The earnings call highlighted strong financial performance, increased production, and strategic environmental approvals, alongside ongoing challenges in safety, specific segment performance, and external risks. Overall, positive financial outcomes and strategic achievements were offset by significant operational and external challenges.

Company Guidance -

Q4 2025

In the conference call, Graham Kerr provided comprehensive guidance for the first half of FY '25, emphasizing several key financial and operational metrics. The company reported a 44% increase in underlying EBITDA to $1 billion and a rise in underlying earnings by $375 million. Cash flow from operations improved by $361 million, despite a build-up in working capital. The firm reduced net debt by $715 million to $47 million, highlighting a strong balance sheet. Production metrics showed a 5% increase in aluminum production and a 21% increase in copper equivalent production at Sierra Gorda. The company maintained production guidance across its operations, except for Mozal Aluminium. Additionally, the Worsley mine development project received primary environmental approvals, expected to sustain production until at least FY '36. The company announced a fully franked interim dividend of $154 million at $0.034 per share and continued its capital management program with $171 million still to be returned to shareholders. Looking ahead, the company projected lower operating unit costs for most guided operations in the second half of FY '25, with a focus on cost performance and cash generation.

Increased Production and Environmental Approvals

Aluminum production increased by 5%, copper equivalent production increased by 21% at Sierra Gorda. Received primary state and federal environmental approvals for the Worsley mine development project.

Strong Financial Performance

44% increase in underlying EBITDA to $1 billion, increase in underlying earnings of $375 million, cash flow from operations improved by $361 million, and net debt reduction by $715 million to $47 million.

Capital Management and Dividends

Announced a fully franked interim ordinary dividend of $154 million at $0.034 per share and continuation of a capital management program with $171 million to be returned to shareholders.

Portfolio Streamlining and Growth

Sale of Illawarra Metallurgical Coal for up to $1.65 billion and investment in future production of critical minerals, including the Hermosa project in Arizona.

South32 (AU:S32) 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 >

AU:S32 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 28, 2025	2025 (Q4)	0.09 / -	0.124	―	―	―
Feb 12, 2025	2025 (Q2)	0.10 / 0.13	0.012	937.50% (+0.12)	―	―
Aug 28, 2024	2024 (Q4)	0.08 / 0.12	0.124	0.00% (0.00)	―	―
Apr 22, 2024	2024 (Q1)	- / -	0.148	―	―	―
Feb 15, 2024	2024 (Q2)	- / -	0.148	―	―	―
Feb 14, 2024	2023 (Qnull)	0.16 / 0.01	0.23	-94.59% (-0.22)	―	―
Aug 23, 2023	2023 (Q4)	0.16 / 0.12	0.528	-76.47% (-0.40)	―	―
Feb 16, 2023	2023 (Q2)	0.24 / 0.23	0.341	-32.73% (-0.11)	―	―
Aug 24, 2022	2022 (Q4)	0.56 / 0.53	0.109	385.71% (+0.42)	―	―
Feb 16, 2022	2022 (Q2)	0.20 / 0.34	0.022	1471.43% (+0.32)	―	―

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

AU:S32 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 12, 2025	AU$3.38	AU$3.52	+4.09%
Aug 28, 2024	AU$2.99	AU$3.01	+0.64%
Apr 22, 2024	AU$3.10	AU$3.27	+5.62%
Feb 15, 2024	AU$2.98	AU$2.85	-4.56%

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 Ltd. (AU:S32) report earnings?

South32 Ltd. (AU:S32) is schdueled to report earning on Aug 28, 2025, TBA (Confirmed).

What is South32 Ltd. (AU:S32) earnings time?

South32 Ltd. (AU:S32) earnings time is at Aug 28, 2025, 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 the P/E ratio of South32 Ltd. stock?

The P/E ratio of South32 is N/A.

What is AU:S32 EPS forecast?

AU:S32 EPS forecast for the fiscal quarter 2025 (Q4) is 0.09.

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