Nexa Resources FCF sensitivity by guidance production, zinc, silver, and smelting margin

Nexa Resources SA (NEXA)
By@hypertonx
Assumptions as of 2026-06-12
USD
Updated Jun 20, 2026
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Nexa Resources FCF sensitivity by guidance production, zinc, silver, and smelting margin

as of 2026-06-12

FY2026E FCF
$401
FY2027E FCF
$718
FY2028E FCF
$706
FY2027E adjusted EBITDA
$1623
FY2027E mining EBITDA
$1354
FY2027E smelting EBITDA
$269
FY2027E smelting margin
10.5%
FY2027E market silver exposure (Moz)
10.2
FY2027E silver step-down lift
$85
FY2027E zinc price
$3500
FY2027E silver price
$70.00
$5.00
FY2026EFY2027EFY2028E
Capex ($M)
Cash interest, tax, and other uses ($M)
Cerro Lindo silver production (Moz)
Cerro Lindo streamed silver share
Mining costs and other metals net ($M)
Mining zinc production (kt)
Silver price ($/oz)
Silver production (Moz)
Smelting byproduct and premium revenue ($M)
Smelting EBITDA margin
Smelting zinc metal and oxide sales (kt)
Working capital release / (use) ($M)
Zinc price ($/t)

Sources

  1. Nexa's official Guidance & Outlook page provides 2026-2028 production and smelting sales ranges, 2026 cash-cost assumptions, and 2026 capex guidance. — ri.nexaresources.com
  2. Nexa's Q1 2026 earnings release reaffirmed 2026 production, capex and cost guidance and reported Q1 adjusted EBITDA, FCF, net leverage, and the Cerro Lindo stream step-down. — modeledge.ai
  3. Nexa's Q1 2026 transcript discussed the Cerro Lindo delivery threshold and silver stream step-down from 65% to 25%. — modeledge.ai

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