Delta Lithium
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Delta Lithium (DLI) investor relations material

Delta Lithium Corporate presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Corporate presentation summary11 Feb, 2026

Corporate overview and capital structure

  • Market capitalization of A$168M, with A$54M in cash and an enterprise value between A$114M and A$133M as of February 2026.

  • Major shareholders include Mineral Resources (22.9%), Idemitsu (12.0%), and Hancock Prospecting (11.4%).

  • 717.4 million shares on issue, with 9.9 million performance rights and 2.0 million options outstanding.

  • Board and management hold 1.5% of shares, with other investors holding 41.5%.

Leadership and strategic direction

  • Board comprises experienced mining professionals with backgrounds in project delivery, risk management, and corporate strategy.

  • Focus on capital allocation, cash preservation, and developing operating mines.

  • Open to value-adding acquisitions and leveraging gold project development synergies.

Key projects and resources

  • Two main projects: Mt Ida (14.8Mt @ 1.2% Li₂O, 170ppm Ta₂O₅, 0.42% Rb₂O) and Yinnetharra (21.9Mt @ 1.0% Li₂O, 39.4Mt @ 102ppm Ta₂O₅).

  • Total group lithium resource: 36.7Mt @ 1.1% Li₂O; tantalum: 54.2Mt @ 121ppm Ta₂O₅; rubidium: 14.8Mt @ 0.42% Rb₂O.

  • All resources on granted mining leases, fully permitted for open pit and underground mining.

Mt Ida Rubidium: How to realize its value?
Ballard Mining stake: Future plans?
Yinnetharra Li recovery: Path to improvement?
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Next Delta Lithium earnings date

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Q2 202611 Mar, 2026
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Frequently asked questions

Delta Lithium Limited is an Australian exploration and development company specializing in lithium-bearing pegmatite deposits located in Western Australia. The company's primary projects include the Mt Ida Lithium Project, Yinnetharra Project, Eureka Gold Project, and Earaheedy Basin. The company is headquartered in Subiaco, Western Australia, and its shares are listed on the ASX.

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