Paladin Energy Ltd (PALAF) Q4 2026 Earnings Call Transcript

SA Transcripts 162.01K Followers Follow Paladin Energy Ltd ( PALAF ) Q4 2026 Earnings Call August 25, 2026 9:30 PM EDT Company Participants Paul Hemburrow - MD, CEO & Director Anna Sudlow - Chief Financial Officer Alexander Rybak - Chief Commercial Officer Scott Barber - Chief Operating Officer Conference Call Participants Hugo Nicolaci - Goldman Sachs Group, Inc., Research Division Alistair Rankin - RBC Capital Markets, Research Division Branko Skocic - JPMorgan Chase & Co, Research Division James Bullen - Canaccord Genuity Corp., Research Division Daniel Roden - Jefferies LLC, Research Division Glyn Lawcock - Barrenjoey Markets Pty Limited, Research Division Presentation Operator Thank you for standing by, and welcome to the Paladin Energy Limited FY 2026 Financial Results Call. [Operator Instructions] I would now like to hand the conference over to Paul Hemburrow, MD and CEO. Please go ahead. Paul Hemburrow MD, CEO & Director Good morning, everyone, and thank you for joining Paladin Energy's FY 2026 Financial Results Conference Call. Joining me today on the call are Anna Sudlow, our Chief Financial Officer; Scott Barber, Chief Operating Officer; and Alex Rybak, Chief Commercial Officer. FY '26 was a significant year for Paladin and one in which we delivered on several key commitments across our operating and development portfolio. Most notably, we successfully completed the ramp-up of Langer Heinrich Mine in Namibia, delivering annual production of 4.82 million pounds of U3O8 and sales of 4.35 million pounds. We revised our production guidance in April, and we're pleased that the final production result was at the top end of that increased range. This achievement reflected the growing capability of our team and the quality of our operational execution. As we have grown our production capability and increased the LHM workforce, our risk management systems and processes have enabled the team to deliver on their safety objectives. We're proud of our strong safety performance in Namibia, which was reflected in