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Investor relations contacts

aeciinvestorrelations@aeciworld.com
Itumeleng Lepere
Investor Relations Manager
Itumeleng.lepere@aeciworld.com

Physical Address
AECI Place, 24 The Woodlands, Woodlands Drive, Woodmead, Sandton, South Africa, 2191
Postal Address
Private Bag X21, Gallo Manor, 2052

T +27 11 806 8700
E aeciinvestorrelations@aeciworld.com

GPS: 26º03’33,55”S and 28º05’15,29”

AECI as an investment

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A Legacy of Resilience

Strong resilience, built over a 100-year legacy, we are a trusted partner to our customers and the communities in which we operate. This is our core foundation for the next 100 years.

Excellence

Operations and functional excellence, enable us to become the most profitable mining and chemicals business.

Profitable Growth

Expansion into selected markets.

Innovation Catalyst

To be a catalyst for innovation combined with a focus on customer centricity.

Value Creation

Value creation through a disciplined Capital Allocation strategy and focusing on our core strengths to attain the #3 Global Leader position by 2030.

A strategic competitive advantage

Our strategy aims to drive sustainable growth, profitability, and environmental responsibility across the entire portfolio.

Purpose

We Are One AECI, for a Better World

Ambition

  • Achieve between R5.6bn–R6.3bn EBITDA (annualised run rate) by end of 2026
  • Attain a global market position in Mining of #3 by 2030

Strategic pillars

A high-performance culture underpinned by passionate and engaged employees

  • We defined our culture code and embarked on our culture change journey, which positions us for sustainable growth
  • We hired relevant talent, attracted by our new strategy
  • We were rated as a Top 10 employer in South Africa by Forbes

Portfolio optimisation

  • Muted M&A market slowed down progress
  • Post year end, the disposal of AECI Much Asphalt was successfully completed, the AECI Animal Health disposal process continues, and we entered into a Memorandum of Agreement (MOA) to dispose of our Public Water business
  • We are committed to finding the best possible buyer and deliver shareholder value

Drive operational and functional excellence

  • TMO was established in 2023 to drive functional excellence. Driving operational excellence has already made good progress with optimising and repurposing our assets and improving equipment efficiency
  • Over 600 TMO initiatives identified in the year, with about 200 initiatives already implemented

Internationalisation

  • Further growth in our Australian business in the year
  • Acquired a significant land development in Peru
  • Growth in central Africa

Sustainability strategy and vision

As a forward-looking company, we recognise the need to balance long-term business sustainability with environmental stewardship, financial growth and social responsibility with the ultimate goal of achieving resilience.

Social responsibility

We strive to enhance the well-being of individuals and communities by promoting health, equality and inclusivity.

Good health and well-being

Supporting employee health and safety, promoting mental well-being and enhancing community health outcomes through partnerships and initiatives.

Gender equality

Advocating for gender diversity and inclusion across our workforce and leadership while empowering women in the communities where we operate.

Environmental stewardship

Environmental sustainability is a cornerstone of our strategy and ensures that we protect resources for future generations.

Clean water and sanitation

Ensuring efficient water use, reducing water pollution and improving access to clean water in our operating regions.

Affordable and clean energy

Transitioning to renewable energy sources, improving energy efficiency and supporting innovative clean energy projects.

Climate action

Reducing GHG emissions, innovating for sustainable production and supporting global efforts to combat climate change.

Sustainable economic growth

We aim to create shared value by fostering inclusive economic development and innovation.

Zero hunger

Supporting sustainable agriculture initiatives, food security programmes and innovative solutions in food production.

Industry innovation and infrastructure

Investing in sustainable infrastructure and fostering innovation to drive industrial development and resilience.

Decent work and economic growth

Promoting fair labour practices, enhancing employee development and supporting job creation in communities.

Responsible consumption and production

Prioritising circularity through resource efficiency, waste reduction and sustainable practices throughout our value chain.

Governance and compliance

Good governance and collaborative partnerships support our approach to sustainable growth.

Partnerships for the goals

Building strong partnerships with governments, civil society and businesses to advance shared sustainability objectives.

Performance overview

Financial highlights
As at 31 December 2024

Profit from operations

R1 544m

 

Working capital at

16%

of revenue within target range

Gearing at

31%

within target range

Useful resources

AECI commissions solar energy installation

AECI intends to reduce electricity supply risks and prioritise renewable energy alternatives, the company has installed and commissioned a 1 MW solar project in South Africa.

“Better water” powered by the sun

Our AECI WATER engineering experts deliver a comprehensive range of data and experience-driven services to increase transparency, consistency,and availability across our customer operations. AECI WATER offers competitive and innovative engineered solution aimed at satisfying our clients' needs. We have a vast skills and knowledge base to ensure our designed solutions are sustainable. AECI WATER leverages industry-leading processes, wide-ranging services and a broad technology portfolio to help you address critical process, water and wastewater needs, while reaching your operational, environmental and sustainability goals. We help customers optimize resources, conserve usage, enhance profitability and ensure stakeholder satisfaction – while positively impacting the bottom line. AECI WATER works with you to engineer a solution for your water management needs.