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Yellow Cake
Yellow Cake (YCA) investor relations material
Yellow Cake H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary15 Jul, 2026
Executive summary
Reported profit after tax of USD419.5 million for the year ended 31 March 2026, reversing a prior year loss of USD469.2 million, driven by a 30% increase in the uranium spot price and higher uranium holdings.
Net asset value rose to USD2,109.6 million (GBP6.33 per share) from USD1,414.4 million (GBP5.05 per share) year-over-year.
Uranium holdings increased to 23.11 million lb, representing 14% of 2025 global production, acquired at an average cost of USD37.20/lb.
Raised USD283.1 million through two share placings to fund additional uranium acquisitions.
Financial highlights
Value of uranium holdings increased by 39% to USD1,940.4 million, up from USD1,397.4 million at prior year-end.
Operating expenses rose to USD18.8 million (2025: USD15.2 million), mainly due to increased storage and handling costs.
Management Expense Ratio was 1.01% (2025: 0.84%).
No dividend declared for the year.
Outlook and guidance
Available cash resources expected to cover working capital requirements through 31 March 2028.
Framework Agreement with Kazatomprom allows for up to USD100 million of uranium purchases annually until end-2027; future growth expected via spot market purchases.
Board remains focused on disciplined capital allocation and may consider further share buybacks.
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Latest events from Yellow Cake
- Rising uranium demand and supply constraints position the company for significant market upside.YCA
Investor presentation27 Jul 2026 - Well-positioned for uranium market growth with secure supply, strong financials, and rising demand.YCAInvestor presentation19 Jun 2026
- Rising nuclear demand and tightening uranium supply position the company for significant upside.YCAInvestor presentation26 Apr 2026
- Rising uranium demand and supply constraints support long-term value for uranium holders.YCAInvestor presentation20 Mar 2026
- Profit after tax surged to USD727 million as uranium holdings and prices soared 84% and 72%, respectively.YCAH2 202425 Feb 2026
- Net loss of USD469.2 million driven by uranium price drop, but long-term fundamentals remain strong.YCAH2 202525 Feb 2026
- Rising uranium demand and supply deficits position the company for strong market tailwinds.YCAInvestor presentation21 Jan 2026
- Growing uranium demand and tightening supply position the company for strong market upside.YCAInvestor presentation21 Jan 2026
- Rising uranium demand and supply constraints position the company for strong future growth.YCAInvestor presentation21 Jan 2026
Next Yellow Cake earnings date
H1 20273 Dec, 2026
Yellow Cake
Next Yellow Cake earnings date
H1 20273 Dec, 2026
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Eferix Drawings Google Play
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@ankurshah47_ x.com
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Amina0781App Store
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@theshortbearx.com
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