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Syrah Resources (SYR) investor relations material
Syrah Resources Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Balama operations ramped up after restart, achieving 26,000 tons of natural graphite production and resuming shipments, with improved operational metrics and large shipments to Indonesia and the US.
Vidalia facility advanced technical qualification with Tier 1 customers, operated at low volumes, and secured a $12 million Section 45X tax credit, with commercial sales expected from 2026.
Cash balance at quarter end was $87 million, including $60 million restricted, supported by a $44 million equity raise and $12 million tax credit.
Strategic partnership and investment options are under review, with Macquarie Capital appointed as adviser.
Balama became the first graphite operation globally to achieve IRMA 50 level for sustainability.
Financial highlights
Produced 26,000 tons of natural graphite at Balama with 68% recovery and 95% grade; sold 24,000 tons at a weighted average sales price of $625/ton CIF.
C1 operating cost was $585/ton FOB, with freight averaging $92/ton; medium-term cost guidance is $430–480/ton at higher production rates.
Cash flow from operations was -$3 million, improved from -$21 million in the prior quarter, with $12 million received in Section 45X tax credits.
Net cash from financing activities was $47.5 million, reflecting capital raise and loan disbursements.
Cash and cash equivalents at period end totaled $87.4 million.
Outlook and guidance
Focused on achieving operational cash flow breakeven at Balama and progressing technical qualification at Vidalia, with commercial sales volumes expected from 2026.
Board expects to consider FID for Vidalia Further Expansion before 30 June 2026, contingent on additional offtake agreements.
Awaiting final determinations for U.S. anti-dumping and countervailing duties, which are expected to provide stability and competitive positioning for at least five years.
Targeting further breakbulk shipments and additional customer and financing commitments ahead of potential Vidalia expansion.
Balama operating costs expected to decrease with higher production rates.
Strategic partnering process: types of partners?
Vidalia sales: What policy factors delay offtakes?
Syrah's GWP: competitive advantage over China?
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Next Syrah Resources earnings date
Q4 202524 Mar, 2026
Next Syrah Resources earnings date
Q4 202524 Mar, 2026
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Frequently asked questions
Syrah Resources Limited is an industrial minerals and technology company primarily engaged in the exploration, evaluation, and development of mineral properties. The company is notably involved in the mining and production of natural graphite from its flagship Balama Graphite Operation located in Mozambique. This operation is significant for its contribution to the global natural graphite market, which is essential for various industrial and technology applications, including battery anodes in electric vehicles. The company is headquartered in Melbourne, Victoria, Australia, and its shares are listed on the Australian Securities Exchange.
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