Northern Star Resources

NST.ASX

Materials

Northern Star is a global-scale gold producer with three high-quality production centres: Kalgoorlie, Yandal and Pogo, and a development project, Hemi, located in low sovereign risk jurisdictions of Western Australia and Alaska.

Market Data

Price

$18.810

+0.0%
Market Cap

$26.9B

P/E Ratio

16.1x

EPS

$1.167

Div. Yield

2.92%

52-Week Change

-0.2%

Latest Earnings

FY26 Half Year Results Summary

12 February 2026

Revenue
$3,414
+19.0% YoY
NPAT
$714.40
+41.0% YoY
EPS
$0.50
Dividend
$0.25

Northern Star Resources delivered strong FY26 half-year results with underlying NPAT up 49% to A$760 million despite operational challenges, driven by 31% higher gold prices offsetting lower production volumes. The company maintained its 25 cent interim dividend and net cash position while investing heavily in growth projects, though revised FY26 production guidance downward to 1,600-1,700koz. Key points: Strong underlying NPAT growth of 49% to A$760 million driven by higher gold prices; Maintained net cash position of A$293 million despite significant growth investments; 12-month rolling ROCE of 12.9% expected to strengthen with KCGM mill commissioning in FY27

Recent Announcements

12 Feb 2026 Supplementary Positive

FY26 Half Year Results Presentation

Northern Star reported strong H1 FY26 results with underlying EBITDA of A$1.876B (up 34%) driven by higher gold prices and improved margins of 55%. However, negative free cash flow of A$320M reflects heavy capital investment in the KCGM Mill expansion and other growth projects, leading to a modest interim dividend of 25cps despite strong earnings. Key points: Strong underlying EBITDA growth of 34% to A$1.876B with improved margin of 55%; Net cash position of A$293M with strong liquidity of A$2.7B including undrawn facilities; KCGM Mill expansion 86% complete, on schedule for Q1 FY27 first production

12 Feb 2026 Actual Results Neutral

FY26 Half Year Results Summary

Northern Star Resources delivered strong FY26 half-year results with underlying NPAT up 49% to A$760 million despite operational challenges, driven by 31% higher gold prices offsetting lower production volumes. The company maintained its 25 cent interim dividend and net cash position while investing heavily in growth projects, though revised FY26 production guidance downward to 1,600-1,700koz. Key points: Strong underlying NPAT growth of 49% to A$760 million driven by higher gold prices; Maintained net cash position of A$293 million despite significant growth investments; 12-month rolling ROCE of 12.9% expected to strengthen with KCGM mill commissioning in FY27

3 Feb 2026 Date Announcement Neutral

FY26 Half Year Results Webcast Details

Northern Star Resources (ASX: NST) announced it will release its FY26 half year financial results on February 12, 2026, followed by a management conference call at 9:00am AEDT to discuss the results.

21 Aug 2025 Actual Results Positive

FY25 Financial Results

Northern Star Resources delivered record FY25 results with revenue of A$6.4 billion (up 30% YoY) driven by a 29% increase in average realised gold price to A$3,922/oz, generating underlying EBITDA of A$3.5 billion and underlying NPAT of A$1.4 billion (A$1.19 per share). The company returned over A$840 million to shareholders through a record dividend of 55 cents per share (fully franked) and A$300 million share buyback, while maintaining a strong balance sheet with A$1.0 billion net cash, and provided FY26 guidance of 1,700-1,850koz gold sold at AISC of A$2,300-2,700/oz. Key points: Record underlying free cash flow of A$536 million (up 16% YoY) at A$328 per ounce, demonstrating strong operational efficiency and value creation; Revenue grew 30% to A$6.4 billion driven by 29% increase in average realised gold price (A$3,922/oz) with stable gold production (+1% to 1.63Moz); Record shareholder returns of A$840 million in FY25 comprising A$559 million dividends (55 cents per share, fully franked) and A$131 million share buyback, with payout within stated 20-30% of Cash Earnings policy

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