The sustainability report confirms strong 2025 operational and financial results, but most figures were already disclosed in the April 20-F. The key forward-looking data point is the 2026 production guidance of 340-390k GEO, implying continued growth from MSG integration and Borborema ramp-up. Monitor upcoming quarterly results for progress on MSG integration and cost trends, and watch for any M&A or project updates on Matupá and Era Dorada.
Price Chart
Executive Summary
Aura Minerals published its 2025 Sustainability Report, confirming record operational and financial performance: adjusted EBITDA of US$547.8M (up 105% YoY), net revenue of US$921.7M (up 55% YoY), 280,414 GEO production, and zero lost-time accidents. The report also highlights a 0.28x net debt/EBITDA ratio, US$200M equity raise from the Nasdaq listing, and 2026 production guidance of 340,000–390,000 GEO. While most financials were previously disclosed in the 20-F, this filing provides additional ESG detail and reaffirms the company's growth trajectory.
Key Facts
- Adjusted EBITDA of US$547.8 million, 105% higher than 2024
- Net revenue of US$921.7 million, 55% increase YoY
- Annual gold production of 280,414 GEO
- AISC of US$1,458 per GEO
- Net debt to adjusted EBITDA ratio of 0.28x (down from 0.74x in 2024)
- Zero lost-time accidents across all operations
- Cost efficiency initiatives generated US$45.6 million in savings
- U.S. equity offering raised approximately US$200 million
- Shareholder returns of ~US$154 million (6.2% total return)
- S&P upgraded issuer rating from B+ to BB- (stable outlook) in March 2026
- 2026 production guidance: 340,000–390,000 GEO
- US$174.7 million spent with local suppliers (43% of total purchases)
Financial Impact
Revenue increased 55% to $921.7M, EBITDA doubled to $547.8M, leverage reduced from 0.74x to 0.28x
Risk Factors
- Commodity price volatility (gold and copper)
- Operational risks across multiple jurisdictions (Brazil, Mexico, Honduras, Guatemala)
- Integration risks from the MSG acquisition
- Foreign exchange exposure (Brazilian real, Mexican peso)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001171843-26-003542 |
| Exhibit: exh_992.htm | 0001171843-26-003542 |
| Document: f6k_051926.htm | 0001171843-26-003542 |
| Document: 0001171843-26-003542-index-headers.html | 0001171843-26-003542 |
| Document: 0001171843-26-003542-index.html | 0001171843-26-003542 |
| Document: 0001171843-26-003542.txt | 0001171843-26-003542 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 17d ago | 6-K | $91.26 $91.80 | ▲ +0.59% | ▲ +0.65% | $77.13 (−15.48%) |
Oct 6, 2026 19d ago | SC 13G/A | $82.02 $82.49 | ▲ +0.57% | ▲ +1.00% | $77.13 (−5.96%) |
Oct 2, 2026 24d ago | 6-K | $81.95 $85.17 | ▲ +3.93% | ▲ +3.25% | $77.13 (−5.88%) |
Oct 2, 2026 24d ago | Press Release | $81.95 $85.17 | ▲ +3.93% | ▲ +3.25% | $77.13 (−5.88%) |
Sep 18, 2026 5w ago | 6-K | $88.25 $89.15 | ▲ +1.02% | ▼ −0.53% | $77.13 (−12.60%) |
Sep 16, 2026 5w ago | 144 | $88.71 $88.25 | ▼ −0.52% | ▼ −0.40% | $77.13 (−13.05%) |
Aug 28, 2026 8w ago | 6-K | $83.58 $79.05 | ▼ −5.43% | ▼ −4.74% | $77.13 (−7.72%) |
Aug 27, 2026 8w ago | Insider Cluster | $89.12 $84.53 | ▲ +5.15% | ▲ +4.92% | $77.13 (+13.45%) |
Aug 27, 2026 8w ago | Insider Cluster | $89.12 $84.53 | ▲ +5.15% | ▲ +4.92% | $77.13 (+13.45%) |
Aug 26, 2026 8w ago | Insider Cluster | $89.12 $84.53 | ▲ +5.15% | ▲ +4.92% | $77.13 (+13.45%) |
US Market Status
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