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Paladin Energy
Paladin Energy (PDN) investor relations material
Paladin Energy Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary21 Jan, 2026
Executive summary
Achieved quarterly U3O8 production of 1.23Mlb, up 16% from the previous quarter, with sales of 1.43Mlb at a realized price of $71.8/lb, reflecting strong contract book and uranium market conditions.
Langer Heinrich Mine ramp-up is progressing well, targeting full mining and processing operations by FY2027, with safety and environmental performance remaining strong.
Patterson Lake South Project advanced with winter drilling mobilized, engineering review confirming project robustness, and ongoing permitting and exploration.
Leadership team strengthened with new President for Canada and new COO.
Achieved strong operational and financial performance, enhancing balance sheet strength.
Financial highlights
Cost of production for the quarter was $39.7/lb, down from $41.6/lb in the previous quarter, benefiting from higher volumes.
Cash and investments at quarter end totaled $278.4M, with a fully undrawn $70M revolving credit facility.
Net cash position improved to $238.4M, up from $189.6M in the previous quarter.
Completed a $100M Share Purchase Plan and restructured debt, reducing the term loan facility to $40M.
Realized average sales price was $71.8/lb, highlighting strong contract book and market conditions.
Outlook and guidance
Full-year FY2026 production expected to trend towards the upper end of 4.0–4.4Mlb U3O8 guidance, with ramp-up to be completed by end of FY2026 and transition to full mining operations in FY2027.
Cost guidance maintained despite anticipated increase in production costs next quarter due to mining activity; FY27 guidance to be provided in July.
Sales volumes expected to trend towards the upper end of guidance, with variability due to customer delivery timing.
PLS Project targeting first uranium production in 2031, with ongoing permitting and engineering activities.
Strategy to ensure LHM production consistency
PLS EIS decision timeline and next steps
Capital allocation priorities for FY2026
Factors limiting production guidance increase?
Rationale for current contracting strategy?
Timeline for FY27 cost guidance release?
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Next Paladin Energy earnings date
H1 202624 Feb, 2026
Paladin Energy
Next Paladin Energy earnings date
H1 202624 Feb, 2026
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Frequently asked questions
Paladin Energy Ltd is principally engaged in the development and operation of uranium mines. The Company operates through two segments, namely Africa (which comprises operations in Malawi, Namibia and Zambia) and Australia (which comprises operations in Queensland). It operates approximately two uranium mines: the Langer Heinrich mine located in Namibia and Kayelekera Min, located in Malawi. The company was incorporated in 1993 and is based in Perth, Australia.
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