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Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Jupiter Mines
Jupiter Mines (JMS) investor relations material
Jupiter Mines Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary30 Oct, 2026
Executive summary
Tshipi’s Q1 FY2027 production and sales were ahead of plan; high-grade output rose 21% YoY and sales reached 848.6kt.
EBITDA declined QoQ to A$22.5m as realised manganese prices and sales volumes fell and shipping costs increased.
Matthew Jarvis became interim CEO on 11 September 2026; Brad Rogers will remain Managing Director through November, then provide consultancy support through February 2027.
Financial highlights
EBITDA was A$22.5m and NPAT A$15.6m, versus A$34.2m and A$21.4m in Q4 FY2026, and A$26.6m and A$17.8m in Q1 FY2026.
Cash at bank was A$86.2m, down from A$129.4m QoQ; 49.9% attributable cash fell A$21.2m QoQ to A$52.7m after dividend and working-capital movements.
Average achieved CIF price was US$4.44/dmtu, versus US$4.95 QoQ and US$3.86 YoY; FOB price was US$3.57/dmtu, versus US$4.05 and US$3.18, respectively.
Tshipi cash was just under ZAR1bn; the 0.75 cents per share dividend and working-capital requirements contributed to lower attributable cash.
Outlook and guidance
Strong planned Q2 production is supported by stockpiles that can sustain processing and shipments through unforeseen mine disruptions.
Equipment and crushing capacity could support an additional ~0.5m tonnes with limited capital expenditure; timing depends on logistics and manganese market conditions.
Worldsteel forecast flat global steel demand in 2026 and 1.7% growth in 2027, revised down from 0.3% and 2.2% growth, respectively.
Q2 FY2027 Rand movements are expected to reflect oil and metal prices and relative interest-rate expectations in South Africa, the US and Australia.
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Latest events from Jupiter Mines
- Tshipi exceeded targets, net profit reached $37.7M, and dividends remained strong in FY26.JMS
H2 2026 - Operational strength, high dividends, and EV battery market entry drive future value.JMSInvestor presentation
- Q4 FY2026 sales and production surpassed targets, maintaining strong margins and cost leadership.JMSQ4 2026
- EBITDA rose 49% QoQ on higher manganese prices, offsetting cost and freight increases.JMSQ3 2026 TU
- Net profit up 3% to $40.1m, with record Tshipi results and a final $0.0075 dividend declared.JMSH2 2025
- FY2024 net profit surged to $38.9m, but bearish manganese markets led to Tshipi withholding dividends.JMSH2 2024
- Net profit increased to $16.2 million, supported by cost efficiency and strategic progress.JMSH1 2026
- Record production, high dividends, and strategic progress amid market and logistics risks.JMSAGM 2024
- Record sales and profits driven by price surge, but costs and volatility remain high.JMSQ4 2024 TU
Next Jupiter Mines earnings date
AGM 202626 Nov, 2026
Jupiter Mines
Next Jupiter Mines earnings date
AGM 202626 Nov, 2026
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Frequently asked questions
Jupiter Mines Limited is an independent mining company headquartered in Perth, Western Australia. The company’s primary focus is on the development and operation of mineral resource properties, specifically manganese deposits. Jupiter Mines holds a 49.9% beneficial interest in Tshipi é Ntle Manganese Mining Proprietary Ltd, which operates the Tshipi Borwa Manganese Mine located in the Kalahari Manganese Field of South Africa. This mine is among the largest and most cost-effective manganese exporters worldwide, having been operational since 2012. The company is headquartered in Perth, Western Australia, and its shares are listed on the ASX.