Why Lundin Mining (TSX:LUN) Is Up 13.6% After Posting 2025 Profit Rebound And Expanding Credit Facility

Simply Wall St

Mon, February 23, 2026 at 12:15 PM GMT+9 3 min read

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LUN.NE

+11.28%

LUN.TO

+10.91%

Lundin Mining has reported its full-year 2025 results, with sales of US$4,053.2 million and net income of US$1,283 million, alongside confirming its regular quarterly dividend of C$0.0275 per share declared in February 2026.

Beyond the sharp swing back to profitability, the company outlined extensive copper, gold and silver resource estimates and continued progress on the Vicuña Project and other key deposits, underpinned by an expanded US$4.5 billion revolving credit facility to support future development.

We’ll now examine how Lundin Mining’s return to strong profitability and expanded credit facility could influence its existing investment narrative.

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Lundin Mining Investment Narrative Recap

To own Lundin Mining today, you need to believe in its copper‑focused growth story, anchored in South American assets and the build‑out of Vicuña. The sharp move back to profitability in 2025 and the upsized US$4.5 billion revolving credit facility both strengthen the case for funding near term growth, but they also heighten execution and financing risk around major projects, which remains the key swing factor for the shares.

The expanded credit facility announced on 13 February 2026 looks particularly important in this context. It provides up to US$4.5 billion of potential liquidity, specifically aligned with funding Vicuña and general corporate needs, while extending maturities to 2031. For investors watching how Lundin balances capital intensive growth with financial discipline, this facility sits at the heart of the near term catalyst, but it also concentrates more of the story around successful project delivery.

But while Lundin’s funding position looks stronger, investors should still be aware that its heavy exposure to Chile and Brazil could…

Read the full narrative on Lundin Mining (it’s free!)

Lundin Mining’s narrative projects $3.6 billion revenue and $364.3 million earnings by 2028. This requires a 0.0% yearly revenue decline and a $211.8 million earnings increase from $152.5 million today.

Uncover how Lundin Mining’s forecasts yield a CA$36.05 fair value, a 9% downside to its current price.

Exploring Other Perspectives

TSX:LUN 1-Year Stock Price Chart

Some of the most cautious analysts were assuming revenues around US$3.5 billion and earnings near US$518 million by 2028, so compared with the latest results and Vicuña funding progress, you can see how their more pessimistic view of project risk and regional exposure might now need revisiting, and why it is worth weighing these different scenarios yourself.

Story Continues  

Explore 4 other fair value estimates on Lundin Mining - why the stock might be worth 18% less than the current price!

Form Your Own Verdict

Don’t just follow the ticker - dig into the data and build a conviction that’s truly your own.

A great starting point for your Lundin Mining research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.

Our free Lundin Mining research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Lundin Mining's overall financial health at a glance.

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_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include LUN.TO.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

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