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Develop Global (DVP) investor relations material

Develop Global Q1 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 2026 TU earnings summary27 Oct, 2025

Executive summary

  • Achieved key milestones at Woodlawn, with ramp-up on schedule and production set to reach nameplate capacity of 850ktpa by March 2026.

  • Updated Sulphur Springs DFS projects pre-tax free cashflow of A$1.5B, doubling previous forecasts, and a 76% increase in NPV to A$921M.

  • Mining Services Division secured a major contract extension worth ~A$130M with Bellevue Gold.

  • Group LTIFR was 0.0, with no material environmental or heritage incidents.

Financial highlights

  • Woodlawn revenue for the September quarter was A$19.7M from 7,962t of concentrate.

  • Mining Services external revenue was A$54M; internal revenue was A$17M.

  • Cash position at September 30, 2025, was A$203.8M.

  • Sulphur Springs DFS: LOM revenue A$3.42B, LOM free cashflow A$1.46B, IRR 59%, payback ~3 years.

Outlook and guidance

  • Woodlawn expected to reach steady-state production in March 2026, with potential to exceed planned tonnage rates.

  • Sulphur Springs advancing toward FID and construction, with all approvals in place and pre-development activities underway.

  • Anticipates further progress at both projects in the December quarter, leveraging strong commodity prices.

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Frequently asked questions

Develop Global Limited is an Australia-based mining services company involved in mineral exploration, mine development, and contract mining. The company provides technical and operational services to mining projects, including underground mining and engineering services. In addition to its contract mining operations, Develop Global holds interests in mineral exploration projects, primarily targeting base metals such as copper, zinc, and nickel. The company focuses on enhancing operational efficiency and resource development for its clients and its own mining assets. The company is headquartered in Perth, Western Australia, and its shares are listed on the ASX.

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