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Northam Platinum (NPH) investor relations material

Northam Platinum H2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H2 2025 earnings summary29 Aug, 2025

Executive summary

  • Achieved record production and sales, surpassing 1,000,000 ounces for the first time, with strong operational performance across all mines; own operations produced 899,244 oz 4E, up 0.7% year-over-year.

  • Sales revenue rose 6.9% to ZAR 32.9 billion, with sales volumes up 5.9% to 1,006,475 oz 4E.

  • Advanced key projects, including Elan Mine ramp-up, Zondanda 3 Shaft, and metallurgical facility upgrades, despite a tight capital environment; all major projects remain on track.

  • Safety improved overall, with Group LTIIR reduced to 0.61 from 0.74, but three fatalities occurred, prompting renewed focus on health and safety initiatives.

  • Renewable energy projects underway, including Zondereinde 80MW Solar Facility and Karreebosch wind farm, targeting a 60% reduction in carbon intensity by 2027.

Financial highlights

  • Operating profit reached ZAR 3.6 billion, EBITDA ZAR 4.9 billion with a margin of 14.9%, and basic EPS ZAR 3.81.

  • Gross profit margin was 10.9%, with cost of sales up 13% due to mining inflation and power costs.

  • Net debt at year-end was ZAR 5.1 billion, with a net debt/EBITDA ratio of 1.04.

  • Year-end cash balance stood at ZAR 6.9 billion, with undrawn facilities of ZAR 12.3 billion.

  • Final dividend of ZAR 2 per share, total ZAR 2.15 for the year, nearly 60% of headline earnings.

Outlook and guidance

  • FY2026 PGM production guidance: 910,000–930,000 4E ounces from own operations; sales to exceed 1,000,000 ounces.

  • Group unit cost guidance: ZAR 27,005–28,500 per 4E ounce; chrome sales forecast at 1.5–1.6 million tonnes.

  • CapEx for FY2026 projected at ZAR 5.2 billion, focused on Eland, 3 Shaft, and renewables.

  • Five-year targets: 1.8 million tonnes chrome, 200,000 ounces third-party business, >ZAR 60 billion turnover by 2030.

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Frequently asked questions

Northam Platinum Holdings Limited is a South Africa-based mining company focused on the exploration, extraction, and processing of platinum group metals (PGMs), including platinum, palladium, and rhodium. The company operates a portfolio of mines and processing facilities across South Africa, producing PGMs for use in automotive, industrial, and jewelry sectors. Northam Platinum is committed to sustainable mining practices and seeks to expand its resource base through both operational development and acquisitions within the PGM sector. The company is headquartered in Johannesburg, South Africa, and its shares are listed on the Johannesburg Stock Exchange.

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