Anglo American PLC
Anglo American PLC operates in the Diversified Mining industry, extracting and processing a range of minerals and metals, including iron ore, copper, and coal, and generates revenue primarily through the sale of these commodities.
Business. Anglo American PLC (AAL.L) is a company classified within the Industrials sector and the Airlines industry. The firm is primarily listed on the London Stock Exchange. Specific details regarding its operating segments, headquarters location, and geographic revenue mix are not provided in the available data. Consequently, the company is described at the industry level based on its sector classification.
Analyst recommendations
19 analysts · consensus BuyAt a glance
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The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
2Sector rotation
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Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressLisa McClain — American Airlines Group, Inc.2025-06-11 · Republican · MI · Sale · $1,001 - $15,000
- CongressLisa McClain — American Airlines Group, Inc.2025-06-09 · Republican · MI · Purchase · $1,001 - $15,000
Pre-earnings brief
Anglo American PLC (AAL.L) has recorded the cancellation of the Vedanta power station in South Africa, a 300 MW coal-fired facility. This notable asset event marks a definitive shift in the company’s energy infrastructure portfolio within the region, removing a significant capacity project from its active or proposed slate. The cancellation of the Vedanta power station, identified as a subcritical coal asset, underscores a strategic retreat from new coal-based power generation in South Africa. This move aligns with broader industry trends toward decarbonization and away from high-emission energy sources, potentially impacting the company’s long-term operational footprint in the country. In contrast to the South African divestment, Anglo American has added the Moranbah South Coal Project in Australia to its portfolio. This proposed underground coal mine, with a capacity of 18 million tonnes per annum, represents a continued commitment to thermal coal production in Australia, highlighting a geographic divergence in the company’s coal strategy. As this is the first analysis for Anglo American PLC, there is no prior basis for computing changes in analyst coverage or holder composition. The company currently has 10 analysts covering it and is a member of one index, with a single top holder identified, providing a baseline for future monitoring of these metrics.
Signals & dispatch
Composite-score breakdown
Synthesis
Anglo American PLC (AAL.L) is a company classified within the Industrials sector and the Airlines industry. The firm is primarily listed on the London Stock Exchange. Specific details regarding its operating segments, headquarters location, and geographic revenue mix are not provided in the available data. Consequently, the company is described at the industry level based on its sector classification.
Anglo American PLC (AAL.L) has recorded the cancellation of the Vedanta power station in South Africa, a 300 MW coal-fired facility. This notable asset event marks a definitive shift in the company’s energy infrastructure portfolio within the region, removing a significant capacity project from its active or proposed slate. The cancellation of the Vedanta power station, identified as a subcritical coal asset, underscores a strategic retreat from new coal-based power generation in South Africa. This move aligns with broader industry trends toward decarbonization and away from high-emission energy sources, potentially impacting the company’s long-term operational footprint in the country. In contrast to the South African divestment, Anglo American has added the Moranbah South Coal Project in Australia to its portfolio. This proposed underground coal mine, with a capacity of 18 million tonnes per annum, represents a continued commitment to thermal coal production in Australia, highlighting a geographic divergence in the company’s coal strategy. As this is the first analysis for Anglo American PLC, there is no prior basis for computing changes in analyst coverage or holder composition. The company currently has 10 analysts covering it and is a member of one index, with a single top holder identified, providing a baseline for future monitoring of these metrics.
- Anglo American PLC has a basic and diluted share count of 1,178,050,272 shares, indicating no immediate dilution pressure.
- The company's liquidity risk remains unassessed due to the absence of balance-sheet inputs and no going-concern language in the source documents.
- Profitability metrics for Anglo American PLC are expected to be benchmarked against industry standards, but specific data is not available in the current dataset.
- The company's growth trajectory and revenue history are not quantified, limiting the ability to assess its growth potential.
- Risk factors include unassessed liquidity risk and potential dilution, with the latter currently rated as low.
- Recent events and filings are not detailed, limiting the ability to incorporate recent developments into the analysis.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue $18.55B, +4,5% YoY; Operating income +229,3% YoY.
- ▍Revenue $18.55B, +4,5% YoY
- ▍Operating income +229,3% YoY
- ▍Net income −21,9% YoY
- ▍Free cash flow +69,2% YoY
- ▍Net margin -20.2%
Revenue $17.75B, −42,1% YoY; Operating income −126,8% YoY.
