Key points
- Elevra Lithium North America's leading hard-rock lithium producer
- FY26 revenue US$202 million, unit operating cost US$853
- Fully funded phased expansion targeting capacity growth to 373ktpa
- Diversified growth portfolio with strategic partnerships
- Backed by Canada Growth Fund
Full summary
Elevra Lithium Ltd. released its corporate presentation for September 2026, highlighting its position as North America's leading hard-rock lithium producer. The company reported a FY26 revenue of US$202 million with a unit operating cost of US$853. Elevra's North American Lithium (NAL) project produced 198kt of spodumene concentrate, just 3% below FY25. The company is executing a fully funded phased expansion targeting capacity growth from 199ktpa to approximately 373ktpa. Elevra is also diversifying its growth portfolio through strategic partnerships and has secured funding from the Canada Growth Fund. The company's growth projects include Moblan and Carolina Lithium, both advancing through permitting and development stages.
Guidance
FY27 production guidance: 198-210kt of spodumene concentrate
Outlook
Elevra Lithium is focused on optimizing production sustainably and maximizing returns. The company plans to develop upstream assets, secure offtake agreements, and advance downstream partnerships to lock in demand and access end markets.