Highlights

  • New Hope reported FY2026 statutory net profit after tax of AUD 161.0 million and Revenue of AUD 1.767 billion.
  • Saleable coal production reached 11.518 million tonnes, while total coal sales were 11.789 million tonnes in FY2026.
  • The company declared a fully franked final Dividend of 30 cents per share, with the stock trading ex-dividend on 21 September 2026.
  • FY2027 Earnings will remain sensitive to realised coal prices, production delivery, cost discipline and Capital allocation.

New Hope Corporation Limited (ASX:NHC) is an Australian coal producer with associated port, oil and gas, and agricultural interests. Its FY2026 result, released in September 2026, showed that operating volumes remained substantial even as weaker realised coal pricing weighed on profitability. The company also declared a fully franked final dividend, making both earnings quality and capital returns central to how investors interpret the year.

FY2026 Results Put Pricing at the Centre

For the financial year ended 31 July 2026, New Hope reported statutory net profit after tax of AUD 161.0 million, revenue of AUD 1.767 billion and underlying EBITDA of AUD 514.3 million. The result underlined the company’s exposure to the coal-price cycle. FY2026 realised coal pricing averaged AUD 143.2 per tonne, while the Business continued to generate material revenue from its operating base. For investors, the key takeaway is that price realisation remained the dominant earnings variable during the year.

Higher Volumes Support the Operating Base

Operationally, New Hope produced 11.518 million tonnes of saleable coal and recorded total coal sales of 11.789 million tonnes in FY2026. Run-of-mine production also increased during the year. These figures show that the company entered the new financial year with a sizeable production platform. Higher volumes can support cash generation when market pricing is favourable, but the FY2026 outcome also demonstrates that additional tonnes do not fully offset weaker realised prices when Commodity markets soften.

Dividend and Ex-Date Shape the September Move

New Hope declared a fully franked final dividend of 30 cents per share for FY2026, taking Ordinary Dividends for the year to 40 cents per share. The shares traded ex-dividend on 21 September 2026. Because investors buying on or after the ex-date no longer receive the declared dividend, the Market Price typically adjusts to reflect that change in entitlement. This means the September share-price move should be read alongside the dividend mechanics rather than treated automatically as a fresh signal about operating performance.

Key Insights

New Hope’s FY2026 result presents a clear operating picture: substantial coal volumes, meaningful cash-generating capacity and a material Shareholder distribution, but with earnings still highly exposed to realised coal prices and cost conditions. The next phase will depend on production consistency, unit-cost control, capital spending and the external coal market. Quarterly production data and FY2027 guidance will provide the clearest evidence of how that mix is developing.