Whitehaven Coal Limited (WHC) Q4 2026 Earnings Call

Investor webinar replay

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Whitehaven Coal Q4 FY26 Quarterly Production Report. All participants are currently on mute. Following management commentary, we will open the call for questions from sales side analysts. The queue for questions, you may press star 1 on your touch phone keypad. Thank you for joining us today. I would now like to hand over to Managing Director and CEO, Paul Flynn. Please go ahead. Good morning, everybody. Thanks very much for joining us now for the June quarter production report. Very pleased to put a final quarter to this financial year that rounded out a year full of second-half disruptions, in fact, whether that be weather or conflicts, obviously, around the world. But despite all that, I think we've done well to button down the year and record some positive numbers to give us aggregate positive outcomes. So as usual I'll just go through the highlights and then we'll get to Q&A and as usual I'm joined by our COO Ian Humphries and our CFO Kevin Ball. So just to round out the Q4 round out to the year our total reportable injury frequency rate was a very positive outcome for the group so safety has delivered 3.3 is the tripper and that's actually a record for the expanded business which is very positive to see. The June quarter ROM production at 10.7 million tonnes was a nice increment over and above the weather affected March and we crested 40 million tonnes, 40.3 in fact for the year as a group which is very positive to see. The June quarter equity sales at 6.3 million tonnes and again the total for the year on an equity basis of 26 million tonnes. Revenue mix at 57% metallurgical, 43% thermal for the year. DefY unit costs, 26 unit costs of $132 came out well and I'm sure we'll talk a little bit about that a little bit later in Q&A and our CapEx again on the lower s...