Key Highlights

  • Livium Limited (ASX:LIT) shares were quoted at AUD 0.005, down 16.67%, at the time of writing on 4 November 2026. Q1 FY27 battery recycling Revenue reached AUD 1.84 million, compared with AUD 1.47 million in Q1 FY26.
  • Gross profit was AUD 0.95 million, versus AUD 0.74 million in the prior corresponding quarter.
  • Collections totalled 248 tonnes, including 226 tonnes of lithium-ion batteries.
  • Cash at 30 September 2026 stood at AUD 3.25 million after funding transactions during the quarter.
  • A previous AUD 5.465 million fire-related provision was reduced to nil following settlement through an insurer.

Livium Limited (ASX:LIT) operates battery recycling and associated materials-recovery activities. At the time of writing on 4 November 2026, shares were quoted at AUD 0.005, down 16.67%. Its 2026 disclosures cover operating performance, financial figures and specific management actions, distinguishing completed developments from targets or conditional proposals.

The relevant company report or presentation was dated 30 October 2026. The discussion below addresses reported operating figures and company-specific developments rather than treating the disclosure as a new event or attributing share-price movements to it.

Quarterly recycling results

The recycling operation reported Q1 FY27 revenue of AUD 1.84 million, versus AUD 1.47 million a year earlier. Gross Profit increased to AUD 0.95 million from AUD 0.74 million, and the reported gross Margin was 52%, against 50% in the comparable period.

Battery collections totalled 248 tonnes compared with 202 tonnes in Q1 FY26. Of those, 226 tonnes were lithium-ion batteries, versus 112 tonnes in the earlier quarter. The figures distinguish total inbound battery material from the lithium-ion component of collections.

Processing capacity and customers

The quarter included increased processing volumes following commissioning of a dedicated plant under the Sell & Parker agreement. Battery-embedded device collections under that arrangement totalled 134 tonnes. The plant Investment related to processing services, not completed deployment of every recycling technology under consideration.

The company also entered a battery services agreement with Sigenergy and discussed additional customer relationships. The agreement provides for collection, logistics and recycling services under purchase orders, without a guaranteed minimum volume. Future service volumes therefore remain contingent on orders.

Other recycling work

The company reported completion of Stage 1 rare-earth-element testwork and preparations for an Australian trial of solar-panel recycling technology. It also described work on AI-enabled battery sorting, intended to improve material identification and processing.

Discussions on the VSPC cathode-materials operation remained non-binding. Management was seeking to advance a potential joint development arrangement, but cautioned that a transaction was not certain. These initiatives should be distinguished from revenue generated by the established battery recycling business.

Funding and balance sheet

Cash was AUD 3.25 million at 30 September 2026. During the quarter the company secured AUD 1.575 million in initial gross funding under an arrangement with potential further capacity, and completed a AUD 0.79 million share purchase plan. Potential funding capacity does not equal cash already received.

The company also reported settlement of the historic Envirostream fire claims through its insurer, with the AUD 5.465 million related provision reduced to nil and no cash outflow by Livium. The group’s stated operational priorities included cost control and growth in recycling services.

Key Insights

The available 2026 disclosures for LIT cover measurable financial performance and identifiable operational developments. The results and comparative figures outlined above relate to their stated reporting periods; proposals, targets and management priorities are not equivalent to completed outcomes. Together, the reported information provides a factual account of the company’s Business activities, financial position and ongoing work without implying a particular investment conclusion.