Investor Presentaiton
Post acquisition, WHC transforms into a metallurgical coal business
while continuing to supply high-CV thermal coal to key markets
Pro-forma sales volumes by geography1
Europe
9
1.
2.
India
China
Vietnam
Indonesia
Chile, Thailand,
Philippines, Australia
Japan
Korea
Taiwan
Malaysia
New Caledonia
Malaysia
2%
China
3%
Other¹
14%
Taiwan
Japan
47%
9%
Korea
9%
India
16%
FY24F Revenue contribution by type²
~70%
Metallurgical
Thermal
-30%
Metallurgical Coal Customers
Thermal Coal Customers
Exports from 3 ports:
Port of Newcastle - PWCS & NCIG (NSW)
Port of Hay Point - Dalrymple Bay (Qld)
Port of Gladstone - RG Tanna Terminal (Qld)
On a managed basis, excluding coal reservation volumes for WHC, based on sales volumes for WHC, Daunia and Blackwater FY2020-2023. Other includes: Vietnam, Indonesia, New Caledonia,
Chile, Thailand, Philippines, Europe and Australia.
As announced in 18 October acquisition presentation - based on management estimates and spot pricesView entire presentation