Lithium Argentina AG (FRA:ZV5)

Q1 2026 Lithium Argentina AG Earnings Call Transcript

May 12, 2026 / 02:00 PM GMT

Release Date Price: €9.59 (-5.38%)

Transcript

Key Points

Positve

Lithium Argentina AG (LAR) achieved a strong production performance in Q1 2026, with 9,700 tons of lithium carbonate produced, operating at 97% of nameplate capacity.
The company reported a significant reduction in operating cash costs to below $5,400 per ton, positioning Kachari Oleraz as one of the lowest-cost lithium operations globally.
Realized lithium prices increased to just under $17,000 per ton, contributing to a three-fold increase in EBITDA quarter-over-quarter.
Lithium Argentina AG (LAR) distributed around $100 million in cash from Kachari Oleraz, strengthening its balance sheet and highlighting its cash-generating capability.
The company is advancing its Stage 2 development plan, targeting an additional 45,000 tons per year of production capacity, with substantial progress made in de-risking the project.

Negative

There is a two-month lag between sales and cash receipt, which may affect cash flow timing.
Cash taxes are expected to increase in the coming years, potentially impacting net cash flow.
The company faces potential variability in quarter-to-quarter costs, despite efforts to drive costs lower over the long term.
Lithium Argentina AG (LAR) is closely monitoring the Middle East situation, which could impact costs and availability of key supplies.
The company is subject to pricing discounts, including a 6% to 7% adjustment from market pricing, which may affect revenue.

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

LAR.N - Lithium Argentina AG
Q1 2026 Lithium Argentina AG Earnings Call
May 12, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, everyone.

Thank you for joining us, and welcome to Lithium Argentina Q1 2026 earnings presentation. After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please press *1 to raise your hand. To withdraw your question, press *1 again. I will now hand the conference over to Kelly O'Brien, VP, Investor Relations. Kelly, please go ahead.

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Unidentified_2 [2]
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Thank you for the introduction. I want to welcome everyone to our conference call this morning. Joining me on the call today to

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