Anglo American Plc · LSE:AAL

Anglo American — Shareholder Meeting (April 2023)

10 slides from Anglo American's shareholder meeting presentation, April 2023

  1. Slide 1: Annual General Meeting

    Annual General Meeting April 2023

  2. Slide 2: Annual General Meeting

    Annual General Meeting April 2023

  3. Slide 3: Safe & healthy operations are our first priority

    Safe & healthy operations are our first priority Safety Health Environment Group TRIFR Fatalities Occupational health – new cases Level 3 & above significant incidents 2.38 H1 30 2.24 2.19 2.14 2.00 H2 16 5 1 1 1 2 2 2 2020 20211 2022 2020 2021 2022 2020 2021 2022 Bi-weekly leadership engagements El

  4. Slide 4: 2022 summary

    2022 summary EBITDA Production $14.5bn 2% Mining EBITDA Unit cost margin 47% 15% Anglo American / © 2023 4

  5. Slide 5: Diversified product suite aimed at the two major demand trends

    Diversified product suite aimed at the two major demand trends Copper equivalent production Steelmaking Diamonds Coal Long term energy transition enabler High quality Copper Iron Ore ~85% aligned to future demand themes Manganese Crop Nickel Nutrients PGMs Anglo American / © 2023 5

  6. Slide 6: Our balanced, disciplined & sustainable approach

    Our balanced, disciplined & sustainable approach Strong Attractive Quality Strong balance sheet Attractive returns balance sheet shareholder returns organic growth 0.5x 40% payout >90% 2022 base, through the cycle growth capex aligned to future demand net debt:EBITDA7 dividend themes in high margin

  7. Slide 7: Striving for a healthy environment & thriving communities

    Striving for a healthy environment & thriving communities Energy GHG emissions Social MGJ Mt CO2 equivalent emissions Social Way 3.0 Implementation 84 83 15 15 66% 78 13 49% 24% 2020 2021 2022 2020 2021 2022 2020 2021 2022 Operational performance impacting energy South America - 100% renewable elect

  8. Slide 8: 2022 sustainability highlights

    2022 sustainability highlights nuGenTM hydrogen truck Los Bronces water solution World’s largest H2 powered haul- Desal water offtake from 2025 truck Meets >45% of the mine’s need Key step to decarbonising mining fleet Phase 2 water swap to benefit communities Now combined with First Mode Envusa Ene

  9. Slide 9: Our investment proposition

    Our investment proposition Competitive Differentiated Sustainable assets capabilities returns Strong cost position Disciplined capital Technology-led allocation Long-term growth options Sustainability leader Robust EBITDA margins Anglo American / © 2023 9

  10. Slide 10: Thank you

    Thank you Anglo American / © 2023 10

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