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Exxaro Resources (EXX) investor relations material
Exxaro Resources H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary21 Aug, 2025
Executive summary
Revenue grew 8% year-over-year to R20.6 billion and EBITDA rose 10% to R5.6 billion for the six months ended June 30, 2025, with headline earnings per share up 13% to 1,724 cents.
Achieved a three-year fatality-free milestone and maintained a strong safety record with LTIFR at 0.05 per 200,000 hours worked.
Advanced diversification with the acquisition of manganese assets and progress on renewable energy projects, including the Karreebosch wind project.
Leadership transition completed with a new CEO and management structure to support future growth.
Share repurchase program of R1.2 billion commenced, with 4.3 million shares repurchased by July 2025.
Financial highlights
Revenue: R20.6 billion, up 8% year-over-year; EBITDA: R5.6 billion, up 10% with a 27% margin.
Headline earnings: R4.2 billion, up 14%; HEPS: 1,724 cents, up 13%.
Net cash position improved by 27% to R12.4 billion; interim dividend of R8.43 per share declared.
Cash generated from operations after tax was R3.9 billion; SIOC dividend received was R1.7 billion.
Group EBITDA margin at 27%; return on total capital employed at 22%.
Outlook and guidance
Full-year 2025 coal production guidance: 38.9–42.8 million tonnes; export sales: 6.5–7.2 million tonnes; wind energy generation: 677–718 GWh.
Second half expected to outperform first half due to improved weather and operational momentum.
Sustaining capital expenditure for the year guided between R2.1 billion and R2.3 billion.
Ongoing review of capital allocation framework may lead to enhanced shareholder returns.
Economic activity in South Africa expected to strengthen in 2H25, with stable commodity markets anticipated.
Manganese deal price & capital allocation review
Sustainable cost savings & future volume drivers
Reasons for LSP delay and mitigation efforts
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Next Exxaro Resources earnings date
H2 202512 Mar, 2026
Next Exxaro Resources earnings date
H2 202512 Mar, 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.
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