Sandfire Resources reported record Q4 FY2026 sales revenue of $574 million and said copper equivalent production rose 38% to 47,600 tonnes, meeting full-year guidance of 154,200 tonnes CuEq. The company posted underlying EBITDA of $343 million for the quarter and lifted its FY 2026 underlying EBITDA guidance to $867 million. Sandfire said it had a net cash position of $353 million as at 30 June, compared with $123 million in net debt a year earlier.

Generation Development Group Ltd (ASX: GDG) reported Q4 FY 2026 results showing group funds under management rose 36% year on year to $46.4 billion. Its Generation Life unit was selected by Colonial First State as a strategic retirement solutions provider, with CFS managing and administering more than $180 billion in investments. The ASX 200 constituent surged 33.2% on Thursday, a move driven by company-specific fundamentals.

Karoon Energy (ASX: KAR) reported Q2 FY26 revenue of US$116.4 million after producing 1.08 million barrels of oil equivalent. The company said Baúna’s realised oil price rose 33% year on year to US$94.56/bbl, while Who Dat liquids climbed 55%. Baúna FPSO operating efficiency reached 97%, above its target range, and production returned to around 22,000 barrels per day after the FPSO operatorship transition in May. Karoon bought back 2.8 million shares during the quarter and said it expects free cash flow to increase significantly in the second half of 2026.

Frasers Group has extended the closing date for its on-market takeover offer for Australia-listed Accent Group (ASX: AX1) to 30 September 2026, with the offer price and other terms unchanged. The bid remains an on-market offer and Accent Group shares continue to trade on the ASX as normal. Over the past 12 months, AX1 shares have fallen 51%, underperforming the S&P/ASX All Ordinaries Index. The extension gives shareholders more time to decide but does not alter the substance of the proposal.

Santos (ASX: STO) reported Q2 FY2026 sales revenue of A$1,349 million, up 6% quarter on quarter, as production rose 3% to 23.1 million barrels of oil equivalent. Realised LNG pricing increased to $11.21 per mmBtu. Barossa reached 97% of planned production rates and Pikka Phase 1 brought its first oil wells online. The company narrowed full-year production guidance to 99–105 mmboe and said free cash flow is expected to improve markedly in H2.

PolyNovo (ASX: PNV) reported FY26 group revenue of A$150 million, up 16.1% year on year. Free cash flow swung to A$10.4 million from -A$10.1 million, while NovoSorb MTX commercial sales rose 89.6%. The company ended the year with A$35.4 million in cash and cash equivalents and said its new manufacturing facility has been completed.

Elsight Ltd (ASX: ELS) reported US$5.4 million in customer receipts for the June quarter, a 6-month net operating cash inflow of US$3.8 million, and US$63.3 million in cash and cash equivalents at quarter end. The company also said it had an estimated 361 quarters of funding available at current cash burn rates. Despite the update, the stock fell 10% on the day. Bell Potter said the 2Q26 result was stronger than expected and maintained a buy rating while raising its price target to A$8.20, implying 27% upside from the closing price.

James Hardie (ASX: JHX) released preliminary first-quarter FY27 results showing net sales of US$1.449–$1.475 billion and adjusted EBITDA of US$399–$407 million, both well above its earlier guidance. The company attributed the beat to strong Siding & Trim sales, channel inventory normalization, and market share gains. It said the outperformance reflects execution and share expansion rather than a broader rebound in the U.S. housing market. Final results and updated guidance are scheduled for release after the U.S. market close on 6 August 2026.

Paladin Energy reported fourth-quarter U3O8 production of 1.3Mlb and sales of 1.4Mlb, both ahead of expectations, with closing inventory at 1.7Mlb. The company realised an average price of US$71/lb and ended the period with cash and investments of US$265m. Bell Potter kept a Buy rating and set a A$14.80 price target versus the current A$9.13, implying about 62% upside.