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Liontown Resources (LTR) investor relations material

Liontown Resources AGM 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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AGM 2025 summary26 Nov, 2025

Opening remarks and agenda

  • Chair welcomed shareholders, acknowledged traditional landowners, including Whadjuk Noongar and Tjiwarl People, and confirmed quorum and voting registration.

  • AGM was webcast for remote viewing, with online Q&A enabled, but not a hybrid meeting.

  • Directors, executive team, auditors, and Computershare representative were introduced.

Board and executive committee updates

  • New executives appointed: COO Ryan Hair, CPO Lisa Breen, and incoming CFO Greg Jason, all bringing significant industry experience.

  • Board and executive team credited for positioning the company for long-term growth and successful transition.

  • Presentation authorized for release by the Managing Director.

Financial performance review

  • FY25 marked the first full year of operations, achieving nearly AUD 300 million in revenue and AUD 55 million in EBITDA.

  • 294,521 dmt of concentrate produced and 283,443 dmt sold, with plant availability at 89%.

  • Over 360,000 dry metric tons of spodumene concentrate shipped; strong balance sheet with AUD 420 million in cash at quarter end.

  • Institutional placement and share purchase plan raised AUD 372 million, supporting transition and growth.

  • H2 FY25 unit operating cost was AUD 802 per dmt sold, reflecting ramp-up and market adjustments.

How does underground mining improve cost structure?
What growth opportunities beyond Kathleen Valley?
Why is stationary battery demand underestimated?
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Frequently asked questions

Liontown Resources Limited is an Australian company engaged in the discovery, development, and supply of battery minerals, primarily serving the electric vehicle and energy storage industries. It controls two significant lithium deposits in Western Australia and has plans for expansion through exploration, partnerships, and acquisitions. Notably, its projects include the Kathleen Valley and Buldania projects, which are significant for their lithium resources, with Kathleen Valley also producing tantalum pentoxide, a material used in electronics and optics manufacturing. The company's ambition extends to becoming a globally significant provider of battery minerals amidst the growing demand in the clean energy market. It is headquartered in West Perth, Western Australia, and its shares are listed on the ASX.

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