June Quarter FY26 Activities Presentation

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Stock Pilbara Minerals Ltd (PLS.ASX)
Release Time 30 Jul 2026, 8 a.m.
Price Sensitive Yes
 Pilbara Minerals Ltd June Quarter FY26 Activities Presentation
Key Points
  • Pilbara Minerals Ltd reported a strong June Quarter FY26 with a 31% increase in revenue to $743M.
  • The company achieved record annual production and sales with a FY26 cash margin from operations of $1,356M.
  • Pilbara Minerals Ltd is progressing growth optionality with disciplined investments to provide further diversification.
Full Summary

Pilbara Minerals Ltd reported a strong June Quarter FY26 with a 31% increase in revenue to $743M, driven by record quarter sales and strong realized pricing. The company achieved record annual production and sales with a FY26 cash margin from operations of $1,356M. Pilbara Minerals Ltd is progressing growth optionality with disciplined investments to provide further diversification. The company is strategically positioned with exposure to established and diversified supply chains and a flexible operating platform. Pilbara Minerals Ltd is also advancing its growth projects, including the P2000 expansion and the Colina Project in Brazil. The company's financial strength and strategic flexibility position it to navigate market cycles.

Guidance

FY27 guidance: Production volume 1,030-1,100kt, Unit operating cost (FOB) A$/t 575-625, Capex A$M 630-685

Outlook

Pilbara Minerals Ltd is focused on maximizing near-term value while executing disciplined growth and diversification. The company aims to advance its growth projects, including the P2000 expansion and the Colina Project in Brazil, to capitalize on improving lithium market conditions.