Mining Business Overview slide image

Mining Business Overview

FOOTNOTES All metrics in presentation shown on an underlying basis. 1. 234 56 7. 8. 9. Recordable incidents. Data relates to subsidiaries and joint operations over which Anglo American has management control. Since 2018 data for fatalities, TRCFR and environmental metrics excludes results from De Beers' joint operations in Namibia and Botswana. Prior years' data includes 100% of De Beers' joint operations in Namibia and Botswana. Total Recordable Cases Frequency Rate per million hours. New cases of occupational disease. Environmental incidents are classified in terms of a 5-level severity rating. Incidents with medium, high and major impacts, as defined by standard internal definitions, are reported as level 3-5 incidents. Long term target for 'Cash flow after sustaining capital'/ capital employed. Attributable ROCE is defined as attributable underlying EBIT divided by average attributable capital employed. It excludes the portion of the return and capital employed attributable to non-controlling interests in operations where the Group has control but does not hold 100% of the equity. Margin represents the Group's underlying EBITDA margin for the mining business. It excludes the impact of non-mining activities (eg PGMs purchases of concentrate, sale of non-equity product by De Beers, 3rd-party trading activities performed by Marketing) & at Group level reflects Debswana accounting treatment as a 50/50 JV. Mining margin for De Beers on a stand alone basis is based on proportionate consolidation of mining businesses in De Beers only. Copper equivalent production is calculated using long-term consensus parameters. Excludes domestic / cost-plus production. Includes assets sold, closed or placed on care and maintenance. ~20% growth from 2018 to 2023, ~25% growth from 2018 to 2025. At spot prices and foreign exchange rates. 10. Underlying EBITDA is operating profit before special items and remeasurements adjusted to include the Group's attributable share of associates' and joint ventures' operating profit and exclude depreciation and amortisation. 11. Cash expenditure on property, plant and equipment including related derivatives, net of proceeds from disposal of property, plant and equipment and includes direct funding for capital expenditure from non-controlling interests and reimbursement of capital expenditure. Shown excluding capitalised operating cash flows. Consequently, for Quellaveco, reflects attributable share of capex, see appendix. Capex guidance is subject to progress of growth project studies. Woodsmith spend post-2021 not included pending completion of technical review. 12. Copper equivalent unit costs are shown on nominal terms and calculated as the total USD cost base divided by copper equivalent production. 13. Metrics on an underlying basis. 14. ETR is highly dependent on a number of factors, including the mix of profits, and may vary from the guided ranges. 15. Underlying run-rate improvement vs 2017. 16. Certified for organic use and suitable for organic farming. 17. High quality iron ore and metallurgical coal. 18. Production from primary thermal coal mines (ie excluding thermal coal produced as a by product). 19. Based on released sight data. Sales values are quoted on a consolidated accounting basis. Auction sales included in a given cycle are the sum of all sales between the end of the preceding cycle and the end of the noted cycle. 20. Price for a basket of goods per platinum oz. The dollar basket price is the net sales revenue from all metals (PGMs, base metals and other metals) per platinum ounce sold - excluding trading. 21. For more information on carbon neutral targets see Sustainable Performance presentation from 30 October 2020. 22. Included within Healthy Environment related Global Stretch Goals in Sustainable Mining Plan (https://www.angloamerican.com/sustainability/environment). āœ“ Anglo American 25
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