NYSE$NGD

New Gold Inc · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Reported financial and operating results for the quarter ended March 31, 2025.

New Gold Inc. delivered a solid first quarter in 2025, achieving strategic objectives and generating free cash flow. Operational performance was in line with plans, with critical path items advanced at both New Afton and Rainy River mines to support expected production ramp-ups later in the year. The company also made significant progress on exploration activities.

  • Achieved fourth consecutive quarter of free cash flow generation.
  • Successfully refinanced and extended senior notes and credit facility, increasing financial flexibility.
  • Delivered two new Technical Reports outlining strong future production profiles with lower costs.
  • Advanced critical operational objectives at New Afton and Rainy River to set up for achieving annual guidance and a step-up in production in the second half of the year.

Headline financials

Total Revenue

$209M

Previous: $192M+8.8%
EPS (adj)

$0.02

Previous: $0.02+0.0%
Sustaining Capital

$32.7M

No prior period
Gold Sold

52.2K

No prior period
Copper Sold

13.2M

No prior period
All-in Sustaining Costs

$1.73K

No prior period
Cash Costs

$869.00

No prior period
Avg Realized Gold Price

$2.89K

No prior period
Avg Realized Copper Price

$4.30

No prior period
Growth Capital

$42.5M

No prior period
Total Capital

$75.2M

No prior period
Consolidated copper production (lbs)

13.6M

No prior period
Consolidated gold production (oz)

52.2K

No prior period
Net Income

-$16.7M

Previous: -$43.5M+61.6%
Operating Income

$23.8M

Previous: $14M+70.0%
Gross Profit

$42.1M

Previous: $20.6M+104.4%

Revenue & EPS history

New Gold · Revenue · Quarterly

$209M

Q1 2025+8.8%vs Q1 2024
Beat estimate in 7 of 12 quarters(58%)
ActualEstimate

Forward guidance

New Gold expects to achieve its annual guidance and increase production and free cash flow in the second half of 2025. Critical path items have been achieved to allow for ramp-up in production and exploration activities.

Tailwinds

  • Expectation to achieve annual guidance.
  • Increased free cash flow anticipated, driven by increased production and improved costs.
  • New Afton's C-Zone expected to process approximately 16,000 tonnes per day beginning in 2026.
  • Successful pit portal breakthrough at Rainy River enables underground ramp-up throughout the year.
  • Exploration efforts targeting K-Zone at New Afton expected to ramp-up aggressively.

Headwinds

  • New Afton B3 cave expected to reach exhaustion by the end of the second quarter of 2025.
  • Waste stripping efforts at Rainy River were required in early months of the year.
  • No specific negative forward guidance points were explicitly highlighted in the provided text.
  • No specific negative forward guidance points were explicitly highlighted in the provided text.
  • No specific negative forward guidance points were explicitly highlighted in the provided text.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-1.4%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-0.3%

Avg return

30 days after

43%

26 / 60 earnings

Positive

+18.8%

Q1 2025

Best reaction

-31.6%

Q4 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2025+18.8%+17.3%+32.8%
Q4 2024+4.5%-5.6%+11.8%
Q3 2024-0.3%-3.1%-4.2%
Q1 2024+3.3%+25.7%+13.3%
Q2 2024+11.1%+2.4%+21.8%
Q4 2023-8.1%-5.6%+35.5%
Q3 2023+2.8%+13.8%+22.0%
Q2 2023-12.8%-7.2%-19.2%
Q1 2023+1.6%+1.6%-9.4%
Q4 2022-4.6%-6.1%-9.2%
Q3 2022+3.3%+21.8%+41.4%
Q2 2022+6.2%+3.9%-13.2%
Q1 2022-2.1%-7.5%-8.9%
Q4 2021-11.8%-7.5%-0.5%
Q3 2021+9.3%+9.9%-12.4%
Q2 2021-11.8%-18.8%-16.0%
Q1 2021+7.1%+5.3%+24.7%
Q4 2020-7.4%+1.8%+9.2%
Q3 2020-1.5%-2.5%+1.0%
Q2 2020-0.6%+0.0%-3.0%
Q1 2020-6.4%+0.0%+40.7%
Q4 2019-10.9%-5.9%-45.9%
Q3 2019-18.7%-19.0%-20.0%
Q2 2019-7.5%-9.7%-16.4%
Q1 2019+2.1%+0.0%-25.0%
Q4 2018-31.6%-26.6%-27.4%
Q3 2018+8.2%+16.7%+19.4%
Q2 2018-17.6%-30.7%-40.9%
Q1 2018-7.1%-7.1%-6.0%
Q4 2017-1.9%+0.4%-5.3%
Q3 2017-5.6%-1.7%-11.7%
Q2 2017+2.3%+10.9%+15.6%
Q1 2017-8.3%-9.6%-5.0%
Q4 2016+3.3%+0.7%-7.5%
Q3 2016+2.6%+7.4%-8.2%
Q2 2016+9.5%+20.2%+13.6%
Q1 2016+0.0%
Q4 2015+14.5%
Q3 2015-12.5%
Q2 2015+5.2%
Q1 2015-1.2%
Q4 2014-5.1%
Q2 2014-0.6%
Q1 2014+0.7%
Q4 2013-4.7%
Q3 2013-4.1%
Q2 2013+4.7%
Q1 2013+1.6%
Q4 2012-11.2%
Q3 2012-4.0%
Q2 2012+6.6%
Q1 2012-2.0%
Q4 2011-1.4%
Q3 2011+4.5%
Q2 2011+1.9%
Q1 2011+1.0%
Q4 2010+5.9%
Q3 2010-1.3%
Q2 2010-0.5%
Q1 2010-1.5%

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