Added to YB: 2025-08-28
Pitch date: 2025-08-22
BHP [neutral]
BHP Group Limited
+26.84%
current return
Author Info
No bio for this author
Company Info
BHP Group Limited operates as a resources company in Australia, Europe, China, Japan, India, South Korea, rest of Asia, North America, South America, and internationally.
Market Cap
AUD 180.9B
Pitch Price
AUD 41.97
Price Target
N/A
Dividend
2.95%
EV/EBITDA
7.23
P/E
17.69
EV/Sales
3.71
Sector
Metals and Mining
Category
value
Theodosian Capital | Stocks Update 22/8/2025 - BHP Group Limited
BHP (update): Record FY25 iron ore & copper production drove 53% EBITDA margin, 20.6% ROCE. $18.7bn op cash flow funded $9.8bn capex + $5.6bn dividends. Capex rising to $11bn FY26-27 for Jansen Potash (2027 prod), then $10bn ongoing. Exciting pipeline: WAIO expansion, Resolution copper potential, Vicuna top-10 global producer. 13.7x forward PE undemanding vs growth.
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