Kuya Silver Earnings Call Transcripts
Fiscal Year 2026
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Production is ramping toward permitted capacity of 350 tons per day, while a 20,000-meter Peru drill program aims to expand resources into next Q2. Ontario tailings and Saudi exploration offer additional growth options.
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Bethania ramp-up and a 20,000 m drill program underpin targets for 350 tons per day, more than 1 million oz of annualized silver production and a larger resource. Plans include a 2027 plant build and longer-term multi-mine potential of 3–5 million oz per year.
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Significant silver-focused growth is underway, with Bethania mine ramping up production and a fully funded multi-year expansion plan. Intensive exploration aims to boost resources, while international projects and infrastructure upgrades support long-term value creation.
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Bethania Mine achieved record production and processing in Q2 2026, with revenue more than doubling year-over-year and a strong $25.5 million cash position supporting accelerated development and exploration. Key milestones for H2 2026 include ramp progress and initial exploration results.
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Panelists discussed the ongoing bull market in metals, highlighting robust demand from defense and technology sectors, supply chain challenges, and the increasing role of government support. Executives emphasized operational discipline, M&A innovation, and the importance of strong balance sheets for navigating volatility.
Fiscal Year 2025
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Record quarterly production and strong cash reserves position the company for a major ramp-up at Bethania, with aggressive exploration and processing expansion underway. Minimal energy risk and no near-term financing needs support a robust outlook.