Stanmore Resources

SMR.ASX

Materials

Metallurgical coal producer.

Market Data

Price

$2.780

+0.0%
Market Cap

$2.5B

P/E Ratio

-100000.0x

EPS

$-0.073

Div. Yield

4.54%

52-Week Change

+0.1%

Latest Earnings

2025 Annual Financial Report and Appendix 4E

23 February 2026

Revenue
$1,881
-21.0% YoY
NPAT
-$47.20
-125.0% YoY
EPS
$-0.05
Dividend
$0.09

Stanmore Resources reported significant challenges in FY2025, with revenue declining 21% to US$1.88B due to lower coal prices, resulting in a net loss of US$47M compared to US$192M profit in 2024. Despite adverse weather impacts and market headwinds, the company delivered record production volumes and maintained strong cost discipline with underlying EBITDA of US$385M, while declaring a final dividend of US 8.9 cents per share. Key points: Record production volumes achieved despite significant weather challenges in first half; Underlying EBITDA of US$384.6M demonstrating operational resilience; FOB cash costs improved to US$87.8/t from US$89.4/t, achieving mid-range of revised guidance

Recent Announcements

23 Feb 2026 Actual Results Neutral

2025 Annual Financial Report and Appendix 4E

Stanmore Resources reported significant challenges in FY2025, with revenue declining 21% to US$1.88B due to lower coal prices, resulting in a net loss of US$47M compared to US$192M profit in 2024. Despite adverse weather impacts and market headwinds, the company delivered record production volumes and maintained strong cost discipline with underlying EBITDA of US$385M, while declaring a final dividend of US 8.9 cents per share. Key points: Record production volumes achieved despite significant weather challenges in first half; Underlying EBITDA of US$384.6M demonstrating operational resilience; FOB cash costs improved to US$87.8/t from US$89.4/t, achieving mid-range of revised guidance

23 Feb 2026 Actual Results Neutral

2025 Full Year Results

Stanmore Resources delivered record production of 14.0 million tonnes despite early weather disruptions, but revenue fell 21% to US$1.9 billion due to lower coal prices averaging US$133/t versus US$168/t prior year. The company reported Underlying EBITDA of US$385 million and maintained strong cash generation with US$296 million free cash flow, supporting an 8.9 US cents fully franked dividend. Key points: Record operational performance with 20.5 million tonnes ROM production and 14.0 million tonnes saleable production; Strong cost discipline with FOB cash costs reduced to US$88/t from US$89/t despite inflationary pressures; Robust cash generation with US$296 million free cash flow and strong liquidity of US$482 million

23 Feb 2026 Supplementary Neutral

2025 Full Year Financial Results Investor Presentation

Stanmore delivered record production of 14.0Mt (+25% growth) with improved safety performance, despite experiencing five-year average rainfall in early 2025. However, underlying EBITDA fell to US$385M from US$700M due to lower coal prices, with average selling prices down US$35/t year-on-year despite reduced FOB cash costs. Key points: Record annual production of 14.0Mt (+25% growth) achieved despite challenging wet weather conditions; Strong safety performance with SAFR of 0.30, remaining below industry average of 0.73; FOB cash costs reduced to US$88/t from US$89/t through operational improvements and cost savings

25 Aug 2025 Actual Results Negative

Appendix 4D and Interim Financial Report

Stanmore Resources reported a net loss of $50.5M for H1 2025 (vs $136.3M profit in H1 2024), driven by a significant 29% decline in revenue to $867.2M due to lower coal prices ($132/tonne vs $175/tonne) and reduced sales volumes impacted by severe weather. Underlying EBITDA fell 61% to $146.8M, though the company maintained positive operating cash flow of $150.6M and partially offset headwinds through cost reduction initiatives. Key points: Underlying EBITDA of $146.8M demonstrates underlying operational profitability despite commodity price headwinds; Operating cash flow of $150.6M remains solid, supporting capital flexibility and debt management; FOB cash costs reduced to $89/tonne (from $91/tonne) through cost discipline and operational efficiencies

25 Aug 2025 Supplementary Neutral

2025 Half Year Financial Results Investor Presentation

Stanmore reported 1H 2025 financial results with saleable production of 6.5Mt, FOB cash cost of US$89/t, underlying EBITDA of US$147m, and operating cash flow of US$151m, impacted by significant wet weather but with recovery expected in 2H 2025 and full-year guidance reaffirmed.

25 Aug 2025 Actual Results Neutral

2025 Half Year Results

Stanmore Resources delivered resilient 1H 2025 results with Underlying EBITDA of US$147M despite significant weather disruptions early in the year, generating positive operating cash flows of US$151M. Revenue declined 29% to US$867M due to lower coal prices (US$132/t vs US$175/t) and reduced volumes, but FOB cash costs improved to US$89/t. The company reaffirmed full-year guidance, held the interim dividend given macro uncertainty, and maintains a strong balance sheet with US$181M cash and US$401M total liquidity. Key points: Exceptional safety performance with Serious Accident Frequency Rate returning to zero for first time since late 2023; Strong cost management with FOB cash costs of US$89/t within guidance despite weather disruptions and lower production volumes; Robust balance sheet and liquidity position with US$181M cash, US$99M net debt, and US$401M total liquidity

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