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Exxaro Resources
Exxaro Resources (EXX) investor relations material
Exxaro Resources H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary20 Aug, 2026
Executive summary
Achieved strong operational performance in H1 2026, with coal, renewable energy, and manganese all contributing to results; revenue rose 7% year-over-year to R22.1 billion.
Coal production up 11% to 21.5Mt, export sales up 15% to 3.9Mt, and coal sales up 4%.
Renewable energy output grew 12% to 378GWh, driven by the Lephalale Solar Plant reaching commercial operation.
Manganese contributed for the first time, with production up 11% to 1.82Mt and successful acquisition completed.
Maintained a strong safety record: four years without a fatality and a 60% improvement in LTIFR.
Financial highlights
Group revenue up 7% year-over-year to R22.1bn; EBITDA flat at R5.6bn, margin at 25%.
Headline earnings per share declined 20% to R13.77, mainly due to lower equity income from SIOC and Black Mountain.
Net cash position at R6.4bn, excluding project finance debt.
Interim dividend of R7.00/share declared, marking the 47th consecutive dividend.
Total capital expenditure for the period: R2.3bn (R1.4bn sustaining, R864m expansion).
Outlook and guidance
Full-year coal production and sales guidance reiterated at 39.4–42.8Mt; export sales 7.3–8.0Mt.
Renewable energy generation guidance revised to 800–830GWh due to weaker wind resources.
Manganese (Tshipi) production and sales guidance: 3.2–3.4Mt.
Focus remains on disciplined execution, cost control, and delivering on strategic priorities.
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Latest events from Exxaro Resources
- Disciplined growth in manganese and renewables targets over 50% of group earnings by 2030.EXX
CMD 2026 - Revenue up 3%, EBITDA down 2%, and headline EPS up 8% with strong coal and renewables growth.EXXH2 2025
- Coal volumes and prices declined, but renewables and strategic investments advance.EXXTrading Update
- Coal output and sales fell, but export growth and strong liquidity support an upgraded outlook.EXXTrading Update
- Stable coal output, asset transactions, and renewables expansion drive growth amid market challenges.EXXTrading Update
- Revenue up 8%, EBITDA up 10%, and HEPS up 13% with strong cash and diversification.EXXH1 2025
- Export coal volumes rise and capex falls as energy and sustainability projects advance.EXXTrading Update
- EBITDA down 10.5%, export sales up 22%, interim dividend R7.96/share, strong cash generation.EXXH1 2024
- EBITDA fell 22% as export sales rose 37%, with strong cash generation supporting growth.EXXH2 2024
Next Exxaro Resources earnings date
Trading update1 Dec, 2026
Exxaro Resources
Next Exxaro Resources earnings date
Trading update1 Dec, 2026
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Frequently asked questions
Exxaro Resources Limited, a South African-based company, operates in the diversified resources sector, focusing primarily on coal mining while also engaging in renewable energy solutions. The company emerged from the unbundling of Kumba Resources, merging with Eyesizwe Coal and Namakwa Sands, marking its transformation into Exxaro in November 2006. As one of the top five coal producers in South Africa, Exxaro has established a significant presence in the mining industry, listed on the Johannesburg Stock Exchange.