Yancoal reports robust Q3 production, increased sales, and stable prices

Yancoal recorded 15.8Mt of ROM coal production and 12.3Mt of saleable coal production on a 100% basis in Q3 2025. Attributable saleable coal production reached 9.3Mt, with attributable coal sales increasing to 10.7Mt. The company achieved an average realised coal price of A$140/t and ended the quarter with a cash balance of A$1.8bn. Overall, 9-month year-to-date production for 2025 is up 6% on a 100% basis compared to 2024.

Operational guidance for 2025 remains unchanged, with attributable saleable production tracking above the mid-point of the 35-39Mt range. Cash operating costs are expected to be around the mid-point of the A$89-97/tonne guidance, and attributable capital expenditure is on track to fall within the A$750-900m guidance. The Total Recordable Injury Frequency Rate (TRIFR) improved to 5.71, down from 6.32 in the prior quarter.

In corporate news, Sharif Burra was appointed chief executive in September 2025. Yancoal also increased its economic interest in the Moolarben Joint Venture to 98.75% by acquiring an additional 3.75% stake for A$110.5m, payable as an upfront A$25m with the remainder in coal price-linked quarterly instalments over five years. This acquisition is expected to boost attributable production and revenue.