Rio Tinto Plc · LSE:RIO

Rio Tinto — Investor Presentation (April 2012)

13 slides from Rio Tinto's investor presentation, April 2012

  1. Slide 1: Diamonds & Minerals update

    1 Diamonds & Minerals update Harry Kenyon-Slaney Chief executive, Diamonds & Minerals April 2012 ©2012 Rio Tinto, All Rights Reserved

  2. Slide 2: Cautionary statement

    2 Cautionaryy statement This presentation has been prepared by Rio Tinto plc and Rio Tinto Limited (“Rio Tinto”) and consisting of the slides for a presentation concerning Rio Tinto. By reviewing/attending this presentation you agree to be bound by the following conditions. Forward-looking statement

  3. Slide 3: Product groups restructured in 2009

    3 Product g groups p restructured in 2009 Diamonds & Minerals formed to maximise the value of a world class portfolio and pursue growth opportunities Iron ore Energy Diamonds & Aluminium Copper Minerals Diamonds Borates TiO2 Zircon Lithium Potash ©2012 Rio Tinto, All Rights Reserved

  4. Slide 4: Strategy to deliver profitability and growth

    4 Strategy gy to deliver p profitability y and g growth Improve Build Grow Extract E t t additional dditi l value l ffrom Generate G t value l by b developing d l i Seek S k opportunities t iti tto grow in i businesses through projects and people within existing and complementary improvement and col

  5. Slide 5: Strong reputation underpins strategy

    5 Strong g reputation p underpins p strategy gy • Responsible approach is key to securing and maintaining license to operate • Strong reputation improves access to mineral resources, people and capital we need • Source of competitive p advantage g : Safety performance Injuries j p per 200,000 , hour

  6. Slide 6: Portfolio includes industry leading businesses

    6 Portfolio includes industryy leading g businesses Titanium dioxide Minerals Diamonds Development • 60 yyears in business • 140 yyears in • #1 pproducer of • Potash JV business (borates) coloured diamonds exploration project • #1 producer of high in Saskatchewan grade feedstocks • #2 producer of •

  7. Slide 7: Steady improvement in EBITDA

    7 Steadyy improvement p in EBITDA Underlying EBITDA • Strong earnings growth in titanium dioxide will US$ billions continue as supply tightens and long term contracts t t unwindi d 0.8 • Sustained price growth for borates with 0.7 increasing supply tightness 0.6 • Strong long term fundamentals for d

  8. Slide 8: Poised to capture demand growth

    8 Poised to capture demand growth Inflection point not yet reached for many of our products Percentage of saturation level* Titanium dioxide 100 90 Nickel Titanium Dioxide 80 Crude steel 70 Aluminium Copper 60 50 40 Diamonds 30 Borates 20 10 0 2,000 10,000 18,000 26,000 34,000 42,000 50,000 58,000 W

  9. Slide 9: Borates performing steadily

    9 Borates p performing g steadily y Global share of sales by volume 2010 • Rio Tinto supplies 40% of refined borates SA 6% Other 1% Bor 5% • Demand for higher quality products increasing SVM 6% Rio Tinto 40% • Growth driven by consumer demand for next generation electronics, more energy efficient bu

  10. Slide 10: TiO2 positioned to capture profitable growth

    10 TiO2 p positioned to capture p p profitable g growth Global share of sales by value 2010 • Market concentrated, especially for high grades Rio Tinto 24% Other 27% • Demand driven by infrastructure growth in developing countries Kenmare 2% BHP 5% • Trend towards higher g g grade feedstock as Vietn

  11. Slide 11: Building on exceptional performance

    11 Building g on exceptional p p performance RBM QMM RTFT Mozambique • Doubling D bli stake t k tto • 60% iincrease iin • Record R d production d ti • Progressing P i order d 74% production in 2011 in 2011 of magnitude studies • New tailings • Dry mining plant • C$800m treatment plant and dredge inv

  12. Slide 12: Diamonds fundamentals remain strong

    12 Diamonds fundamentals remain strong g Global share of sales by value 2010 • Strong fundamentals, but scale may suit a different ownership structure Others (13%) Anglo/ De Beers Harry Winston (2%) 36% • India and China growing to represent 20% of Petra (3%) global consumption by 2012 and 40% by DR

  13. Slide 13: Outlook is bright

    13 Outlook is bright g • Proven strategy and world class assets • Managing portfolio to maximise value • Advancing growth options to capture demand growth • Strong development position in promising new sectors t RT / Acron A P Prospecting ti leases ©2012 Rio Tinto, All Rights Reserved

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