NYSE$AU

AngloGold Ashanti Ltd-ADR · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

AngloGold Ashanti reported a strong start to Q1 2025, with significant increases in free cash flow, headline earnings, and gold production, driven by the acquisition of Sukari and effective cost management.

AngloGold Ashanti plc reported a sevenfold increase in free cash flow and an almost eightfold rise in profit attributable to equity shareholders in Q1 2025 compared to Q1 2024. This performance was underpinned by higher gold production, effective cost management, and a stronger gold price. The Company generated $403 million in free cash flow in Q1 2025, a 607% year-on-year increase.

  • Gold production increased by 22% year-on-year to 720,000oz, with Sukari contributing 117,000oz in its first full quarter.
  • Free cash flow surged by 607% to $403 million, reflecting strong operational performance and higher gold prices.
  • Headline earnings rose by 671% to $447 million, or $0.88 per share, compared to $58 million in Q1 2024.
  • Adjusted net debt decreased by 60% year-on-year to $525 million, improving the Adjusted net debt to Adjusted EBITDA ratio to 0.15x.

Headline financials

Total Revenue

$1.93B

Previous: $1.28B+51.0%
EPS (adj)

$0.88

Previous: $0.16+450.0%
Avg. gold price received

$2.87K

No prior period
Adjusted EBITDA

$1.12K

No prior period
Net cash from ops

$725.00

No prior period
Adjusted net cash

$525.00

No prior period
Gold production (Group)

720.0K

No prior period
Gold production (Managed)

657.0K

No prior period
Total cash costs (Group)

$1.22K

No prior period
Total cash costs (Managed)

$1.21K

No prior period
AISC (Group)

$1.64K

No prior period
AISC (Managed)

$1.66K

No prior period
Capital Expenditure (Group)

$336.00

No prior period
Injury frequency rate

1.11

No prior period
Net Income

$542.00

Previous: $156M-100.0%
Operating Income

$839.00

Previous: $254M-100.0%
Gross Profit

$839.00

Previous: $396M-100.0%

Revenue & EPS history

AngloGold Ashanti · Revenue · Quarterly

$1.93B

Q1 2025+51%vs Q1 2024
Beat estimate in 3 of 6 quarters(50%)
ActualEstimate

Forward guidance

AngloGold Ashanti reaffirms its full-year 2025 guidance, expecting gold production between 2.900Moz and 3.225Moz, total cash costs between $1,125/oz and $1,225/oz, AISC between $1,580/oz and $1,705/oz, and total capital expenditure between $1,620m and $1,770m.

Tailwinds

  • Expected gold production between 2.900Moz and 3.225Moz.
  • Total cash costs forecast to range between $1,125/oz and $1,225/oz.
  • AISC forecast to range between $1,580/oz and $1,705/oz.
  • Total capital expenditure expected to be between $1,620m and $1,770m.
  • Outlook economic assumptions for 2025 include Brent at $75/bbl.

Headwinds

  • Forecasts assume neither operational or labour interruptions or power disruptions.
  • Assumes no further changes to asset portfolio and/or operating mines.
  • Unknown or unpredictable factors, or factors outside the Company's control, could have material adverse effects.
  • Inflationary pressures on cost base could impact actual results.
  • Actual results could differ significantly from guidance due to various risks and uncertainties.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.5%

Avg return

Earnings day

+4.6%

Avg return

5 days after

+7.0%

Avg return

30 days after

59%

32 / 54 earnings

Positive

+14.6%

Q3 2022

Best reaction

-10.3%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.8%+2.2%-16.0%
Q4 2025+6.2%+15.7%-25.7%
Q2 2025+5.1%+26.0%+22.5%
Q1 2025+6.8%-4.8%+9.8%
Q4 2024+6.3%+4.0%+30.8%
Q3 2024+5.4%-6.2%-5.0%
Q4 2023+8.8%+4.9%+10.9%
Q1 2024-0.1%+7.9%+3.6%
Q2 2023+1.1%+9.7%-3.1%
Q3 2023+1.1%+9.7%-3.1%
Q1 2023+1.4%+10.5%+10.1%
Q4 2022+8.3%+7.6%+41.2%
Q3 2022+14.6%+27.4%+46.2%
Q2 2022-1.7%-6.5%-4.9%
Q1 2022+2.2%-2.0%-14.7%
Q4 2021+0.9%+2.5%-13.1%
Q2 2021+1.8%+4.1%+9.4%
Q1 2021+6.2%+6.1%-4.9%
Q4 2020+12.2%+10.6%+8.3%
Q2 2020+1.9%-0.1%+11.7%
Q1 2020-6.6%-0.8%+36.0%
Q4 2019-10.3%-16.2%+33.0%
Q2 2019-4.8%-0.4%+5.2%
Q1 2019-3.2%+1.9%-9.9%
Q4 2018-1.6%+1.0%-4.0%
Q2 2018+0.1%+3.7%+5.8%
Q4 2017+3.5%+0.7%-3.1%
Q2 2017-3.0%+0.8%+3.8%
Q4 2016+7.2%+11.6%+7.6%
Q2 2016+6.4%+7.4%+22.4%
Q4 2015+10.2%
Q3 2015-1.7%
Q2 2015+8.0%
Q1 2015-1.2%
Q4 2014+4.1%
Q3 2014-1.4%
Q2 2014+2.0%
Q1 2014-1.5%
Q4 2013-5.6%
Q3 2013-7.5%
Q2 2013-7.5%
Q1 2013-1.1%
Q4 2012-0.5%
Q3 2012+6.0%
Q2 2012-1.7%
Q1 2012-1.7%
Q4 2011-4.0%
Q2 2011-3.3%
Q3 2011-3.3%
Q1 2011+3.2%
Q4 2010+0.7%
Q2 2010+0.6%
Q3 2010+0.6%
Q1 2010+6.0%

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