Latest Chemicals News

DGL Group’s FY26 annual report lays bare a difficult year: revenue and underlying earnings fell, statutory losses widened and the auditor issued a qualified opinion over opening inventory. Management is betting on cost cuts, fuller facilities and a new liquid waste plant to repair performance in FY27.

Noxopharm says the FDA has supported its proposed Phase II design and chemical manufacturing strategy for SOF-SKN, its topical treatment candidate for cutaneous lupus erythematosus. The feedback improves regulatory clarity, but the trial remains targeted for the first half of calendar 2028 and is subject to further studies and regulatory requirements.

Redox enters FY27 from a position of record revenue, higher margins and a debt-free balance sheet, while its North American business passes $100 million in sales. The chemical distributor also reported 9% higher average selling prices in the first quarter, although volumes remained broadly flat and freight costs increased.

DevEx has recorded uranium-equivalent intersections at Nabarlek North and mapped kilometre-scale alteration along the Nabarlek Fault Corridor. The results strengthen the company’s exploration pipeline, but laboratory assays and further drilling are still needed to establish the significance of the early readings.

First Graphene has signed a three-year agreement with Turkish manufacturer Aeropreg to develop and potentially commercialise PureGRAPH-enhanced carbon fibre prepreg. The partnership offers a clearer route into aerospace, defence and automotive supply chains, but commercial launch remains dependent on trial results.

Aeris Environmental’s FY2026 annual report pairs international commercial progress with a $5.03 million operating cash drain, $9.22 million in net liabilities and an auditor-highlighted material uncertainty over its ability to continue as a going concern. The company says it will need extended related-party loan terms and further funding while converting its technology and chemicals pipeline into recurring revenue.

Barton Gold has moved deeper into development after raising $40.9 million, completing its largest-ever drilling campaign and ending FY2026 with $31.9 million in cash. The progress came alongside a $22.4 million loss as spending accelerated across Tunkillia, Challenger, Tolmer and Wudinna.

Delta Lithium has outlined Q4 reconnaissance drilling across six Yinnetharra targets, including two gold anomalies supported by high-grade rock-chip and historic drill results. At Mt Ida, new lithium, tantalum and rubidium intersections are feeding a resource update while a 1-tonne metallurgical program moves ahead.

Ark Mines has reported a FY2026 profit after receiving Queensland-backed funding, while its Sandy Mitchell rare earths resource expanded to 379.4 million tonnes after year end. The project now has development approvals and commercial-grade testwork behind it, but no Ore Reserve or mining decision yet.

Parkway Corporate Limited (ASX:PWN) delivered a sharp revenue increase in FY26 and generated positive operating cash flow, but slipped into a statutory loss and flagged significant uncertainty around its ability to continue as a going concern. Key approvals for its Queensland brine project and a new $2 million mining contract offer commercial progress, while funding remains the central test.

Green Technology Metals has cleared the environmental assessment for its Seymour lithium project, while a A$15.9 million capital raising leaves the company better placed to complete its definitive feasibility study. The next test is whether permitting, financing and Indigenous agreements can convert that progress into a Final Investment Decision in FY27.

First Graphene expanded its product range and international footprint in FY2026, lifting revenue while narrowing its annual loss. But the company says continued operations depend on securing further equity funding, putting commercial execution and liquidity at the centre of its next phase.