必和必拓 (BHP) 2023 Q4 法說會逐字稿

  • 公布時間
    23/08/21
  • 本季實際 EPS
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  • EPS 市場預期
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  • EPS 年成長
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完整原文

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  • Mike P. Henry - CEO & Executive Director

  • Before I take you through some of the highlights from our full year results, I do want to acknowledge the tragic deaths of 2 of our colleagues during the year. Keeping people safe is our priority. We remain resolute in our commitment to safety in every aspect of our organization.

  • Over the last 12 months, our teams have delivered strong and in some cases record production. These efforts, together with our focus on social value and managing costs, I mean we've been able to deliver a strong performance and announced a final dividend of USD 0.80 per share bringing the total full year dividend to USD 1.70 per share.

  • David Mark Lamont - CFO

  • In the 2023 financial year, our total economic contribution was USD 54 billion. This includes over USD 13 billion in payments to our investors like the 17 million Australians who are direct or indirect shareholders in BHP.

  • Mike P. Henry - CEO & Executive Director

  • How we deliver is as much a key to our success as what we deliver. We have further reduced our operational greenhouse gas emissions by 11% from last year. Women now make up 35% of our employee workforce, more than double since we announced our ambition to achieve Global Gender Balance.

  • And this year, we spent over USD 330 million with indigenous suppliers, doubling last year's spend. As the world's need for minerals to power the energy transition and support food security increases, we continue to invest in growing our supply of minerals that are critical to the future.

  • In combining Olympic Dam with OZ minerals, we are creating a world-class copper province in South Australia. Our Potash project in Canada is on track to deliver first production in 2026. We are looking to expand our iron ore output in the Pilbara to over 305 million tonnes per year.

  • And lastly, technology and innovation are delivering benefits across our business. We've now rolled out autonomous trucks across many sites in Western Australia, Queensland and Chile. Our portfolio is steelmaking materials, copper, nickel and potash are all critical to meet the world's growing population, increasing urbanization and industrialization, rising standards of living and the energy transition. This year, we have proven again that we can deliver these important qualities while creating value for our shareholders and communities. The future is exciting for BHP.