Stanmore Resources Ltd (OTCPK:STMRF)

Full Year 2025 Stanmore Resources Ltd Earnings Call Transcript

Feb 22, 2026 / 12:00 AM GMT

Release Date Price: $1.96 (+4.26%)

Transcript

Key Points

Positve

Stanmore Resources Ltd (STMRF) achieved a record production year of 14 million tons, translating into strong sales volume performance.
The company maintained low FOB cash costs year on year at $87.8 per ton, within the revised guidance range.
Underlying EBITDA for 2025 was $385 million, supporting robust cash flow generation and a modest net debt position of $33 million.
A final dividend of 8.9 US cents per share was declared, totaling $80 million, reflecting strong shareholder returns.
The liquidity position remains strong, with almost $500 million available, supported by an upsizing of bank revolving credit facilities.

Negative

The company faced challenging operating conditions and market environment throughout the year.
Non-controllable cost increases, including inflation and foreign exchange impacts, affected financial performance.
The Isaac Plains complex will see a planned reduction in output, reflecting a strategic shift to maximize dragline utilization.
FOB cash costs are expected to be impacted by inflationary pressures and a higher Australian dollar in 2026.
The approval process for the Isaac Downs extension project poses a risk of delays, potentially affecting future production continuity.

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

SMR.AX - Stanmore Resources Ltd
Full Year 2025 Stanmore Resources Ltd Earnings Call
Feb 23, 2026 / 12:00AM 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 Stanmore Resources Limited 2025 full year financial results investor briefing.

All participants are in a listen-only mode. There'll be a presentation followed by a question-and-answer session. If you would like to ask a question, you'll need to press the star key followed by the number one on your telephone keypad.

I would now like to hand the comments over to Mr. Marcello Mattos, executive director and CEO. Please go ahead.

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Unidentified_2 [2]
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Good Morning, everyone.

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