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Lynas Rare Earths (LYC) investor relations material
Lynas Rare Earths Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary30 Oct, 2025
Executive summary
Achieved strong operational performance with operating cash flow over AUD 55 million, reflecting robust sales and improved market conditions.
Quarterly sales reached AUD 200.2 million, the highest in several years, driven by higher volumes and prices.
Production was just over 2,000 tonnes of NdPr and nearly 4,000 tonnes in total, meeting customer needs across all markets.
Capital raise during the quarter, including a $750 million institutional placement and $182 million Share Purchase Plan, supports the next growth phase and the new HRE plant in Malaysia.
Signed MoUs with JS Link (Korea) and Noveon Magnetics (US) to develop rare earth magnet supply chains outside China.
Financial highlights
Operating cash flow exceeded AUD 55 million for the quarter.
Gross sales revenue rose to AUD 200.2 million, up 18% from the prior quarter and 66% year-over-year.
Sales receipts reached AUD 171.3 million, with closing cash and short-term deposits at AUD 1,060.0 million.
Total REO production was 3,993 tonnes, with NdPr production at 2,003 tonnes and record NdPr sales volume.
Cash payments for CAPEX, exploration, and development declined to AUD 65.7 million as major projects concluded.
Outlook and guidance
Market volatility remains high; production and sales will be managed to match strategic customer demand and in response to new China export controls.
Full-scale HRE separation facility in Malaysia is prioritized, with samarium production expected in the first half of 2026.
Commercial production from the new Mt Weld plant expected from late October 2025.
Ongoing negotiations for long-term supply agreements and further expansion of product offerings.
China export controls: impact on sales strategy?
Seadrift HRE facility: path forward given issues?
Capital deployment for Towards 2030 strategy?
Malaysian ionic clay development progress
Strategy to delink NdPr pricing from China
Cost impact of ex-China supply chain
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Next Lynas Rare Earths earnings date
AGM 202525 Nov, 2025
Next Lynas Rare Earths earnings date
AGM 202525 Nov, 2025
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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.
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