Lynas Rare Earths Limited (LYSDY) Q2 2026 Earnings Call January 20, 2026 8:00 PM EST

Company Participants

Jennifer Parker - Vice President of Corporate Affairs Amanda Lacaze - MD, CEO & Director Chris Jenney - Vice President Sales & Market Development

Conference Call Participants

Rahul Anand - Morgan Stanley, Research Division Neal Dingmann - William Blair & Company L.L.C., Research Division Austin Yun - Macquarie Research Paul Young - Goldman Sachs Group, Inc., Research Division Daniel Morgan - Barrenjoey Markets Pty Limited, Research Division Chen Jiang - BofA Securities, Research Division Reg Spencer - Canaccord Genuity Corp., Research Division Scott Ryall - Rimor Equity Research Pty Ltd Regan Burrows - Bell Potter Securities Limited, Research Division Dim Ariyasinghe - UBS Investment Bank, Research Division

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 Earths. Please go ahead.

Jennifer Parker Vice President of Corporate Affairs

Good morning, and welcome to the Lynas Rare Earths Investor Briefing for the December quarter of FY ’26. Today’s briefing will be presented by Amanda Lacaze, CEO and Managing Director. Joining Amanda on the call today are Gaudenz Sturzenegger, CFO; Pol Le Roux, COO; Daniel Havas, VP, Strategy and Investor Relations; and Chris Jenney, VP, Sales and Market Development.

I’ll now hand over to Amanda Lacaze. Please go ahead, Amanda.

Amanda Lacaze MD, CEO & Director

Thanks, Jen. Good morning, everybody. Happy New Year, and welcome to what I plan to be our best ever year. As always, thank you to everyone for attending. As I think you all know, for me, there’s not too many more of these briefing sessions. And so I am quite determined that they should all be very positive.