New Hope Corporation Limited (NHC) Earnings Call Transcripts

New Hope Corporation Limited's Latest Earnings Call - Q3 FY2026

In the third quarter of the 2026 fiscal year, New Hope Corporation Limited (NHC:AU) reported a significant increase in underlying EBITDA to $130 million, a 22% rise from the previous quarter, driven by improved coal pricing and operational efficiencies. The company also achieved a 10% increase in group coal sales, totaling 3.2 million tonnes. Management maintained a positive outlook for the fourth quarter, indicating confidence in meeting or exceeding production guidance despite potential challenges from weather and logistics.

Reported metrics

Guidance from management

Management expressed confidence in achieving production targets for Q4, suggesting they are on track to meet or exceed guidance levels despite potential weather-related challenges.

What management said

Thanks, Khyla. Yes, you're right. We have been tracking quite low on the sustaining capital. At this stage, we're expecting to come in at the lower end of guidance. A lot of the capital though is required, I guess, by third-party approvals and what have you. There is potential for us to drop below guidance, and if we do drop below guidance, we'll obviously update the market accordingly. At the moment, tracking at the...

What analysts pressed on

Analysts raised concerns about the impact of rising diesel prices on overall costs and the potential for weather-related disruptions affecting production. There was also inquiry regarding the sustainability of the operational performance at Bengalla Mine given the recent improvements.

Main topics on the call

• Operational Performance — New Hope's operational performance improved, with Bengalla Mine achieving a run-of-mine coal production rate of 13.4 million tonnes per annum. The CEO noted, "We feel as though we've put some strong mitigants into our lo...
• Coal Pricing Dynamics — The average realized price for coal increased to $140.70 per tonne, reflecting a 1% rise from the previous quarter. The CEO stated, "Global coal markets observed favorable pricing movements during the quarter," driven by...
• Safety Performance — Despite operational successes, the company reported a deterioration in its 12-month moving average TRIFR to 4.43, which is 17% higher than the previous quarter. Management emphasized that "the safety of our people remain...
• Financial Position and Debt Management — New Hope successfully issued $300 million in senior unsecured convertible notes at a low coupon rate of 2.625%, significantly reducing financial risk. The CEO remarked, "A very good outcome overall," highlighting the fav...

Read the full New Hope Corporation Limited transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 8 New Hope Corporation Limited earnings call transcripts on record, spanning February 17, 2025 to May 18, 2026. Based on this history, New Hope Corporation Limited reports quarterly. The most recent call on file is dated May 18, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

NHC

Exchange

ASX

Country

AU

Sector

Energy

Industry

Oil, Gas and Consumable Fuels

Calls on record

8

First call

February 17, 2025

Most recent

May 18, 2026

Reporting cadence

quarterly