South32 LON: S32 reported stronger FY26 earnings and cash flow as its base metals business benefited from operating performance, commodity-price tailwinds and cost management, while the company outlined plans to reshape its portfolio around copper, zinc and other base metals.
South32 Limited (SOUHY) Q4 2026 Earnings Call Transcript
South32 Limited remains a 'Buy,' as the recent aluminum asset divestment unlocks value and sets the stage for further portfolio optimization. The stock is deserving of a higher EV/EBITDA multiple benchmarked with base metal peers, following the shift to a more concentrated portfolio post-disposal. Looking ahead, SOUHY's low-margin manganese assets are likely to be sold as well, which should enhance its overall profitability.
South32 Limited (SOUHY) M&A Call Transcript
South32 Limited (SOUHY) Discusses Hermosa Project Update and Increased Capital Cost Estimate for Taylor Development Transcript
South Africa's power utility Eskom and South32 are working on a renewable electricity plan for the Australian firm's Hillside aluminium smelter, to take effect from 2031, the two companies said on Tuesday.
South32 (SOUHY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
South32 Limited (SOUHY) Q2 2026 Earnings Call Transcript
Mozambique's government is doing "everything that is required" to make sure that South32's Mozal aluminium smelter stays open, mineral resources and energy minister Estevao Pale said on Monday.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Australia's South32 on Tuesday logged a 135% jump in its first-quarter manganese output, supported by a recovery in its operations following the impacts of Tropical Cyclone Megan.