Whitehaven Coal stock heads toward its October production report

Published on 10/07/2026 at 06:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Whitehaven Coal stock was last at AUD 7.64 on October 6, 2026, while its market value stood at AUD 6.3 billion. FY26 revenue reached AUD 5.40 billion.

Whitehaven, AU000000WHC8, Illustration mit AI erstellt.

Whitehaven Coal (ISIN AU000000WHC8) was last at AUD 7.64 on the Australian Securities Exchange on October 6, 2026, giving the company a market capitalization of AUD 6.3 billion. Its next operational checkpoint is the September quarter production report scheduled for October 23, 2026, according to Whitehaven Coal.

FY26 revenue sets the base

Whitehaven reported FY26 revenue of AUD 5.40 billion for the year ended June 30, 2026. Underlying EBITDA was AUD 1.25 billion and underlying NPAT was AUD 227 million, while statutory NPAT reached AUD 385 million, according to Kapitales Research in its September 2026 review of the FY26 results.

Production provided the operational support. Managed run-of-mine coal production reached 40.3 million tonnes in FY26, while sales of company-produced coal totaled 32.7 million tonnes. Unit coal costs fell to AUD 132 per tonne from AUD 139 per tonne in FY25, a reduction of AUD 7 per tonne, the same review reported.

Consensus target stays above price

The analyst picture gives the October report a clear valuation frame. According to Investing.com, 14 analysts carry a consensus Buy rating, with an average 12-month target of AUD 8.418, a high of AUD 10.5 and a low of AUD 6.3.

That average target is AUD 0.778 above the October 6 price of AUD 7.64. The gap matters because Whitehaven remains exposed to coal prices, operating costs and the capital demands of its enlarged Queensland portfolio, while the FY26 figures show that lower unit costs partly offset weaker achieved pricing.

Production date sets the next test

The September quarter report is due on October 23, 2026, before the annual general meeting on November 5, 2026. The Globe and Mail reported that the meeting will be held at The Mint in Sydney at 10:00 a.m. on November 5, 2026.

Whitehaven's FY27 guidance calls for managed run-of-mine production of 38.0 million to 41.0 million tonnes and equity coal sales of 23.9 million to 26.0 million tonnes, according to Kapitales Research. The October production release will show whether the company is tracking inside that range after its first full quarter of FY27.

Whitehaven Coal stock before October 23

Whitehaven Coal stock was last at AUD 7.64 on the ASX on October 6, 2026. The AUD 6.3 billion market capitalization and the AUD 8.418 consensus target place the upcoming production report at the center of the near-term valuation debate.