Highlights

  • Aurelia declared a fully franked FY26 final Dividend of AUD 0.01 per share, paid on 8 October 2026.
  • FY26 Revenue reached AUD 480.2 million and statutory net profit after tax was AUD 82.7 million.
  • The September quarter produced 16.2 thousand ounces of gold and 1.3 thousand tonnes of copper.
  • At 30 September 2026, cash was AUD 160.7 million and total Liquidity was AUD 200.7 million.

Aurelia Metals Limited (ASX:AMI) operates underground mines and processing infrastructure in the Cobar Basin of New South Wales, producing gold and base metals. Following its FY26 results, the company reinstated a fully franked final dividend of AUD 0.01 per share, paid on 8 October 2026, while continuing operational work across Peak, Federation and Great Cobar. Its September-quarter activities update places the distribution alongside increased production, a larger cash balance and ongoing Capital requirements for mine and processing development.

FY26 Earnings and the Return to Dividends

For the year ended 30 June 2026, Aurelia Metals Limited (ASX:AMI) reported revenue of AUD 480.2 million, compared with AUD 343.5 million for FY25, an increase of 40% year on year. EBITDA increased 55% to AUD 189.2 million, while statutory net profit after tax rose 69% to AUD 82.7 million. Cash flows from Operating Activities were AUD 142.8 million, up from AUD 129.7 million in the preceding year.

The board declared a fully franked final dividend of one Australian cent per share in August 2026. The Record Date was 17 September and payment was made on 8 October. Aurelia had previously paid dividends in 2019 and 2020, making the FY26 distribution a resumption rather than a maiden payment. The current payment does not create a commitment to repeat distributions in future years, which remain subject to board decisions and financial conditions.

September Quarter Production and Liquidity

The quarterly activities report released on 28 October 2026 recorded group production of 16.2 thousand ounces of gold, 1.3 thousand tonnes of copper, 8.3 thousand tonnes of zinc and 5.2 thousand tonnes of lead. The combination reflects the company's exposure to several Commodity markets through the Cobar operations, although sales, costs and prices determine how production translates into earnings.

Aurelia Metals Limited (ASX:AMI) reported Cobar Region operating Cash Flow of AUD 65.3 million after sustaining capital for the September quarter, compared with AUD 53.1 million in the preceding quarter. Cash increased from AUD 143.9 million at 30 June to AUD 160.7 million at 30 September. Total liquidity was AUD 200.7 million, including an undrawn AUD 40.0 million revolving facility. These measures are distinct from accounting profit and should not be treated interchangeably.

Peak Expansion and Great Cobar Development

The company's operational programme includes a tertiary ball mill at the Peak processing plant. Aurelia's FY26 materials described a planned increase in processing capacity from approximately 800,000 tonnes per year towards 1.1 million to 1.2 million tonnes per year. Commissioning was scheduled for the second quarter of FY27, with higher throughput anticipated thereafter, subject to completion and successful operation of the equipment.

Great Cobar remains a separate development programme with first ore targeted for FY28. Aurelia Metals Limited (ASX:AMI) must coordinate mine development, contractor work and spending with existing production commitments. Timing targets are management expectations, not completed achievements, and may be affected by equipment performance, geology or construction progress.

Key Insights

Aurelia's FY26 dividend followed higher reported earnings and operating cash generation, while the September-quarter update documented further metal production and increased liquidity. Peak's processing expansion and Great Cobar's development schedule remain execution priorities. Future quarterly results, spending against FY27 guidance and board decisions on distributions will show whether the operational and financial conditions supporting the 2026 payment persist.