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Nickel Mines Earnings Calls
| Release date | Feb 23, 2026 |
| EPS estimate | $0.0020 |
| EPS actual | $0.0160 |
| EPS Surprise | 700.00% |
| Revenue estimate | 819M |
| Revenue actual | 819M |
| Release date | Feb 16, 2026 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Aug 27, 2025 |
| EPS estimate | $0.0120 |
| EPS actual | $0.0027 |
| EPS Surprise | -77.50% |
| Revenue estimate | 841M |
| Revenue actual | 860.049M |
| Revenue Surprise | 2.27% |
| Release date | May 29, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
Last 4 Quarters for Nickel Mines
Below you can see how NICMF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | May 29, 2025 |
| Price on release | $0.396 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| May 23, 2025 | $0.410 |
| May 26, 2025 | $0.410 |
| May 27, 2025 | $0.336 |
| May 28, 2025 | $0.396 |
| May 29, 2025 | $0.396 |
| May 30, 2025 | $0.396 |
| Jun 02, 2025 | $0.396 |
| Jun 03, 2025 | $0.431 |
| Jun 04, 2025 | $0.396 |
| 4 days before | -3.41% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | -3.41% |
| Release date | Aug 27, 2025 |
| Price on release | $0.472 |
| EPS estimate | $0.0120 |
| EPS actual | $0.0027 |
| EPS surprise | -77.50% |
| Date | Price |
|---|---|
| Aug 21, 2025 | $0.475 |
| Aug 22, 2025 | $0.475 |
| Aug 25, 2025 | $0.475 |
| Aug 26, 2025 | $0.472 |
| Aug 27, 2025 | $0.472 |
| Aug 28, 2025 | $0.472 |
| Aug 29, 2025 | $0.472 |
| Sep 02, 2025 | $0.458 |
| Sep 03, 2025 | $0.458 |
| 4 days before | -0.678% |
| 4 days after | -2.94% |
| On release day | 0% |
| Change in period | -3.60% |
| Release date | Feb 16, 2026 |
| Price on release | $0.691 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Feb 09, 2026 | $0.614 |
| Feb 10, 2026 | $0.691 |
| Feb 11, 2026 | $0.691 |
| Feb 12, 2026 | $0.691 |
| Feb 13, 2026 | $0.691 |
| Feb 17, 2026 | $0.691 |
| Feb 18, 2026 | $0.715 |
| Feb 19, 2026 | $0.715 |
| Feb 20, 2026 | $0.720 |
| 4 days before | 12.51% |
| 4 days after | 4.20% |
| On release day | 0% |
| Change in period | 17.24% |
| Release date | Feb 23, 2026 |
| Price on release | $0.720 |
| EPS estimate | $0.0020 |
| EPS actual | $0.0160 |
| EPS surprise | 700.00% |
| Date | Price |
|---|---|
| Feb 17, 2026 | $0.691 |
| Feb 18, 2026 | $0.715 |
| Feb 19, 2026 | $0.715 |
| Feb 20, 2026 | $0.720 |
| Feb 23, 2026 | $0.720 |
| Feb 24, 2026 | $0.720 |
| Feb 25, 2026 | $0.720 |
| Feb 26, 2026 | $0.720 |
| Feb 27, 2026 | $0.692 |
| 4 days before | 4.20% |
| 4 days after | -3.95% |
| On release day | 0% |
| Change in period | 0.0810% |
Nickel Mines Earnings Call Transcript Summary of Q4 2025
Nickel Industries delivered resilient 2025 results despite weaker nickel prices, reporting revenue of $1.65bn and adjusted EBITDA of $282.8m. Operational highlights included record NPI production (1,055,658t), record mine production (19.2 Mt wet), strong HPAL (HNC) performance above nameplate, and ENC HPAL construction progressing to commissioning in H1 2026. The company completed an $800m five‑year bond refinancing (coupon lowered to 9%), sold a 10% interest in ENC to Sphere (valuing ENC at $2.4bn), and received an increased RKAB mine quota for 2026 (14.3 Mt). Net debt is ~$862m with cash ~$357m. Key near‑term catalysts for investors: (1) further RKAB increases midyear, (2) ENC commissioning and ramp, and (3) Sampala development and potential supply MOU for 14 Mtpa. Management highlighted a sharp improvement in prices and margins in January 2026 (notably NPI and HPAL margins), arguing 2026 EBITDA could materially exceed broker consensus (company scenario suggesting $700–$800m vs consensus ~$500m). Capital allocation priorities: finish small remaining ENC payment, fund Sampala (~$20–30m remaining CapEx), ongoing debt optimization, and board review of dividends/share buybacks mid‑year depending on cash flow.
