• 17.5Mt ROM coal production, 13.8Mt saleable coal production
• 10.8Mt attributable saleable coal production, 11.6Mt attributable coal sales
• A$160/t average realised coal price
• Safety performance deteriorated, TRIFR 6.64

Yancoal Australia Ltd reported a strong second quarter in 2026 with 17.5 million tonnes of Run of Mine (ROM) coal production and 13.8 million tonnes of saleable coal production. Attributable saleable coal production reached a quarterly record of 10.8 million tonnes, while attributable coal sales were 11.6 million tonnes. The average realised coal price was A$160 per tonne. However, the Total Recordable Injury Frequency Rate (TRIFR) increased to 6.64, indicating a need for improved safety performance. The company's operations are performing well, with output likely to be in the upper half of the guidance range. The acquisition of an 80% interest in the Kestrel Coal Mine is expected to close towards the end of September 2026, adding a long-life asset with strong margins. Yancoal also announced the decision to cease operations at Ashton from early 2028 due to technical, geotechnical, and economic challenges.

2026 Operational Guidance: 36.5-40.5Mt attributable saleable production, $90-98/tonne cash operating costs, $750-900 million attributable capital expenditure

Yancoal expects operations to perform strongly, with output likely to be in the upper half of the guidance range. The outlook for the overall impact on 2026 operating costs has moderated.