Iperionx Limited
IPX.ASXMaterials
Titanium metal and critical materials company
Market Data
$3.035
+0.1%$1.0B
-100000.0x
$-0.228
0.00%
-0.5%
Latest Earnings
June 2026 Quarterly Report
30 July 2026
IperionX delivered a pre-revenue quarterly report focused on operational advancement of its titanium manufacturing platform in Virginia and critical minerals development in Tennessee. The company completed commissioning of a 300-ton SACMI powder metallurgy press, achieved independent validation of fastener performance exceeding aerospace benchmarks, and completed a Titan DFS showing $813M NPV and 39.4% IRR; a $50M capital raise post-quarter and $37.1M in remaining obligated government reimbursable funding provide runway to advance toward 200 tpa titanium powder capacity by end-2026 and scale-up to 1,400 tpa. Key points: Successfully commissioned advanced 300-ton six-axis SACMI powder metallurgy press, tripling powder metallurgy capacity and expanding range of near-net-shape titanium components; Independent U.S. Army and third-party testing validated IperionX Ti-6Al-4V fasteners exceeded SAE Grade 8 steel performance with tensile properties above aerospace-grade benchmarks, providing finished-product validation of HSPT™ and THRM™ technologies; Completed Titan Critical Minerals DFS with robust economics: US$813M after-tax NPV8, 39.4% after-tax IRR, 3.6-year payback, and US$1.9B forecast after-tax free cash flow over 14-year mine plan
Recent Announcements
June 2026 Quarterly Report
IperionX delivered a pre-revenue quarterly report focused on operational advancement of its titanium manufacturing platform in Virginia and critical minerals development in Tennessee. The company completed commissioning of a 300-ton SACMI powder metallurgy press, achieved independent validation of fastener performance exceeding aerospace benchmarks, and completed a Titan DFS showing $813M NPV and 39.4% IRR; a $50M capital raise post-quarter and $37.1M in remaining obligated government reimbursable funding provide runway to advance toward 200 tpa titanium powder capacity by end-2026 and scale-up to 1,400 tpa. Key points: Successfully commissioned advanced 300-ton six-axis SACMI powder metallurgy press, tripling powder metallurgy capacity and expanding range of near-net-shape titanium components; Independent U.S. Army and third-party testing validated IperionX Ti-6Al-4V fasteners exceeded SAE Grade 8 steel performance with tensile properties above aerospace-grade benchmarks, providing finished-product validation of HSPT™ and THRM™ technologies; Completed Titan Critical Minerals DFS with robust economics: US$813M after-tax NPV8, 39.4% after-tax IRR, 3.6-year payback, and US$1.9B forecast after-tax free cash flow over 14-year mine plan
Ceasing to be a substantial holder
Vanguard Group (The Vanguard Group, Inc. ceased to be a substantial holder.
Ceasing to be a substantial holder
Van Eck Associates Corporation ceased to be a substantial holder in Iperiox Ltd on 18/06/2026, with the previous substantial holder notice dated 27/01/2026. The notice was filed on 23/06/2026 in accordance with Section 671B of the Corporations Act 2001.
March 2026 Quarterly Report
IperionX successfully transitioned Virginia titanium operations to 24/7 production during Q3 FY2026, achieving ~4.2 metric tons of HAMR™ powder production in March (~50 tpa annualized) while commissioning downstream powder metallurgy equipment. The company is targeting ~200 tpa powder capacity by end-CY2026 and expects customer revenues to commence in H2 CY2026 as qualification programs progress, supported by US$47.1M in fully obligated DoW funding and strong government backing for domestic titanium supply chain resilience. Key points: Successful transition to continuous 24/7 operations at Virginia Titanium Manufacturing Campus with HAMR™ powder reaching 4.2 metric tons in March (~50 tpa annualized run rate); All HAMR™ powder production systems commissioned and ramping; targeting ~200 tpa capacity by end-CY2026 with expansion pathway to 1,400 tpa in 2027; Secured full US$47.1M DoW Industrial Base Analysis and Sustainment (IBAS) award obligation plus US$12.7M DPA Title III funding and up to US$99M SBIR Phase III IDIQ contracting pathway for ~US$160M total government support
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