Stock S32 SOUTH32 LIMITED
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Financials South32 Limited Johannesburg S.E.

Equities

S32

AU000000S320

Diversified Mining

End-of-day quote Johannesburg S.E.
Other stock markets
 18:00:00 2024-06-06 EDT 		5-day change 1st Jan Change
47.82 ZAR -1.26% Intraday chart for South32 Limited -3.59% +13.34%
06-06 Copper markets assessed with a much-needed lens of objectivity Alphavalue
05-30 How BHP's failed six-week pursuit of Anglo American unfolded RE

Valuation

Fiscal Period: June 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 11,102 6,736 10,205 12,544 11,354 11,497 - -
Enterprise Value (EV) 1 10,598 6,438 9,784 12,006 11,837 12,101 12,183 11,919
P/E ratio 29.4 x -108 x -53.6 x 4.77 x -65.9 x 28.7 x 10.1 x 7.29 x
Yield 4.3% 2.27% 2.23% 8.35% 3.23% 1.12% 3.04% 4.42%
Capitalization / Revenue 1.53 x 1.11 x 1.61 x 1.35 x 1.25 x 1.53 x 1.42 x 1.35 x
EV / Revenue 1.46 x 1.06 x 1.54 x 1.3 x 1.31 x 1.61 x 1.5 x 1.4 x
EV / EBITDA 4.82 x 5.43 x 6.26 x 2.52 x 4.67 x 7.49 x 5.13 x 4.35 x
EV / FCF 9.71 x 10.3 x 12 x 4.84 x 39.1 x 219 x 21.8 x 16 x
FCF Yield 10.3% 9.75% 8.33% 20.6% 2.56% 0.46% 4.59% 6.26%
Price to Book 1.1 x 0.71 x 1.15 x 1.17 x 1.22 x 1.2 x 1.11 x 1.04 x
Nbr of stocks (in thousands) 4,974,612 4,785,340 4,645,432 4,616,755 4,533,946 4,512,457 - -
Reference price 2 2.232 1.408 2.197 2.717 2.504 2.548 2.548 2.548
Announcement Date 19-08-21 20-08-19 21-08-18 22-08-24 23-08-23 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: June 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 7,274 6,075 6,337 9,269 9,050 7,538 8,117 8,525
EBITDA 1 2,197 1,185 1,564 4,755 2,534 1,616 2,375 2,741
EBIT 1 1,440 446 844 3,967 1,616 754.1 1,536 1,873
Operating Margin 19.8% 7.34% 13.32% 42.8% 17.86% 10% 18.92% 21.97%
Earnings before Tax (EBT) 1 803 122 -298 3,693 213 696 1,406 1,885
Net income 1 389 -65 -195 2,669 -173 344.9 979.1 1,300
Net margin 5.35% -1.07% -3.08% 28.79% -1.91% 4.58% 12.06% 15.25%
EPS 2 0.0760 -0.0130 -0.0410 0.5700 -0.0380 0.0888 0.2532 0.3497
Free Cash Flow 1 1,091 628 815 2,478 303 55.25 559.3 746
FCF margin 15% 10.34% 12.86% 26.73% 3.35% 0.73% 6.89% 8.75%
FCF Conversion (EBITDA) 49.66% 53% 52.11% 52.11% 11.96% 3.42% 23.55% 27.21%
FCF Conversion (Net income) 280.46% - - 92.84% - 16.02% 57.12% 57.4%
Dividend per Share 2 0.0960 0.0320 0.0490 0.2270 0.0810 0.0284 0.0775 0.1126
Announcement Date 19-08-21 20-08-19 21-08-18 22-08-24 23-08-23 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: June 2020 S1 2020 S2 2021 S1 2021 S2 2022 S1 2022 S2 2023 S1 2023 S2 2024 S1 2024 S2 2025 S1 2025 S2 2026 S1 2026 S2
Net sales 1 3,216 2,859 2,943 3,394 4,006 5,263 3,696 4,526 3,133 3,575 3,684 3,831 - -
EBITDA 1 - - - 931 1,871 2,884 1,364 1,170 708 888.3 958 1,103 - -
EBIT 1 293 - 282 562 1,514 2,453 922 694 236 568.5 728.4 1,158 - -
Operating Margin 9.11% - 9.58% 16.56% 37.79% 46.61% 24.95% 15.33% 7.53% 15.9% 19.77% 30.22% - -
Earnings before Tax (EBT) 1 - - - -342 1,462 2,231 885 -672 66 347 - - - -
Net income 1 - - - -248 1,032 - 685 -858 53 212 - - - -
Net margin - - - -7.31% 25.76% - 18.53% -18.96% 1.69% 5.93% - - - -
EPS 2 - - - - - - - -0.1860 0.0120 0.0470 - - - -
Dividend per Share 2 - - 0.0140 0.0550 - 0.1400 0.0700 0.0320 0.004000 0.0200 0.0300 0.0300 0.0400 0.0600
Announcement Date 20-02-12 20-08-19 21-02-18 21-08-18 22-02-16 22-08-24 23-02-14 23-08-23 24-02-15 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: June 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - - - 483 604 503 295
Net Cash position 1 504 298 421 538 - - - -
Leverage (Debt/EBITDA) - - - - 0.1906 x 0.3697 x 0.2098 x 0.1047 x
Free Cash Flow 1 1,091 628 815 2,478 303 55.3 559 746
ROE (net income / shareholders' equity) 9.5% 1.96% 5.28% 27% 9.09% 3.75% 9.19% 10.9%
ROA (Net income/ Total Assets) 6.65% 1.36% 3.63% 18% 5.93% 3.96% 3.89% 8.43%
Assets 1 5,852 -4,791 -5,379 14,789 -2,918 8,708 25,181 15,415
Book Value Per Share 2 2.030 1.970 1.920 2.330 2.050 2.130 2.290 2.450
Cash Flow per Share 2 0.3500 0.2200 0.2900 0.6600 0.4000 0.2300 0.4700 0.5000
Capex 1 726 737 590 592 888 1,117 1,266 1,413
Capex / Sales 9.98% 12.13% 9.31% 6.39% 9.81% 14.81% 15.6% 16.58%
Announcement Date 19-08-21 20-08-19 21-08-18 22-08-24 23-08-23 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for South32 Limited

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
14
Last Close Price
2.548 USD
Average target price
2.593 USD
Spread / Average Target
+1.79%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Integrated Mining

1st Jan change Capi.
BHP GROUP LIMITED Stock BHP Group Limited
-11.66% 149B
RIO TINTO PLC Stock Rio Tinto plc
-8.30% 116B
GLENCORE PLC Stock Glencore plc
+0.78% 72.64B
SAUDI ARABIAN MINING COMPANY (MA'ADEN) Stock Saudi Arabian Mining Company (Ma'aden)
-6.69% 43.88B
GRUPO MÉXICO, S.A.B. DE C.V. Stock Grupo México, S.A.B. de C.V.
+1.03% 40.47B
ANGLO AMERICAN PLC Stock Anglo American plc
+20.42% 36.77B
HINDUSTAN ZINC LIMITED Stock Hindustan Zinc Limited
+110.53% 34.81B
VEDANTA LIMITED Stock Vedanta Limited
+71.77% 20.48B
IVANHOE MINES LTD. Stock Ivanhoe Mines Ltd.
+42.18% 16.61B
Integrated Mining
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