Whitehaven Metallurgical Coal Acquisition Presentation
4 Delivers scale and diversification benefits (cont.)
DIVERSIFICATION ENHANCES OPPORTUNITIES & DE-RISKS
Product diversification - expanded product offering via addition of
HCC and SHCC, and increased contribution from PCI and SSCC
Market diversification
-
-
by geography: increased exposure to growing India and
Southeast Asia
by end users: increased exposure to strong steel market demand
including infrastructure growth in developing countries
Diversification of revenue by product type
FY24F Whitehaven pro-forma²
FY24F Whitehaven standalone¹
12%
28%
37%
-
by customer: customer concentration will reduce with addition of
new long-term customers
Operational diversification
88%
From (NSW) Gunnedah Basin - Newcastle into (Qld) Bowen Basin
- Gladstone & Mackay
-
Operating mines increases from four to six
-
Ports utilised increases from one to three
4%
31%
■Thermal
■ НСС
SSCC
PCI
1.
19
Whitehaven standalone based on FY24 equity sales guidance released in FY23 report assuming broker consensus pricing
2.
Whitehaven pro-forma based on FY24 equity sales guidance released in FY23 report and management expectations for FY24 - FY28 average Blackwater and Daunia saleable production assuming broker
consensus pricing
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