Aura Minerals Inc. (AUGO) Q2 2026 Earnings Call Transcript
Aura Minerals Inc. (AUGO) Q2 2026 Earnings Call Transcript

Aura Minerals Inc. is a company primarily engaged in the production of gold and copper, focusing its efforts on developing and managing ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $1.34 · Revenue $355.80M · 1 analysts
Est. EPS $1.63 · Revenue $420.99M · 1 analysts
Est. EPS $7.03 · Revenue $1.54B · 3 analysts
Est. EPS $1.50 · Revenue $423.26M · 1 analysts
$1.14 per share
$1.14 per share
EPS $2.57 · Revenue $335.97M
EPS $1.15 · Revenue $382.61M
EPS $-0.96 · Revenue $921.73M
EPS $0.07 · Revenue $247.83M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $921.7M | +55.1% | -12.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-79.3M | -162.1% | +128.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +58.0% | +37.2% | +12.7% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +49.2% | +42.4% | +14.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -8.6% | -69.0% | +160.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $78.5M | +88.4% | -58.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +8.5% | +21.5% | -53.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 154.7% | -10.5% | -29.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.97x | -37.1% | +8.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.6B | +48.9% | +3.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.96 vs 2.39 | -140.2% | 2.57 vs 1.26 | +103.2% |
| Revenue Surprise | $921.7M vs $916.2M | +0.6% | $336.0M vs $335.5M | +0.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Sousa Mauad Bruno | director | Brazilian Depositary Receipts | D | 1 | — |
| Aug 31, 2026 | Sousa Mauad Bruno | director | Brazilian Depositary Receipts | D | 21,675 | — |
| Aug 31, 2026 | Sousa Mauad Bruno | director | Cash-Settled Total Return Swap | A | 405,273 | — |
| Aug 31, 2026 | Sousa Mauad Bruno | director | Common Shares | A | 10 | $79.89 |
| Aug 31, 2026 | Sousa Mauad Bruno | director | Common Shares | A | 100 | $82.05 |
Good morning, ladies and gentlemen. Welcome to Second Quarter 2026 Earnings Call. This conference is being recorded, and the replay will be available at the company's website at auraminerals.com/investidores. The presentation will also be available for download. This call is also available in Portuguese. Before proceeding, we would like to clarify that any statements that may be made during this conference call regarding the company's business prospects, operational and financial projections and goals are the beliefs and assumptions of Aura Executive Board and the current information available to the company. These statements may involve risks and uncertainties as they relate to future events and therefore, depend on circumstances that may or may not occur. Investors should be aware of events related to the macroeconomic scenario, the industry and other factors that could cause results to differ materially from those expressed in the respective forward-looking statements. Present at this conference, we have Rodrigo Barbosa, President and CEO; Kleber Cardoso, CFO; and Glauber Rosa-Luvizotto, COO. Now I will turn the conference over to Rodrigo Barbosa to begin the conference.
Thank you very much, and welcome, everybody. Thank you for attending this call again. So, I'll be happy to go through the major milestones of the company during the quarter. And as usual, Kleber is going to go through the details of the results. Then we finally open to Q&A and where we also have here our COO, Glauber. And if you have any more technical questions, he would also be happy to answer. So overall, the quarter, we had a weaker production than the first quarter. Nevertheless, all the necessary works, all the necessary milestones on the background of the results that means we will achieve, has been achieved in order for us to have a much stronger production in Q3 and then Q4 as we happened in the past with a weaker production in the first semester and a stronger production on the second semester. Actually, this year, as we're going to go through on mine by mine, we'll see that this balance between first and second semester can be even bigger than what happened in the past. So overall, we produced on the first half of the year, 158,000 ounces. And as I mentioned to you, we are strong enough to keep the guidance for the second semester, which means that we will produce a total of 182,000 or 232,000 ounces between 182,000, 232,000 ounces during the second half, which means on average, potentially at 100 below one quarter, 100,000 ounces and the other quarter above 100,000 ounces. So that means that we are very much on track to produce a very significant improvement during the Q3 and Q4, and that is a combination of mine sequencing and also the ramp-up of MSG. As the revenues on the quarter reached $336 million, of course, lower gold price and also lower production means lower revenues. When we look on the EBITDA on the other hand, we reached close to $200 million. And I …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Rodrigo Cardoso Barbosa | Chief Executive Officer & President | USD 1,661,232 | Male | 1974 | Active |
Glauber Rosa-Luvizotto | Chief Operating Officer | USD 1,350,791 | Male | 1982 | Active |
Joao Kleber Cardoso | Chief Financial Officer & Corporate Secretary | USD 901,014 | Male | 1980 | Active |
Isabela Dumont | Head of People, ESG & Communications | — | Female | — | Active |
Simone Gonçalves | Legal Director | — | Female | — | Active |
Ludovico Costa | Special Advisor to the Chief Executive Officer | — | Male | — | Active |
Henrique Rodrigues | Director of Technical Services | — | Male | — | Active |
Farshid Ghazanfari | Director of Mineral Resources & Geology | — | — | — | Active |
Aura Minerals Inc. (AUGO) Q2 2026 Earnings Call Transcript

Aura Minerals (AUGO) came out with quarterly earnings of $1.15 per share, missing the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $0.49 per share a year ago.

ROAD TOWN, British Virgin Islands, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Aura Minerals Inc. (Nasdaq: AUGO) (B3: AURA33) (“Aura” or the “Company”) announced today that its Board of Directors (the “Board”) has declared and approved the payment of a dividend (the “Dividend”) of US$0.72 per common share (approximately US$60.42 million in total). This payment exceeds the minimum distribution foreseen under the Company's Dividend Policy (the “Dividend Policy”). Under the Dividend Policy, the Company may determine quarterly cash dividends in an aggregate amount equal to 20% of its reported Adjusted EBITDA3 for the relevant three months, less sustaining capital expenditures and exploration capital expenditures for the same period.

ROAD TOWN, British Virgin Islands, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Aura Minerals Inc. (NASDAQ: AUGO) (B3: AURA33) (“Aura” or the “Company”) announces that it has filed its audited consolidated financial statements and earnings release (together, “Financial and Operational Results”) for the period ended June 30, 2026. The full version of the Financial and Operational Results can be viewed on the Company's website at www.auraminerals.com, on SEDAR+ at www.sedarplus.ca. or on SEC www.sec.com.

Arrowstreet Capital Limited Partnership raised its stake in Aura Minerals Inc. (NASDAQ: AUGO) by 125.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 321,582 shares of the company's stock after acquiring an additional 178,730 shares during the

| Report Date | Employees | Form Type | Filing Date | SEC Filing |
|---|---|---|---|---|
| Dec 31, 2025 | 1,462 | 20-F | Apr 1, 2026 | View |