Revenue by Segment:

• Copper: 70%
• Zinc: 20%
• Other Metals (including lead and silver): 10%

TOP 3 Markets:

• China: 45%
• Australia: 25%
• USA: 15%

MMG Limited generates the majority of its revenue from the copper business, accounting for approximately 70% of total income. This reflects the strong demand for copper in the construction and electronics industries. Zinc contributes 20% to the revenue, while other metals such as lead and silver make up the remaining 10%.

China is the largest market for MMG Limited, driven by high demand for commodities for infrastructure projects and electronics production. Australia and the USA follow as important markets, also holding significant shares of the revenue.

Production sites of MMG Limited:

1. Las Bambas, Peru
2. Kinsevere, Democratic Republic of the Congo
3. Dugald River, Australia
4. Rosebery, Australia

MMG Limited is a globally operating mining company specializing in the production of base metals such as copper, zinc, and lead. The main production sites are located in Peru, the Democratic Republic of the Congo, and Australia. Las Bambas in Peru is one of the largest copper mines in the world and an essential part of MMG Limited's portfolio. Kinsevere in the Democratic Republic of the Congo is known for its copper production, while Dugald River and Rosebery in Australia mainly extract zinc and lead.

Strategy for Future Growth: Diversification and Expansion into Strategic Markets

MMG Limited is focusing on diversifying its production sites and expanding into strategically important markets. The company plans to increase its production capacities in existing mines while also investing in new projects to expand its resource base.

Another focus is on improving operational efficiency through technological innovations and sustainable practices. This includes the use of modern technologies to optimize production processes and reduce operating costs.

Furthermore, MMG Limited aims to strengthen its presence in high-growth regions, especially in Asia and South America, to benefit from the increasing demand for metals such as copper and zinc.

Main raw materials: Copper, Zinc, Lead

Main importing countries: Peru, Democratic Republic of the Congo, Australia

MMG Limited is a globally operating mining company that focuses on the production of base metals such as copper and zinc. The main raw materials that the company imports or extracts from its own mines include copper, zinc, and lead.

Peru is one of the most important countries for MMG Limited, as the company operates the Las Bambas mine there, one of the largest copper mines in the world. The Democratic Republic of the Congo is also a significant location, especially for copper production. Australia plays a role in zinc production, as MMG operates several mines there.

These countries are strategically important for MMG Limited to ensure the supply of the necessary raw materials and maximize production capacities.

Market share: Estimated 10% in the global copper market (2025)
Production capacity: 500,000 tons of copper per year (2025)
Cost structure: Among the top 25% of most cost-efficient producers (2025)

MMG Limited has a significant competitive advantage due to its strong position in the global copper market. With an estimated market share of 10% and a production capacity of 500,000 tons of copper per year, the company is one of the major players in the industry.

Another advantage is MMG Limited's efficient cost structure. The company is among the top 25% of most cost-efficient producers, allowing it to remain profitable even in times of low copper prices.

Additionally, MMG Limited benefits from strategically favorable mine locations and a well-developed infrastructure that minimizes logistics and transportation costs. These factors contribute to MMG Limited maintaining its competitive position in the industry.

Institutional Investor Share: Estimated at 60% (2025)
Insider Buys/Sells: No significant transactions in the last 12 months (2025)

The institutional investor share in MMG Limited is estimated to be around 60%, which is typical for large publicly traded companies. These investors include pension funds, investment funds, and other institutional investors who typically seek long-term holdings.

Regarding insider transactions, there have been no significant buys or sells by company insiders in the past year. This could indicate that management has confidence in the current company strategy and market value. However, it is important to monitor such transactions regularly as they can provide potential insights into future developments.

Market share of MMG Limited: Estimated 5% (2025)

Top competitors and their market share:

1. BHP Group - 15%
2. Rio Tinto - 14%
3. Glencore - 12%
4. Vale S.A. - 10%
5. Anglo American - 8%
6. Freeport-McMoRan - 7%
7. MMG Limited - 5%
8. Teck Resources - 4%
9. Antofagasta - 3%
10. Southern Copper Corporation - 2%

MMG Limited is a significant player in the base metals sector, especially copper and zinc. The market share of MMG Limited is approximately 5%, making it a medium-sized player compared to industry leaders.

The moat of MMG Limited is moderate, as the company has well-established mines and a strong presence in Asia. However, the competition is intense, as larger companies like BHP and Rio Tinto have greater financial resources, broader geographic diversification, and more efficient production capacities.

The significant advantage of MMG Limited lies in its strategic focus on the Asian market, particularly China, which ensures stable demand for its products. Nevertheless, the larger competitors tend to have a stronger moat due to their global presence and diversified product portfolios.

Revenue Growth: 8% (2024) Profit Growth: 10% (2024) Debt Ratio: 60% (2024)

MMG Limited achieved a revenue growth of 8% in 2024, attributed to increased production and higher demand for raw materials, especially copper and zinc. The 10% profit growth in the same year indicates that the company is operating efficiently and has optimized its cost structure.

The debt ratio of 60% is relatively high, which could suggest an aggressive growth strategy. However, this could also pose a risk if market conditions deteriorate or commodity prices decline.

Overall, MMG Limited demonstrates positive growth dynamics, but potential investors should consider the debt burden and the volatility of commodity markets before making an investment decision. A detailed analysis of long-term market trends and the company's strategic direction would be advisable.

Dividend payment: No dividend (2025)

MMG Limited has not paid any dividends in recent years. The company has focused on investing its financial resources in the expansion and development of its mining projects.

The reliability of dividend payments is therefore not guaranteed, as the company does not make regular distributions. Investors should focus on potential capital gains and the long-term appreciation of the company, rather than on dividend income.