Triple Flag Precious Metals Corp (NYSE:TFPM)

Q4 2025 Triple Flag Precious Metals Corp Earnings Call Transcript

Feb 19, 2026 / 02:00 PM GMT

Release Date Price: $36.71 (+2.14%)

Transcript

Key Points

Positve

Triple Flag Precious Metals Corp (TFPM) achieved record production of 113,000 GEOs in 2025, marking the ninth consecutive year of production growth.
The company reported a 45% increase in cash flow per share, reaching $1.54, driven by higher production and gold prices.
TFPM is debt-free with over $70 million in cash and a $1 billion credit facility, providing significant financial flexibility.
The company invested over $350 million in value-accretive deals in 2025, enhancing its portfolio with assets in mining-friendly jurisdictions.
TFPM has a robust growth outlook, with production expected to grow to between 140,000 to 150,000 GEOs by 2030, driven by multiple advancing assets.

Negative

The 2026 guidance range of 95,000 to 105,000 GEOs reflects a decrease from 2025, due to mine sequencing and planned step-downs in certain streams.
The Cerro Lindo stream rate is expected to step down following the delivery of 19.5 million ounces of silver, impacting future production.
The ATO asset is currently in litigation, and its contribution has been removed from 2026 and 2030 guidance, posing potential uncertainty.
TFPM's focus remains on deals in the $200 to $500 million range, limiting its participation in larger, multi-billion dollar opportunities.
The company faces a 25% cash tax rate on Australian royalties, which could impact net earnings from its Australian operations.

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

TFPM.TO - Triple Flag Precious Metals Corp
Q4 2025 Triple Flag Precious Metals Corp Earnings Call
Feb 19, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conference operator today. At this time, I would like to welcome everyone to the Triple Flag Precious Metals 4th quarter 2025 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, simply press followed by the number 1 on your telephone keypad. If you would like to withdraw a question again, press the 1. I would now like to turn the conference over to Sheldon Van der Koi, CEO. You may begin.

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