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African Rainbow Minerals
African Rainbow Minerals (ARI) investor relations material
African Rainbow Minerals H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary4 Sep, 2026
Executive summary
Headline earnings rose 19% year-over-year to ZAR 3.2 billion, driven by higher PGM prices and portfolio resilience, with a final dividend of ZAR 7 per share declared.
Net cash increased by 54% to ZAR 10.2 billion as of 30 June 2026, providing flexibility for growth opportunities.
Fatality-free year achieved for the first time since 2017, with improved safety metrics and significant environmental progress.
Financial highlights
Headline earnings per share rose 20% to ZAR 16.60.
Dividends received: ZAR 3.4 billion from Assmang, ZAR 512 million from Harmony (up 113%).
ARM Ferrous posted ZAR 2 billion (down 42% year-over-year), ARM Platinum ZAR 1.3 billion (up 204%), ARM Coal reported a ZAR 428 million loss.
Scope 1 and 2 carbon emissions decreased by 33% to 1.06 million tonnes CO2e.
Outlook and guidance
Bokoni Mine development approved, targeting first production in 1H F2028 and full ramp-up by F2030, with ZAR 8.4 billion allocated over three years.
Nkomati Nickel Mine restart approved, with focus on execution readiness and value realisation.
Capital intensity at Khumani to remain high for five years due to increased stripping ratios and fleet replacement.
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Latest events from African Rainbow Minerals
- Bokoni and Nkomati advance with phased, low-risk execution and strong financial returns.ARI
Investor update - Process innovation and global demand are driving high-margin growth and strategic partnerships.ARIFireside chat
- Phalaborwa targets 2028 production as a low-cost, strategic rare earth supplier for the West.ARIFireside chat
- Earnings up 10% to R1.67bn, net cash at R8.46bn, platinum returns to profit.ARIH1 2026 (Q&A)
- Headline earnings up 10% to R1,669m, net cash at R8,464m, and dividend of R5.00 per share.ARIH1 2026
- Earnings fell 43% on weak PGM and coal prices, with major impairments and lower dividends.ARIH2 2024 (Q&A)
- Earnings fell 43% amid weak PGM and coal prices, major impairments, and lower dividends.ARIH2 2024
- Earnings fell 49% as weak commodity prices and logistics issues drove cost discipline.ARIH1 2025 (Q&A)
- Headline earnings dropped 49% to R1.5bn as cost control and cash preservation took priority.ARIH1 2025
Next African Rainbow Minerals earnings date
H1 20275 Mar, 2027
African Rainbow Minerals
Next African Rainbow Minerals earnings date
H1 20275 Mar, 2027
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