What is Macquarie's price target for Evolution Mining shares after its FY25 result?

Let's find out if the broker sees more upside for this booming mining stock.

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Evolution Mining Ltd (ASX: EVN) has been a star performer so far this year.

This ASX 200 mining stock has seen its share price roar from $4.84 at the beginning of January to $7.98 at the time of writing.

This equates to an eye-catching 65% surge.

In comparison, the All Ordinaries Index (ASX: XAO) is up by 8.2% over the same period.

It's fair to say that investors in the company have had many reasons to smile.

But do Evolution Mining shares have more room to run?

Analysts at Macquarie Group Ltd (ASX: MQG) have weighed in with their viewpoint after the company revealed its FY25 results on Wednesday.

Gold and copper powerhouse

Evolution Mining is an established gold and copper producer with six mines across Australia and Canada.

In New South Wales, it produces gold from its wholly owned Cowal mine and both gold and copper from its 80%-owned Northparkes asset.

Further north in Queensland, the company operates the Ernest Henry copper and gold mine as well as the Mt Rawdon gold mine.

And in Western Australia, it churns out gold at Mungari.

The group's portfolio of mining operations is completed with the Red Lake gold mine in Canada.

Together, these operations helped Evolution Mining deliver a record-breaking FY25, headlined by all-time highs in net profit after tax (NPAT) and operating earnings (EBITDA).

Record-breaking FY25

Evolution Mining produced 750,000 ounces of gold and 76,000 tonnes of copper in FY25, up 5% and 12%, respectively, from the prior year.

The company also benefited from a 35% rise in its achieved gold price and a 6% lift in the copper price.

In turn, underlying NPAT doubled to $958 million, and underlying EBITDA jumped by 46% to $2.2 billion.

Evolution Mining also declared a fully franked dividend of 13 cents per share, up from 5 cents a year earlier.

So, how did Macquarie respond to these results?

Let's take a closer look.

Macquarie's take on Evolution Mining shares

Overall, Macquarie didn't find any major surprises in the FY25 results.

NPAT, EBITDA, net debt, and the dividend largely met expectations, and the group's FY26 production outlook remained unchanged.

However, the broker flagged some mixed signals in the guidance for FY26.

Here, production volumes aligned with expectations, but all-in sustaining costs (AISC) came in higher than anticipated.

As a result, Macquarie maintained its 12-month price target of $7 per share.

With Evolution Mining shares trading at $7.96 apiece at the time of writing, this implies 12% downside potential.

Motley Fool contributor Bart Bogacz has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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