Dec 31, 2024

FNV Q4 2024 Earnings Report

Franco-Nevada reported strong Q4 2024 results, with revenue increasing 6% year-over-year despite lower gold equivalent ounces (GEOs) sold. Net income rebounded from a loss in Q4 2023 to $175.4 million.

Key Takeaways

Franco-Nevada reported Q4 2024 revenue of $321.0 million, representing a 6% increase from Q4 2023, driven by elevated gold prices. The company achieved net income of $175.4 million, a significant improvement from the prior year’s loss. Adjusted net income rose to $183.3 million, while Adjusted EBITDA reached $277.4 million. GEO sales declined 21% year-over-year, primarily due to the halt in production at Cobre Panama.

Revenue increased by 6% year-over-year to $321.0 million.

Net income rebounded to $175.4 million from a prior-year loss.

GEO sales declined 21% due to Cobre Panama production halt.

Adjusted EBITDA reached $277.4 million, up 9% from Q4 2023.

Total Revenue
$321M
Previous year: $304M
+5.8%
EPS
$0.95
Previous year: $0.9
+5.6%
Gold Equivalent Ounces (GEOs)
120.06K
Previous year: 152.35K
-21.2%
Operating Cash Flow
$243M
Previous year: $284M
-14.3%
Adjusted EBITDA
$277M
Previous year: $255M
+9.0%
Gross Profit
$227M
Previous year: $190M
+19.6%
Cash and Equivalents
$1.45B
Previous year: $1.42B
+2.1%
Free Cash Flow
$243M
Previous year: $194M
+25.6%
Total Assets
$6.33B
Previous year: $5.99B
+5.6%

FNV

FNV

FNV Revenue by Segment

FNV Revenue by Geographic Location

Forward Guidance

Franco-Nevada expects revenue to increase by more than 25% in 2025, supported by higher gold prices and contributions from new acquisitions. GEO sales are forecasted to rise, particularly in the Precious Metals segment. The company remains debt-free and well-capitalized for future growth.

Positive Outlook

  • 2025 revenue expected to be 25% higher than 2024.
  • Projected 14% increase in Precious Metal GEO sales.
  • New acquisitions to drive future revenue growth.
  • Continued strong financial position with no debt.
  • Dividend increase of 5.6% to $0.38 per share.

Challenges Ahead

  • Cobre Panama remains halted, impacting GEO sales.
  • Lower oil and gas prices could affect diversified revenue.
  • Lower expected contribution from some diversified assets.
  • Tax rate projected to increase to 19-21%.
  • Potential volatility in commodity prices may impact earnings.

Revenue & Expenses

Visualization of income flow from segment revenue to net income