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Sheffield Resources (SFX) investor relations material
Sheffield Resources Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU earnings summary24 Jul, 2025
Executive summary
Achieved record quarterly concentrate production of 201,234 tonnes, including 43,267 tonnes of zircon concentrate, with ore mined up 14% sequentially to 2.9Mt as ramp-up toward 16Mtpa continues.
Strong quarter with production and sales ramping up in line with the new business plan, particularly at Thunderbird, marking the first quarter since its announcement.
Positive operational progress at other projects, including a maiden resource at South Atlantic and strategic investment in Sri Lanka's Capital Metals.
Deferred shipment of 37,800 tonnes due to a crane failure at the Port of Broome, with shipments resuming in early July and expectations to catch up in the current quarter.
Positive operating cashflow of $25m for the quarter, with a scheduled US$11m senior secured loan repayment completed.
Financial highlights
Operating cashflows totaled $25m for the quarter, with receipts from customers at $73.7m and payments to suppliers and employees at $48.4m.
Achieved second consecutive quarter of positive operating cash flow, even in a restrained price environment.
C1 cash costs per tonne produced (excluding inventory movement) were $347, up from $328 in the previous quarter, mainly due to increased waste mining costs.
Net movement in prepay of about AUD 20 million; first debt repayment made on time and in full.
Cash reserves stood at $7.1m as of 30 June 2025.
Outlook and guidance
September 2025 quarter mine production expected between 2.7–3.2Mt, with ilmenite production of 170,000–190,000 tonnes and zircon 45,000–55,000 tonnes.
Targeting the ability to mine at 4 million tonnes per quarter by Q1 FY27, with full quarter at that rate expected in a year.
No change to ramp-up expectations; sustainable high production rates anticipated within 12 months.
Ilmenite shipments forecast at 190,000–220,000 tonnes and zircon shipments at 50,000–60,000 tonnes, with pricing expected to remain stable.
C1 cash costs per tonne produced (excluding inventory movement) are expected to range between A$285–A$315 for the next quarter.
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Next Sheffield Resources earnings date
AGM 202521 Nov, 2025
Next Sheffield Resources earnings date
AGM 202521 Nov, 2025
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Frequently asked questions
Sheffield Resources Limited is an Australian mineral sands exploration and development company focused on the production of zircon, ilmenite, and other valuable heavy minerals. The company's primary asset is the Thunderbird Mineral Sands Project, located in Western Australia, which is one of the largest undeveloped mineral sands deposits globally. Sheffield Resources is working on developing Thunderbird to supply high-quality mineral sands for use in ceramics, pigments, and industrial applications. Sheffield Resources Limited is headquartered in West Perth, Australia, and its shares are listed on the ASX.
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