• 15.0Mt ROM coal production (100% basis)
• 9.0Mt Attributable saleable coal production
• $2.01 billion cash balance at 31 March 2026

Yancoal's 1Q 2026 results showed 15.0Mt ROM coal production (100% basis) and 9.0Mt attributable saleable coal production. The company's average realised coal price was A$146/t, comprising a 3% lower realised thermal coal price and a 5% higher realised metallurgical coal price compared to 4Q 2025. Higher diesel prices are affecting Yancoal's cash operating costs, which are expected to be towards the top end of the A$90-98/tonne guidance range for 2026. Yancoal's 2026 attributable saleable production guidance remains unchanged at 36.5-40.5Mt, and capital expenditure guidance is $750-900 million. The company recently announced the acquisition of an 80% stake in the Kestrel Coal Mine for US$1.85 billion. Yancoal's focus on its existing portfolio, which underpins its financial performance and growth capacity, remains undiminished.

36.5-40.5Mt attributable saleable production; $90-98/tonne cash operating costs; $750-900 million attributable capital expenditure

Yancoal's operations are running to plan so far in 2026, with production expected to increase over the remaining quarters. The company is working closely with its diesel suppliers to ensure continuity of supply, and has established contingency plans. Uncertainty in global oil and diesel markets will require ongoing assessment of Yancoal's cost profile.