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Visual21 Nov 2025
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Gold Fields (GFI) investor relations material
Gold Fields CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary12 Nov, 2025
Strategic direction and portfolio evolution
Focus remains on long-term, steady, and reliable performance, prioritizing quality and cash flow per share over production growth.
Portfolio now delivers 70% of production from OECD countries, with a strong mix of stable and emerging markets.
Three-pillar strategy: safe, reliable, cost-effective operations; positive social/environmental impact; and portfolio quality growth.
2035 strategic aspirations set clear, quantitative goals for people, culture, community trust, portfolio quality, and peer outperformance.
ESG leadership, safety improvements, and a scalable operating model are central to long-term value creation.
Five-year plan, guidance, and capital allocation
Five-year guidance targets 2.5–3.0 Moz annual gold production, with a 6% CAGR from 2024 to 2030 and margin expansion driven by project ramp-ups.
$2 billion in discretionary investments and $1.7–$1.9 billion for Windfall Project, all self-funded, with a flat real all-in sustaining cost profile.
Dividend policy updated to 35% of free cash flow before growth investments, with a minimum $0.50/share and up to $500 million in additional returns over two years.
Net debt/EBITDA ratio targeted below 1x, with deleveraging following recent acquisitions and investment-grade credit ratings maintained.
Capital allocation balances reinvestment, shareholder returns, and balance sheet strength.
Asset and project highlights
Australian assets (St. Ives, Gruyere, Granny Smith, Agnew) show record reserve positions, long-life potential, and targeted investments in material handling and renewables.
Windfall Project in Canada targets >300,000 oz/year for 10 years, with permitting and FID expected in 2025–2026 and first gold in H1 2029.
Salares Norte in Chile is ramping up to >500,000 oz/year at industry-leading AISC, with further growth from Agua Amarga and ongoing exploration.
Tarkwa in Ghana achieves significant reserve extension, supporting >20 years of production and ongoing studies for underground expansion.
South Deep in South Africa targets margin improvement and production growth, with the South of Wrench project unlocking additional reserves.
South of Wrench: Impact on South Deep production
Additional shareholder returns: composition and timing
Gilmour deposit: Impact on Gruyere's grade and costs
How does new dividend policy balance growth & returns?
Salares Norte lessons applied to Windfall project
South Deep's role in OECD shift & value strategy
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Next Gold Fields earnings date
Q4 202518 Feb, 2026
Next Gold Fields earnings date
Q4 202518 Feb, 2026
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Frequently asked questions
Gold Fields Limited is a globally diversified gold producer with a strong focus on mechanized underground and open-pit mining. The company operates a portfolio of mines located across Australia, Ghana, Peru, and South Africa, with an emphasis on sustainable and responsible mining practices. The firm's operations extend beyond gold production to include exploration activities aimed at discovering new gold deposits and extending the life of existing mines. The company is headquartered in Johannesburg, South Africa, and its shares are listed on the Johannesburg Stock Exchange.
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