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Exxaro Resources Limited (EXXAF) Analyst/Investor Day Tra...
SA Transcripts · 2026-06-23 · via All Articles on Seeking Alpha

Exxaro Resources Limited (EXXAF) Analyst/Investor Day June 22, 2026 4:15 AM EDT

Company Participants

Anda Mwanda - Manager of Investor Relations
Bennetor Magara - CEO & Executive Director
Caroline Shirindza - Executive Head of Coal
Johan Meyer - Executive Head of Metals
Leon Groenewald - Executive Head of Head Energy
Ronaldt Mafoko
Richard Lilleike - Executive Head of Strategy & Business Development
Neo Monareng
P. Koppeschaar - Finance Director & Executive Director

Conference Call Participants

Brian Morgan - Morgan Stanley, Research Division
Nkateko Mathonsi - Investec Bank Limited (SA), Research Division
Hlengiwe Motaung
J. Clark - SBG Securities (Proprietary) Limited, Research Division
Steven Friedman - UBS Investment Bank, Research Division
Makhosi Nyamela

Conversation

Anda Mwanda
Manager of Investor Relations

Good morning, ladies and gentlemen. If we can start settling down, and thank you. Good morning, again, ladies and gentlemen, and welcome to Exxaro's 2026 Capital Markets Day. And thank you for joining us today, both in person and online. To all our shareholders, the investment community, business partners, our colleagues, we welcome you.

My name is Anda Mwanda, the Manager of Investor Relations at Exxaro, and I have the privilege of facilitating this session today. But before we begin, there's just a brief safety announcement that we would like to make.

Please note that we have not planned any emergency drill for today. If the alarm is activated, please remain calm and wait for the Exxaro floor marshals wearing red reflective vests to lead you to the assembly point. It's in front of the building at the parking area where the roll call will be conducted.

We will all remain at the assembly point until instructions are issued to reenter the building by an Exxaro safety official. If you feel unwell at any time, please inform your host, who will escort you to the on-site clinic for medical assistance. In the event of this situation, please note