Anglo American plc
Public consensus - Last updated
12/07/23
Contributors
- 8 H1 FY23 based on
|
Reporting currency:
USD
Reporting unit: Millions | NO. OF FORECASTS | H1 FY23 CONSENSUS 12/07/23 |
|---|---|---|
| Revenue (incl. share of associates) ($m) | ||
Platinum Group Metals | 8 | 3,431 |
De Beers | 8 | 2,705 |
Copper - Chile | 8 | 2,230 |
Copper - Peru | 8 | 1,136 |
Nickel | 8 | 403 |
Iron Ore - Kumba | 8 | 2,125 |
Iron Ore - Brazil | 8 | 1,408 |
Samancor | 8 | 362 |
Steelmaking Coal | 8 | 1,963 |
Crop Nutrients, Corporate and other | 8 | 163 |
Total | 8 | 15,925 |
| EBITDA (incl. share of associates) ($m) | ||
Platinum Group Metals | 8 | 847 |
De Beers | 8 | 436 |
Copper - Chile | 8 | 695 |
Copper - Peru | 8 | 752 |
Nickel | 8 | 179 |
Iron Ore - Kumba | 8 | 1,016 |
Iron Ore - Brazil | 8 | 695 |
Samancor | 8 | 167 |
Steelmaking Coal | 8 | 648 |
Crop Nutrients | 6 | (19) |
Exploration | 6 | (79) |
Corporate activities and unallocated costs | 8 | (95) |
Total ($m) | 8 | 5,268 |
| Group: | ||
EBIT (incl. share of associates) (enter positive for income) ($m) | 8 | 3,667 |
Net finance costs incl. associates/JVs (enter negative for expense) ($m) | 8 | (298) |
Income Tax Expense incl. associates/JVs (enter negative for expense) ($m) | 8 | (1,286) |
Profit attributable to minorities (enter negative) ($m) | 8 | (548) |
Underlying Earnings (sum of EBIT, finance cost, tax, MI) ($m) | 8 | 1,536 |
Weighted average number of shares (m) | 8 | 1,215 |
Underlying EPS (Underlying earnings ÷ no. shares) ($) | 8 | 1.26 |
DPS in relation to the period (policy of 40% pay-out of EPS) ($) | 8 | 0.51 |
| Net debt reconciliation ($m) (enter positive for cash inflows/negative for outflows) | ||
Opening net debt | 8 | (6,920) |
Underlying EBITDA from subsidiaries and joint operations (excl. associates) | 8 | 4,973 |
Working capital cash movement | 8 | (842) |
Cash tax paid | 8 | (1,241) |
Net finance costs - cash paid | 8 | (306) |
Capex | 8 | (2,939) |
Leases | 6 | (131) |
Dividends received from associates/JVs (Samancor, Jellinbah) | 8 | 179 |
Dividends paid to non-controlling interests (Kumba, Platinum, De Beers, AA Sur) | 8 | (413) |
Dividend paid to AAplc shareholders | 8 | (899) |
Structural changes (acquisitions/disposals) | 8 | - |
Capital expenditure directly funded by non-controlling interests | 3 | (67) |
Other net debt movements (purchase of treasury shares, bond buyback costs, FX m… | 8 | (206) |
Closing net debt | 8 | (8,737) |
| Commodity & Currency Forecasts - current year | ||
Platinum ($/oz) | 8 | 1,016 |
Palladium ($/oz) | 8 | 1,513 |
Rhodium ($/oz) | 8 | 9,071 |
De Beers realised price ($/ct) | 8 | 164 |
Copper (c/lb) | 8 | 394 |
Nickel (c/lb) | 8 | 1,088 |
Met Coal - HCC ($/t) | 8 | 297 |
Iron Ore – Fe 62% CFR China ($/t) | 8 | 117 |
ZAR/US$ | 8 | 18.23 |
A$/US$ | 8 | 1.48 |
BRL/US$ | 7 | 5.12 |
CLP/US$ | 8 | 806 |
| Production | ||
Platinum - Metal in concentrate (m oz) | 7 | 0.9 |
Palladium - Metal in concentrate (m oz) | 7 | 0.6 |
Total PGMs (5E+Au) - Metal in concentrate (m oz) | 8 | 1.7 |
Total PGMs (5E+Au) - Refined (m oz) | 8 | 1.6 |
Diamonds (m carats) | 8 | 16.5 |
| Copper | ||
Copper - Chile (kt) | 8 | 246.7 |
Copper - Peru (kt) | 8 | 141.3 |
Nickel (kt) | 8 | 19.3 |
| Iron Ore | ||
Kumba (wmt) | 8 | 18.3 |
Iron Ore Brazil (wmt) | 8 | 11.3 |
Manganese ore (mt) | 8 | 1.7 |
| Steelmaking Coal (mt) | ||
Export steelmaking coal (mt) | 8 | 7.0 |
Export thermal coal (mt) | 8 | 0.7 |