Iperionx Limited
IPX.ASXMaterials
Titanium metal and critical materials company
Market Data
$3.500
+0.1%$1.2B
-100000.0x
$-0.228
0.00%
-0.4%
Latest Earnings
March 2026 Quarterly Report
27 April 2026
IperionX successfully transitioned Virginia titanium operations to 24/7 production during Q3 FY2026, achieving ~4.2 metric tons of HAMR™ powder production in March (~50 tpa annualized) while commissioning downstream powder metallurgy equipment. The company is targeting ~200 tpa powder capacity by end-CY2026 and expects customer revenues to commence in H2 CY2026 as qualification programs progress, supported by US$47.1M in fully obligated DoW funding and strong government backing for domestic titanium supply chain resilience. Key points: Successful transition to continuous 24/7 operations at Virginia Titanium Manufacturing Campus with HAMR™ powder reaching 4.2 metric tons in March (~50 tpa annualized run rate); All HAMR™ powder production systems commissioned and ramping; targeting ~200 tpa capacity by end-CY2026 with expansion pathway to 1,400 tpa in 2027; Secured full US$47.1M DoW Industrial Base Analysis and Sustainment (IBAS) award obligation plus US$12.7M DPA Title III funding and up to US$99M SBIR Phase III IDIQ contracting pathway for ~US$160M total government support
Recent Announcements
Ceasing to be a substantial holder
Vanguard Group (The Vanguard Group, Inc. ceased to be a substantial holder.
Ceasing to be a substantial holder
Van Eck Associates Corporation ceased to be a substantial holder in Iperiox Ltd on 18/06/2026, with the previous substantial holder notice dated 27/01/2026. The notice was filed on 23/06/2026 in accordance with Section 671B of the Corporations Act 2001.
March 2026 Quarterly Report
IperionX successfully transitioned Virginia titanium operations to 24/7 production during Q3 FY2026, achieving ~4.2 metric tons of HAMR™ powder production in March (~50 tpa annualized) while commissioning downstream powder metallurgy equipment. The company is targeting ~200 tpa powder capacity by end-CY2026 and expects customer revenues to commence in H2 CY2026 as qualification programs progress, supported by US$47.1M in fully obligated DoW funding and strong government backing for domestic titanium supply chain resilience. Key points: Successful transition to continuous 24/7 operations at Virginia Titanium Manufacturing Campus with HAMR™ powder reaching 4.2 metric tons in March (~50 tpa annualized run rate); All HAMR™ powder production systems commissioned and ramping; targeting ~200 tpa capacity by end-CY2026 with expansion pathway to 1,400 tpa in 2027; Secured full US$47.1M DoW Industrial Base Analysis and Sustainment (IBAS) award obligation plus US$12.7M DPA Title III funding and up to US$99M SBIR Phase III IDIQ contracting pathway for ~US$160M total government support
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