Rio Tinto Plc · LSE:RIO

Rio Tinto — Shareholder Meeting (May 2014)

25 slides from Rio Tinto's shareholder meeting presentation, May 8, 2014

  1. Slide 1: 2014 Annual general meeting

    8 May 2014 For personal use only 2014 Annual general meeting

  2. Slide 2: Jan du Plessis, Chairman

    8 May 2014 For personal use only Jan du Plessis Chairman

  3. Slide 3: Three key objectives: greater value for shareholders

    For personal use only Greater Three key objectives: value for Improve operating and shareholders 1 financial performance 2 Strengthen the balance sheet 3 Deliver results Richards Bay Minerals, South Africa 3 ©2014, Rio Tinto, All Rights Reserved

  4. Slide 4: Strong financial and operational performance

    For personal use only Strong financial Underlying earnings of US$10.2 billion and operational performance Cash flows from operations up by 22% Net earnings of US$3.7 billion 4 ©2014, Rio Tinto, All Rights Reserved

  5. Slide 5: Disciplined capital allocation

    For personal use only Disciplined capital Disciplined investment allocation Strengthening our balance sheet Returning cash to shareholders 5 ©2014, Rio Tinto, All Rights Reserved

  6. Slide 6: Strong balance sheet and returns to shareholders

    For personal use only Strong balance Divestments of US$3.5 billion sheet and returns to shareholders Net debt reduced to US$18.1 billion Retained single A credit rating 15% increase to the full-year dividend 6 ©2014, Rio Tinto, All Rights Reserved

  7. Slide 7: Activities of the board

    For personal use only Activities of the board Cape Lambert B, Pilbara, Australia 7 ©2014, Rio Tinto, All Rights Reserved

  8. Slide 8: Managing through volatility

    For personal use only Managing through volatility 8 ©2014, Rio Tinto, All Rights Reserved

  9. Slide 9: Consistent strategy

    For personal use only Consistent Strategy strategy Invest in and operate long-life, low-cost, expandable operations Strategy in the most attractive industry sectors Greater value for shareholders 9 ©2014, Rio Tinto, All Rights Reserved

  10. Slide 10: A responsible and trusted business

    For personal use only A responsible 2013 total global tax and trusted contribution business US$7.5 billion US$5.7 billion total taxes paid in Australia 2013 community contributions of US$331 million Weipa, Australia 10 ©2014, Rio Tinto, All Rights Reserved

  11. Slide 11: Moving forward with confidence

    For personal use only Moving forward with confidence Rio Tinto Marine Wakmatha 11 ©2014, Rio Tinto, All Rights Reserved

  12. Slide 12: Sam Walsh, Chief executive

    8 May 2014 For personal use only Sam Walsh Chief executive

  13. Slide 13: Delivering greater value for shareholders

    For personal use only Delivering greater value for shareholders Argyle diamonds, Weipa,Australia Australia 13 ©2014, Rio Tinto, All Rights Reserved

  14. Slide 14: Safety

    For personal use only Safety All injury frequency rates 2003-2013 Per 200,000 hours worked 2.0 1.8 1.6 1.4 1.2 1.0 0.8 0.6 0.4 0.2 0.0 Safety briefing, Oyu Tolgoi, Mongolia ’03 ’04 ’05 ’06 ’07 ’08 ’09 ’10 ’11 ’12 ’13 14 ©2014, Rio Tinto, All Rights Reserved

  15. Slide 15: Strong financial and operational performance

    For personal use only Strong financial Operating cash cost reduction of US$2.3 billion and operational performance Exploration and evaluation savings of US$1 billion Capital expenditure down 26% Record production in bauxite, thermal coal and iron ore 15 ©2014, Rio Tinto, All Rights Reserved

  16. Slide 16: Powering productivity

    For personal use only Powering Record production Pilbara – productivity in iron ore, bauxite 53 autonomous and thermal coal trucks Hail Creek – new revenue stream from by-product 8% productivity improvement after Kennecott pit wall slide 16 ©2014, Rio Tinto, All Rights Reserved

  17. Slide 17: Major projects delivered

    For personal use only Five major Pilbara iron ore AP60 aluminium projects expansion to 290 smelter produces million tonnes first hot metal completed ahead of schedule First shipment Argyle from Oyu Tolgoi underground copper-gold diamond mine mine starts production Kestrel mine extension adds 20 year

  18. Slide 18: Delivering our commitments

    For personal use only Delivering our commitments Delivering greater value for shareholders ©2014, Rio Tinto, All Rights Reserved

  19. Slide 19: Delivering greater value for shareholders

    8 May 2014 For personal use only Delivering greater value for shareholders

  20. Slide 20: Resolutions

    For personal use only Resolutions Resolution 1: Receipt of 2013 Annual report 1 - 20 Resolution 2: Approval of Remuneration Policy Report Resolution 3: Approval of the Directors’ Report on Remuneration Resolution 4: Approval of Remuneration Report Resolution 5: Approval of potential termination bene

  21. Slide 21: John Varley, Remuneration Committee chairman

    8 May 2014 For personal use only John Varley Remuneration Committee chairman

  22. Slide 22: Resolutions 2-5

    For personal use only Resolutions Resolution 2: Approval of Remuneration Policy Report 2-5 - (UK law requirement) Resolution 3: Approval of the Directors’ Report on Remuneration - (UK law requirement) Resolution 4: Approval of full Remuneration Report - (Australian law requirement) Resolution 5: App

  23. Slide 23: Remuneration Committee

    For personal use only Remuneration Alignment of interest between shareholders and executives Committee Dialogue with owners influences remuneration policy Spending your remuneration resource wisely Supporting value creation for shareholders Judgements that protect and enhance shareholder interests 2

  24. Slide 24: Questions

    For personal use only 8 May 2014 Questions

  25. Slide 25: Delivering greater value for shareholders

    8 May 2014 For personal use only Delivering greater value for shareholders

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