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Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
PLS Group
PLS Group (PLS) investor relations material
PLS Group Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary4 May, 2026
Strategic vision and growth pillars
Aims to lead in materials supporting the global energy transition and power a sustainable energy future.
Strategic focus on operational excellence, asset growth, value extraction along the battery supply chain, and revenue diversification.
Operational and financial highlights
March quarter saw a 61% increase in revenue and a 52% rise in cash, reaching $1,455M.
Produced 232.4kt with strong pricing at US$1,867/t SC5.2, supporting robust cash flow.
Cash margin from operations increased significantly over the past three quarters.
Asset base and expansion projects
Owns 100% of assets in Australia and Brazil, including the Tier 1 Pilgangoora operation with a ~31-year mine life.
Pilgangoora Ore Reserves stand at 214Mt, with 6% proved and 94% probable reserves.
P2000 expansion project could double production capacity to ~2Mtpa, with feasibility outcomes due December 2026.
Ngungaju Plant restart scheduled for July 2026, ramping up in the September quarter.
Colina Project in Brazil progressing through feasibility, with outcomes expected December 2027.
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Latest events from PLS Group
- Record production and revenue growth, strong cash margin, and FY26 guidance reaffirmed.PLS
Q3 2026 TU27 Apr 2026 - Revenue up 49% to AUD 373M, cash margin at AUD 166M, and robust demand drives strong liquidity.PLSQ2 2026 TU21 Apr 2026
- Net profit rebounded to $32.8M on 47% revenue growth and strong cost control.PLSH1 202619 Feb 2026
- Revenue up 3% QoQ as major projects and diversification advance amid market volatility.PLSQ2 2025 TU3 Feb 2026
- Record output and cost discipline offset weak prices; strong balance sheet supports future growth.PLSH2 20253 Feb 2026
- P2000 PFS targets over 2Mtpa output, $2.6B NPV, and 55% IRR with phased expansion.PLSStudy Update3 Feb 2026
- Record production and sales, strong cash, and major expansions amid volatile lithium prices.PLSQ4 2024 TU3 Feb 2026
- All-share acquisition secures a major Brazilian lithium asset, boosting growth and market reach.PLSM&A Announcement2 Feb 2026
- Record output but sharply lower profits as lithium prices fell; expansion and diversification underway.PLSH2 202423 Jan 2026
Next PLS Group earnings date
H2 202625 Aug, 2026
PLS Group
Next PLS Group earnings date
H2 202625 Aug, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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