Buenaventura reports stronger Q2 2026 earnings as San Gabriel ramps up and Cerro Verde dividends boost cash

Peru’s largest publicly traded precious metals miner posted higher revenue, operating income and EBITDA, while reporting a net cash position and approval to raise the mining rate at Yumpag after quarter-end.

Summary

Compañía de Minas Buenaventura reported stronger second-quarter 2026 results, with higher gold, silver and copper output, a sharp increase in revenue and profitability, and a strengthened cash position as San Gabriel continued its ramp-up. Total revenue rose 43% year over year to $529.0 million, operating income climbed 153% to $222.2 million and EBITDA from direct operations more than doubled to $277.1 million from $130.1 million a year earlier. EBITDA including affiliates reached $492.8 million. Gold production increased 12% from a year earlier, mainly because of the ramp-up at San Gabriel, while consolidated silver production rose 2% as higher output at Yumpag offset weaker performance elsewhere. Copper production increased 2% on stable production at El Brocal, while lead and zinc output fell 19% and 5%, respectively, primarily because of lower grades at Tambomayo. Buenaventura said San Gabriel began reporting sales volumes in the second quarter, though processed tonnage was constrained by tailings-management challenges, particularly at the tailings filtration plant. Net income attributable to owners of the parent rose to $237.4 million in the quarter from $91.3 million a year earlier, while earnings per share increased to $0.93 from $0.36. For the first six months of 2026, revenue rose 70% to $1.15 billion, operating income increased 203% to $551.5 million, EBITDA from direct operations reached $663.4 million and EBITDA including affiliates totaled $1.07 billion. First-half net income attributable to owners of the parent was $514.0 million, with EPS of $2.02. Buenaventura ended June with $758.9 million in cash and net debt of negative $66.6 million, equivalent to a net cash position and leverage ratio of -0.05x. The company also reduced the financial lease balance at Huanza, its power generation subsidiary, to $50.0 million from $63.0 million, with amortization running through 2031. After quarter-end, Buenaventura received approval on July 10 to raise the mining rate at Yumpag to 1,200 tonnes per day from 1,000, and on July 24 it received $117.5 million in dividends from Cerro Verde, bringing 2026 year-to-date dividends from the affiliate to $274.1 million.

Terms & Concepts
  • EBITDA: Earnings before interest, taxes, depreciation and amortization, a common measure of operating performance.
  • tailings filtration plant: Equipment used to remove water from mine waste so tailings can be stored and managed more safely and efficiently.
  • leverage ratio: A measure comparing debt to earnings or cash generation to indicate balance-sheet strength.