Strong Foundation for Growth, Decarbonisation and Shareholder Returns slide image

Strong Foundation for Growth, Decarbonisation and Shareholder Returns

Iron Ore Strong financial result despite challenging conditions Operating metrics 2021 Average realised price 1, 3 $143.8/t 2020 comparison + 45% 2022 guidance Shipments (100% basis) 321.6Mt - 3% 320-335Mt Unit cost², 3 $18.6/t + 26% $19.5-21.0 Financial metrics ($bn) Gross product sales 39.6 + 44% EBITDA 27.6 +46% Margin (FOB)³ 76% + 2 pp Operating cash flow 19.2 + 45% Capex 3.9 + 34% Sustaining ~1.5 Free cash flow 15.2 + 48% Underlying ROCE 100% + 26 pp Production impacted by above average rainfall in H1, cultural heritage management and tie-in of growth and replacement mines Higher volumes of SP10 due to timing of project completion Commissioning and ramp-up of growth and replacement mines impacted by COVID-19: access to labour and supply chain quality issues Kept focus on fixed costs. Higher input prices including labour, explosives, energy, stronger AUD, increase in mine work index and operational readiness costs Genuine progress made with Traditional Owner Groups, continue discussions on agreement making in 2022 1 Dry metric tonne, FOB basis | 2 Unit costs are based on operating costs included in EBITDA and exclude royalties (state and third party), freight, depreciation, tax and interest. Guidance reflects rising input prices and labour costs, an increased mining work index and higher mine processing plant maintenance, partially offset by the ramp-up of Gudai-Darri and continued efficiency improvements. Unit costs are stated at an Australian dollar exchange rate of 0.75 and exclude any additional COVID-19 response costs | 3 Pilbara only. All other figures reflect Pilbara operations, portside trading and Dampier Salt Rio Tinto ©2022, Rio Tinto, All Rights Reserved Rio Riol Ento 12
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