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Edge16 Oct 2026
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.
Lynas Rare Earths
Lynas Rare Earths (LYC) investor relations material
Lynas Rare Earths Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary28 Oct, 2026
Executive summary
Q1 FY27 gross sales revenue reached a record A$310.1m, the highest quarterly result since Q4 FY22; average selling price also set a record at A$102.1/kg.
Production recovered from June-quarter concentrate quality challenges, with record NdPr output and continued growth-project ramp-up.
Financial highlights
Gross sales revenue was A$310.1m, up 55% YoY; sales receipts were A$266.6m.
Cash and short-term deposits closed at A$1,212.5m, versus A$1,209.1m at quarter opening.
Cash outflows included A$185.2m for production, administration and royalties; A$28.7m for capex, exploration and development; and A$0.3m for income taxes.
NdPr sales were close to the 2,082t ready for sale; late-September production was largely not invoiced before quarter-end due to shipment timing.
Outlook and guidance
Management expects substantial production increases in the March and June quarters and is confident of testing refinery nameplate capacity of 10.5–10.8ktpa.
December-quarter Malaysia maintenance, including an approximately one-month shutdown, is expected to lower production; inventory and distributor-held stock are expected to support sales without customer supply shortfalls.
The Mt Weld IsaMill is expected to commence operation in Q2 FY27 to improve rare-earth recovery; further output gains depend on maximizing cracking and leaching at Kuantan and Kalgoorlie.
A study is assessing Mt Weld cutback resequencing to potentially bring forward access to HRE-enriched ore zones.
Caldeira engineering work is targeting lower mine-to-product costs and the fastest feasible start; revised timing is not yet set.
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Latest events from Lynas Rare Earths
- All-share acquisition of a major Brazilian rare earth project doubles resource base.LYC
M&A announcement - Record profit, revenue, and cash reserves achieved through growth, partnerships, and project completions.LYCH2 2026
- Major investments and ESG focus drive sustainable rare earths growth amid supply chain shifts.LYCRare Earths Industry Association Conference presentation
- Record resource growth, major expansions, and new processing milestones drive future growth.LYCDiggers & Dealers Mining Forum presentation
- Expanded capacity, new products, and a major resource upgrade drive future growth.LYCDiggers & Dealers Mining Forum presentation
- Expanded rare earths operations and strong demand underpin growth and market leadership ambitions.LYCASA Queensland Investor Summit presentation
- Record sales, strong cash, and new Malaysia magnet factory partnership highlight the quarter.LYCQ4 2026
- Sales and production remain robust, with ramp-up and pricing momentum offset by power risks.LYCQ2 2026
- Record production and first commercial heavy rare earths output outside China drove revenue growth.LYCQ4 2025
Next Lynas Rare Earths earnings date
AGM 202624 Nov, 2026
Lynas Rare Earths
Next Lynas Rare Earths earnings date
AGM 202624 Nov, 2026
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Frequently asked questions
Lynas Rare Earths Limited, an integrated mineral development company, explores for, develops, mines, and processes rare earth minerals at mineral projects in Australia and Malaysia. The company mainly produces bastnäsite, monazite and allanite. It also develops the Mount Weld deposit into a mineable rare earths deposit and other mineral resources including gold; as well as undertakes metallurgical testing of various rare earth bivalent minerals to support its mining operations. The company was formerly known as New Britain Minerals Limited and changed its name to Lynas Corporation Limited in November 1996.