Whitehaven Coal Limited (WHITF) Q3 2026 Earnings Call April 27, 2026 8:30 PM EDT
Company Participants
- Paul Flynn - MD, CEO & Director
- Ian Humphris - Chief Operating Officer
- Kevin Ball - Chief Financial Officer
Conference Call Participants
- Rahul Anand - Morgan Stanley, Research Division
- Robert Stein - Macquarie Research
- Jonathon Sharp - JPMorgan Chase & Co, Research Division
- Lachlan Shaw - UBS Investment Bank, Research Division
- Glyn Lawcock - Barrenjoey Markets Pty Limited, Research Division
- Paul Young - Goldman Sachs Group, Inc., Research Division
- Chen Jiang - BofA Securities, Research Division
Presentation
Whitehaven Coal reports strong Q3 2026 results ahead of earnings call
Morning, everybody. Thanks very much for dialing in to our March 2026 quarterly production report. I'm joined here today, as usual with Kevin Ball, our CFO, and Ian Humphris, our COO. I'll go through the highlights as usual, and try and get to the Q&A section, which I'm sure will be the more interesting part of the discussion today. Broadly, look, we've had a pretty solid third quarter, which we're pleased with to be able to round that out in a way which sets us up well for the fourth quarter. Solid, and I'll go through the New South Wales and Queensland dimensions of that through the highlights section in particular. Look, our safety record continues to be very good. We're tracking well.
Our TRIFRA at 3.2 certainly is a continuation of the momentum we've shown to improving our safety, period on period, so very positive. Managed ROM at 9.5% reflects the seasonal nature of Q3. I'm sure everyone's come to expect that a little bit now with us, but now being a couple of years into our ownership in Queensland in particular. Export coal sales have been pretty good at 6.8 million tonnes for the second quarter. Met coal prices have improved across both fronts, and we'll get to that in a little bit more detail, for
