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Paladin Energy Ltd (PALAF) Q4 2026 Earnings Call Transcript

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Paladin Energy Ltd (PALAF) Q4 2026 Earnings Call July 21, 2026 9:00 PM EDT

Company Participants

Paul Hemburrow – MD, CEO & Director
Scott Barber – Chief Operating Officer
Anna Sudlow – Chief Financial Officer
Alexander Rybak – Chief Commercial Officer

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Conference Call Participants

Alistair Rankin – RBC Capital Markets, Research Division
Hugo Nicolaci – Goldman Sachs Group, Inc., Research Division
Daniel Roden – Jefferies LLC, Research Division
Branko Skocic – JPMorgan Chase & Co, Research Division
James Bullen – Canaccord Genuity Corp., Research Division
Glyn Lawcock – Barrenjoey Markets Pty Limited, Research Division
Dim Ariyasinghe – UBS Investment Bank, Research Division
Andrew Hines – Shaw and Partners Limited, Research Division

Presentation

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Operator

Thank you for standing by, and welcome to the Paladin Energy Limited June 2026 Quarterly Results Call. [Operator Instructions] I would now like to hand the conference over to Paul Hemburrow, CEO. Please go ahead.

Paul Hemburrow
MD, CEO & Director

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Good morning, everybody, and thank you for joining us today. I have Anna Sudlow, our CFO, with me this morning. And on the line we also have Scott Barber, our COO; and Alex Rybak, our Chief Commercial Officer. There are two areas I want to cover today on the call. First, I’ll take you through the June quarterly results and the key achievements from FY ’26 and then we’ll move into the FY ’27 guidance for Langer Heinrich, which builds directly from the operating platform we established throughout this last year. At a high level, FY 2026 was about transforming Langer Heinrich from a restart project into a stable operating uranium mine, while laying the foundation through our next phase of growth through Patterson Lake South.

I’m pleased to report that we successfully completed the ramp-up of Langer Heinrich Mine during the quarter. This is a commitment we made to shareholders. We’ve now delivered on that

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