)
Talga Group (TLG) investor relations material
Talga Group Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Advancing integrated graphite supply and anode technologies for global battery markets, with near-term commercial production and a staged scale-up plan to 24,500 tpa and beyond.
Achieved record anode shipment and quadrupled customer sales receipts quarter-over-quarter, driven by new cell maker qualifications and a strengthened commercial pipeline.
Tier 1 graphite mine fully permitted, with exploitation and environmental permits in force and detailed zoning plan adopted.
Strategic partnership with V4Smart (majority-owned by Porsche AG and VARTA) to develop high-performance, sustainable graphite anodes for next-generation ultra-fast-charging battery cells.
Recent milestones include commencement of site works for the Industrial Leap Project and adoption of the detailed plan for the Nunasvaara South Graphite mine site.
Financial highlights
Awarded SEK 82.6 million Industriklivet Grant for engineering studies and €70 million EU Innovation Fund Grant for a 19,500 tpa anode refinery.
Customer receipts reached A$71,000, more than quadrupling from the previous quarter.
Ended Q2 with A$28.4 million in cash, including A$13.35 million in restricted grant funds.
Raised A$14.5 million via institutional placement and A$7.3 million through an oversubscribed Share Purchase Plan.
Conditional financing facilities total A$125 million, including EU Innovation Fund and environmental bonds.
Outlook and guidance
Targeting phased production scale-up: 5,000 tpa commercial full-scale by 2027-2028, ramping to 24,500 tpa from 2029 onward.
Front-End Engineering Design for the 5,000 tpa plant to be delivered next quarter.
Industrial Leap Project to intensify ahead of June 2026 deadline, with pilot and engineering activities ongoing.
Final investment decision (FID) and construction of 5,000 tpa Talnode®-C/R production line expected in 2026, with expansions planned in the US and other regions.
Ongoing environmental permitting and baseline data collection for future mining expansion.
Next Talga Group earnings date
Next Talga Group earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)