Titan Mining Corporation (TI) Earnings Call Transcripts

Titan Mining Corporation's Latest Earnings Call - June 23, 2026

In the second quarter of fiscal year 2026, Titan Mining Corporation reported significant developments that could drive future stock performance. The company is transitioning from a zinc producer to a broader critical minerals platform, with a focus on natural flake graphite and germanium. Management highlighted an expected EBITDA increase from $30 million to over $125 million upon full-scale graphite production, supported by a projected $160 million capital investment, of which $120 million is anticipated to be financed through debt. This transformation is underscored by a strong demand outlook for graphite, driven by defense and AI applications, and a commitment to operational growth in both zinc and graphite segments.

Reported metrics

Guidance from management

Titan Mining expects to complete a feasibility study for the graphite project by year-end 2026 and aims to enter into offtake contracts and begin construction early next year.

What management said

Our expectation is by the end of the year -- about in the next 3 months, we are due to complete our technical development. And alongside that, we will be progressing the offtake discussions. So we would expect to have something in place by the end of the year or early next year.

I think I've said it before, I do believe we're in an inflection point. And I think volatility always creates opportunity. For us, I see a significant, significant catalyst coming up in the next 6 months or so and then going into the new year as we look to derisk the graphite story, add germanium to the production portfolio and obviously continue to grow with our zinc operations. I think it's a very unique opportunit...

What analysts pressed on

Analysts expressed concerns regarding the potential for dilution from equity raises to fund the graphite project. There were also questions about the timelines for germanium production and the overall execution risk associated with the transition to a broader critical minerals platform.

Main topics on the call

• Transition to Graphite Production — Titan Mining is evolving from a zinc producer to a significant player in the graphite market, with a production capacity target of 40,000 metric tons per annum. CEO Rita Adiani stated, "We expect to be able to ramp up ou...
• Germanium Production Potential — The company is poised to unlock germanium production from its existing zinc operations, with expectations to complete technical development and offtake discussions by year-end. Adiani noted, "We see the opportunity of re...
• Financial Backing for Expansion — Titan is in discussions for a $120 million loan to support its graphite project, which represents 75% of the total expected capital cost. This financial backing is seen as a strong endorsement of the project's viability,...
• Zinc Operations Stability — The zinc business remains a solid foundation, with expected EBITDA of $25 million to $30 million for 2026. Adiani emphasized that Titan's existing operations provide cash flow stability, stating, "We continue to add reso...

Read the full Titan Mining Corporation transcript (June 23, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 2 Titan Mining Corporation earnings call transcripts on record, spanning May 13, 2026 to June 23, 2026. The most recent call on file is dated June 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TI

Exchange

TSX

Country

CA

Sector

Materials

Industry

Metals and Mining

Calls on record

2

First call

May 13, 2026

Most recent

June 23, 2026