Sibanye Stillwater Ltd (FRA:47V)

Full Year 2025 Sibanye Stillwater Ltd Earnings Call Transcript

Feb 20, 2026 / 07:00 AM GMT

Release Date Price: €3.34 (+5.70%)

Transcript

Key Points

Positve

Sibanye Stillwater Ltd (SBSW) achieved the highest EBITDA in three years, just under $2 billion, reflecting strong financial performance.
The company declared a dividend of $0.31 per share, equating to a 2% yield, indicating a return to dividend-paying territory.
Sibanye Stillwater Ltd (SBSW) has made significant strides in renewable energy, achieving close to 100 million rand in savings and avoiding over 300,000 tons of carbon dioxide emissions.
The company has a strong balance sheet with net debt to adjusted EBITDA declining to below 0.6 times, comfortably within covenant limits.
Sibanye Stillwater Ltd (SBSW) has a disciplined capital allocation framework, focusing on shareholder returns, debt reduction, and growth, which supports long-term financial stability.

Negative

The company faced significant challenges at its Kloof operations due to seismic risks, resulting in a material impact on output and future operations.
Sibanye Stillwater Ltd (SBSW) experienced six fatal incidents across its operations in 2025, highlighting ongoing safety concerns.
The company had to settle a $215 million claim related to the APN court case, impacting financial results.
Operational challenges at Kloof, including infrastructure constraints and seismic risks, led to a 31% year-on-year production decline.
The company faced impairments totaling 15.8 billion rand at its US PGM operations, Caliber, and Kloof due to changes in economic parameters.

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

SSWJ.J - Sibanye Stillwater Ltd
Full Year 2025 Sibanye Stillwater Ltd Earnings Call
Feb 20, 2026 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hey, good morning ladies and gentlemen. Welcome.

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Unidentified_2 [2]
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I think it's a real pleasure to have you with us today as we, present our op operating and financial results for.

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Unidentified_1 [3]
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For 2025. So thank you very much for joining us today.

I think just.

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