Q2 2026 Champion Iron Ltd Earnings Call Transcript

Oct 30, 2025 / 01:00 PM GMT

Release Date Price: A$5.44 (+9.90%)

Transcript

Key Points

Positve

Champion Iron Ltd (CIAFF) achieved record concentrate sales despite a 12-day rail maintenance shutdown.
The company reduced its cash cost to $76 per ton, benefiting from improved production and operational efficiencies.
Quarterly EBITDA reached $175 million, with a net income of over $56 million, allowing for a semiannual dividend of $0.10 per share.
Champion Iron Ltd (CIAFF) successfully reduced its stockpile by 477,000 tons, enhancing cash flow and operational efficiency.
The company is well-positioned with over a billion dollars in available liquidity to finalize growth initiatives and potentially change its capital return structure.

Negative

The company faced challenges with harder ore, which increased the generation of fines and impacted recovery rates.
Sea freight costs increased by about 12%, posing a headwind despite higher iron ore prices.
The average realized selling price was slightly lower due to provisional pricing impacts and more sales on the spot market.
Winter months are expected to reduce productivity in destocking efforts due to logistical challenges.
The DRPF project, while on track, will initially require blending of materials, delaying the realization of full premium benefits.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CIA.AX - Champion Iron Ltd
Q2 2026 Champion Iron Ltd Earnings Call
Oct 30, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and welcome to the champion I Limited second quarter results of the financial year 2026 conference call. At this time, online journalist only mode. Following the presentation, we will conduct a question-and-answer session.

If at any time during this call you need assistance, please press 0 for the operator. This call is being recorded on Thursday, October 30th, 2025. I would now turn the conference over to Michael Marcotte, senior Vice President, Corporate Development and Capital Markets. Please go ahead.

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Unidentified_2 [2]
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