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Northern Minerals (NTU) investor relations material
Northern Minerals Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary30 Oct, 2025
Executive summary
Advanced the Browns Range Heavy Rare Earths Project, confirming its ability to supply ~8% of global Dy/Tb demand, with first production targeted for 2028, following a successful Definitive Feasibility Study (DFS).
Secured expanded mining lease, completed key regulatory and community engagements, and maintained a zero injury safety record.
Raised A$60.5 million in equity post-quarter to fund project advancement and repay convertible notes.
Financial highlights
DFS forecasts average annual EBITDA of A$175 million, pre-tax NPV of A$187 million, and IRR of 12% based on base case REE price forecasts.
Pre-production capital estimated at A$592 million, including A$77.5 million contingency.
Expenditure during the quarter: A$0.84 million on DFS, A$1.35 million on site costs, and A$2.76 million on exploration and evaluation.
Outlook and guidance
Targeting Final Investment Decision (FID) by Q4 FY26, with construction estimated at 26 months from financial close.
Ongoing funding discussions with export finance agencies and strategic investors, with conditional letters of interest/support received for up to US$230 million.
Market outlook for Dy/Tb remains strong, with anticipated global supply shortfall by 2028.
Reconcile US EXIM supply conditions with Iluka offtake
Dazzler blend impact on project economics
Current exploration's impact on LOM beyond DFS?
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Next Northern Minerals earnings date
AGM 202531 Dec, 2025
Next Northern Minerals earnings date
AGM 202531 Dec, 2025
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Frequently asked questions
Northern Minerals Limited is an Australian mining company focused on the exploration and development of rare earth elements, with a particular emphasis on heavy rare earths such as dysprosium and terbium. The company’s flagship project, the Browns Range Project, is located in northern Western Australia and is aimed at producing rare earth materials critical for high-tech and renewable energy applications, including electric vehicles and wind turbines. Northern Minerals engages in activities such as resource extraction, processing, and feasibility studies to support the rare earth supply chain. The company is headquartered in West Perth, Australia, and its shares are listed on the ASX.
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