Lynas Rare Earths

LYC.ASX

Materials

Production of Rare Earths concentrate at Mt Weld. Production and sale of Rare Earths products from the LAMP in Malaysia.

Market Data

Price

$15.500

-0.0%
Market Cap

$16.1B

P/E Ratio

190.3x

EPS

$0.084

Div. Yield

0.00%

52-Week Change

-0.0%

Latest Earnings

Lynas Rare Earths FY26 Half Year Results

26 February 2026

Revenue
$413.70
+62.7% YoY
NPAT
$80.20
+1259.3% YoY

Lynas Rare Earths delivered strong H1 FY26 results with revenue surging 63% to $413.7M and NPAT jumping to $80.2M from $5.9M in the prior period, driven by higher production volumes, increased pricing, and completion of the Lynas 2025 expansion projects. The company successfully raised $932M to fund its Towards 2030 growth strategy and is now the only commercial producer of separated Light and Heavy Rare Earth oxides outside China. Strong pricing momentum continues with NdPr prices reaching US$111.5/kg in February 2026, up from US$74/kg in December 2025. Key points: Revenue increased 63% to $413.7M with NPAT surging to $80.2M from $5.9M in prior period; Successfully completed $932M equity raising ($750M institutional placement + $182M retail SPP) to strengthen balance sheet; Completed commissioning of Mt Weld expansion project with flotation circuit at 70% nameplate capacity

Recent Announcements

9 Jul 2026 Supplementary Neutral

Date of Quarterly Report and Briefing

Lynas Rare Earths Limited will announce its quarterly results for the period ending 30 June 2026 on Wednesday, 22 July 2026, with Interim CEO Pol Le Roux hosting an analyst and shareholder briefing at 11am Sydney time, accessible via webcast.

14 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

JPMorgan Chase & Co. and its affiliates ceased to be a substantial holder.

13 Apr 2026 Supplementary Neutral

Date of Quarterly Report and Briefing

Lynas Rare Earths Limited will announce its quarterly results for the period ending 31 March 2026 on Tuesday, 21 April 2026, with Managing Director Amanda Lacaze hosting an analyst and shareholder briefing at 12 noon Sydney time via webcast.

26 Feb 2026 Actual Results Positive

Lynas Rare Earths FY26 Half Year Results

Lynas Rare Earths delivered strong H1 FY26 results with revenue surging 63% to $413.7M and NPAT jumping to $80.2M from $5.9M in the prior period, driven by higher production volumes, increased pricing, and completion of the Lynas 2025 expansion projects. The company successfully raised $932M to fund its Towards 2030 growth strategy and is now the only commercial producer of separated Light and Heavy Rare Earth oxides outside China. Strong pricing momentum continues with NdPr prices reaching US$111.5/kg in February 2026, up from US$74/kg in December 2025. Key points: Revenue increased 63% to $413.7M with NPAT surging to $80.2M from $5.9M in prior period; Successfully completed $932M equity raising ($750M institutional placement + $182M retail SPP) to strengthen balance sheet; Completed commissioning of Mt Weld expansion project with flotation circuit at 70% nameplate capacity

23 Feb 2026 Sph Neutral

Becoming a substantial holder

JPMorgan Chase & Co. and its affiliates became a substantial holder (5.15%).

20 Feb 2026 Sph Neutral

Ceasing to be a substantial holder

JPMorgan Chase & Co. and its affiliates ceased to be a substantial holder.

19 Feb 2026 Sph Neutral

Becoming a substantial holder

JPMorgan Chase & Co. and its affiliates became a substantial holder (5.24%).

17 Feb 2026 Date Announcement Neutral

Earnings Release - 26 February 2026

Upcoming earnings release expected 26 February 2026 (from Yahoo Finance (estimated))

7 Jan 2026 Supplementary Neutral

Date of Quarterly Report and Briefing

Lynas Rare Earths Limited will announce its quarterly results for the period ending 31 December 2025 on Wednesday, 21 January 2026, with Managing Director Amanda Lacaze hosting an analyst and shareholder briefing at 12pm Sydney time that will be webcast online.

21 Oct 2025 Supplementary Neutral

Date of Quarterly Report and Briefing

Lynas Rare Earths Limited will announce its quarterly results for the period ending 30 September 2025 on Thursday 30 October 2025, with Managing Director Amanda Lacaze hosting an analyst and shareholder briefing at 12 noon Sydney time, which will be webcast online.

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