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Visual21 Nov 2025
Data center suppliers
Yancoal Australia (YAL) investor relations material
Yancoal Australia Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary21 Oct, 2025
Executive summary
Achieved 15.8Mt ROM coal and 12.3Mt saleable coal production (100% basis) in 3Q 2025, with 9.3Mt attributable saleable coal and 10.7Mt attributable coal sales, recovering prior quarter shipping delays and tracking 6%-7% ahead of last year.
Maintained a strong cash balance of $1.8 billion at quarter-end after operational costs, capex, taxes, and dividend payments, with no interest-bearing debt.
Operational momentum continued, with strong recovery from prior quarter sales delays and robust safety performance, as injury frequency rates declined below industry average.
Appointed a new CEO, Sharif Burra, in September 2025, bringing 28 years of mining experience.
Financial highlights
Average realised coal price was AUD 140/ton, with thermal coal at AUD 130/ton and metallurgical coal at AUD 195/ton; overall average realised price down 1% sequentially and 18% year-over-year.
Attributable sales volumes increased 31% sequentially to 10.7Mt, recouping weather-delayed shipments from 2Q 2025.
Cash operating costs at half year were AUD 93/ton, in the middle of the AUD 89–97/ton guidance range.
Year-to-date, production is 6-7% ahead of last year on a 100% basis.
Outlook and guidance
2025 operational guidance unchanged: 35-39Mt attributable saleable production, tracking above mid-point and likely to finish in upper half or quartile of range.
Full-year cash operating costs anticipated around the midpoint of the AUD 89–97/ton range, with temporary cost pressures expected to abate as port congestion eases.
CapEx for the year remains within the AUD 750–900 million guidance, mainly for fleet upgrades and heavy equipment.
Moolarben JV acquisition: expected 2025 impact.
How does Yancoal leverage market's cyclical low?
What actions maintain cost guidance despite pressures?
Impact of Port of Newcastle on H2 costs?
Strategy for unsold inventory and spot opportunities?
Capital allocation priorities for M&A opportunities?
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Next Yancoal Australia earnings date
Q4 202525 Feb, 2026
Next Yancoal Australia earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
Yancoal Australia Ltd is a prominent coal producer in Australia and a key player in the global seaborne market. Established in 2004, the company has grown through strategic acquisitions to become a low-cost producer of coal. It specializes in the production of a diverse range of coal types, including premium thermal, semi-soft coking, and Pulverized Coal Injection (PCI) coals, primarily for export purposes. Yancoal operates, owns, or has interests in 11 coal mines situated across New South Wales, Queensland, and Western Australia. These operations enable Yancoal to meet the demands of its international customer base, exporting coal through major ports in Newcastle, Gladstone, and Dalrymple Bay. The company's commitment to operational excellence and expansion has positioned it as a significant entity in the coal sector, catering to various markets including Japan, Taiwan, South Korea, Europe, Malaysia, Vietnam, Thailand, India, Chile, and Indonesia. The company is headquartered in Sydney, Australia, and its shares are listed on the Australian Securities Exchange (ASX).
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