Lynas Rare Earths Limited (LYSDY) Q1 2026 Earnings Call Transcript
Lynas Rare Earths Limited (OTCPK:LYSDY) Q1 2026 Earnings Call October 29, 2025 9:00 PM EDT
Company Participants
Amanda Lacaze – MD, CEO & Director
Chris Jenney – Vice President Sales & Market Development
Conference Call Participants
Daniel Morgan – Barrenjoey Markets Pty Limited, Research Division
David Deckelbaum – TD Cowen, Research Division
Jonathon Sharp – CLSA Limited, Research Division
Chen Jiang – BofA Securities, Research Division
Paul Young – Goldman Sachs Group, Inc., Research Division
Mitch Ryan – Jefferies LLC, Research Division
Reg Spencer – Canaccord Genuity Corp., Research Division
Austin Yun – Macquarie Research
Matthew Hope – Ord Minnett Limited, Research Division
Rahul Anand – Morgan Stanley, Research Division
Regan Burrows – Bell Potter Securities Limited, Research Division
Scott Ryall – Rimor Equity Research Pty Ltd
Presentation
Operator
Good day, and thank you for standing by. Welcome to Lynas Rare Earths Quarterly Results Briefing. [Operator Instructions] Please be advised that today’s conference is being recorded. I would now like to hand the conference over to Lynas Rare Earth. Please go ahead.
Unknown Executive
Good morning, and welcome to our investor briefing for the September quarter of FY ’26. Today’s briefing will be presented by Amanda Lacaze, CEO and Managing Director. And joining Amanda today are Gaudenz Sturzenegger, CFO; Daniel Havas, VP, Strategy and Investor Relations; Chris Jenney, VP, Sales and Market Development; and Sarah Leonard, General Counsel and Company Secretary. I’ll now hand over to Amanda Lacaze. Please go ahead, Amanda.
Amanda Lacaze
MD, CEO & Director
Thanks, Jen, and good morning, everybody. Thank you all for joining us this morning. And I am sure because I actually have a sneak preview that there are many questions. There are many in the queue already. So I will keep my introductory comments relatively short. I expect many of you will want to talk about the various geopolitics. We do live in an interesting world, don’t we.
