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PLS Group (PLS) investor relations material
PLS Group Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary29 Jan, 2026
Executive summary
December quarter saw production of 208,000 tons and sales of 232,000 tons, with realized pricing up 57% quarter-on-quarter and cash margin from operations rising to AUD 166 million.
Cash balance increased by 12% to AUD 954 million, with total liquidity at approximately AUD 1.6 billion.
Revenue for the quarter rose 49% to AUD 373 million, driven by higher pricing and sales volumes.
Strategy remains focused on disciplined capital allocation, balance sheet resilience, and value creation through the cycle.
Operations delivered solid results, with production and sales in line with or exceeding plan.
Financial highlights
H1 FY26 revenue was AUD 624 million, up 47% year-over-year; cash margin from operations for H1 was AUD 174 million.
Unit operating cost (FOB) for the quarter was AUD 585/ton, up 8% quarter-on-quarter due to inventory drawdown; H1 unit cost improved 8% to AUD 563/ton.
Cash margin after capex was AUD 130 million for the quarter.
Capital expenditure for the quarter was AUD 45 million.
Cash margin from operations for the quarter was AUD 166 million, with an additional ~AUD 85 million in positive provisional pricing adjustments expected in the next quarter.
Outlook and guidance
FY26 guidance reaffirmed across all key metrics.
Growth project timelines for Ngungaju restart, P2000 expansion, and Colina Project under review, with updates expected in the March quarter 2026.
Board to consider potential Ngungaju restart and dividend resumption in the March quarter, with production resumption possible within four months if approved.
FY26 capital expenditure expected to be second half weighted due to timing of mine development and infrastructure projects.
Cost pressures expected to persist due to seasonal wet season impacts, but full-year unit cost guidance remains on track.
Ngungaju plant restart decision factors
P-PLS restart outlook and catalysts
New offtake agreement terms and market interest
Explain the pricing finalization impact on margins.
Address elevated crusher wear rates impact.
Detail P-PLS JV idling and volume reallocation.
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Next PLS Group earnings date
H1 202618 Feb, 2026
PLS Group
Next PLS Group earnings date
H1 202618 Feb, 2026
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Frequently asked questions
Pilbara Minerals Limited explores for, develops, and operates mineral resources in Australia. The company holds interest in eleven projects comprising the West Pilbara Iron Ores, Regal Ratan, Dales, and Brockman II projects. It also holds an interest in the East Pilbara Copper Project comprising the Camel Hill copper deposit located southwest of Newman; and Goldsworthy copper-molybdenum deposit. The company owns interest in the Delamerian project located 80 kilometers west of Newman; and it holds an interest in the Ten Mile project located east of Kambalda. Pilbara Minerals Limited is based in West Perth, Australia.
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