Sandfire Resources
SFR.ASXMaterials
Copper and base metal producer and explorer.
Market Data
$18.690
+0.0%$8.7B
42.9x
$0.427
0.00%
+0.2%
Latest Earnings
June 2026 Quarterly Report
23 July 2026
Sandfire Resources delivered record quarterly results in Q4 FY26 with Group Copper Equivalent production of 47.6kt (38% QoQ increase), record sales revenue of $574M, and Underlying EBITDA of $343M, finishing the year with a strong net cash position of $353M. Both MATSA and Motheo achieved production records and maintained competitive C1 unit costs below $1.00/lb despite inflationary pressures, with FY27 guidance targeting 150-166kt CuEq production with only incremental cost increases. Key points: Record Q4 FY26 quarterly sales revenue of $574M and Underlying EBITDA of $343M (60% margin) with strong financial outcomes translating to $277M increase in net cash; Motheo delivered 65% QoQ increase in CuEq production to 21.1kt with A4 open pit achieving commercial production and record mill throughput of 7.1Mtpa; MATSA achieved record annualised throughput rate of 4.8Mt in Q4 with 22% QoQ increase in CuEq production to 26.5kt; FY26 full year production of 94.5kt within guidance
Recent Announcements
June 2026 Quarterly Report
Sandfire Resources delivered record quarterly results in Q4 FY26 with Group Copper Equivalent production of 47.6kt (38% QoQ increase), record sales revenue of $574M, and Underlying EBITDA of $343M, finishing the year with a strong net cash position of $353M. Both MATSA and Motheo achieved production records and maintained competitive C1 unit costs below $1.00/lb despite inflationary pressures, with FY27 guidance targeting 150-166kt CuEq production with only incremental cost increases. Key points: Record Q4 FY26 quarterly sales revenue of $574M and Underlying EBITDA of $343M (60% margin) with strong financial outcomes translating to $277M increase in net cash; Motheo delivered 65% QoQ increase in CuEq production to 21.1kt with A4 open pit achieving commercial production and record mill throughput of 7.1Mtpa; MATSA achieved record annualised throughput rate of 4.8Mt in Q4 with 22% QoQ increase in CuEq production to 26.5kt; FY26 full year production of 94.5kt within guidance
June 2026 Quarterly Report Advisory
This is an advisory announcement notifying investors that Sandfire Resources will release its June 2026 Quarterly Report on 23 July 2026, with a teleconference scheduled for that date. No financial results, metrics, or guidance are provided in this announcement. Key points: Quarterly report scheduled for release on 23 July 2026; Live teleconference and webcast will be available for investor participation
Becoming a substantial holder for DLY
DLY became a substantial holder (13.19%).
Ceasing to be a substantial holder
BlackRock Group (BlackRock Inc. and subsidiaries named in Annexures ceased to be a substantial holder.
Becoming a substantial holder
BlackRock Inc., through multiple subsidiaries and investment management entities, has become a substantial shareholder in Sandfire Resources Ltd (SFR), acquiring ordinary shares across numerous transactions in February 2026 at prices ranging from AUD 18.74 to 19.56 per share, with voting control exercised through various BlackRock investment managers and custodians.
Ceasing to be a substantial holder
Address ceased to be a substantial holder.
Becoming a substantial holder
BlackRock Group (BlackRock Inc. and subsidiaries named in Annexures became a substantial holder.
March 2026 Quarterly Report
Sandfire Resources reported Q3 FY26 record financial outcomes with Group sales revenue of $408M and Underlying EBITDA of $220M, though production fell short expectations at 34.5kt CuEq due to heavy rainfall and maintenance at MATSA and delayed grade transition at Motheo. The company maintains FY26 CuEq production guidance of 149-165kt (expecting lower half of range) and retains a strong net cash position of $76M after paying $46.5M to Havilah Resources for the Kalkaroo Copper-Gold project entry. Key points: Record Q3 FY26 financial outcomes with $408M sales revenue and $220M Underlying EBITDA, achieving 54% net margin; Strong balance sheet with $76M net cash position (up from $13M), demonstrating robust free cash flow generation despite operational challenges; Significant improvement in annualised ore mining and processing rates at Motheo reaching record levels of 6.5Mt and 6.1Mt respectively, with operational momentum carrying into April
Ceasing to be a substantial holder
Address ceased to be a substantial holder.
Becoming a substantial holder
BlackRock Group (BlackRock Inc. and subsidiaries named in Annexures became a substantial holder.
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