Strong Foundation for Growth, Decarbonisation and Shareholder Returns slide image

Strong Foundation for Growth, Decarbonisation and Shareholder Returns

Minerals Robust financials in operationally challenging year 2021 Operating metrics 2020 comparison 2022 guidance IOC pellets price1 $214/t + 68% TiO2 slag price² $785/t -2% Production - IOC 9.7Mt -6% 10.0-11.0Mt Production-TiO2 1.0Mt -9% Production - Borates 0.5Mt +2% Production Diamonds 3.8Mct + 3% 1.1-1.4Mt ~0.5Mt 5.0-6.0Mct³ Financial metrics ($bn)* Gross product sales 6.5 +25% EBITDA 2.6 + 52% Margin (product group ops) 43% + 8 pp Operating cash flow 1.4 + 28% Capex 0.6 + 42% Free cash flow 0.8 + 19% Underlying ROCE4 21% + 7 pp Entered into a binding agreement to acquire the Rincon lithium project in Argentina IOC - favourable pricing but labour and equipment availability impacted production RBM resumed operations in August following stabilisation of security situation QMM in Madagascar operating well and delivering consistent production, construction launch of solar and wind power plant. Unplanned maintenance and equipment reliability issues at RTFT Diavik - became sole owner in November, strong price recovery following pandemic- related build-up of demand and low inventory COND 1 Wet metric tonne | 2 TZMI chloride slag assessment November 2021, excludes UGS | 3 Diamonds guidance is for Diavik only following the closure of Argyle in 2020. Increase in 2021 production reflects 100% ownership of Diavik (previously 60%) from 1st November 2021 | 4 Underlying ROCE is defined as underlying earnings (product group operations) excluding net interest divided by average capital employed | *Following a reorganisation of the management team in 2021, the Diamonds business is reported within Minerals and the Simandou iron ore project in Guinea is reported within Copper. 2020 comparatives have been adjusted accordingly Rio Tinto ©2022, Rio Tinto, All Rights Reserved CON €55 16
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