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Anglo American Platinum Limited (ANGPY)
OTHER OTC:ANGPY
US Market

Anglo American Platinum (ANGPY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 27, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
Last Year’s EPS
0.21
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 25, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial narrative: revenue and EBITDA growth, substantial cost savings, a swing to net cash, robust free cash flow and generous shareholder returns. These positives were supported by tangible operational improvements (Mogalakwena efficiencies, processing optimizations, project progress at Sandsloot/Der Brochen) and sustainability credentials. Headwinds included two workplace fatalities, weather/flood impacts (Amandelbult), input cost inflation, one-off demerger costs, some inventory/volume adjustments and localized cash access issues at Unki. Overall, the achievements and outlook materially outweigh the challenges, yielding a favorable view of the company’s trajectory while noting targeted risks to monitor.
Company Guidance
Guidance summary: For 2026 the group targets M&C/refined production of about 3.0–3.4Moz (Mogalakwena maintained at ~0.9–1.0Moz), Amandelbult expected to recover ~25%, group all‑in sustaining cost guidance is ~US$1,050/3E oz (assumes ZAR17/USD) after 2025 AISC of US$987/3E oz (US$1,039 including life‑extension capital), cash operating unit cost guidance ZAR19,000–20,000/PGM oz (2025: ZAR19,488), and total capital expenditure of ZAR17–18bn (sustaining ZAR12.5bn; discretionary ZAR4.5–5bn); Sandsloot work is budgeted within the envelope with project spend guidance ~ZAR1.5–2.5bn and prefeasibility indicating a 10–50% uplift in Mogalakwena volumes and 10–20% cost reduction, the company targets net debt/EBITDA <1x (ended 2025 with ZAR11.5bn net cash, ZAR20bn sustaining free cash flow and ZAR43bn liquidity headroom), customer prepayment ~ZAR12.8bn (contract through 2027 under renegotiation), ZAR5bn of cost savings delivered in 2025 with a further ZAR1–1.5bn targeted for 2027 (ZAR18bn total cost & capital savings over 24 months), and a balanced capital allocation that returned ~ZAR12bn of dividends in 2025 (~ZAR45/sh total; final dividend ~ZAR11.5bn or ~ZAR43/sh) while retaining a 40% headline‑earnings base dividend policy.
Successful De-merger and Listings
Completed demerger from Anglo American and secondary listing on the London Stock Exchange; Anglo American fully divested remaining minority interest, enabling a simplified stand-alone operating structure and reconstituted Board.
Strong Financial Performance
Revenue increased 7% year-on-year to ZAR 116 billion; EBITDA rose 68%; sustaining free cash flow of ZAR 20 billion; cash from operations since 30 June of ZAR 28 billion.
Material Balance Sheet Strengthening
Net position moved from ZAR 4.5 billion net debt at 30 June to ZAR 11.5 billion net cash at year end; liquidity headroom ZAR 43 billion; inaugural S&P investment-grade rating and domestic MTN program established.
Shareholder Returns
Declared final dividend and special/base payouts totaling ~ZAR 12 billion for 2025 (c. ZAR 45 per share); Board returned excess cash while maintaining a 40% headline earnings payout policy.
Cost and Capital Discipline
Delivered ZAR 5 billion of operational/corporate savings in 2025 and cumulative ZAR 18 billion in cost & capital savings over 24 months; controllable cost base down 18% since 2023; cash operating unit cost ZAR 19,488 per PGM ounce.
All-in Sustaining Cost (AISC) Performance
AISC maintained below $1,000 per 3E ounce: $987 per 3E oz (flat YoY) and a 13% reduction versus 2023; revised AISC including life-extension capital reported at $1,039 per 3E oz.
Operational Outperformance and Production
Refined production and sales exceeded guidance: refined production surpassed 3.4 million ounce guidance and sales (including inventory destocking) totaled close to 3.5 million ounces; Amandelbult produced 484,000 ounces.
Mogalakwena Operational Improvements
Strip ratio declined 22% to 4.5x; mined 15% more volumes despite an 8% reduction in total tonnes mined; drilling efficiencies +9%, redrills +15%, load-and-haul efficiencies +24% and +18%; all-in sustaining cost at Mogalakwena reduced to $835 per 3E ounce (8% reduction).
Processing and Mass-Pull Optimization
Jameson Cells and other optimizations delivered mass-pull reductions with tangible benefits: 21% fewer concentrate truck movements, 4% lower smelter electricity consumption, 5% lower CO2 emissions, estimated ZAR 123 million cost saving in 2025 and annualized benefit ~ZAR 250 million.
Project and Resource Progress — Sandsloot & Der Brochen
Sandsloot: 30 km additional exploration drilling, 13 Moz upgraded to measured & indicated, 3.2 km underground development, ventilation shaft pass completed, ~80,000 t bulk ore stockpile and ~ZAR 1.4 billion invested in 2025; prefeasibility supports a 10%–50% uplift in Mogalakwena volumes and 10%–20% cost reduction potential.
Sustainability and Accreditation
All mining operations accredited by the Initiative for Responsible Mining Assurance (IRMA); Mogalakwena recognition completes accreditation across the portfolio — highlighted as a rare global achievement.

Anglo American Platinum (ANGPY) 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

ANGPY Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 27, 2026
2026 (Q2)
- / -
0.208
Feb 25, 2026
2025 (Q4)
- / -
0.026
Jul 28, 2025
2025 (Q2)
0.14 / 0.21
0.2013.48% (<+0.01)
Feb 17, 2025
2024 (Q4)
- / 0.03
0.18-85.56% (-0.15)
Jul 22, 2024
2024 (Q2)
- / 0.20
0.254-20.87% (-0.05)
Feb 19, 2024
2023 (Q4)
- / 0.18
0.822-78.10% (-0.64)
Jul 24, 2023
2023 (Q2)
- / 0.25
0.922-72.45% (-0.67)
Feb 20, 2023
2022 (Q4)
0.73 / 0.82
1.192-31.04% (-0.37)
Jul 25, 2022
2022 (Q2)
0.99 / 0.92
1.713-46.18% (-0.79)
Feb 21, 2022
2021 (Q4)
- / 1.19
0.92329.14% (+0.27)
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

ANGPY Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 25, 2026
$16.59$18.42+11.07%
Jul 28, 2025
$8.19$8.15-0.48%
Feb 17, 2025
$5.51$5.510.00%
Jul 22, 2024
$5.09$5.24+2.96%
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 Anglo American Platinum Limited (ANGPY) report earnings?
Anglo American Platinum Limited (ANGPY) is schdueled to report earning on Jul 27, 2026, TBA (Confirmed).
    What is Anglo American Platinum Limited (ANGPY) earnings time?
    Anglo American Platinum Limited (ANGPY) earnings time is at Jul 27, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
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          What is ANGPY EPS forecast?
          Currently, no data Available