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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.

23 Apr 2026agm notice● Neutral

Notice of the 28 May 2026 AGM: re-election of Gang Ru and Xiaolong Huang, remuneration report, up to 104,250 STIP rights for Ning Yue, auditor reappointment and a general share-issue mandate. Administrative notice.

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20 Apr 2026quarterly activities report● Neutral

March quarter: attributable saleable output 9.0Mt, down 14% on the December quarter, realised price A$146/t, cash A$2.01bn. Higher diesel prices could push 2026 costs toward the top of the A$90-98/t range; guidance otherwise unchanged. Kestrel completion targeted late Q3.

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16 Apr 2026other● Neutral

Scheduling notice: 1Q 2026 quarterly report due 20 April, with an investor webcast on 21 April. No financial information.

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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.

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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.

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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.

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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.

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23 Mar 2026agm notice● Neutral

The annual general meeting will be held on 28 May 2026. Director nominations close 30 March 2026, and the notice of meeting follows in April. Administrative notice only.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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19 Jan 2026quarterly activities report▲ Good

December quarter: record 10.4Mt attributable saleable output, taking 2025 to a record 38.6Mt, near the top of the 35-39Mt guidance. Realised price rose to A$148/t from A$140/t, and cash grew A$307m to A$2.13bn. Management flags dividends and growth opportunities.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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20 Oct 2025quarterly activities report● Neutral

September quarter: attributable saleable output 9.3Mt, realised price A$140/t (A$142/t prior quarter), cash A$1.8bn after the interim dividend. Delayed Q2 sales were recovered (attributable sales 10.7Mt). Guidance unchanged, now tracking above mid-point, new CEO Sharif Burra's first quarter.

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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.

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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.

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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.

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