PLS Group

PLS Group reports a 73% increase in revenue for the December quarter to A$373m and an average lithium price of US$1,161/t (up 50% quarter-on-quarter). Production was 208,000 t of spodumene concentrate, above last year but below analyst consensus. PLS is evaluating restarting the Ngungaju plant within four months due to strong customer demand; a decision is expected next quarter. Operating FOB unit costs rose sequentially by 8% to A$585/t, and the full-year targets for all metrics remain unchanged. » Plus sur de.investing.com

PLS Group reports a 49% revenue increase in the December quarter to A$373 million, driven by higher spodumene prices and an 8% increase in sales volume. Liquidity improved to A$954 million, operating cash margin rose to A$166 million, and half-year revenues climbed 47% to A$624 million. The company is considering recommissioning the Ngungaju plant and is advancing expansion projects, while maintaining a positive outlook for the lithium market. » Plus sur de.investing.com

Rising global lithium demand and tightening supply are set to boost Australian hard‑rock producers, with export earnings forecast to climb through FY27. Pilbara Minerals stands out for scale and operational leverage after record Q1 FY26 output and a 10.9% fall in unit costs, while keeping the Ngungaju plant on care and maintenance to manage supply. The sector outlook points to FY26 as a turning point where disciplined, low‑cost producers capture margin upside amid price recovery and policy shifts encouraging non‑Chinese downstream processing. » Plus sur new.smallcaps.com.au