3 Australian Uranium Stocks With Revenue Up To 304 Million

Higher oil and gas prices have pushed energy security back into the spotlight, and that puts Australian nuclear linked stocks on many watchlists. With fossil fuel supply disrupted and costs biting into household budgets, investors are looking harder at power sources that can run around the clock without relying on refineries. This article highlights three companies from our nuclear energy universe that illustrate how that theme is playing out on the ASX.

The three stocks highlighted here offer a compelling starting point if you want exposure to uranium producers and nuclear power specialists that serve reliable and sustainable energy demand. However, if you want the names that matter most, these 16 nuclear renaissance stocks are the strongest companies we've found.

Worley (ASX:WOR)

Overview: Worley is a global engineering and project services group that supports low carbon energy infrastructure, including nuclear power facilities, alongside broader energy, chemicals and resources work.

Operations: Worley generates A$6.2b of segment revenue in the Americas, A$4.5b in EMEA and A$1.3b across the Australia, Pacific, Asia and China region.

Market Cap: A$4.8b

For investors hunting nuclear exposure without giving up diversification, Worley offers a pure engineering angle on nuclear power projects while still drawing income across the wider energy transition.

"The accelerating global push for decarbonisation and energy transition is expanding Worley’s addressable market, and the current factored sales pipeline of future work is 24% higher year-on-year with more than $10b of recent wins in areas such as LNG, power and energy transition materials, which can support future revenue and backlog growth."

What happens to Worley’s margins if a single unseen pressure inside those long dated nuclear and low carbon contracts shifts even slightly?

If you are weighing how that pressure might reshape Worley’s future earnings mix, start with the full narrative for Worley for the full margin and pipeline story.

Boss Energy (ASX:BOE)

Overview: Boss Energy is a uranium producer focused on bringing its 100% owned Honeymoon uranium project in South Australia into sustained production for nuclear fuel users.

Operations: The business currently generates A$151 million in revenue from Australian uranium operations, tightly linking its income to nuclear fuel supply.

Market Cap: A$619 million

Boss Energy gives you direct exposure to uranium volumes that matter for nuclear power, with the Honeymoon project anchoring its nuclear fuel story.

"Record quarterly Honeymoon output of 456,000 pounds of uranium drummed, alongside guidance for 1.6 million pounds in FY26 production, points to a larger volume base that can support higher revenue over time if this operational profile is sustained or improved."

What happens to Boss Energy’s margins and cash generation if a single assumption behind that production profile and cost base starts to shift?

That kind of shift is exactly what the full narrative for Boss Energy unpacks, separating production optimism from the operational and pricing risks that could accelerate or stall Boss Energy’s story.

Paladin Energy (ASX:PDN)

Overview: Paladin Energy is a Perth based miner that develops and operates uranium projects supplying feedstock for global nuclear fuel demand.

Operations: Paladin generates $304 million in revenue from its Namibian uranium business, with customers across Asia, Europe and North America.

Market Cap: A$3.5b

Paladin Energy provides one of the clearest links in this screener to physical uranium that can keep nuclear reactors supplied.

"Paladin committed US$125 million to restart it, above the original estimate, largely due to supply chain inflation and processing plant upgrades, with first production resuming in early 2024."

The key consideration for investors is what happens to Paladin’s cash generation if a single key assumption on uranium pricing shifts.

If that pricing swing is on your mind, full narrative for Paladin Energy to see how Paladin Energy’s restart spend, contracts and cash potential could be accelerating or quietly stalling the story.

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