Inferra AI / Company / VMET

Versamet Royalties Corporation

VMET · Materials

Last earnings Aug 13, 2026

Key results

Net incomequarter

10%

Based on the Company’s Canadian dollar monetary assets and monetary liabilities as at June 30, 2026, a 10% increase or decrease in the Canadian dollar relative to the United States dollar would have an approximate impact of $nil on net income and $0.1 million on other comprehensive income as at June 30, 2026.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

A 10% increase or decrease in the gold price used in the valuation as at June 30, 2026 would increase or decrease net income and total comprehensive income by $8.9 million.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

Total revenuequarter

$23.7 million

Total revenue of $23.7 million and $47.7 million for the three and six months ended June 30, 2026 (2025: $4.8 million and $8.3 million)

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

Net income of $4.9 million and $18.7 million for the three and six months ended June 30, 2026 (2025: $0.2 million and $2.0 million)

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

Revenuequarter

1.0%

1.0% gross revenue royalty excludes the first 85 Mlbs of payable copper production.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

Net income further increased due to a $18.5 million fair value gain on the Company’s Greenstone gold interest, primarily driven by an increase in consensus gold prices.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

Net income of $13.8 million decreased from Q4 2025 due to a lower fair value gain on the Company’s Greenstone gold interest as compared to the previous quarter, offset by higher gross profit and lower finance costs due to lower average amounts outstanding on the Company’s Credit Facilities.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

Results of operations Revenue Total revenue was $23.7 million and $47.7 million during the three and six months ended June 30, 2026 (2025: $4.8 million and $8.3 million).

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

AI analysis

Q2 2026 · reported Aug 13, 2026

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Total revenue · Q2 2026
$23.7M
EX-99 · Aug 13, 2026

Headline figures

MetricQ2 2026Prior qtrYear ago
Net income10%——
Total revenue$23.7 million——
Revenue1.0%——

EX-99 · Aug 13, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

The Gold Stream is uncapped, with no step-down or buyback provisions.

Credit Facilities On April 3, 2026, the Company amended its credit facility agreement to increase its revolving credit facility (the “RCF”) to $250.0 million and add a new $150 million term loan (together the “Credit Facilities”) arranged by Bank of Montreal (“BMO”), as lead arranger, and National Bank of Canada (“NBC”).

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Versamet Royalties Corporation Q2 2026 — Based on the Company’s Canadian dollar monetary assets and monetary liabilities as at June 30, 2026, a 10% increase or decrease in the Canadian dollar relative to the United States dollar would…

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

The Gold Stream is uncapped, with no step-down or buyback provisions.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

Credit Facilities On April 3, 2026, the Company amended its credit facility agreement to increase its revolving credit facility (the “RCF”) to $250.0 million and add a new $150 million term loan (together the “Credit Facilities”) arranged by Bank of Montreal (“BMO”), as lead arranger, and National Bank of Canada (“NBC”).

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

The Credit Facilities provide for a $100.0 million accordion on the RCF once the term loan has been repaid in full.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

The term loan is repayable in quarterly instalments commencing on June 30, 2026, with a final bullet repayment of $40.0 million at maturity on March 31, 2028.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

The Company considers capital to be all accounts in equity and all borrowings of the Company.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

The Eskay Creek Gold Stream is uncapped, with no step-down or buyback provisions.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

Strategy & priorities

The Board of Directors does not establish quantitative return on capital criteria for management but rather relies on the expertise of management to maintain an appropriate liquidity profile to allow management to execute on its strategic plan.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

The Company is focused on building a diverse portfolio of royalty, streaming, and other interests and, to date, has built a portfolio of 29 mining royalties and streams, ranging from those currently under exploration to those in production and already cash-generating for Versamet.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

Non-IFRS measures” Strategic events: Eskay Creek Gold Stream On April 10, 2026, Versamet completed the acquisition of a 3.52% life of mine gold stream (the “Eskay Creek Gold Stream”) in respect of gold production from the Eskay Creek gold-silver project (“Eskay” or the “Project”) in British Columbia, Canada, owned by Skeena Resources Limited (“Skeena”) from fund entities managed by Orion Resource Partners LP and fund entities managed by affiliates of Blackstone Inc.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

On June 29, 2026, Appian Capital Advisory Limited (“Appian”) announced the commissioning of the new SAG mill, the final major processing component of the RP2.0 expansion project.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

The RP2.0 expansion project continues to advance on schedule with overall construction progress now surpassing 95%.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

Risks & headwinds

Significant judgments made by management in applying the Company’s accounting policies and the key sources of estimation uncertainty are the same as those that applied to the annual financial statements as at and for the year ended December 31, 2025.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

Forward-looking statements and information are subject to various known and unknown risks and uncertainties, many of which are beyond the ability of Versamet to control or predict, that may cause Versamet’s actual results, performance or achievements to be materially different from those expressed or implied thereby, and are developed based on assumptions about such risks, uncertainties and other factors set out herein, including, but not limited to, the risk factors set out under the heading “Risk Factors” in the Company’s Annual Information Form dated March 31, 2026 available for review on the Company’s profile at www.

SEC original ↗Versamet Royalties Corporation — Earnings release (6-K exhibit)EX-99Aug 13, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

25 documents

Earnings releases

6 documents

Presentations

0 documents

No presentations for Versamet Royalties Corporation are held in this edition of the library.

Transcripts

0 documents

No transcripts for Versamet Royalties Corporation are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Versamet Royalties Corporation by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.