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IGO (IGO) investor relations material
IGO Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary29 Oct, 2025
Executive summary
Safety performance reached a record with over 90 days injury-free and TRIFR down to 8.0, supported by expanded safety initiatives and leadership training.
Net cash position strengthened to $287M as of 30 September 2025, with positive free cash flow of $15M.
Group underlying EBITDA rose to $19.3M, reflecting lower contributions from Nova and TLEA but offset by positive investment movements.
Portfolio rationalisation advanced, with exits from non-core assets and cost reductions at Cosmos and Forrestania.
Kwinana saw improved production and reduced conversion costs, though long-term economics remain challenged.
Financial highlights
Sales revenue declined 17% quarter-over-quarter to $105.3M, mainly due to lower copper shipments and nickel prices.
Underlying EBITDA increased 293% quarter-over-quarter to $19M, driven by mark-to-market investment gains.
Free cash flow improved to $15.3M, including $12M spent on care and maintenance at Cosmos and Forrestania.
Net cash position improved to $287M from $280M in the prior quarter.
EBITDA margin at nearly 60% despite operational challenges.
Outlook and guidance
Greenbushes spodumene production guidance for FY26: 1,500–1,650kt at A$310–360/t cash cost.
Kwinana lithium hydroxide production guidance: 9,000–11,000t at A$16,000–20,000/t conversion cost.
Nova nickel production guidance: 15,000–18,000t at A$5.90–6.90/lb cash cost.
Life of mine planning and productivity improvements continue at Greenbushes and Nova.
No changes to production guidance; ramp-up of CGB3/CGP3 remains a key variable.
Timeline for Greenbushes LOM study details
Update on Kwinana JV resolution discussions
CGP3 ramp-up strategy given market conditions
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Frequently asked questions
IGO Limited is an Australian mining and exploration company engaged in the production of base and precious metals. The company’s operations focus on the exploration, extraction, and processing of nickel, copper, cobalt, and lithium, which are critical for energy storage and renewable energy technologies. IGO Limited serves industries involved in electric vehicles, energy storage, and sustainable infrastructure development. The company is headquartered in Perth, Australia, and its shares are listed on the ASX.
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