Lynas Rare Earths Ltd Q1 FY26 Growth Momentum and Strategic Expansion

Lynas Rare Earths Ltd (ASX: LYC) reported strong performance for the September 2025 quarter, with quarterly gross sales revenue rising to AU$200.2 million, up 18% from the previous quarter, and total REO production reaching 3,993 tonnes, including 2,003 tonnes of NdPr. The company’s cash position surged to AU$1.06 billion, bolstered by a successful AU$932 million equity raising. Lynas moved forward with its Towards 2030 vision, emphasizing sustainable growth and stronger global supply chain resilience. Key developments included MoUs with Korea’s JS Link and the U.S. Noveon Magnetics to strengthen magnet production outside China. Additionally, Lynas progressed on its Mt Weld expansion and announced construction of an expanded HRE separation circuit in Malaysia, targeting first Samarium output in early 2026. Despite global market volatility and China’s export control plans, Lynas remains the only significant non-China producer of separated light and heavy rare earths

Customer Notice:

Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.

Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com