New Hope Corp Ltd (FRA:OD8)

Q4 2026 New Hope Corporation Ltd Activities Report Call Transcript

Aug 16, 2026 / 01:00 AM GMT

Release Date Price: €3.35 (+3.05%)

Transcript

Key Points

Positve

New Hope Corp Ltd (NHPEF) achieved full-year saleable coal production of 11.5 million tonnes, an 8% increase year-over-year and above guidance.
The company generated strong underlying EBITDA of $514 million and operational cash flows of $564 million for FY26, with Q4 EBITDA up 30% quarter-over-quarter.
New Ackland Mine successfully ramped up, producing 3.3 million tonnes of saleable coal (up 17% YoY) and exceeding sales guidance at 3.6 million tonnes.
Bengala Mine delivered a strong finish, exceeding its production guidance and achieving an FOB cash cost of $81.30 per tonne, at the lower end of its guidance range.
Management indicated that cash balances are materially higher than the minimum required, and with a significant franking account balance, a reasonable dividend is expected to reward shareholders.

Negative

The group's high potential event frequency worsened significantly, moving from 1.21 to 4.65 in the quarter, prompting a renewed focus on fatal risk management.
Coal sales at New Appen Mine fell 7% quarter-over-quarter due to rail cancellations caused by Queensland Rail protected industrial action.
The company faces ongoing volatility in energy markets due to the Middle East conflict, which could impact pricing and demand.
Bengala Mine's FOB cash costs fluctuated significantly during the year, with Q4 costs rising to $84.50 per tonne due to lower planned sales and inflationary pressures.
Management noted that future capital expenditure, particularly for the Manning Vale West pit, remains a key focus, and the company is holding higher cash balances than historically due to reduced access to traditional bank funding for thermal coal producers.

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

NHC.AX - New Hope Corporation Ltd
Q4 2026 New Hope Corporation Ltd Activities Report Call
Aug 17, 2026 / 01:00AM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to the New Hope Group FY26 Q4 Quarterly Activities Report and Investor Call.

All participants are in a listen-only mode. There will be a presentation followed by a question-and-answer session.

If you wish to ask a question via the phones, you will need to press the star key followed by the number 1 on your telephone keypad.

If you wish to ask a question via the webcast, please enter it into the ask a question box and click submit.

I would now like to hand the conference over to Rob Bishop, Chief Executive Officer. Please go ahead.

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Unidentified_2 [2]

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