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Jun 30, 2023

Southern Copper Q2 2023 Earnings Report

Net income increased due to a reduction in cost of sales.

Key Takeaways

Southern Copper Corporation reported a slight decrease in net sales compared to 2Q22, primarily due to lower metal prices for copper and zinc, and a decrease in sales volumes for silver; this was partially offset by higher metal prices for molybdenum and silver. Net income increased due to a reduction in cost of sales.

Net sales were $2,300.7 million, slightly below 2Q22.

Net income was $547.5 million, a 26.6% increase compared to 2Q22.

Adjusted EBITDA was $1,115.5 million, a 9.2% increase compared to 2Q22.

Operating cash cost per pound of copper, net of by-product revenue credits, was $1.12.

Total Revenue
$2.3B
Previous year: $2.31B
-0.3%
EPS
$0.7
Previous year: $0.55
+27.3%
Gross Profit
$944M
Previous year: $851M
+10.9%
Cash and Equivalents
$2.2B
Previous year: $2.11B
+4.1%
Free Cash Flow
$545M
Previous year: $85.4M
+537.7%
Total Assets
$16.9B
Previous year: $17.1B
-1.1%

Southern Copper

Southern Copper

Forward Guidance

Southern Copper expects to produce 481,300 tons of copper; 11,400 tons of molybdenum; 76,000 tons of zinc; and 10.9 million ounces of silver in the second half of 2023.

Positive Outlook

  • Company is well positioned to leverage strengths
  • Production and sales volumes rose for copper and zinc despite lower market prices.
  • Net earnings rose 26.6% in a quarter-on-quarter terms
  • Operating the Pilares mine since 4Q22 increased annual copper production capacity by 35,000 tons
  • New zinc concentrator at Buenavista has already received material to process and ramping up is underway.