026, down from A$160.0 million at 30 June 2026.
Development expenditure was A$7.6 million, primarily for Tumas; exploration and evaluation expenditure was A$4.6 million across Namibia and Australian projects.
No mining production activities occurred during the quarter.
Outlook and guidance
A comprehensive Tumas project update, including revised execution and mining schedules, capital and operating costs, and financial model, is expected once optimisation work is complete.
Water pipe supply contract award is expected before end-2026; a tender for pipeline installation is expected in Q1 2027.
Revised Mulga Rock study work remains on schedule; first product is planned approximately two years after Tumas production commences.
S-Bend drilling was scheduled to begin in October 2026; Mulga Rock hydrogeological drilling is planned for Q1 2027, followed by pumping tests in Q2 2027.
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Latest events from Deep Yellow
- Net profit up to $13.3M, Tumas Project advances toward FID, cash at $159.6M.DYL
H2 2026 - Tumas project nears FID with disciplined execution and growth pipeline amid uranium market upswing.DYLInvestor update
- Tumas Project nears FID as engineering milestones achieved and uranium market outlook strengthens.DYLQ4 2026 TU
- Ready to deliver multi-decade uranium production with robust assets, team, and market positioning.DYLCorporate presentation
- Tumas and Mulga Rock projects advanced, cash strong, uranium prices up, exploration positive.DYLQ3 2026 TU
- Returned to profitability with $7.16M net profit, strong cash, and staged uranium project development.DYLH2 2025
- $250M equity raise, Tumas licence granted, and resource upgrades drive growth despite FY24 loss.DYLH2 2024
- Net loss increased as uranium project development advanced; strong cash reserves maintained.DYLH1 2026
- Tumas Project advances, exploration yields results, and cash remains strong at A$187.1 million.DYLQ2 2026 TU
Next Deep Yellow earnings date
H1 20273 Mar, 2027
Deep Yellow
Next Deep Yellow earnings date
H1 20273 Mar, 2027
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Frequently asked questions
Deep Yellow Limited. Deep Yellow Limited is an Australian-based company primarily focused on the exploration and development of uranium projects. Its activities are concentrated on identifying, acquiring, and advancing uranium resources to meet the growing demand for nuclear energy. The company's key projects are situated in Namibia, where it conducts extensive exploration and feasibility studies to evaluate the potential for mining operations. Deep Yellow Limited aims to supply uranium to global markets, contributing to clean energy solutions. The company is headquartered in Perth, Western Australia, and its shares are listed on the ASX.