FY 2025 Financial Results Presentation

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Stock Yancoal Australia Ltd (YAL.ASX)
Release Time 25 Feb 2026, 7:45 p.m.
Price Sensitive Yes
 Yancoal Australia Ltd Reports FY 2025 Financial Results
Key Points
  • Achieved record ROM coal production of 67.0Mt and attributable saleable coal production of 38.6Mt
  • Cash operating costs of A$92/t, below mid-point of guidance range
  • Implied cash operating margin of A$39/t
Full Summary

Yancoal Australia Ltd reported its FY 2025 financial results, highlighting several key achievements. The company achieved record ROM coal production of 67.0Mt, a 7% increase from 2024, and attributable saleable coal production of 38.6Mt, a 5% increase and toward the top end of guidance. This strong operational performance was driven by the company's three large open-cut tier-1 mines. Cash operating costs of A$92 per saleable product tonne decreased by 1% compared to 2024, below the mid-point of the guidance range. This was achieved through production volume increases, mine plan optimization, and improved equipment availability and utilization, which helped offset cost inflation and temporary costs associated with ship queues and demurrage. The company's implied cash operating margin was A$39 per tonne, demonstrating the strength of its large-scale, low-cost mining operations through the commodity price cycle. Yancoal remains committed to ongoing improvement in safety performance, with a 12-month rolling TRIFR of 6.14, below the comparable industry weighted average. The company also continued to enhance its sustainability practices, including the launch of a Sustainability Digital Data Platform and the development of a Climate Transition Plan.

Guidance

Yancoal expects to maintain its strong operational performance in FY 2026, with attributable saleable coal production expected to be similar to the record levels achieved in FY 2025. However, the company notes that the first quarter of FY 2026 is likely to have the lowest production figure for the year.