Paladin Energy share price: Q1 FY26 earnings reveal cash boost and narrowed loss

Paladin Energy posted a US$9.9 million net loss for Q1 FY26 but boosted its balance sheet with a large capital raising.

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Key points

  • Paladin Energy reported US$36 million in revenue and a reduced net loss of US$9.9 million, alongside an increase in gross profit and cash reserves.
  • The company raised approximately A$300 million, bolstering its balance sheet to support the Patterson Lake South Project in Canada and ramp up operations at the Langer Heinrich Mine.
  • Paladin aims to reach full operational capacity at its key projects, leveraging recent funds for growth and maintaining flexibility amid evolving market conditions.

The Paladin Energy Ltd (ASX: PDN) share price is in focus after the uranium producer reported quarterly revenue of US$36 million and a narrowed net loss of US$9.9 million for the three months ended 30 September 2025.

What did Paladin Energy report?

  • Revenue: US$35.97 million (Q1 FY24: US$43.8 million)
  • Net loss after tax: US$9.93 million (Q1 FY24: US$10.40 million)
  • Gross profit: US$7.89 million (Q1 FY24: US$3.87 million)
  • Cash and cash equivalents: US$249.3 million (up from US$89.0 million at June 2025)
  • Total equity: US$976.3 million (up from US$801.6 million at June 2025)

What else do investors need to know?

During the quarter, Paladin Energy completed a substantial equity raising, adding approximately A$300 million through institutional placements across the ASX and Canada, as well as a sale of treasury shares. The funds have strengthened its balance sheet, enabling further development of the Patterson Lake South Project in Canada and supporting the ramp-up phase at the flagship Langer Heinrich Mine in Namibia.

As at 30 September 2025, Paladin reported US$269.3 million in available cash and investments, alongside an undrawn US$50 million revolving debt facility. The company confirmed compliance with all loan covenants. No material changes to commitments or contingencies have been noted, apart from previously disclosed shareholder class actions.

What's next for Paladin Energy?

Looking ahead, Paladin will focus on reaching full operational capacity at Langer Heinrich and advancing the Patterson Lake South Project towards a final investment decision. Funds from the recent capital raise will support both ongoing operations and new exploration activities, with additional share placement proceeds from October 2025 earmarked for working capital and exploration.

Management remains committed to maintaining financial flexibility as the uranium market evolves. The Group will keep investors updated on further production ramp-up milestones, exploration progress, and outcomes related to shareholder class action proceedings.

Paladin Energy share price snapshot

Paladin Energy shares have risen 9% over the past 12 months, slightly outperforming the S&P/ASX 200 Index (ASX: XJO) which has lifted 7% over the same period.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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