Exxaro Resources Ltd (OTCPK:EXXAF)

Full Year 2025 Exxaro Resources Ltd Earnings Call Transcript

Mar 19, 2026 / 08:00 AM GMT

Release Date Price: $12.84 (+6.56%)

Transcript

Key Points

Positve

Exxaro Resources Ltd (EXXAF) achieved a record 40 consecutive months without a fatality, showcasing a strong commitment to safety.
The company increased its coal production by 1% and coal export sales by 2%, despite a challenging low coal pricing environment.
Exxaro Resources Ltd (EXXAF) doubled its renewable energy capacity and commissioned a 68-megawatt solar plant, enhancing its green energy portfolio.
The company maintained a robust balance sheet with a net cash position of 17.6 billion rand, supporting future investments and shareholder returns.
Exxaro Resources Ltd (EXXAF) revised its dividend policy to improve shareholder returns, declaring a total dividend of 18.43 rand per share for 2025.

Negative

Exxaro Resources Ltd (EXXAF) faced a 14% decline in export coal prices, impacting overall revenue growth.
The company experienced a 3% decrease in energy generation from its wind assets due to less favorable wind conditions.
Despite improvements, the Waterberg TFR line remains severely constrained, limiting coal export potential.
The company is exposed to geopolitical risks, such as the Middle East conflict, which could impact global energy markets and logistics costs.
Exxaro Resources Ltd (EXXAF) faces challenges from illegal mining activities and the impact of heavy truck traffic on logistics.

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

EXXJ.J - Exxaro Resources Ltd
Full Year 2025 Exxaro Resources Ltd Earnings Call
Mar 19, 2026 / 08:00AM GMT

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Presentation
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20 years ago, Exxaro's journey began.

A journey rooted in South Africa, shaped by Africa and connected to the world.

From the beginning, Exxaro carried a clear belief, mining can and must contribute to economic progress and social transformation.

In 2006, that belief took shape. Kumba Resources unbundled its iron ore and diversified mineral assets. Exxaro Resources listed on the Johannesburg Stock Exchange, with a portfolio spanning coal, mineral sands, base metals, and industrial minerals.

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In 2007,

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