Stockle - the stock oracle

Yancoal Australia Ltd

ASX:YAL
A$5.86Close 7 Oct 2026 · delayed

Past year: ▲ 5%(4.96 – 8.29 AUD)

Market cap
A$7.74bn
Shares on issue
1.32bn
Story beats
151 since 2012
Last event
19 Aug 2026

Announcements, explained

Each one in plain English, with the numbers worked through for a shareholder.

14 Apr 2026investor presentation● Neutral

Presentation accompanying the Kestrel acquisition announcement. The extract shown is only the disclaimer, so it adds no new information beyond the same-day release.

Discuss in chat

14 Apr 2026other● Neutral

ASX trading in Yancoal shares paused pending a further announcement. No reason given in the notice; it precedes the same-day Kestrel acquisition release.

Discuss in chat

14 Apr 2026asset acquisition disposition▲ GoodMajor

Yancoal agreed to buy 80% of the Kestrel coking coal mine in Queensland for US$1.85bn cash upfront plus up to US$550m price-linked contingent payments. Funded by cash and a US$1.2bn loan, its first debt; completion targeted late Q3 2026. Acts on the growth-with-cash thread.

Discuss in chat

2 Apr 2026other● Neutral

Hong Kong monthly return for March 2026: issued shares unchanged at 1,320,439,437. Administrative filing with no new information.

Discuss in chat

19 Mar 2026security holder rights change● Neutral

Vested employee incentive rights settled: 2023 STIP 387,358 and 2024 STIP 443,849 rights, each split roughly half in existing shares and half in cash. No new shares are issued, so no dilution.

Discuss in chat

5 Mar 2026other● Neutral

Hong Kong monthly return for February 2026: issued shares unchanged at 1,320,439,437. Administrative filing with no new information.

Discuss in chat

25 Feb 2026dividend declaration▲ Good

Hong Kong dividend notice for the A$0.122 per share final dividend (about HK$0.674). Ex-dividend 19 March, record date 20 March, payment 15 April 2026. Restates the dividend declared in the results.

Discuss in chat

25 Feb 2026resource reserve update▼ BadMajor

Reserves update at 31 December 2025: attributable recoverable reserves fell 7.6% to 850Mt (from 920Mt) and marketable reserves 5.9% to 640Mt. Resources unchanged at 4,400Mt. Continues the reserve decline already flagged as an open thread.

Discuss in chat

25 Feb 2026investor presentation● Neutral

Results presentation for FY2025 accompanying the same-day results. The extract shown is only the disclaimer, so it adds no new information.

Discuss in chat

25 Feb 2026annual report▼ BadMajor

FY2025 results: profit A$440m (down 64%) on revenue A$5.95bn and a 17% fall in realised price to A$146/t. Cash A$2.1bn; final dividend A$161m (A$0.122/share), 55% payout for the year. 2026 guidance: 36.5-40.5Mt, costs A$90-98/t.

Discuss in chat

25 Feb 2026annual report▼ Bad

Full-year accounts for 2025: revenue A$5,949m (down 13%), net profit A$440m (down 64% from A$1,216m), EPS 33.4c. Final dividend of A$161m (A$0.122/share) declared, payable 15 April 2026. Repeats the results announcement in full statutory form.

Discuss in chat

20 Feb 2026other● Neutral

Scheduling notice: 2025 financial results will be released on 25 February 2026, with an investor webcast on 26 February. No financial information.

Discuss in chat

9 Feb 2026other● Neutral

Board meeting notice: directors will meet on 25 February 2026 to approve 2025 final results and consider a final dividend, if any. Scheduling only, no results.

Discuss in chat

4 Feb 2026other● Neutral

Hong Kong monthly return for January 2026: issued shares unchanged at 1,320,439,437. Administrative filing with no new information.

Discuss in chat

14 Jan 2026other● Neutral

Scheduling notice: the 4Q 2025 quarterly report is due 19 January 2026, with an investor webcast on 20 January. No financial information.

Discuss in chat

8 Jan 2026other● Neutral

Hong Kong monthly return for December 2025: issued shares unchanged at 1,320,439,437, with no options, warrants or convertibles. Administrative filing with no new information.

Discuss in chat

22 Dec 2025material agreement● Neutral

Yancoal signed a 2026 coal freight framework agreement with Wubo, a Yankuang Energy subsidiary, capped at US$23m for 2026. Rates are set by competitive tender. Supports the company's aim to expand cost-and-freight sales; a related-party deal below the shareholder-vote threshold.

Discuss in chat

19 Dec 2025other● Neutral

Updated Board Charter approved 19 December 2025, setting board structure and director independence standards. It includes the requirement for at least two Australia-resident directors, one independent. Governance document only; the extract shows no new business information.

Discuss in chat

10 Dec 2025material agreement● Neutral

Yancoal signed new bank guarantee framework agreements with Yankuang Energy subsidiaries: Australian Entities for three years from 1 January 2026 to 2028, and Premier Coal for 2026. They replace the earlier agreements; it is a related-party arrangement below the shareholder-vote threshold.

Discuss in chat

1 Dec 2025other● Neutral

Hong Kong monthly return for November 2025: issued shares unchanged at 1,320,439,437. Administrative filing with no new information.

Discuss in chat

4 Nov 2025other● Neutral

Hong Kong monthly return for October 2025: issued shares unchanged at 1,320,439,437. Administrative filing with no new information.

Discuss in chat

14 Oct 2025other● Neutral

Scheduling notice: the 3Q 2025 quarterly report is due 20 October 2025, with an investor webcast on 21 October. No financial information.

Discuss in chat

3 Oct 2025asset acquisition disposition▲ GoodMajor

The purchase of an extra 3.75% of the Moolarben joint venture, announced in July, completed, lifting Yancoal's interest to 98.75%. A$25m was paid at completion and A$85.5m follows in coal-price-linked instalments over five years, effective from 1 January 2025.

Discuss in chat

2 Oct 2025other● Neutral

Hong Kong monthly return for September 2025: issued shares unchanged at 1,320,439,437. Administrative filing with no new information.

Discuss in chat

25 Sept 2025half year report▼ Bad

Full interim report for the half to 30 June 2025, repeating the 19 August results: revenue A$2,675m (down 15%), net profit A$163m (down 61%), EPS 12.4c. A$82m interim dividend (A$0.062) payable 19 September. Moolarben contributed A$129m profit, versus A$315m a year earlier.

Discuss in chat

8 Sept 2025security holder rights change● Neutral

Employee incentive update: 5,383 2023 STIP rights and 40,452 2024 STIP rights were cancelled after employees resigned. Small housekeeping change to share-based pay; no effect on issued shares.

Discuss in chat

1 Sept 2025other● Neutral

Hong Kong monthly return for August 2025: issued shares unchanged at 1,320,439,437, with no options, warrants or convertibles. Administrative filing with no new information.

Discuss in chat

26 Aug 2025director officer appointment● NeutralMajor

Sharif Burra, a Yancoal executive for 12 years, is appointed permanent CEO from 8 September 2025 on A$1.2m fixed pay. This ends the search after David Moult's January resignation; Ning Yue's acting CEO role ceases that day.

Discuss in chat

19 Aug 2025investor presentation● Neutral

Slide deck for the 20 August 1H 2025 results webcast. The text provided contains only the cover note and disclaimer, with no results or new information.

Discuss in chat

19 Aug 2025dividend declaration● Neutral

Hong Kong cover release for the cash dividend announcement. The text provided contains no details; the A$0.062 interim dividend appears in the results release the same day.

Discuss in chat