IGO Ltd.

IGO increased adjusted EBITDA to AUD 286 million in fiscal year 2026, statutory net profit to AUD 145 million and adjusted free cash flow by 176% to AUD 134 million, while net cash stood at AUD 387 million. Revenue fell 12% to AUD 463 million and was well below guidance, missing the most recent revenue forecast by about 71%. Management emphasizes operational discipline, portfolio simplification and strong lithium contributions, announced a fully franked final dividend of AUD 0.05 per share and signals focused capital allocation for 2027. » Altro su de.investing.com

Nova delivered strong operating results and high cash generation, while Greenbushes remained below expectations due to deteriorating safety, lower ore grades and downtime. IGO reported adjusted EBITDA of A$119m and adjusted free cash flow of A$36m, and its net cash position rose to A$327m. Full-year guidance for Greenbushes was downgraded, unit costs increased, and Kwinana is operating well below nameplate capacity. The stock fell about 11% after the release amid ongoing operational and safety risks. » Altro su de.investing.com

IGO reported adjusted group EBITDA of A$30m for Q2 2026 and free cash flow of A$13m; net cash position remained at A$299m. Nickel operation Nova improved production and costs (production up 11%, adjusted EBITDA Nova A$42m), while Greenbushes achieved an EBITDA margin of 64%. The Kwinana refinery ran at only about 35–50% capacity following maintenance shutdowns, resulting in an EBITDA loss of A$51m and materially higher conversion costs. Investors reacted negatively; IGO shares fell around 8.4% to A$9.10. » Altro su de.investing.com

IGO reports for Q2 2026 net sales of AUD 32m, adjusted EBITDA of AUD 30m, positive free cash flow of AUD 13m and a net cash position of AUD 299m. Performance was driven mainly by the Greenbushes mine and contributions from Nova, while the ramp‑up of the CGP3 processing plant poses operational risks. The stock fell about 8% after the results due to investor concerns, but IGO expects CGP3 to reach full capacity by year‑end. » Altro su de.investing.com

IGO Limited reported EBITDA of $59 million for the fourth quarter of 2025, a solid cash position, and improvements in workplace safety, leading to a 128.6% increase in its share price. Despite challenges in the lithium market and the upcoming closure of the Nova mine, the company remains profitable and is focusing on strategic diversification. Management emphasizes capital discipline and operational efficiency, while risks such as market volatility and oversupply persist. » Altro su de.investing.com