Quarterly Activities Report - 4Q 2025
| Stock | Yancoal Australia Ltd (YAL.ASX) |
|---|---|
| Release Time | 19 Jan 2026, 7:33 p.m. |
| Price Sensitive | Yes |
Yancoal Australia Ltd reports record 4Q 2025 production
- 18.9Mt ROM coal production (100% basis)
- 13.6Mt Saleable coal production (100% basis)
- $2.13 billion cash balance at 31 December 2025
Yancoal Australia Ltd reported a strong operational performance in the 4Q 2025, with record ROM coal production of 18.9Mt and saleable coal production of 13.6Mt on a 100% basis. The company's attributable saleable coal production for the full year 2025 was 38.6Mt, at the upper end of the 35-39Mt guidance range. This figure includes the benefit of an additional 3.75% ownership interest in the Moolarben joint venture from 3 October 2025, which was not contemplated in the original 2025 guidance. The company's overall average realised coal price in 4Q 2025 was A$148/t, comprising a 6% higher realised thermal coal price and a 4% higher realised metallurgical coal price compared to 3Q 2025. Yancoal ended the year with a strong cash balance of $2.13 billion, an increase of $307 million over the position reported at the end of September 2025. The company's safety performance also improved, with the 12-month rolling Total Recordable Injury Frequency Rate (TRIFR) at 6.14 at the end of 4Q 2025, below the comparable industry weighted average.
Yancoal's 2025 operational guidance remains unchanged: 35-39Mt attributable saleable production, $89-97/tonne cash operating costs, and $750-900 million attributable capital expenditure.
Yancoal looks forward to carrying its operational momentum into 2026 and providing its 2026 production, cash operating cost and capital expenditure guidance when it releases its 2025 Financial Results.