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Jun 30, 2024

Southern Copper Q2 2024 Earnings Report

Southern Copper's earnings decreased due to lower metal prices and increased production costs.

Key Takeaways

Southern Copper reported a decrease in net income for Q2 2024 compared to Q2 2023, primarily driven by lower metal prices, particularly for copper, molybdenum, and silver, as well as higher production costs. Production volumes for copper, molybdenum, and zinc increased, while silver production decreased. Despite increased sales volumes, the overall financial performance was negatively impacted by market conditions and operational expenses.

Net income decreased to $443.8 million in Q2 2024 from $530.2 million in Q2 2023.

Net sales decreased to $2.44 billion in Q2 2024 from $2.56 billion in Q2 2023.

Copper production increased to 225,448 tons in Q2 2024 from 221,452 tons in Q2 2023.

Molybdenum production increased to 6,922 tons in Q2 2024 from 6,243 tons in Q2 2023.

Total Revenue
$3.12B
Previous year: $2.3B
+35.5%
EPS
$1.2
Previous year: $0.7
+71.4%
Copper Production (tons)
225.45K
Gross Profit
$1.11B
Previous year: $944M
+17.9%
Cash and Equivalents
$3.58B
Previous year: $2.2B
+62.8%
Free Cash Flow
$443M
Previous year: $545M
-18.7%
Total Assets
$17.8B
Previous year: $16.9B
+4.9%

Southern Copper

Southern Copper

Southern Copper Revenue by Segment

Forward Guidance

Southern Copper anticipates continued volatility in metal prices and is focused on managing costs and increasing production efficiency. The company is progressing with its investment projects to expand production capacity and improve operational performance.

Positive Outlook

  • Focus on cost control and efficiency improvements.
  • Advancing key investment projects to increase production capacity.
  • Commitment to shareholder value through dividends.
  • Strong financial position with substantial cash reserves.
  • Increased copper, molybdenum, and zinc production volumes.

Challenges Ahead

  • Uncertainty in global economic conditions and metal demand.
  • Potential for further declines in metal prices.
  • Increased production costs affecting profitability.
  • Impact of adverse weather conditions on operations.
  • Geopolitical risks in operating regions.

Revenue & Expenses

Visualization of income flow from segment revenue to net income