Company South32 Limited

Equities

S32

AU000000S320

Diversified Mining

Market Closed - Australian S.E. 01:10:09 2024-03-28 am EDT 5-day change 1st Jan Change
3 AUD +2.39% Intraday chart for South32 Limited +0.33% -9.91%

Business Summary

South32 specializes in the exploration and operation of mines. Net sales break down by family of products as follows:

- alumina (22.4%): 5,050 Kt produced in 2018/19; ;

- aluminum (20.4%) : 982 Kt produced; ;

- manganese (16.9%) : 5,536 Kt produced;

- thermal coal (10.6%): 24,979 Kt produced;

- metallurgical coal (11.6%): 5,350 Kt produced;

- nickel (5%) : 41.1 Kt produced ;

- non-ferrous metals (4.8%): silver (12.2 million ounces produced), lead (101.4 Kt) and zinc (51.6 Kt);

- other (8.3%).

Net sales are distributed geographically as follows: Southern Africa (16.7%), Singapore (15%), India (7.3%), China (6%), Japan (5.6%), South Korea (2.7%), Asia (3.5%), Switzerland (7%), Netherlands (6%), Italy (2.6%), Europe (7.5%), Australia (8.3%), North America (4.5%), United Arab Emirates (4.1%), Middle East (2.5%) and South America (0.7%).

Number of employees: 9,616

Sales per Business

AUD in Million2022Weight2023Weight Delta
Hillside Aluminium
24.5 %
3,108 24.3 % 2,710 24.5 % -12.80%
Illawarra Metallurgical Coal
22.1 %
3,224 25.2 % 2,443 22.1 % -24.24%
Manganese Joint Venture Adjustments
-12.6 %
-1,544 -12.1 % -1,393 -12.6 % -9.80%
Mozal Aluminium
11.9 %
1,274 10.0 % 1,317 11.9 % +3.38%
Cerro Matoso
9.4 %
1,281 10.0 % 1,038 9.4 % -19.00%
Australia Manganese
9.3 %
1,169 9.1 % 1,023 9.3 % -12.53%
Sierra Gorda Joint Venture Adjustments
-9.2 %
-332 -2.6 % -1,017 -9.2 % +205.99%
Sierra Gorda
9.2 %
332 2.6 % 1,017 9.2 % +205.99%
Worsley Alumina
8.6 %
1,128 8.8 % 954 8.6 % -15.39%
Cannington
7.3 %
1,015 7.9 % 806 7.3 % -20.61%
Group and Unallocated Items/Eliminations
7.3 %
827 6.5 % 801 7.3 % -3.15%
Brazil Alumina
5.3 %
721 5.6 % 587 5.3 % -18.57%
South Africa Manganese
4.6 %
578 4.5 % 511 4.6 % -11.49%
Brazil Aluminium
2.2 %
0 0.0 % 247 2.2 % -

Sales per region

AUD in Million2022Weight2023Weight Delta
Netherlands
14.5 %
1,731 13.5 % 1,604 14.5 % -7.31%
Rest of Asia
11.4 %
1,333 10.4 % 1,264 11.4 % -5.23%
Rest of Europe
10.4 %
1,488 11.6 % 1,154 10.4 % -22.46%
Australia
10.3 %
1,397 10.9 % 1,137 10.3 % -18.58%
China
9.8 %
1,070 8.4 % 1,082 9.8 % +1.14%
South Africa
6.7 %
873 6.8 % 736 6.7 % -15.69%
Japan
5.8 %
721 5.6 % 645 5.8 % -10.54%
United States
5.6 %
605 4.7 % 623 5.6 % +2.90%
South Korea
5.5 %
954 7.5 % 611 5.5 % -35.97%
Mozambique
4.7 %
632 4.9 % 514 4.7 % -18.55%
Middle East
4.4 %
390 3.1 % 485 4.4 % +24.19%
India
4.1 %
801 6.3 % 452 4.1 % -43.59%
Rest of North America
3.1 %
383 3.0 % 348 3.1 % -9.25%
Brazil
2.6 %
-- 285 2.6 % -
Rest of Oceania
0.9 %
127 1.0 % 104 0.9 % -17.97%

