Aic Mines Limited

A1M.ASX

Materials

Mining and exploration

Market Data

Price

$0.640

+0.0%
Market Cap

$486.5M

P/E Ratio

18.7x

EPS

$0.033

Div. Yield

0.00%

52-Week Change

+0.2%

Latest Earnings

March Quarterly Report

16 April 2026

AIC Mines delivered a strong Q4 FY26 quarter with the Eloise copper mine producing 3,432t of copper and 1,692oz of gold in concentrate at industry-leading costs (AISC $4.18/lb), achieving guidance for the 11th consecutive quarter, while generating robust net mine cash flow of $27.7M. Combined Eloise Project Mineral Resources increased 10% to 31.2Mt with contained copper up 12% to 631,800t, and the Jericho development achieved a major milestone crossing the J1 lens ahead of schedule, with the processing plant expansion remaining on track for December 2026 commissioning. However, significant headwinds from sharply elevated diesel costs (up ~50% in April) pose a material risk to FY27 cost guidance. Key points: Achieved production guidance for 11th consecutive quarter with robust output of 3,432t Cu and 1,692oz Au at AISC of $4.18/lb, well below midpoint guidance; Strong operating cash generation of $42.2M in the quarter; net mine cash flow of $27.7M after $14.5M capital investment despite weather disruptions; Combined Eloise Project Mineral Resources increased 10% to 31.2Mt with contained copper up 12% to 631,800t and gold up 9% to 445,800oz, largest resource base in 30-year history

Recent Announcements

16 Apr 2026 Actual Results Positive

March Quarterly Report

AIC Mines delivered a strong Q4 FY26 quarter with the Eloise copper mine producing 3,432t of copper and 1,692oz of gold in concentrate at industry-leading costs (AISC $4.18/lb), achieving guidance for the 11th consecutive quarter, while generating robust net mine cash flow of $27.7M. Combined Eloise Project Mineral Resources increased 10% to 31.2Mt with contained copper up 12% to 631,800t, and the Jericho development achieved a major milestone crossing the J1 lens ahead of schedule, with the processing plant expansion remaining on track for December 2026 commissioning. However, significant headwinds from sharply elevated diesel costs (up ~50% in April) pose a material risk to FY27 cost guidance. Key points: Achieved production guidance for 11th consecutive quarter with robust output of 3,432t Cu and 1,692oz Au at AISC of $4.18/lb, well below midpoint guidance; Strong operating cash generation of $42.2M in the quarter; net mine cash flow of $27.7M after $14.5M capital investment despite weather disruptions; Combined Eloise Project Mineral Resources increased 10% to 31.2Mt with contained copper up 12% to 631,800t and gold up 9% to 445,800oz, largest resource base in 30-year history

19 Feb 2026 Actual Results Positive

Appendix 4D and FY26 HY Financial Report

AIC Mines reported strong HY FY26 results with revenue growing 19% to $110.6M and EBITDA surging 59% to $48.6M, driven by higher copper and gold prices. Net profit after tax more than doubled to $17.4M despite slight production decline due to extreme weather impacts on deliveries. The Jericho development and 1.1Mtpa plant expansion remain on track for October 2026 commissioning. Key points: Strong financial performance with 19% revenue growth to $110.6M and 59% EBITDA increase to $48.6M; Reliable copper production of 6,526 tonnes at improved All-in-Sustaining Cost of A$4.92/lb (vs A$5.02/lb prior period); Excellent cash generation with operating cash flow up 193% to $51.2M

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