BHP

Public consensus   -   Last updated 02/08/22

Contributors 17

  • Barclays
  • Barrenjoey
  • Berenberg
  • BMO Capital Markets
  • Citi
  • CLSA
  • Credit Suisse
  • Deutsche Bank
  • Evans and Partners
  • Goldman Sachs Australia
  • Jefferies International Limited
  • JP Morgan Cazenove
  • Liberum Capital
  • Macquarie
  • RBC Capital Markets
  • SBG Securities (Pty) Ltd
  • UBS
Reporting currency: USD
Reporting unit: Absolute
 
NO. OF
FORECASTS
FY22
CONSENSUS
02/08/22
FY22
MIN
FY22
MAX
Financial Inputs (US$ million, continuing operations, unless stated)
Revenue (including third party products)
Copper
17
17,071
15,056
19,839
Iron Ore
17
30,982
30,230
31,846
Coal
17
15,503
13,507
18,001
Group and unallocated
17
1,409
(3,036)
2,859
Total Revenue (including third party products)
17
64,964
60,487
67,666
Underlying EBITDA (including third party products)
Copper
17
8,564
7,665
9,766
Iron Ore
17
21,716
20,465
22,166
Coal
17
9,291
7,459
11,970
Group and unallocated
17
706
(170)
1,415
Total Underlying EBITDA (including third party products)
17
40,277
38,845
42,108
Depreciation and amortisation
17
(5,714)
(6,287)
(4,325)
Underlying EBIT (including third party products)
Copper
17
6,684
6,027
7,960
Iron Ore
17
19,424
18,097
19,956
Coal
17
8,482
6,643
11,113
Group and unallocated
17
(28)
(854)
1,201
Total Underlying EBIT (including third party products)
17
34,563
33,436
36,052
Net financing costs (excluding exceptional items)
17
(740)
(1,325)
(495)
Taxation (excluding exceptional items)
Total Taxation (excluding exceptional items)
17
(11,058)
(13,640)
(10,112)
Equity minority interests (excluding exceptional items)
17
(1,876)
(2,494)
2,347
Attributable profit (excluding exceptional items) from continuing operations
17
20,889
17,036
24,721
Attributable profit (excluding exceptional items) from discontinuing operations
16
1,922
(64)
3,977
Attributable profit (excluding exceptional items) from total operations
17
22,699
20,021
26,631
Closing number of shares (million)
17
5,062
5,062
5,062
Dividends per share (US cents)
Total dividend determined (US cents)
17
312
281
365
Net operating cash flow from continuing operations
17
27,245
18,909
36,558
Free cash flow from continuing operations
17
19,442
8,422
23,482
Net debt
17
4,182
1,567
8,183

Disclaimer

BHP invites registered sell-side analysts who monitor BHP’s securities to submit their estimates, in respect of each financial reporting period, to an external web-based tool managed by Vuma Financial Limited (Vuma).

The consensus figure for a particular item represents the arithmetic mean of all figures for that item submitted to Vuma by analysts. Analyst estimates entered into Vuma that are materially out of date, or that contain a manifest error have been excluded from the aggregate consensus figures. The figures are current as at the date specified on the Vuma website and are not updated after that date.

The consensus figures reflect the opinions of third party analysts who do not have access to BHP’s internal financial information. The consensus figures are not based on BHP’s opinions, estimates or forecasts and are compiled and published without comment from, or endorsement or verification by, BHP. BHP does not endorse, confirm or express a view on the consensus estimates, and BHP does not accept any responsibility whatsoever in relation to the information.