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South32 (S32) investor relations material
South32 AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary23 Oct, 2025
Opening remarks and agenda
Acknowledgement of traditional landowners and commitment to Indigenous reconciliation initiatives.
Welcome to Country conducted by a Whadjuk Noongar representative, emphasizing unity and respect.
Meeting formally opened with confirmation of quorum and introduction of board, executives, auditor, and scrutineer.
Hybrid meeting format enabled both in-person and remote participation, with clear procedures for questions and voting.
Financial performance review
Underlying earnings attributable to members reached $666 million, with $350 million returned to shareholders via dividends and buybacks.
EBITDA increased by 7% to $1.9 billion, and net cash position at year-end was $123 million.
Portfolio transformation included divestment of Illawarra Metallurgical Coal and Cerro Matoso, and investment in Hermosa and Sierra Gorda.
Capital management program extended, with $18.7 billion allocated since 2016 across operations, dividends, and growth.
Board and executive committee updates
CEO succession plan announced: Matthew Daly to join as Deputy CEO in Feb 2026, succeeding Graham Kerr later that year.
Chair succession: Stephen Pierce to become Chair in Feb 2026, following Karen Wood’s retirement.
Two founding directors retired; two new directors, Stephen Pierce and Mandla Misimang, welcomed and stood for election.
Rationale for staggered CEO/Chair succession?
Mozal's future given electricity supply issues?
Hermosa economics against US cost inflation/delays?
Mozal Aluminium: future without power deal?
Worsley Alumina: address Jarrah Forest concerns?
Remuneration report: address shareholder strike?
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Frequently asked questions
South32 Limited operates as a diversified metals and mining company in Australia, Southern Africa, North America, and South America. The company engages in the exploration, development, production, and marketing of industrial minerals; and gold, copper, nickel, and platinum group metals. It offers red sand alumina from its Mt. Isa mine; soda ash from its Worsley operation; bauxite from its Weipa operations; copper cathodes and refined copper products from its Kambalda operations; nickel matte from Kalgoorlie operations; and ferronickel-based alloys from Kwinana refinery. In addition, the company holds interests in mineral exploration projects at Mt. Cattlin in Australia. Further, it manufactures and sells clinker to the cement industry, as well as provides indirect services to the construction sector of the economy including construction materials business activities.
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