South32 Limited (SOUHY) M&A Call June 30, 2026 7:00 PM EDT
Company Participants
Louis Langlois – Senior Vice President of Treasury & Capital Markets
William Oplinger – President, CEO & Director
Molly Beerman – Executive VP & CFO
Conference Call Participants
Alexander Hacking – Citigroup Inc., Research Division
Timna Tanners – Wells Fargo Securities, LLC, Research Division
William Peterson – JPMorgan Chase & Co, Research Division
Christopher LaFemina – Jefferies LLC, Research Division
John Tumazos – John Tumazos Very Independent Research, LLC
Nick Giles – B. Riley Securities, Inc., Research Division
Richard Bourke – Bloomberg Intelligence
Jacob Li – Barrenjoey Markets Pty Limited, Research Division
Mitch Ryan – Jefferies LLC, Research Division
Presentation
Operator
Good afternoon, and welcome to Alcoa Corporation’s conference call. [Operator Instructions]
Please note, this event is being recorded. I would now like to turn the conference over to Louis Langlois, Senior Vice President of Treasury and Capital Markets.
Louis Langlois
Senior Vice President of Treasury & Capital Markets
Thank you for joining us on short notice to discuss Alcoa’s announcement to acquire South32 Limited’s interest in bauxite, alumina and aluminum assets.
I’m joined today by William Oplinger, Alcoa Corporation President and Chief Executive Officer; and Molly Beerman, Executive Vice President and Chief Financial Officer. We will take your questions after comments by Bill.
As a reminder, today’s discussion and presentation will contain forward-looking statements relating to the transaction and future events and expectations that are subject to various assumptions and caveats. Factors that may cause the company’s actual results to differ materially from these statements are included in today’s presentation and in our SEC filings. Any reference in our discussion today to Alcoa’s EBITDA means adjusted EBITDA. Please see the appendix of this presentation for disclaimers and additional information including related to the presentation of certain financial information.
Finally, a press release regarding today’s announcement