)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
South32
South32 (S32) investor relations material
South32 H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary12 Feb, 2026
Executive summary
Profit after tax rose by $104M to $464M in H1 FY26, with underlying earnings up 16% to $435M year-over-year, driven by higher base and precious metals prices and consistent operations.
Underlying EBITDA reached $1,107M, up 9%, supported by higher commodity prices and operational consistency.
Announced a fully-franked interim dividend of 3.9 US cents/share ($175M) and increased capital management program by $100M to $2.6B.
Portfolio streamlined with divestment of Cerro Matoso and Illawarra Metallurgical Coal, and transition of Mozal Aluminium to care and maintenance.
Safety performance improved, with no fatalities and significant reductions in LTIF and TRIF.
Financial highlights
Operating margin was 28% in H1 FY26; underlying EBITDA margin improved to 28.2%.
Free cash flow totaled $57M, with net debt at $25M and strong liquidity.
Ordinary dividend of 3.9 US cents/share ($175M) declared; capital management program increased to $2.6B, with $209M remaining.
Returns to shareholders in H1 FY26 totaled $152M via dividends and buy-backs.
Basic underlying earnings per share increased 17% to 9.7 US cents; ROIC improved to 11.3%.
Outlook and guidance
FY26 production and operating unit cost guidance remain unchanged across all operated assets, except Brazil Aluminium, which was revised down due to operational disruptions.
Capital expenditure guidance for FY26 is unchanged at $1,400M, with Hermosa growth capex at $750M.
Growth profile targets 20% increase in group copper equivalent production, driven by Hermosa, Sierra Gorda, and Taylor projects.
Capitalised exploration guidance for FY26 remains at $40M.
Request details on H2 FY26 Hermosa project assessment
Quantify Mozal closure's impact on GHG emissions
Justify capital management increase given net debt
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next South32 earnings date
Q3 202622 Apr, 2026
South32
Next South32 earnings date
Q3 202622 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
South32 Limited operates as a diversified metals and mining company in Australia, Southern Africa, North America, and South America. The company engages in the exploration, development, production, and marketing of industrial minerals; and gold, copper, nickel, and platinum group metals. It offers red sand alumina from its Mt. Isa mine; soda ash from its Worsley operation; bauxite from its Weipa operations; copper cathodes and refined copper products from its Kambalda operations; nickel matte from Kalgoorlie operations; and ferronickel-based alloys from Kwinana refinery. In addition, the company holds interests in mineral exploration projects at Mt. Cattlin in Australia. Further, it manufactures and sells clinker to the cement industry, as well as provides indirect services to the construction sector of the economy including construction materials business activities.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage