Lynas Rare Earths Limited (LYSDY) Q4 2026 Earnings Call July 21, 2026 9:00 PM EDT
Company Participants
Jennifer Parker – Vice President of Corporate Affairs
Pol Le Roux – Interim Chief Executive Officer
Chris Jenney – Vice President Sales & Market Development
Gaudenz Sturzenegger – Chief Financial Officer
Conference Call Participants
Austin Yun – Macquarie Research
Chen Jiang – BofA Securities, Research Division
Paul Young – Goldman Sachs Group, Inc., Research Division
Rahul Anand – Morgan Stanley, Research Division
Jonathon Sharp – JPMorgan Chase & Co, Research Division
Daniel Morgan – Barrenjoey Markets Pty Limited, Research Division
Mitch Ryan – Jefferies LLC, Research Division
Matthew Hope – Ord Minnett Limited, Research Division
Neal Dingmann – William Blair & Company L.L.C., Research Division
Presentation
Operator
Welcome to Lynas Rare Earths June Quarterly Results Briefing. [Operator Instructions]
I will now hand over to Lynas.
Jennifer Parker
Vice President of Corporate Affairs
Good morning, and welcome to the Lynas Rare Earths Investor Briefing for the quarter ending June 2026. Today’s briefing will be presented by Pol Le Roux, Interim CEO. And joining Pol on the briefing are Gaudenz Sturzenegger, CFO; Chris Jenney, VP, Sales and Market Development; Daniel Havas, VP, Strategy and Investor Relations; and Sarah Leonard, General Counsel and Company Secretary.
I’ll now hand over to Pol Le Roux. Please go ahead, Pol.
Pol Le Roux
Interim Chief Executive Officer
Thank you, Jen. Good morning, everyone. My name, that is Pol Le Roux. And as you probably know, I replaced Amanda Lacaze as Interim CEO following her retirement at June 30. I’m pleased to share with you my analysis of our performance in this June quarter ’26. And of course, I’ll then try my best to answer your questions, if any.
So during this quarter, the market continued to be strong and all the customers I reconnected with since I took this