NYSE$FSM

Fortuna Silver Mines Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Fortuna Q2 2025: record 55% EBITDA margin on $230M sales as gold prices surge

Fortuna Mining reported second quarter 2025 sales from continuing operations of $230.4 million, up 42% year over year, driven by higher realized gold prices and increased volumes at Lindero. Attributable net income from continuing operations was $42.6 million ($0.14 per share), while adjusted attributable net income was $44.7 million ($0.15 per share). Adjusted EBITDA reached a record $127.7 million with a 55% margin. The company produced 71,229 gold equivalent ounces from continuing operations (75,950 including discontinued San Jose and Yaramoko, which were divested). Consolidated AISC from continuing ops was $1,932/GEO. Liquidity totaled $537.3 million with net cash of $214.8 million after completing $83.8M in asset sales.

  • Sales of $230.4M (+42% YoY) and record adjusted EBITDA margin of 55% on higher gold prices (~$3,307/oz realized).
  • Attributable net income $42.6M ($0.14/share); adjusted net income $44.7M ($0.15/share).
  • GEO production of 71,229 oz from continuing ops; AISC $1,932/GEO reflecting Séguéla waste stripping.
  • Liquidity $537M; completed divestiture of San Jose and Yaramoko for $83.8M gross proceeds.
  • Diamba Sud resource update and PEA targeted Q4 2025; Séguéla expansion to 160–180k oz in 2026.

Headline financials

Total Revenue

$230M

Previous: $260M-11.4%
EPS (adj)

$0.15

Previous: $0.10+50.0%
Adjusted EBITDA margin

55.0%

No prior period
Free cash flow from ongoing operations

$57.4M

No prior period
AISC per GEO

$1.93K

No prior period
GEO Production

71.2K

No prior period
Adjusted EBITDA

$128M

No prior period
Capital Expenditures

-$39.6M

No prior period
Net Income

$42.6M

Previous: $40.6M+4.9%
Operating Income

$83.7M

Previous: -$19M+540.4%
Cash & Equivalents

$387M

No prior period

Revenue & EPS history

Fortuna Silver · Revenue · Quarterly

$230M

Q2 2025-11.4%vs Q2 2024
Beat estimate in 8 of 10 quarters(80%)
ActualEstimate

Forward guidance

Fortuna expects full-year AISC within guidance; Séguéla AISC to trend higher through 2025 on planned stripping while Lindero AISC should decline in H2. Séguéla production expansion to 160–180k gold ounces targeted for 2026.

Tailwinds

  • Record EBITDA margins
  • Strong balance sheet post-divestitures
  • Diamba Sud advancing toward construction decision H1 2026

Headwinds

  • Elevated AISC at Séguéla from waste stripping
  • $17.5M withholding tax charge in Côte d'Ivoire

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-1.1%

Avg return

Earnings day

-2.6%

Avg return

5 days after

+2.7%

Avg return

30 days after

53%

33 / 62 earnings

Positive

+8.9%

Q2 2015

Best reaction

-31.1%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.9%
Q3 2025+1.8%+7.4%+18.1%
Q2 2025-13.1%-10.1%+15.7%
Q4 2024+4.0%-2.6%-16.8%
Q3 2024+0.6%-3.8%-5.3%
Q2 2024-3.3%-7.5%-4.8%
Q4 2023+7.6%+13.0%+56.5%
Q3 2023+3.5%+5.2%+26.0%
Q2 2023-11.8%-9.4%-15.8%
Q1 2023+3.2%-1.7%-4.6%
Q4 2022-8.8%+0.6%+12.7%
Q3 2022+8.8%+11.3%+19.4%
Q2 2022-9.3%-7.3%-14.2%
Q1 2022-6.5%+5.5%+25.0%
Q4 2021-5.6%-10.4%-8.2%
Q3 2021-26.3%-25.9%-38.3%
Q2 2021-0.9%-0.9%-0.9%
Q1 2021+1.1%-2.0%+3.6%
Q4 2020+4.5%+8.4%+6.1%
Q3 2020-0.8%-7.7%-9.3%
Q2 2020+5.3%+7.6%+14.2%
Q1 2020+0.0%+20.7%+46.0%
Q4 2019-31.1%-30.4%-19.1%
Q3 2019-3.5%+0.3%+14.6%
Q2 2019+1.7%-4.5%-12.8%
Q1 2019-10.6%-9.9%-13.7%
Q4 2018+1.7%+3.6%-6.1%
Q3 2018-9.2%-7.3%-10.3%
Q2 2018-5.6%-8.6%-14.4%
Q1 2018-0.9%-0.9%-3.5%
Q4 2017+0.2%+0.2%+19.1%
Q3 2017+1.2%-2.8%-0.5%
Q2 2017-2.7%-1.1%+7.6%
Q1 2017+2.4%+1.7%+10.4%
Q4 2016+2.3%+2.3%+9.0%
Q3 2016-4.7%-16.5%-11.4%
Q2 2016-4.0%-9.3%+2.1%
Q1 2016-0.8%
Q4 2015-1.6%
Q3 2015+4.2%
Q2 2015+8.9%
Q1 2015+5.3%
Q4 2014+3.6%
Q3 2014+3.1%
Q2 2014+3.0%
Q1 2014+3.0%
Q4 2013-2.8%
Q3 2013+4.5%
Q2 2013+5.0%
Q1 2013+5.0%
Q4 2012+0.6%
Q3 2012+2.6%
Q2 2012-3.2%
Q1 2012-3.2%
Q4 2011+5.5%
Q3 2011-7.7%
Q2 2011-1.9%
Q1 2011+3.8%
Q4 2010+3.7%
Q3 2010+0.6%
Q2 2010-3.0%
Q1 2010-1.9%

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