NYSE$SBSW

Sibanye Stillwater Ltd-ADR · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Sibanye-Stillwater's Q1 2025 operating update showed group adjusted EBITDA of $1.19B (+371% YoY) on higher PGM and gold prices.

The South African miner filed a Q1 2025 operating update (financials reported semi-annually). Group adjusted EBITDA was $1.19 billion versus $222 million a year earlier, supported by 87% higher 4E PGM basket prices and 49% higher gold prices. SA PGM adjusted EBITDA was $762 million; SA gold $288 million; US PGM $48 million; recycling contributed $98 million.

  • Group adjusted EBITDA $1.19B (+371% YoY in USD).
  • SA PGM production 383k oz 4E; AISC $1,507/oz.
  • No fatalities in Q1; safety metrics improved.
  • Keliber lithium project construction completed with ramp-up underway.

Headline financials

Total Revenue

$1.19B

No prior period

Revenue & EPS history

Sibanye Stillwater · Revenue · Quarterly

$1.19B

Q1 2025
Beat estimate in 3 of 5 quarters(60%)
ActualEstimate

Forward guidance

Operating update discusses commodity prices, cost control, and Keliber ramp without quarterly EPS (semi-annual reporting).

Tailwinds

  • Massive EBITDA uplift from PGM and gold price tailwinds.
  • Recycling and Century zinc operations contributed solid cash.

Headwinds

  • US PGM AISC rose on lower production and mechanisation capex.
  • Financial statements only on half-year basis.

Historical earnings impact

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

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+2.3%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+3.2%

Avg return

30 days after

67%

14 / 21 earnings

Positive

+14.7%

Q1 2025

Best reaction

-7.0%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2025+14.7%+18.0%-13.5%
Q3 2024-4.3%-10.2%+17.2%
Q2 2022+5.3%-4.2%-13.4%
Q4 2022-7.0%-8.9%-20.4%
Q2 2021+3.7%+3.8%-14.9%
Q4 2020-3.5%-4.4%-10.4%
Q2 2020+4.8%-1.0%+12.0%
Q4 2019+8.7%+3.6%-6.0%
Q2 2019-4.6%-6.3%+12.4%
Q4 2018+8.0%+15.2%+23.1%
Q2 2018-1.7%-1.7%+2.1%
Q4 2017+3.8%+5.3%-8.5%
Q2 2017-3.3%+0.0%+8.1%
Q4 2016+7.5%+17.0%+21.7%
Q2 2016+6.1%+9.3%+38.5%
Q4 2015+1.7%
Q2 2015-2.8%
Q4 2014+1.1%
Q2 2014+0.3%
Q4 2013+7.2%
Q2 2013+2.8%
Q4 2012
Q2 2012
Q4 2011
Q2 2011
Q4 2010
Q2 2010

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