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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
PLS Group
PLS Group (PLS) investor relations material
PLS Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary18 Feb, 2026
Executive summary
Returned to profitability in H1 FY2026, with revenue up 47% to $624.2M, driven by higher sales volumes, improved pricing, and operational efficiencies.
Underlying EBITDA surged 241% to $253M, with margin expanding to 41% from 17% in the prior period.
Net profit after tax was $32.8M, reversing a $69.4M loss in the prior period.
Disciplined capital management and a robust balance sheet with $954M in cash and $1.6B in total liquidity support ongoing growth initiatives.
No dividends declared for the half, as capital was retained for growth projects and strategic flexibility.
Financial highlights
Revenue for H1 FY2026 was $624.2M, up 47% year-over-year, with higher realised prices and sales volumes.
Underlying EBITDA reached $253M, up from $74.1M, with a 41% margin.
Net profit after tax was $32.8M, compared to a net loss of $69.4M in H1 FY25.
Unit operating costs (FOB) decreased 8% to $563/t; (CIF China) decreased 6% to $682/t.
Cash balance at period end was $954M, with undrawn debt capacity of $625M.
Outlook and guidance
Market conditions have improved, with spodumene prices up 50% over two months and 150% over six months.
Ngungaju plant restart approved, with production to commence by July 2026 and no material increase to FY26 CAPEX guidance.
P2000 brownfields expansion feasibility study targeted for December Quarter 2026; Colina greenfields feasibility study for December Quarter 2027.
FY27 production, cost, and capital guidance to be provided in July 2026.
Growth projects will proceed only if market conditions, returns, and funding capacity are supportive.
P-PLS JV: Strategic path given idling & option value
P2000/Colina FID triggers given study delays
Ngungaju restart & Canmax prepayment impact
P2000: unallocated production strategy?
Midstream plant: commercialization pathway?
Dividend policy: criteria for future payouts?
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Next PLS Group earnings date
H2 202625 Aug, 2026
PLS Group
Next PLS Group earnings date
H2 202625 Aug, 2026
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Frequently asked questions
Pilbara Minerals Limited explores for, develops, and operates mineral resources in Australia. The company holds interest in eleven projects comprising the West Pilbara Iron Ores, Regal Ratan, Dales, and Brockman II projects. It also holds an interest in the East Pilbara Copper Project comprising the Camel Hill copper deposit located southwest of Newman; and Goldsworthy copper-molybdenum deposit. The company owns interest in the Delamerian project located 80 kilometers west of Newman; and it holds an interest in the Ten Mile project located east of Kambalda. Pilbara Minerals Limited is based in West Perth, Australia.
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