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Sheffield Resources
Sheffield Resources (SFX) investor relations material
Sheffield Resources Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 TU earnings summary28 Jan, 2026
Executive summary
Thunderbird Mineral Sands Mine achieved 2.8Mt ore mined in Q4 2025, 7% below the previous quarter but 17% higher year-over-year for the half year.
Concentrate production was 212,974 tonnes, down 15% sequentially but up 31% for the half year compared to last year.
All zircon concentrate produced was sold despite challenging market conditions, with shipments totaling 221,219 tonnes.
Cash balance at 31 December 2025 was A$1.4 million; divestment of Capital Metals shares in January 2026 realized A$4 million before costs.
Financial highlights
Average realised sales price for ilmenite was US$122/dmt and for zircon US$466/dmt, with average realised price up 24% year-over-year.
C1 cash costs per tonne produced (excluding inventory movement) rose to A$242 from A$218 in the previous quarter.
Net cash outflows for the quarter were A$5 million, mainly due to lower sales prices and shipment timing.
Finished goods inventory at quarter end: ~100,000 tonnes ilmenite and ~20,000 tonnes zircon concentrate.
Outlook and guidance
March 2026 quarter mine production expected between 2.8–3.2Mt; ilmenite production 170,000–190,000 tonnes, zircon 40,000–50,000 tonnes.
Ilmenite shipments forecast at 190,000–210,000 tonnes; zircon shipments 35,000–45,000 tonnes.
C1 cash costs per tonne expected to range A$230–A$260.
Market weakness for zircon expected to persist into H1 2026, but all production is expected to be sold.
KMS loan restructure: What's the timeline?
C1 cash costs: Plan to reduce from $275/t?
Zircon market weakness: Strategy beyond H1 2026?
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Next Sheffield Resources earnings date
Q2 20262 Feb, 2026
Sheffield Resources
Next Sheffield Resources earnings date
Q2 20262 Feb, 2026
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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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