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Renascor Resources (RNU) investor relations material
Renascor Resources Q1 2027 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Produced battery-grade purified spherical graphite (PSG) at demonstration scale, reaching 99.97% carbon purity using third-party spherical graphite and an integrated HF-free process.
Flat Hill VTEM survey identified multiple high-priority copper targets; drill planning is underway, while a binding Native Title Mining Agreement enables cultural heritage clearance planning across Marree.
Financial highlights
Cash and cash equivalents were A$91.466m at 30 September 2026, down from A$94.351m at the quarter start.
Operating cash outflow was A$685k; investing outflow was A$2.052m, including A$440k exploration and evaluation and A$1.612m other non-current asset payments.
Interest received was A$482k; development asset costs were A$1.6m and exploration and evaluation costs were A$448k for the quarter.
Outlook and guidance
Further batch trials with third-party and Siviour graphite are planned to optimise operating parameters and produce prospective customer samples; multi-tonne continuous trials are planned thereafter.
Feedstock is secured through the March 2027 quarter; additional material is expected for subsequent campaigns, though delays could affect timing beyond March 2027.
Flat Hill drill testing is in planning; Mulgaria is considered to offer drill-ready near-surface uranium targets, subject to required clearance surveys and approvals.
- Australian graphite and HF-free PSG target a competitive, secure ex-China anode supply.RNU
Investor presentation - Battery-grade PSG validation and near-term copper and uranium drilling targets advance.RNU
Investor update - PSG demonstration facility completed, profit declined, and exploration advanced at Marree.RNU
H2 2026 - HF-free PSG facility opened, cost-competitive graphite validated, and A$94M cash supports growth.RNU
Q4 2026 TU - Advancing a major low-cost, ESG-focused graphite project to supply global battery markets.RNU
Investor Presentation - AGM showcased BAM Project progress, robust funding, and strategies to lead in battery-grade graphite.RNU
AGM 2024 - Delivered $1.83M profit, advanced BAM project, and strengthened ex-China graphite supply position.RNU
H2 2025 - Received key regulatory approval for BAM facility and maintained strong cash position.RNU
Q4 2025 TU - Advancing as a major, low-cost graphite and PSG supplier with strong ex-China demand and milestones.RNU
Status Update
Next Renascor Resources earnings date
Next Renascor Resources earnings date
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