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Delta Lithium
Delta Lithium (DLI) investor relations material
Delta Lithium Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary21 Oct, 2025
Executive summary
Completed successful demerger and IPO of Mt Ida gold rights into Ballard Mining, unlocking significant value and strengthening the balance sheet by over $80M marked to market.
Delta retains a 46% shareholding in Ballard, maintaining exposure to gold upside while focusing on lithium assets.
Drilling and exploration activities advanced at Yinnetharra and Mt Ida, with notable lithium and rubidium intercepts.
Financial highlights
Cash at quarter end was $56.8M.
Net cash outflow from operating activities was $1.39M; investing activities outflow was $4.2M; financing activities provided $4.0M.
Estimated 13.5 quarters of funding available at current expenditure rates.
Exploration and evaluation expenditure for the quarter was $2.82M.
Outlook and guidance
Focus on advancing lithium exploration and development at Yinnetharra and Mt Ida.
Ongoing metallurgical test work to assess rubidium as a co-product at Mt Ida.
Continued drilling at priority targets, including Jameson, Malinda, and new regional prospects.
Assess rubidium's impact on Mt Ida economics
Prioritize Yinnetharra's undrilled prospects
Delta's strategy for lithium growth post-demerger?
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Next Delta Lithium earnings date
Q2 202611 Mar, 2026
Delta Lithium
Next Delta Lithium earnings date
Q2 202611 Mar, 2026
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Frequently asked questions
Delta Lithium Limited is an Australian exploration and development company specializing in lithium-bearing pegmatite deposits located in Western Australia. The company's primary projects include the Mt Ida Lithium Project, Yinnetharra Project, Eureka Gold Project, and Earaheedy Basin. The company is headquartered in Subiaco, Western Australia, and its shares are listed on the ASX.
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