Australia Coal and Laos Power: Operational and Financial Summary slide image

Australia Coal and Laos Power: Operational and Financial Summary

Fundamentals (i): coal business PRODUCTIVITY DRIVE "Successful efforts to cut costs" COST CUTTING TRIS 66 A+ STABLE • • . BANPU "... and capital spending" PROJECT CAPITAL RATIONALISATION TRIS A+ STABLE CONSOLIDATED OUTPUT 2012 2015 UNIT COSTS CAPEX $521M +19% 46.6Mt -30% -35% Mongolia -70% 39.2Mt 2010 2015 Optimal mine planning Performance measurement in all operations Logistic synergies and optimisation Centennial: Step Change Productivity programme ITM: reusable and repairable approach $50/t* Australia $34/t** $154M*** Indonesia INDONESIA MINES AUSTRALIA MINES • Major unit cost reduction achieved in Australia and Indonesia • SR reduction, lower mining costs at ITM . Overhead rationalisation *Indonesia coal's total costs, including: royalty, SG&A, DA, R&M, mining costs ** Australia's average production cost, including: depreciation, contractor, handling, cash overhead, general expenses, R&M, stores/supplies and labor (FX at 0.7 in 2015) 2012-15 2016-20* • Deferral of some capex to strengthen cashflow • Limited to committed project capital for time being ***Excludes maintenance capex. Forward looking figure is indicative only and is subject to change 7
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