Logotype for Lynas Rare Earths Limited

Lynas Rare Earths (LYC) investor relations material

Lynas Rare Earths AGM 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Lynas Rare Earths Limited
AGM 2025 summary25 Nov, 2025

Opening remarks and agenda

  • Chair welcomed shareholders, acknowledged traditional land owners, and outlined meeting logistics, including live streaming and voting procedures.

  • Board members, CEO, and audit representatives were introduced; quorum confirmed and agenda set, including CEO presentation and financial statement tabling.

  • Chair's address delivered by John Humphrey, setting the tone for the meeting and outlining the agenda.

Financial performance review

  • FY25 net profit after tax was AUD 8 million, a significant decrease from AUD 84.5 million in FY24.

  • Sales revenue increased to AUD 556.5 million from AUD 463.3 million in FY24, driven by higher NdPr production and sales.

  • EBITDA for FY25 was AUD 101.2 million, down from AUD 132.1 million in FY24.

  • Cash and short-term deposits at 30 June 2025 were AUD 166.5 million, compared to AUD 523.8 million the previous year.

  • NdPr sales volumes rose 18% to 6,555 tons, while total REO sales fell 10% as lower-value products were reduced.

  • Market prices for NdPr increased from AUD 44/kg to AUD 55/kg by June 2025, with upward trends continuing into FY26.

  • Investments in new facilities and products, plus low rare earth prices, impacted overall performance.

Board and executive committee updates

  • Kathleen Conlon was appointed as a new non-executive director, bringing over 30 years of finance experience in resources.

  • Vanessa Guthrie and Kathleen Bozanic addressed shareholders regarding their board roles and experience.

  • CEO Amanda Lacaze presented on operational and strategic progress.

  • Dr. Vanessa Guthrie was re-elected as a director, and Kathleen Bozanic was elected as a new director.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Lynas Rare Earths earnings date

Logotype for Lynas Rare Earths Limited
Q2 202622 Jan, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Lynas Rare Earths earnings date

Logotype for Lynas Rare Earths Limited
Q2 202622 Jan, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage