Evolution Mining posts record cash flow in December quarter

Evolution Mining delivered record operating cash flow and improved guidance for FY26.

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The Evolution Mining Ltd (ASX: EVN) share price is in the spotlight after the gold and copper producer posted a record group operating mine cash flow of $1.1 billion for the December 2025 quarter, and an underlying group cash flow of $541 million, both well ahead of the previous period.

What did Evolution Mining report?

  • Record operating mine cash flow of $1.1 billion, up 57% on the prior quarter
  • Group net mine cash flow hit $727 million, an increase of around 100%
  • December quarter gold production of 191,000 ounces and 18,000 tonnes of copper
  • All-in Sustaining Cost (AISC) of $1,275 per ounce – sector leading for the quarter
  • Cash balance finished at $967 million, with gearing improved to 6%
  • No significant debt repayments due until November 2028

What else do investors need to know?

Evolution Mining reported another quarter of stable safety performance and continued to track in line with group production and cost guidance. Mungari operations delivered record quarterly production of 50,000 ounces, with the expanded plant now fully commissioned and set for ongoing growth.

At Ernest Henry, heavy rainfall temporarily suspended mining, but all staff were safely evacuated, and short-term operational impacts are expected. The company has also been proactive, consolidating exploration ground near Ernest Henry to support long-term growth.

What did Evolution Mining management say?

Managing Director and CEO Lawrie Conway said:

Evolution delivered another consistent quarter representing eight consecutive quarters of delivery to plan. Delivering to plan in a rising metal price environment with minimal hedging has generated record cash flow and sector-leading cost performance. Our teams continue to safely demonstrate operational discipline while also successfully progressing key growth projects. Mungari's expanded plant and new mining hub is fully commissioned and already generating strong return on investment via record high cash flows. We continue to bank the benefits of higher metal prices, which is ultimately delivering value for shareholders.

What's next for Evolution Mining?

Evolution has reaffirmed its FY26 production guidance of 710,000–780,000 ounces of gold and 70,000–80,000 tonnes of copper, with group AISC now improved by 6% to between $1,640 and $1,760 per ounce. Group copper production is forecast toward the lower end of the range following the weather event at Ernest Henry.

Key project studies at Cowal, Ernest Henry and Northparkes are due for Board review next quarter. Evolution's sights remain firmly set on growing production at a lower cost while investing in exploration and asset expansion.

Evolution Mining share price snapshot

Over the past 12 months, Evolution Mining shares have risen 139%, strongly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 5% 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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