The earnings call presented a strong financial performance with significant increases in EBITDA, earnings, and cash flow, alongside strategic approvals for future projects. However, the call also highlighted some serious challenges, including a tragic incident and impacts from civil unrest and natural disasters.

Company Guidance

During the call, Graham Kerr provided guidance on several key metrics for the first half of FY '25 and beyond. The company achieved a 44% increase in underlying EBITDA, reaching $1 billion, and a $375 million increase in underlying earnings. Cash flow from operations improved by $361 million, contributing to a reduction in net debt by $715 million to $47 million. The company announced a fully franked interim ordinary dividend of $154 million at $0.034 per share and plans to return $171 million to shareholders through its capital management program. Aluminum production increased by 5%, while copper equivalent production at Sierra Gorda rose by 21%. The company maintained production guidance across its operations, except for Mozal Aluminium, due to ongoing civil unrest in Mozambique. Looking ahead, the Worsley mine development project received environmental approvals, expected to sustain production until at least FY '36. The phased restart of mining activities at GEMCO is anticipated to boost export sales in June 2025, contingent on weather conditions. The company remains focused on reducing operating unit costs in the second half of FY '25 and expects a strong cash flow generation with an unwinding of working capital.

Strong Financial Performance

Delivered a 44% increase in underlying EBITDA to $1 billion and an increase in underlying earnings of $375 million. Cash flow from operations improved by $361 million, despite a build in working capital.

Decrease in Net Debt

Reduced net debt by $715 million to $47 million, maintaining a strong balance sheet.

Production Increases

Aluminum production increased by 5% and copper equivalent production increased by 21% at Sierra Gorda.

Worsley Mine Development Approvals

Received primary state and federal environmental approvals for the Worsley mine development project, expected to sustain production to at least FY '36.

Capital Management and Shareholder Returns

Announced a fully franked interim ordinary dividend of $154 million at $0.034 per share and continuation of the capital management program with $171 million remaining for shareholder returns.

South32 (SOUHY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SOUHY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 12, 2026	2026 (Q2)	0.31 / -	0.415	―	―	―
Aug 27, 2025	2025 (Q4)	0.30 / 0.29	0.4	-28.00% (-0.11)
Feb 12, 2025	2025 (Q2)	0.31 / 0.41	0.04	937.50% (+0.38)
Aug 28, 2024	2024 (Q4)	0.25 / 0.40	0.4	0.00% (0.00)
Apr 22, 2024	2024 (Q1)	- / -	0.74	―	―	―
Feb 15, 2024	2024 (Q2)	- / -	0.74	―
Feb 14, 2024	2023 (Qnull)	0.52 / 0.04	0.74	-94.59% (-0.70)	―	―
Aug 23, 2023	2023 (Q4)	0.51 / 0.40	1.7	-76.47% (-1.30)
Feb 16, 2023	2023 (Q2)	0.78 / 0.74	1.1	-32.73% (-0.36)
Aug 24, 2022	2022 (Q4)	1.80 / 1.70	0.35	385.71% (+1.35)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SOUHY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 27, 2025	$9.44	$8.81	-6.67%
Feb 12, 2025	$10.62	$11.09	+4.43%
Aug 28, 2024	$10.18	$10.25	+0.69%
Apr 22, 2024	$9.97	$10.56	+5.92%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does South32 Limited (SOUHY) report earnings?

South32 Limited (SOUHY) is schdueled to report earning on Feb 12, 2026, TBA (Confirmed).

What is South32 Limited (SOUHY) earnings time?

South32 Limited (SOUHY) earnings time is at Feb 12, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SOUHY EPS forecast?

SOUHY EPS forecast for the fiscal quarter 2026 (Q2) is 0.31.

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