Lithium Argentina AG Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
8analysts covering
FY EPS (est.)
$0.24next fiscal year
Monitoring Framework
Key Performance Indicators
Cauchari-Olaroz Production Volume Quarterly9.7KTarget: 35,000 - 40,000 tonnes of lithium carbonate for FY 2026
Cauchari-Olaroz Cash Operating Cost per Tonne Quarterly5.4KTarget: Sustain long-term cash operating costs of approximately $5,400 per tonne
Average Realized Lithium Carbonate Price per Tonne Quarterly16.8KTarget: Market-driven (sensitivity models evaluate $20,000 - $30,000 per tonne)
Adjusted EBITDA (100% basis) Quarterly106MTarget: $460 million - $630 million for FY 2026 at spot prices of $20,000 - $30,000/t
Watch Items
- Convertible Notes Refinancing / Liquidity RiskTrigger: Servicing of $258.8 million in equity-settleable convertible notes due January 2027Action: Monitor joint venture cash distributions from Cauchari-Olaroz and progress on securing new corporate-level financing or strategic partnerships to address going concern uncertainty.
- Cauchari-Olaroz Stage 2 Expansion Approval and DevelopmentTrigger: Formal resolution of RIGI (Large Investment Incentive Regime) approval expected in June 2026Action: Track completion of the definitive development plan and scoping study by mid-2026, and ensure deployment of at least $80 million within the first two years.
- Pozuelos-Pastos Grandes (PPG) Strategic PartnershipTrigger: Discussions with potential strategic partners regarding minority ownership interestsAction: Evaluate incoming equity funding or offtake commitments to de-risk the Stage 1 capital requirement without diluting corporate-level shareholders.
Research as of 19 Jun 2026