Titan Mining Earnings Call Transcripts
Fiscal Year 2026
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Record Q2 results featured 57% revenue growth and 4x higher adjusted EBITDA, driven by strong zinc output and higher prices. Secured first graphite customer agreements, advanced germanium development, and maintained robust liquidity and reduced net debt.
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Titan is transitioning from a zinc-focused miner to a diversified critical minerals producer, scaling up U.S. graphite and germanium output to reduce reliance on Chinese supply. Major catalysts include a graphite feasibility study, offtake agreements, and construction decisions by year-end, with EBITDA projected to grow over fourfold as new projects ramp up.
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Q1 saw 22% revenue growth year-over-year, stable zinc cash flow, and the launch of graphite shipments and a germanium recovery initiative. Net loss was driven by non-cash items, while cost discipline and liquidity remain strong.