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Ivanhoe Mines
Ivanhoe Mines (IVN) investor relations material
Ivanhoe Mines Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Achieved $578M adjusted EBITDA and $228M net profit in 2025, with Kamoa-Kakula generating $3.28B revenue and $1.45B EBITDA at a 44% margin, and Kipushi producing 203,168 tonnes of zinc and $91M EBITDA.
Platreef Phase 1 began production in November 2025; Phase 2 expansion underway, targeting Q4 2027 completion and quadrupling annualized precious metals output.
Africa's largest and greenest copper smelter commissioned, ramping up ahead of schedule and shipping 99.7% copper via the Lobito Corridor.
Safety remains a priority, though a fatal incident occurred at Kamoa-Kakula; full investigation and corrective actions underway.
Major project milestones achieved despite operational disruptions and lower production at Kamoa-Kakula post-May.
Financial highlights
Kamoa-Kakula achieved record annual revenue of $3.3B in 2025, up from $3.1B in 2024, with EBITDA of $1.4B at a 44% margin.
Kipushi generated $441M revenue and $91M EBITDA at a 21% margin, with a cash cost (C1) of $0.92/lb.
Group-level adjusted EBITDA was $578M, net profit $228M, and basic EPS $0.19 in 2025.
Cash and equivalents at year-end: $1.19B, including $885M (Ivanhoe) and $311M (Kamoa-Kakula), bolstered by a $570M private placement.
Kamoa-Kakula sold 351,674 tonnes of copper at $4.40/lb; Kipushi sold 171,275 tonnes of zinc at $1.31/lb.
Outlook and guidance
Kamoa-Kakula 2026 copper production guidance: 380,000–420,000 tonnes; 2027: 500,000–540,000 tonnes.
Kamoa-Kakula 2026 cash cost guidance: $2.20–$2.50/lb, improving to $1.90–$2.30/lb in 2027.
Kipushi 2026 zinc production guidance: 240,000–290,000 tonnes; cash cost guidance: $0.85–$0.95/lb.
Platreef Phase II to reach over four times Phase 1 output by end-2027.
$90M exploration budget for 2026, up 88% from 2025, focused on Western Forelands and new projects.
Quantify smelter's logistics cost savings
Platreef Phase 2: Key milestones for production ramp-up
Rationale for increased exploration spend in Zambia?
Smelter's full impact on logistics and acid sales
Western Forelands: new mining complex timeline
Realize value from critical mineral byproducts?
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Next Ivanhoe Mines earnings date
Q1 202630 Apr, 2026
Ivanhoe Mines
Next Ivanhoe Mines earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Ivanhoe Mines Ltd is a mining company engaged in the exploration, development, and production of mineral properties. It focuses primarily on copper, nickel, and platinum group metals projects in Southern Africa. The company is headquartered in Vancouver, Canada, and its shares are listed on the TSX.
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