Aris Mining (ARIS) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
12 Jun, 2026Strategic growth and production targets
Aims to double gold production to ~500 koz/year from Segovia and Marmato, with a clear path to 1 Moz/year including Toroparu and Soto Norte projects.
Organic growth strategy leverages four 100% owned assets in Colombia and Guyana.
Near-term growth from Segovia and Marmato; longer-term from Toroparu and Soto Norte.
2026 guidance targets 300-350 koz gold production, with steady-state production expected in 2027.
Marmato's new CIP plant scheduled for first gold pour in Q4 2026, ramping up to 5,000 tpd by end of 2027.
Financial performance and strength
LTM revenue reached $1.1B, adjusted EBITDA $610M, and free cash flow after taxes and investments $173M.
Cash on hand of $472M and net debt of $(2)M as of March 31, 2026.
Market capitalization stands at $3.7B, with low gross debt leverage of 0.8x and stable credit ratings from Moody's, S&P, and Fitch.
Q1 2026 gold revenue increased 21% from Q4 2025, with adjusted EBITDA up 26%.
Strong cost controls and high realized gold prices drove record financial results and expanding AISC margins.
Asset portfolio and operational highlights
Segovia: High-grade underground mine, 2026 guidance of 265-300 koz, steady-state 300 koz/year.
Marmato: Underground mine, 2026 guidance 35-50 koz, targeting 200 koz/year steady-state.
Toroparu: Open pit project in Guyana, 235 koz/year potential, PFS underway, construction decision expected in 2027.
Soto Norte: High-grade underground project, 263 koz/year (years 2-10), environmental application planned for Q2 2026.
All assets are 100% owned, providing full control over development and cash flows.
Latest events from Aris Mining
- Record gold revenue and earnings in Q1 2026, with all assets advancing and cash flow surging.ARIS
Q1 20268 May 2026 - Record gold output and higher prices fueled exceptional revenue, EBITDA, and cash flow growth.ARIS
Q4 202528 Apr 2026 - Q3 2024 gold output rose 9%, margins improved, and cash reserves reached $266M after refinancing.ARIS
Q3 202417 Apr 2026 - Doubling gold output to 500 koz/year, targeting 1 Moz/year with strong financials and growth pipeline.ARIS
Corporate presentation13 Apr 2026 - Flexible shelf offering targets growth, exploration, and debt refinancing amid high risk profile.ARIS
Registration filing1 Apr 2026 - Doubling gold output and advancing major projects position the company for 1 Moz/year production.ARIS
Corporate presentation23 Mar 2026 - Directors and auditor elected, 2024 financials received, meeting held virtually.ARIS
AGM 20253 Feb 2026 - H1 2024 gold output and revenue rose as expansion and cost guidance adjustments continued.ARIS
Q2 20241 Feb 2026 - Record Q4 gold output and margin growth set the stage for major production expansion in 2025.ARIS
Q4 202426 Dec 2025