IGO Ltd (IGO.AX): 4Q26 Results: Greenbushes Improves, CGP3 Near to Restart but Costs Ahead of Expectations-20260728
花旗·2026-07-28 10:09
Flash | Neutral 27 Jul 2026 20:55:24 ET │ 11 pages IGO Ltd (IGO.AX) 4Q26 Results: Greenbushes Improves, CGP3 Near to Restart but Costs Ahead of Expectations CITI'S TAKE Underlying EBITDA of A$118m was broadly flat QoQ, although below our A$137m estimate as higher production was offset by higher costs. The quarter supports our view that the worst is likely behind operationally at Greenbushes: spodumene production of 387kt was 3% above CitiE, sales were 4% ahead, and realised pricing of US$2,286/t was 3% abov ...