Managers

Managers TitleAgeSince
Chief Executive Officer 52 14-09-30
Director of Finance/CFO - 21-01-31
Chief Operating Officer 55 21-09-30
Chief Operating Officer 54 20-06-30
Chief Tech/Sci/R&D Officer 54 18-07-31
Corporate Officer/Principal - 21-12-31
General Counsel 44 21-06-30
Human Resources Officer 53 19-01-16
Corporate Officer/Principal 50 15-04-30
Corporate Secretary - 20-10-29

Members of the board

Members of the board TitleAgeSince
Director/Board Member 69 15-02-26
Chairman 68 17-10-31
Director/Board Member 63 23-04-30
Director/Board Member 67 15-05-06
Director/Board Member 72 15-05-06
Director/Board Member 54 Nov. 27
Chief Executive Officer 52 14-09-30
Director/Board Member 68 15-05-06
Director/Board Member 65 23-04-30
Director/Board Member 67 17-10-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 4,529,000,000 4,484,500,272 ( 99.02 %) 17,263,473 ( 0.3812 %) 99.02 %

Shareholders

NameEquities%Valuation
The Vanguard Group, Inc.
6.102 %
276,360,221 6.102 % 531 M $
BlackRock Fund Advisors
3.277 %
148,407,598 3.277 % 285 M $
State Street Global Advisors Trust Co.
1.103 %
49,971,089 1.103 % 96 M $
BlackRock Investment Management (Australia) Ltd.
0.9943 %
45,034,923 0.9943 % 87 M $
BlackRock Investment Management (UK) Ltd.
0.9006 %
40,788,527 0.9006 % 78 M $
BlackRock Advisors (UK) Ltd.
0.5877 %
26,618,458 0.5877 % 51 M $
DFA Australia Ltd.
0.5709 %
25,857,735 0.5709 % 50 M $
Franklin Templeton Australia Ltd.
0.3650 %
16,531,888 0.3650 % 32 M $
CPU Share Plans Pty Ltd.
0.3549 %
16,074,527 0.3549 % 31 M $
BetaShares Capital Ltd.
0.3421 %
15,494,713 0.3421 % 30 M $
NameEquities%Valuation
Pacific Heights Asset Management LLC
0.0552 %
500,000 0.0552 % 5 M $
Henry James International Management, Inc.
0.007063 %
63,979 0.007063 % 614 518 $
Pension Reserves Investment Management Board
0.002358 %
21,356 0.002358 % 205 124 $
Great Lakes Advisors LLC
0.002109 %
19,106 0.002109 % 183 513 $
RhumbLine Advisers LP
0.001696 %
15,359 0.001696 % 147 523 $
Fulton Financial Advisors, NA
0.001695 %
15,352 0.001695 % 147 456 $
Yousif Capital Management LLC
0.001586 %
14,371 0.001586 % 138 033 $
VP Fund Solutions (Luxembourg) SA
0.001532 %
13,880 0.001532 % 133 317 $
Return On Innovation Advisors Ltd.
0.000307 %
2,780 0.000307 % 26 702 $
Sella SGR SpA
0.000265 %
2,400 0.000265 % 23 052 $

Holdings

NameEquities%Valuation
43,622,091 16.92% 41,219,386 $
25,160,756 14.82% 11,926,198 $
18,595,311 11.64% 8,014,579 $

Company contact information

South32 Ltd.

108 St Georges Terrace Level 35

6000, Perth

+61 8 9324 9000

http://www.south32.net/
address South32 Limited(S32)

Group companies

NameCategory and Sector
South32 Minerals SA (Brazil)
Other Metals/Minerals
Finance/Rental/Leasing
Coal
Financial Conglomerates
Miscellaneous Commercial Services
South32 Marketing Pte Ltd.
South32 Royalty Investments Pty Ltd.
South32 SA Finance Pty Ltd.

Sales per Business

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
C+
More Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
14
Last Close Price
1.911 USD
Average target price
2.452 USD
Spread / Average Target
+28.30%
Consensus