Lucara 第三季收入6,110万美元增19%：售出113,227克拉、全年收入指引上调至1.4亿至1.6亿美元
钻石生产商 Lucara Diamond Corp. 11月13日公布截至2026年9月30日的第三季业绩，金额均为美元。第三季收入为6,110万美元，高于上年同期的5,120万美元，增幅19%，主要来自售出一颗1,303克拉的 Type IIa 钻石；当季共售出钻石113,227克拉，同比增加12%。
盈利方面，调整后经营收益为3,280万美元，上年同期为2,920万美元；净利润为660万美元，上年同期为740万美元。按销售渠道计，HB 渠道收入4,850万美元，占总收入79%；招标渠道收入1,120万美元；Clara 平台收入140万美元。
公司把2026年全年收入指引从此前的1亿至1.3亿美元上调至1.4亿至1.6亿美元，理由是 Motswedi 钻石与上述1,303克拉钻石的销售贡献。公司总裁兼首席执行官 William Lamb 表示，第三季业绩突出了 Karowe 矿的资源品质，公司对全年剩余时间保持积极展望，重点仍是运营、安全、成本纪律与地下扩建项目的推进。
运营方面，Karowe 矿第三季处理矿石829,822吨，平均品位为每百吨11.3克拉；直接矿石给料回收94,067克拉，另从历史尾矿再处理回收2,700克拉，合计回收96,767克拉。当季回收10.8克拉以上的特殊大钻163颗，包括那颗1,303克拉钻石、一颗316克拉钻石及另外七颗100至200克拉钻石。每吨处理成本降至22.41美元，低于上年同期的25.65美元，公司把全年单位成本指引下调至24至26美元。
Karowe 地下扩建项目第三季资本开支4,070万美元，完工剩余成本（含应急）为2.452亿美元，项目总成本估算7.792亿美元，预计2028年上半年全面投产，可把矿山寿命延长至2038年；当季地下平巷掘进推进466米，累计达2,121米。9月30日公司现金及等价物为2.326亿美元。
人事方面，Lucara Botswana 董事总经理 Naseem Banu Lahri 将于11月30日结束任期，并继续支持过渡至2027年第一季末。公司定于11月16日美西时间上午6时召开业绩电话会。
图中是产自非洲的天然钻石原石
Lucara Third-Quarter Revenue Rose 19% to $61.1 Million on Sales of 113,227 Carats, Full-Year Guidance Raised to $140 Million to $160 Million
Lucara Diamond Corp. reported on November 13 its results for the quarter ended September 30, 2026, with all amounts in U.S. dollars. Revenue was $61.1 million, up 19% from $51.2 million in the third quarter of 2025, primarily driven by the sale of a 1,303 carat Type IIa diamond. The company sold 113,227 carats in the quarter, up 12% year over year.
Adjusted operating earnings were $32.8 million, compared with $29.2 million a year earlier, while net income was $6.6 million, compared with $7.4 million. By sales channel, revenue from HB was $48.5 million, or 79% of total revenue; tender revenue was $11.2 million; and Clara platform revenue was $1.4 million.
The company increased its 2026 revenue guidance to $140 million to $160 million, from the previous range of $100 million to $130 million, reflecting the contribution from the sale of the Motswedi and 1,303 carat Type IIa diamonds. President and CEO William Lamb said the third quarter was highlighted by exceptional diamond recoveries and strong revenue performance, demonstrating the quality and value of the Karowe resource, and that priorities remain operational excellence, safety, cost discipline, and advancing the underground project.
At the Karowe mine, 829,822 tonnes of ore were processed in the quarter at an average grade of 11.3 carats per hundred tonnes. A total of 96,767 carats were recovered, comprising 94,067 carats from direct ore feed and 2,700 carats from reprocessing historical recovery tailings. The mine recovered 163 specials, defined as stones above 10.8 carats, including the 1,303 carat diamond, a 316 carat diamond, and seven further diamonds between 100 and 200 carats. Operating cost per tonne processed fell to $22.41 from $25.65 a year earlier, and full-year unit cost guidance was revised down to $24.00 to $26.00.
The Karowe Underground Project absorbed $40.7 million of capital expenditures in the quarter, with remaining costs to complete, including contingency, of $245.2 million against a total estimated cost at completion of $779.2 million. Full-scale underground production is anticipated in the first half of 2028, extending the mine life to 2038. Lateral development advanced 466 metres in the quarter, bringing the project total to 2,121 metres. Cash and cash equivalents stood at $232.6 million at September 30.
Effective November 30, 2026, Naseem Banu Lahri will conclude her tenure as Managing Director of Lucara Botswana, continuing to support the transition through the end of the first quarter of 2027. The company will host a conference call on November 16, 2026, at 6:00 a.m. Pacific Time.
来源：Lucara Diamond Corp
发布：GSM·美国（发布链接）
图片来源：图：产自非洲的天然钻石原石。来源：James St. John, CC BY 2.0，维基共享资源。 / Photo: Natural rough diamonds from Africa. Credit: James St. John, CC BY 2.0, via Wikimedia Commons.
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