Lynas Rare Earths Limited (LYSDY) Q4 2026 Earnings Call Transcript

SA Transcripts 162.01K Followers Follow Lynas Rare Earths Limited ( LYSDY ) Q4 2026 Earnings Call August 25, 2026 9:00 PM EDT Company Participants Jennifer Parker - Vice President of Corporate Affairs Pol Le Roux - Interim Chief Executive Officer Gaudenz Sturzenegger - Chief Financial Officer Conference Call Participants Rahul Anand - Morgan Stanley, Research Division Paul Young - Goldman Sachs Group, Inc., Research Division Mitch Ryan - Jefferies LLC, Research Division Jonathon Sharp - JPMorgan Chase & Co, Research Division Daniel Morgan - Barrenjoey Markets Pty Limited, Research Division Chen Jiang - BofA Securities, Research Division Austin Yun - Macquarie Research Dim Ariyasinghe - UBS Investment Bank, Research Division Matthew Hope - Ord Minnett Limited, Research Division Presentation Operator Welcome to the Lynas Rare Earths' FY '26 Full Year Results Briefing. [Operator Instructions] I will now hand over to Lynas. Jennifer Parker Vice President of Corporate Affairs Good morning, and welcome to the Lynas Rare Earths Investor Briefing for the 2026 financial year. Today's briefing will be presented by Pol Le Roux, Interim CEO; and joining Pol are Gaudenz Sturzenegger, CFO; Chris Jenney, VP, Sales and Market Development; Daniel Havas, VP, Strategy and Investor Relations; and Sarah Leonard, General Counsel and Company Secretary. I'll now hand over to Pol. Please go ahead, Pol. Pol Le Roux Interim Chief Executive Officer Thank you, Jen, and good morning, everybody. Thank you very much for your interest in Lynas, in our company. First of all, I would like to acknowledge the traditional owners of the land on which we live, work and meet across Australia. We acknowledge and value Lynas' Aboriginal and Torres Strait Islander employees, partners and communities and pay respect to their elders past and present, and this applies to the elders in and outside Australia, of course. Prior to going through the presentation, I would like to spend a bit of time sharing with you