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Syrah Resources
Syrah Resources (SYR) investor relations material
Syrah Resources Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary28 Jan, 2026
Executive summary
Balama operations delivered 34kt natural graphite in Q4, up 34% quarter-on-quarter, with strong recovery and quality improvements, meeting robust ex-China demand.
Vidalia AAM facility progressed through customer qualification, with offtake agreements in place and commercial sales pending qualification completion; commercial activity expected to accelerate as policy clarity emerges in Q1 2026.
Sustainability and governance remain core, with Balama achieving IRMA 50 certification and maintaining a low injury frequency rate of 0.9 per million hours worked.
Strategic focus on strengthening ex-China supply resilience, advancing partnership and investment options, and supporting community development with a new $5 million agreement at Balama.
Ended the quarter with a cash balance of $77 million, including $59 million restricted and $18 million unrestricted.
Financial highlights
Q4 natural graphite sales reached 29kt, up 21% from the prior quarter, with nearly all production sold at an average price of $577/tonne (CIF), up 2% year-over-year.
Balama C1 cost was $535/tonne (FOB), with freight averaging $74/tonne.
Group cash flow from operations was -$18 million, impacted by delayed payments and higher advisory costs.
Cash flow from financing was $8.5 million, primarily from a DFC loan disbursement.
Total available funding at quarter end was $159.1 million.
Outlook and guidance
Targeting at least 30kt graphite production and sales in the March quarter, supported by stable demand and inventory build-up.
US policy changes, including tariffs and anti-dumping duties, are expected to support ex-China supply and potentially underpin capacity expansion.
Vidalia commercial sales expected to commence upon customer qualification completion, with expansion to 45ktpa AAM contingent on further offtake and financing.
North American battery market growth and 45X tax credits anticipated to drive significant demand for non-Chinese graphite supply.
Detail Q1 2026 policy clarity for Vidalia sales
What is the plan for March 1 funding requirement?
How will Vidalia address BESS cycle life needs?
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Next Syrah Resources earnings date
Q1 202628 Apr, 2026
Syrah Resources
Next Syrah Resources earnings date
Q1 202628 Apr, 2026
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Frequently asked questions
Syrah Resources Limited is an industrial minerals and technology company primarily engaged in the exploration, evaluation, and development of mineral properties. The company is notably involved in the mining and production of natural graphite from its flagship Balama Graphite Operation located in Mozambique. This operation is significant for its contribution to the global natural graphite market, which is essential for various industrial and technology applications, including battery anodes in electric vehicles. The company is headquartered in Melbourne, Victoria, Australia, and its shares are listed on the Australian Securities Exchange.
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