AGL Results Neutral

ANGLO AMERICAN PLC - Anglo American plc notification: Kumba Iron Ore Limited year end results 2025

Anglo American plc
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What this filing means

Anglo American notified the market of subsidiary Kumba Iron Ore's R31.9 billion EBITDA ahead of its own group results tomorrow.

Bull case

  • Kumba Iron Ore reported a robust audited adjusted EBITDA of R31.9 billion ($1.8 billion) for the 2025 financial year.
  • Kumba's performance contributes approximately $1.7 billion to Anglo American's underlying EBITDA, providing a solid foundation for the group results.

Bear case

  • The stock is trading at a high forward P/E of 34.0x with negative TTM EPS, suggesting much of the recovery is already priced in near 52-week highs.
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Category
Results
Published
Feb 19, 2026

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