Chrysos Corp Ltd (OTCPK:CHRCF)

Full Year 2026 Chrysos Corporation Ltd Earnings Call Transcript

Aug 10, 2026 / 12:30 AM GMT

Release Date Price: $4.15

Transcript

Key Points

Positve

Revenue increased 33% to $88.1 million, with EBITDA up 68% to $27.2 million, exceeding the upper end of guidance.
Record sample volumes processed, up 67% year-over-year, with monthly throughput consistently above 1 million samples since March.
Strong contract momentum with 24 new lease agreements signed during the year and four more post-period, bringing the total contracted fleet to 87 units.
Expanded global footprint with first deployments in South America (Chile) and the first next-generation XN unit, while engaging with 80% of the world's top 20 gold producers.
Improved operational leverage with EBITDA margin expanding from 24% to 31%, driven by revenue growth outpacing expense growth and increased fleet utilization from 41% to 59%.
Strengthened balance sheet with a new $200 million syndicated facility, providing $140 million undrawn to support manufacturing and deployment of 18 units per year.

Negative

Deployed fewer units than targeted for FY26, with only seven units added and one decommissioned, falling short of initial deployment goals.
Experienced a significant currency headwind, absorbing approximately $3 million in revenue and EBITDA due to non-AUD currency exposure.
Statutory net profit remained low at $1.8 million despite strong EBITDA growth, impacted by high depreciation and amortization costs.
Working capital outflow, although reduced, remained a drag on cash flow at $14.5 million for the year.
Management confirmed no dividends are planned in the near term, as cash flow is prioritized for funding the aggressive fleet expansion strategy.
Regional utilization remains uneven, with APAC at 79% capacity while the Americas and EMEA have lower utilization, indicating potential underperformance in newer markets.

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

C79.AX - Chrysos Corporation Limited
Full Year 2026 Chrysos Corporation Ltd Earnings Call
Aug 11, 2026 / 12:30AM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to the Chrysost Corporation Full Year 2026 Results Conference Call. All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, please press *1 on your telephone keypad.

I would now like to turn the conference over to Dirk Treasure, Managing Director and CEO. You may begin.

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Unidentified_2 [2]
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Thank you very much, and good morning, shareholders.

Thank you

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