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Fortescue Profit Jumps on Record Shipments as Renewables Push Cuts Costs

Management credits electrification with trimming diesel risk to underpin a larger interim dividend.

Overview

  • Fortescue reported half-year net profit of US$1.9 billion, up 23%, on revenue of US$8.4 billion.
  • Underlying EBITDA rose 23% to US$4.5 billion as the miner shipped a record 100.2 million tonnes.
  • The board declared an interim dividend of 62 cents per share, 24% higher than the prior corresponding period.
  • The company maintained shipment guidance of 195–205 million tonnes for the 2025/26 financial year.
  • Fortescue advanced its diesel-free strategy with thousands of solar panels at Cloudbreak, two large battery systems delivered, wind-farm construction underway, and electric mining equipment in rollout, which management says is lowering costs and reducing exposure to diesel price volatility.