NYSE$LAR

Lithium Argentina AG · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Lithium Argentina AG reported its second quarter 2025 results on August 11, 2025, showing a net loss amid operational improvements at its Cauchari-Olaroz project.

The company achieved lithium carbonate production of approximately 8,500 tonnes in Q2 2025 on a 100% basis at Cauchari-Olaroz, with revenue of $64 million and an average realized price of $7,400 per tonne. Cash operating costs improved to $6,098 per tonne sold. The company reported a net loss of $4.1 million ($0.03 per share) compared to net income in the prior year, with cash and cash equivalents at $68 million as of June 30, 2025.

  • Q2 lithium carbonate production reached 8,500 tonnes (100% basis), up 18% from Q1, keeping the operation on track for full-year guidance of 30,000-35,000 tonnes.
  • Revenue totaled $64 million with average realized price of $7,400 per tonne; cash operating costs declined 8% quarter-over-quarter to $6,098 per tonne.
  • Net loss of $4.1 million ($0.03 per share) versus net income of $2.2 million in Q2 2024, driven by lower gains on financial instruments, higher equity compensation, and absence of deferred tax recovery.
  • Cash position stood at $68 million; Exar (44.8% equity investee) secured $120 million in new bank debt facilities.

Headline financials

Total Revenue

$64M

No prior period
EPS (adj)

-$0.03

No prior period
Average realized price

$7.4K

No prior period
Cash operating cost per tonne

$6.1K

No prior period
Lithium carbonate production

8.5K

No prior period
Capital Expenditures

-$204K

No prior period
Net Income

-$4.1M

No prior period
Cash & Equivalents

$68M

No prior period
Total Assets

$1.14B

No prior period

Revenue & EPS history

Lithium Americas Argentina C · Revenue · Quarterly

$64M

Q2 2025
Beat estimate in 1 of 2 quarters(50%)
ActualEstimate

Forward guidance

On track to achieve 2025 production guidance of 30,000-35,000 tonnes at Cauchari-Olaroz; advancing regional growth and Stage 2 expansion plans.

Tailwinds

  • Production ramp-up and cost optimization initiatives progressing well.
  • New debt facilities secured at competitive rates to support operations.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+2.1%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+1.0%

Avg return

30 days after

52%

28 / 54 earnings

Positive

+27.8%

Q4 2010

Best reaction

-11.6%

Q3 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q3 2026+8.5%+14.9%+32.6%
Q1 2025-6.6%-11.2%-4.7%
Q4 2024-0.4%-7.3%-17.4%
Q4 2023+0.6%-5.4%-24.7%
Q3 2023-5.8%-11.1%-18.7%
Q4 2022-5.9%-1.4%+16.0%
Q2 2022-1.8%-3.3%+24.0%
Q1 2022+5.7%-6.0%-31.7%
Q4 2021+4.1%+5.0%-17.0%
Q2 2021+3.1%+1.6%+2.0%
Q1 2021+10.7%+9.6%-1.3%
Q4 2020+10.8%+19.7%+61.2%
Q2 2020+13.5%+11.3%+35.0%
Q1 2020-8.4%-8.5%+23.3%
Q4 2019+3.9%+11.0%+18.0%
Q3 2019-2.4%-1.0%-1.9%
Q2 2019-1.2%+1.7%-7.9%
Q1 2019+11.2%+27.0%-2.1%
Q4 2018+9.2%+14.9%+9.8%
Q3 2018-1.0%-12.9%-33.8%
Q2 2018-1.8%-3.2%-32.5%
Q1 2018-5.5%-4.2%-5.7%
Q4 2017+2.8%+9.3%-22.3%
Q3 2017+0.8%+1.5%+19.7%
Q2 2017+1.5%-1.5%+17.9%
Q1 2017-7.9%-9.3%-5.3%
Q4 2016+0.0%+1.7%+20.3%
Q3 2016+4.3%+0.0%-21.7%
Q2 2016+11.9%+9.3%-1.3%
Q1 2016+17.1%
Q4 2015-4.0%
Q3 2015+9.5%
Q2 2015-1.9%
Q1 2015+4.3%
Q4 2014+11.4%
Q3 2014+0.0%
Q2 2014+4.4%
Q1 2014+8.8%
Q4 2013+0.0%
Q3 2013+3.8%
Q2 2013-6.7%
Q1 2013+5.9%
Q4 2012+0.0%
Q3 2012-11.1%
Q2 2012-5.9%
Q1 2012-3.7%
Q4 2011+7.7%
Q3 2011-11.6%
Q2 2011+9.3%
Q1 2011-2.4%
Q4 2010+27.8%
Q3 2010-0.9%
Q2 2010-5.8%
Q1 2010+2.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro