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Kumba Iron Ore's annual results for the twelve months ended 31 December 2018

19 February, 2019

Kumba announces its annual results for the year ended 31 December 2018.

KUMBA IRON ORE DELIVERS SOLID OPERATIONAL AND FINANCIAL PERFORMANCE

Highlights – year ended 31 December 2018

Delivering sustainable shareholder returns

  • Strong cash generated from operations of R18.9 billion
  • Headline earnings R30.28 per share
  • Final cash dividend of R15.73 per share, total dividend of R30.24 per share

Strong safety and operational performance

  • Maintained fatality free record
  • High potential incidents reduced by 67%
  • Operating efficiency up from 58% to 65% of benchmark

Margin benefit from enhanced product portfolio

  • Product quality improved from 64.1% to an average Fe of 64.5%
  • Average realised FOB export price of US$72/tonne
  • Cost savings of R1 billion exceed target of R800 million
  • EBITDA margin up 3 percentage points to 45%

Themba Mkhwanazi, Chief executive of Kumba, said, "In 2018, Kumba continued to achieve important milestones in our strategy of unlocking our full potential through margin expansion and life of mine extension. We kept our commitment on safety and remained fatality-free with significant improvement across multiple safety indicators. Our focus on productivity and efficiency continued to gain traction improving by 7% as we reached 65% of benchmark. This, together with our drive to optimise costs, saw us realise close to R1 billion of cost savings against our target of R800 million.

"The flexibility in our approach to production allowed us to lift product qualities to an average of 64.5% Fe, enabling higher price realisation whilst mitigating logistical constraints. We achieved our production and sales volume guidance, with unit costs remaining well contained. This solid performance resulted in net cash generated from operations of R18.9 billion, which coupled with disciplined capital allocation, translated into a total dividend of R30.24 per share for the year. Furthermore, in line with our resource development plan, I am pleased to announce that we were granted the right to expand Kolomela into the adjacent Heuningkranz area which presents an exciting opportunity to extend our life of mine.

It is clear that alongside the solid performance achieved, Kumba has significant value to unlock. While challenges are part of the uncertain environment that we operate in, the quality of our assets ensures that we are well positioned to serve our diversified and growing customer base, and we have the right strategy and teams in place to create sustainable shareholder value."

Download the Annual Results for the year ended 31 December 2018

For further information, please contact:

Media Investors
Sinah Phochana  
Tel: +27 (12) 683 7019
Mobile: +27 (0) 76 066 0655
Email: [email protected]
Penny Himlok
Tel: +27 (0) 12 622 8324
Mobile: +27 (0) 82 781 1888
Email: [email protected]

Notes to editors:

Kumba Iron Ore Limited, a member of the Anglo American plc group, is a leading value-adding supplier of high quality iron ore to the global steel industry. Kumba produces iron ore in South Africa at Sishen and Kolomela mines in the Northern Cape Province. Kumba exports iron ore to customers in a range of geographical locations around the globe including China, Japan, Korea and a number of countries in Europe and the Middle East.

www.angloamericankumba.com

Anglo American is a global diversified mining business and our products are the essential ingredients in almost every aspect of modern life. Our portfolio of world-class competitive mining operations and undeveloped resources provides the metals and minerals to meet the growing consumer-driven demands of the world’s developed and maturing economies. With our people at the heart of our business, we use innovative practices and the latest technologies to discover new resources and mine, process, move and market our products to our customers around the world.

As a responsible miner – of diamonds (through De Beers), copper, platinum and other precious metals, iron ore, coal and nickel – we are the custodians of what are precious natural resources. We work together with our key partners and stakeholders to unlock the sustainable value that those resources represent for our shareholders, the communities and countries in which we operate and for society at large. Anglo American is re-imagining mining to improve people’s lives.

www.angloamerican.com