- ▍Revenue $17.75B, −42,1% YoY
- ▍Operating income −126,8% YoY
- ▍Net income −1 184,1% YoY
- ▍Free cash flow −118,1% YoY
- ▍Net margin -17.3%
Revenue $30.65B, −12,7% YoY; Operating income −58,9% YoY.
- ▍Revenue $30.65B, −12,7% YoY
- ▍Operating income −58,9% YoY
- ▍Net income −93,7% YoY
- ▍Free cash flow −178,1% YoY
- ▍Net margin 0.9%
Revenue $35.12B, −15,5% YoY; Operating income −46,8% YoY.
- ▍Revenue $35.12B, −15,5% YoY
- ▍Operating income −46,8% YoY
- ▍Net income −47,3% YoY
- ▍Free cash flow −125,8% YoY
- ▍Net margin 12.9%
Revenue $41.55B; Operating income $17.27B.
- ▍Revenue $41.55B
- ▍Operating income $17.27B
- ▍Net margin 20.6%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 1,67 |
| Revenue | —no estimate | —no estimate | 21,0B USD |
| Operating income | —no estimate | —no estimate | 5,4B USD |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Physical assets
40 tracked| Asset | Type | Commodity | Country | Role |
|---|---|---|---|---|
| Anglo American Minas-Rio Mine | Iron ore mine | Iron Ore | Brazil | Parent |
| Barro Alto | Mine | Nickel | Brazil | Operating company |
| Barro Alto | Other | Nickel | Brazil | Operating company |
| Codemin | Other | Nickel | Brazil | Operating company |
| Codemin | Mine | Nickel | Brazil | Operating company |
| Collahuasi | Mine | Copper | Chile | Operating company |
| Collahuasi | Other | Molybdenum | Chile | Operating company |
| Collahuasi | Mine | Silver | Chile | Operating company |
| Collahuasi | Other | Copper | Chile | Operating company |
| Collahuasi | Other | Silver | Chile | Operating company |
| Collahuasi | Mine | Molybdenum | Chile | Operating company |
| Collahuasi Phase III Expansion | Mine | Copper | Chile | Operating company |
| Collahuasi Phase III Expansion | Other | Copper | Chile | Operating company |
| El Arca | Other | Silver | Mexico | Operating company |
| El Arca | Mine | Silver | Mexico | Operating company |
| El Soldado | Mine | Copper | Chile | Operating company |
| El Soldado | Other | Copper | Chile | Operating company |
| Grosvenor Coal Mine | Coal mine | Coal | Australia | Parent |
| Jacare | Mine | Nickel | Brazil | Operating company |
| Jacare | Other | Nickel | Brazil | Operating company |
| Lake Vermont Coal Mine | Coal mine | Coal | Australia | Parent |
| Moranbah North Coal Mine | Coal mine | Coal | Australia | Parent |
| Moranbah South Coal Project | Coal mine | Coal | Australia | Parent |
| Morro Sem Bone | Mine | Nickel | Brazil | Operating company |
| Morro Sem Bone | Other | Nickel | Brazil | Operating company |
| Niquelandia | Mine | Nickel | Brazil | Operating company |
| Niquelandia | Other | Nickel | Brazil | Operating company |
| Quellaveco | Other | Copper | Peru | Operating company |
| Quellaveco | Mine | Copper | Peru | Operating company |
| Quellaveco Copper Deposit | Other | Molybdenum | Peru | Operating company |
| Quellaveco Copper Deposit | Mine | Molybdenum | Peru | Operating company |
| Roman Mountain Coal Mine | Coal mine | Coal | Canada | Parent |
| Vedanta power station | Power | Power | South Africa | Registered owner |
| Vedanta power station | Power | Coal | South Africa | Parent |
| Vedanta power station | Power | Power | South Africa | Registered owner |
| Vedanta power station | Power | Coal | South Africa | Registered owner |
| Vedanta power station | Power | Coal | South Africa | Registered owner |
| Vedanta power station | Power | Coal | South Africa | Parent |
| Vedanta power station | Power | Power | South Africa | Parent |
| Vedanta power station | Power | Power | South Africa | Parent |
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- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Anglo American PLC Market data — financials · 2026-05-27
- Anglo American PLC Market data — analyst estimates · 2026-05-27
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,00 %$0M