Full Year 2025 BHP Group Ltd Earnings Call (EMEA) Transcript

Aug 19, 2025 / 11:00 AM GMT

Release Date Price: £19.9 (+0.33%)

Transcript

Key Points

Positve

BHP Group Ltd (BHP) achieved record iron ore and copper production, with copper volumes growing by 28% over the past three years.
The company delivered a strong financial performance with an underlying EBITDA margin of 53% and a return on capital employed of 21%.
BHP Group Ltd (BHP) paid a final dividend of 60 US cents per share, resulting in a full-year dividend of $5.6 billion.
The company achieved gender balance in its global workforce, with female representation now at 41.3%, contributing to better business performance.
BHP Group Ltd (BHP) has reduced its capital spend by $1 billion per year over the medium term and revised its target net debt range to $10 to $20 billion.

Negative

The company experienced a 10% decline in EBITDA due to unfavorable commodity prices, despite favorable foreign exchange rates.
BHP Group Ltd (BHP) encountered higher inflation and cost escalation than anticipated, particularly affecting the Jansen project.
The pace of development for decarbonization technology has slowed, delaying anticipated operational decarbonization spend to the 2030s.
Higher labor costs over and above CPI inflation impacted the company's financial performance.
The transition to closure for New South Wales Energy Coal is progressing, indicating a phase-out of operations in that segment.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BHP.AX - BHP Group Ltd
Full Year 2025 BHP Group Ltd Earnings Call (EMEA)
Aug 19, 2025 / 11:00AM GMT

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Presentation
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Hello and thank you for joining us to hear about BHP's results for the 2025 financial year. I'm joined by our Chief Financial Officer Vendita Pant.

This year again demonstrated BHP's resilience, strength, and operational excellence.

Our strategy remains clear and simple. We choose to be in highly attractive commodities with resilient demand and steep cost curves. We own world class assets that are large, long life, low cost and with options to grow.

We operate them excellently generating maximum possible shareholder value for the capital deployed.

And we bring a differentiated approach and focus to creating social value with those around us.

Our results continue to prove the value of

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