Anglo American Plc · LSE:AAL
Anglo American — Shareholder Meeting (April 2024)
11 slides from Anglo American's shareholder meeting presentation, April 2024
Slide 1: Annual General Meeting April 2024
Annual General Meeting April 2024
Slide 2: Annual General Meeting April 2024
Annual General Meeting April 2024
Slide 3: Safety is our number 1 value
Safety is our number 1 value Lowest ever TRIFR The Operating Model underpins well planned work TRIFR 2.24 Increased leadership time in the field 2.19 Focus on contractor performance management 1.78 Fatalities Target of zero harm through our ‘Always safe’ vision 2 2 3 2021 2022 2023 © Anglo American,
Slide 4: Robust 2023 financial results despite $5.5bn revenue impact from market weakness
Robust 2023 financial results despite $5.5bn revenue impact from market weakness in PGMs & De Beers Group basket price 13% EBITDA $10.0bn Revenue $32.5bn Mining margin 39% Unit costs 4% Net debt $10.6bn ROCE EPS Net debt:EBITDA Total dividend 16% 2.42 1.1x 96 cents © Anglo American, 2024
Slide 5: Shaping the business for the major demand trends
Shaping the business for the 3 major demand trends Energy Improving living Food transition standards security © Anglo American, 2024
Slide 6: Clear strategic priorities to deliver value through the cycle
Clear strategic priorities to deliver value through the cycle Immediate & ongoing Continuous review Operational Portfolio 1 excellence 2 improvement Longer term 3 Growth delivery Execution underpinned by our differentiated capabilities & disciplined approach to capital allocation © Anglo American, 2
Slide 7: Differentiated capabilities enable value delivery
Differentiated capabilities enable value delivery FutureSmart MiningTM Leading sustainability & supporting profitability social impact capabilities & sustainability agenda Customer-centric Partner of choice marketing © Anglo American, 2024
Slide 8: Operational excellence: Committed to safe, efficient, profitable production
Operational excellence: Committed to safe, efficient, profitable production Safe, stable & repeatable Effective cost & capital Sustainable, value-focused operational performance management production plans Safety & operating performance inextricably linked ~$1bn pa Prioritising stability at Quellave
Slide 9: Portfolio: Commitment to improvement & active management
Portfolio: Commitment to improvement & active management Crop Nutrients Systematic asset review under way Manganese Copper Steelmaking Production Coal mix from Each business must play a portfolio role long term portfolio High quality Nickel Iron Ore Ongoing active management of portfolio – always fo
Slide 10: Growth: Longer term, but substantial options in attractive products
Growth: Longer term, but substantial options in attractive products Prioritising products with Copper strongest long term fundamentals Up to 1Mtpa in mid-2030s Aligned with megatrends Polyhalite & our distinctive capabilities +13Mtpa from mid-2030s Partnerships & syndication High quality iron ore at
Slide 11: Thank you
AngloAmerican Thank you