Stanmore Resources
Logotype for Stanmore Resources Limited

Stanmore Resources (SMR) investor relations material

Stanmore Resources H2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Stanmore Resources Limited
H2 2025 earnings summary23 Feb, 2026

Executive summary

  • Achieved record production of 14 million tons in 2025, with sales volumes at 14.1 million tons, despite challenging market and weather conditions.

  • Revenue declined 21% year-over-year to $1,881.2m, driven by a significant drop in average realised coal prices, despite stable sales tonnage.

  • Net loss after tax was $47.2m, compared to a $191.5m profit in 2024, reflecting lower prices and a $55.8m impairment charge.

  • Underlying EBITDA for 2025 was $384.6m, with cost improvement initiatives partially offsetting inflation and weather impacts.

  • Declared a fully franked final dividend of US 8.9 cents per share, totaling $80 million.

Financial highlights

  • Revenue: $1,881.2m (down from $2,395.5m year-over-year).

  • Net loss after tax: $47.2m (2024: $191.5m profit).

  • Underlying EBITDA: $384.6m (2024: $700.3m).

  • Operating cash flows totaled $380.8m, with cash and equivalents at $211.5m at year-end.

  • Liquidity position approached $500 million at year-end.

Outlook and guidance

  • South Walker Creek production expected to ramp up in 2026, while Poitrel output normalizes and Isaac Plains reduces output as it transitions to the Isaac Downs Extension.

  • 2026 capital program to remain broadly in line with 2025, with a small increase for deferred and improvement projects.

  • Environmental Impact Statement for Isaac Downs Extension on track for Q2 2026 submission.

  • FOB cash costs forecast to remain stable in AUD terms, with inflation and FX as headwinds.

  • Operations in early 2026 impacted by ex-tropical cyclone Koji, but elevated coal stockpiles and improved water management position the group for recovery.

Isaac Plains: Detail value-over-volume strategy
Eagle Downs: What drives investment decision
2026 cost guidance: Quantify FX impact
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Stanmore Resources
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Stanmore Resources Limited is an Australian resources company primarily engaged in the extraction and processing of metallurgical coal. The company operates several projects, including the Isaac Plains Complex, South Walker Creek, and Poitrel mines, along with the undeveloped Wards Well, Isaac Plains underground, and Isaac Plains South projects, all situated in Queensland's Bowen Basin region. Stanmore Resources Limited was formerly known as Stanmore Coal Limited, a change that reflects its broadening scope in the resources sector since its incorporation in 2008. The company is headquartered in Brisbane, Queensland, and its shares are listed on the Australian Securities Exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage