Logotype for Iron Road Limited

Iron Road (IRD) investor relations material

Iron Road AGM 2025 Presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Iron Road Limited
AGM 2025 Presentation summary25 Nov, 2025

Corporate overview and capital structure

  • Market capitalisation stands at $35.8M with 832.2M shares on issue and $2.7M cash as of September 2025.

  • Board and management hold 4% of shares, with Sentient Global Resources Funds as a major shareholder at 65.9%.

  • No debt reported, resulting in an enterprise value of $33.1M.

Central Eyre Iron Project (CEIP) status and value drivers

  • CEIP is 100% owned and recognized as one of the few advanced, high product grade, greenfield iron ore projects globally.

  • Holds Australia’s largest magnetite Ore Reserve with 3.7Bt @ 15% Fe, generating 589Mt @ ~67% Fe concentrate.

  • Registered ILUA with Barngarla Traditional Owners and strong government relationships.

  • Cape Hardy landholding validated for industrial-scale desalination and port development.

  • Market cap is heavily discounted compared to audited net asset value of $137.5M.

Product credentials and processing optionality

  • Test work confirms ability to produce premium Sinter Feed (~67% Fe) and Direct Reduction (DR) grade (~70% Fe) iron ore concentrates.

  • Flowsheet flexibility due to coarse magnetite grain size; product optionality for both blast furnace and electric arc furnace markets.

  • DR grade concentrate and potential pellet manufacturing at Cape Hardy could enable a green iron production chain.

  • Final flowsheet and production scale depend on securing a strategic investor or partner.

CEIP DFS funding strategy details
Revera's evolving strategy impact on green iron?
Mulgathing farm-in advancement criteria
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Iron Road earnings date

Logotype for Iron Road Limited
H1 202618 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Iron Road earnings date

Logotype for Iron Road Limited
H1 202618 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Iron Road Limited is an exploration and development company focused on the mining and production of iron ore. The company’s flagship project is the Central Eyre Iron Project (CEIP) in South Australia, which aims to produce high-quality iron ore concentrates for use in steelmaking. The company is headquartered in Adelaide, South Australia, and its shares are listed on the Australian Securities Exchange (ASX).

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage