Yancoal reports solid production, strategic acquisition in Q3 2025

Yancoal Australia reported a solid third quarter for 2025, with attributable saleable coal production reaching 9.3m tonnes and total attributable coal sales at 10.7m tonnes. The company achieved an average realised coal price of A$140/tonne and maintained a cash balance of A$1.8bn as of September 30, 2025. Its total recordable injury frequency rate (TRIFR) decreased to 5.71, below the industry benchmark.

Operational guidance for 2025 remains unchanged, with attributable saleable production tracking above the mid-point of the 35-39m tonne range. Cash operating costs are projected to be around the mid-point of $89-97/tonne, and attributable capital expenditure is on track to fall within the $750-900m guidance. The company noted that sales volumes delayed from Q2 due to port disruptions were recouped.

In corporate activity, Sharif Burra was appointed as the new chief executive effective September 8, 2025. Yancoal also acquired a further 3.75% stake in the Moolarben Joint Venture on October 3, 2025, increasing its economic interest to 98.75%. This acquisition, for a cash consideration of A$110.5m, is expected to boost attributable production and revenue from the low-cost asset.