Lynas Rare Earths Limited (LYSDY) Q2 2026 Earnings Call Transcript

SA Transcripts158.63K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Lynas Rare Earths Limited (LYSDY) Q2 2026 Earnings Call February 25, 2026 7:01 PM EST Company Participants Jennifer Parker - Vice President of Corporate AffairsAmanda Lacaze - MD, CEO & DirectorDaniel Havas - Vice President of Strategy & Investor RelationsGaudenz Sturzenegger - Chief Financial Officer Conference Call Participants Rahul Anand - Morgan Stanley, Research DivisionNeal Dingmann - William Blair & Company L.L.C., Research DivisionAustin Yun - Macquarie ResearchChen Jiang - BofA Securities, Research DivisionJonathan SharpDaniel Morgan - Barrenjoey Markets Pty Limited, Research DivisionScott Ryall - Rimor Equity Research Pty LtdDim Ariyasinghe - UBS Investment Bank, Research DivisionPaul Young - Goldman Sachs Group, Inc., Research Division Presentation Operator Thank you for standing by, and welcome to the Lynas Rare Earths Half Year 2026 Results Briefing. [Operator Instructions] I would now like to hand the conference over to Lynas Rare Earths. Please go ahead. Jennifer ParkerVice President of Corporate Affairs Good morning, and welcome to the Lynas Rare Earths Investor Briefing for the half year ending 31 December 2025. 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; and Sarah Leonard, General Counsel and Company Secretary. I'll now hand over to Amanda Lacaze. Please go ahead, Amanda. Amanda LacazeMD, CEO & Director Thanks, Jan, and good morning, everybody. Thank you all for joining today. I always think that it's a bit funny. You can see me, but I can't see you, but I hope that you're all well. And I'm incredibly pleased to be able to do this presentation. The first half of FY '26 has been one of those sort of half years where we were very busy, but it's really only in retrospect that the scale of what we were able to achieve has been properly illustrated.