Terrestrial Energy (IMSR) Q2 FY26 earnings call

Terrestrial Energy reported strong progress in Q2 FY26, highlighted by significantly improved unit economics for its IMSR plant, with lifetime revenues per unit increasing to $2.7 billion and gross profit margins rising to 33%. The company also expanded its commercial pipeline to 7.8 GW through strategic partnerships, while advancing regulatory approvals and fuel development. Management anticipates increased spending in the second half of the year as project activities scale.