Harmony Gold 2026第四季度财报电话会议要点

发布时间：2026-08-27 一、AI总结内容 一、核心要点 1. Harmony Gold 2026财年实现连续11年达成黄金产量指引，地下回收黄金品位5.83克/吨，符合指引要求2. 集团黄金产量143万盎司，符合指引；总维持成本为每公斤119万兰特（合每盎司2195美元），符合指引3. 收购CSI后，其贡献铜产量18207吨，回收率3.75%，C1现金成本2.47美元/磅，均符合指引4. 2026财年营收同比增长34%至1000亿兰特（约59亿美元），每股基本收益增长87%至43兰特63生丁，集团运营自由现金流增长54%至170亿兰特（约10亿美元）5. 2026财年宣布创纪录的末期股息48亿兰特（每股7.5兰特），全年股息合计82亿兰特（每股12.8兰特），股息率约3.5% 二、战略规划 1. 2026-2030年聚焦执行，释放现有资产内嵌价值；2030年后预计出现显著的现金流拐点，利润率提升、成本下降 三、公司优势 1. 作为多元化全球黄金与铜生产商，具备安全稳定的运营能力、战略投资纪律，资产组合具备灵活性，资产负债表稳健，团队具备交付能力，可跨周期创造可持续价值四、后续安排 1. 结果演示会将邀请参会者出席，相关业绩支持信息已可在公司官网获取 二、音频原文（转写） for new services, it's above guidance. Good morning, Morton. It is indeed marginally above guidance. You remember our guidance was above 5.8 grams per tonne and we came in at 5.83 grams per tonne, Morton. So 003 above that entry point of guidance. So very pleased with the grades, mainlyon the back of continued strong performance at our high grade in Penang Mine. We've had a stellar year again. Thanks so much for that. Thanks, Milton. Lady Sancho, and for just a further reminder, if not our succession, you're welcome to Keaton Star, and then one on your telephone keypad. It appears we have no further questions in thequestion queue. I will now hand back the closing remarks. Thank you very much to everybody who joined the media call this morning. We look forward to perhaps see some of you at the results presentation. Thank you very much. Thank you, sir.Ladies and gentlemen, back until this morning'sevent. Thank you for joining us, and you may now disconnect your lines. Good morning. Welcome to Harmony Gold FY 2026 Miss Holt's Media Call. All telephone line participants will be in the listen only mode. If you'd like to ask a question,please key in star and in one on a telephone keypad. You may key in star and in two to leave the question queue. 嗯。 If you should need assistance during the call. P. Siglerne operated by King in Star. and in zero. Peace, sir. That this event is being recorded.I will now hand over to the CEO. play a snail.ディスカメンさん。 Good day, and thank you for joining us. I'm joined by Boitilla and Kubo, our iffy and members ofour group executive. and investigations teams.yeah Financial Year 26 was a defining year in Harmony's evolution into a diversified global goldand copper producer. Through safe, consistent operational delivery, discipline execution and strategic investments We achieved gold productionguidance for the eleventh consecutive financialyear and delivered on all key operating guidancemetrics. 嗯。 Group gold production of 1.43 million ounces wasin line with guidance. while all in sustainingcosts of 1.19 million rand per kilogram, of 2,195 US dollars per ounce. also remained within guidance. Underground recovered gold grades of 5.83grams per tonne was in line with god AND FREE CASH FLOW EXPENSE WE LOOK AHEAD WITH CONFIDENCE OUR GOLD AND COPPER PORTFOLIO PROVIDES OPTIONALITY OUR BALANCE SHEET REMAINS STRONG OUR PEOPLE PROVIDE THE CAPABILITY TO DELIVER TOGETHER THESE S TRENGTHS TOGETHER THESE STRENGTHS POSITION HARMONY TO GENERATE CASH TODAY DELIVER GROWTH TOMORROW AND CREATE ENDURING VALUE THROUGH THE CYCLE GUARDED BY OUR VALUES AND MIND With purpose, we remain committed to safe, profitable production and sustainable returns for all our shareholders and our stakeholders. Before I take your questions, I would like to remind you that all supporting information relating to our results is available on our website. With that, let's open the line for questions. Thank you. Thank you, Sir. Ladies and gents, we're going to get off the question. Please key in store and then one on your telephone keypad. A confirmation turn will indicatethat a line is in a question queue. You make mein four and in two. To leave a question, Q. Of its question, Councilor Martin Kremer. of miningweekly, peace come ahead. Good morning everybody, you. results are uplifting me, but I think itis a strategic. So really good stuff. I just gotone prayer here. that he achieved underground decrepit grade of 5.83 graders per ton was in line with guidance. 这个。 Following its acquisition, CSI contributed eighteen thousand two hundred and seven tons of copper. at a recovery rate of 3.75%. at a C1 cash cost of $2.47 sense of bound that is U.S. all within guidance as well. This performance translatedinto record financial results was revenue increasing by 34% to 100 billion rand of five point nine billion US dollars. Headline earnings per share increased by 87%. to 43 rand and 63 essay saints per share. Group operating free cash flow increased by 54% to a record seventeen billion ranfor one billion US dollars. This enabled us todeclare a record final dividends of 4.8 billionrand or 7 rand 50 per share. lifting the full year dividends to 8.2 billion yuan or 12 grand 80per share at a yield of approximately 3.5%. Importantly, this was achieved while continuing to i nvest in reserve conversion life extension and future growth. Up to 2025, we focused on portfolio progression and improvem