Stardust Power Sets Stage for 2025 Earnings Amid Lithium Supply Push

Event summary

  • Stardust Power (SDST) will release its year-end 2025 financial results on March 17, 2026, after market close.
  • CEO Roshan Pujari and CFO Uday Devasper will host a conference call on March 25, 2026, at 5:30 PM ET.
  • The company is developing a lithium refinery in Muskogee, Oklahoma, with a planned annual production capacity of 50,000 metric tons.
  • Stardust Power aims to bolster American energy security through resilient lithium carbonate supply chains.

The big picture

Stardust Power's focus on domestic lithium carbonate production aligns with the U.S. government's push for energy independence and a secure battery supply chain. The company’s success hinges on navigating the volatile lithium market and executing its refinery project efficiently, as the global lithium supply chain remains a strategic vulnerability for the EV industry.

What we're watching

Execution Risk
The refinery's progress and ability to reach the stated 50,000 metric ton capacity will be critical; delays or cost overruns could significantly impact financial performance.
Market Dynamics
The demand for battery-grade lithium carbonate remains sensitive to EV adoption rates and overall macroeconomic conditions, which will influence pricing and profitability.
Competitive Landscape
The company's ability to differentiate itself from established lithium producers and emerging competitors will determine its long-term market share and pricing power.