Description
BHP Group: Initiation of Coverage- Inside the $4.4 Billion Profit Engine Fueling the Next Commodity Supercycle!
BHP Group Limited’s performance in the first half of the 2025 financial year illustrates a mix of strategic advancements and operational challenges in its diverse portfolio. The first half results showcase several strengths and areas for further focus as the company navigates a complex global mining landscape. A key positive from BHP’s recent performance is the record output in its Western Australian iron ore operations, which achieved the lowest production costs globally. This operational efficiency positions BHP’s iron ore segment as a leader in the market, providing a competitive edge. Additionally, BHP’s operations in the Bowen Basin, Queensland, saw a production increase of 14%, notwithstanding the sale of the Blackwater and Daunia assets in 2024. These figures underscore the effectiveness of BHP’s strategies in optimizing existing operations while managing its asset portfolio.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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