Yancoal Australia Ltd (ASX:YAL)

Full Year 2025 Yancoal Australia Ltd Earnings Call Transcript

Feb 25, 2026 / 01:00 AM GMT

Release Date Price: A$5.64 (-8.44%)

Transcript

Key Points

Positve

Yancoal Australia Ltd (YACAF) achieved record coal production in 2025, with ROM coal production reaching 67 million tons.
The company reported a reduction in cash operating costs to $92 per ton, marking the best performance in the last four years.
Yancoal Australia Ltd (YACAF) maintained a strong balance sheet with $2.1 billion in cash and no external debt as of December 31, 2025.
The company distributed $161 million to shareholders as a fully franked final dividend, representing a 55% payout ratio of net profit after tax.
Yancoal Australia Ltd (YACAF) set two world records with its Liebherr 9800 excavators, demonstrating high operational capability.

Negative

The company experienced a 13% decrease in full-year revenue to $5.95 billion due to lower average realized coal prices.
Operating cash inflows reduced by 41%, reflecting a 44% decrease in operating EBITDA.
The realized coal price in Australian dollar terms was down 17% from 2024, impacting revenue.
Yancoal Australia Ltd (YACAF) faced inflationary pressures, leading to an increase in cost guidance for 2026.
The share price dropped by about 10% following the earnings call, indicating potential investor disappointment with the dividend payout.

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

YAL.AX - Yancoal Australia Ltd
Full Year 2025 Yancoal Australia Ltd Earnings Call
Feb 26, 2026 / 01:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day and thank you for standing by. Welcome to Yanko 2025 Financial Results.

At this time all participants on the listen-only mode.

After the speaker's presentation, there will be a question-and-answer session.

To ask a question during the session, you need to press star 11 on your telephone or submit a written question via the webcast.

You will then hear an automated message advising your hand is raised.

To withdraw your question, please press star on one again.

Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your first speaker today, Brandon Fitzpatrick, investor relations manager. Please go

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.