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New Hope Corporation Limited (NHPEF) Q2 2026 Sales/Trading Call Transcript

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⚡ Quantum Brief
New Hope Corporation reported Q2 2026 results, highlighting a 5% increase in run-of-mine coal production to 4.1 million tonnes, driven by strong performance at both mining operations. Saleable coal production rose 3% to 2.8 million tonnes compared to the prior quarter, reflecting operational efficiency gains despite market challenges. Safety performance declined, with the 12-month moving average TRIFR worsening from 2.61 to 3.8, prompting leadership to implement corrective measures to reverse the trend. CEO Rob Bishop emphasized the company’s focus on restoring safety improvements while maintaining production growth during the February 15 investor call. Analysts from Bell Potter, Jefferies, and Macquarie participated in the Q&A, signaling continued investor interest in New Hope’s operational and financial trajectory.
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SA Transcripts158.41K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call New Hope Corporation Limited (NHPEF) Q2 2026 Sales/Trading Call February 15, 2026 7:01 PM EST Company Participants Robert Bishop - Chief Executive OfficerRebecca Rinaldi - Chief Financial Officer Conference Call Participants James Williamson - Bell Potter Securities Limited, Research DivisionDaniel Roden - Jefferies LLC, Research DivisionGlyn Lawcock - Barrenjoey Markets Pty Limited, Research DivisionRobert Stein - Macquarie Research Presentation Operator Thank you for standing by, and welcome to the New Hope Group FY '26 Q2 Quarterly Activities Report and Investor Call. [Operator Instructions] I would now like to hand the conference over to Mr. Rob Bishop, Chief Executive Officer. Please go ahead. Robert BishopChief Executive Officer Thank you, and good morning, everyone. Thank you for joining our call today. I'm Rob Bishop, Chief Executive Officer of New Hope Group. I'm joined here by Rebecca Rinaldi, our CFO; and Dom O'Brien, our Executive General Manager and Company Secretary. This morning, we released our quarterly report for the second quarter of the 2026 financial year. Hopefully, you've had a chance to go through the report. But in any case, I'll briefly step you through our key highlights before we open up the line for any Q&A. Operationally, it's been a solid quarter, and we're really pleased with the results for the first half of the 2026 financial year. We have seen a deterioration in our safety performance for this quarter with our 12-month moving average TRIFR increasing from 2.61 to 3.8. The safety of our people remains our highest priority, and we are taking focused action to reverse this trend and restore the improvement trajectory achieved over the past year. Group run-of-mine coal production was 4.1 million tonnes, up 5% compared to the previous quarter, following a strong mining performance at both operations. Saleable coal production was 2.8 million tonnes, 3% higher than the previous

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