v3.26.1
Equity accounted investments (Tables)
12 Months Ended
Dec. 31, 2025
Investments accounted for using equity method [abstract]  
Schedule of components of equity method investments The Group holds the following equity-accounted investments:
Figures in million – SA rand
Notes
2025
2024
2023
Rand Refinery1
18.1
1,282
766
660
Mimosa2
18.2
3,784
4,920
5,146
Peregrine2
18.3
1,191
1,260
1,247
Other equity-accounted investments3
303
377
95
Total equity-accounted investments
6,560
7,323
7,148
1Associate
2Joint venture
3Includes the Group's investment in Glint Incorporated (associate) acquired during 2022. The investment has a carrying value of R77 million (2024: R118 million, 2023:
R92 million) at 31 December 2025. The balance also includes the Group's equity-accounted investments in Mexico and India, acquired through the Reldan business
combination (see note 16.2) which has a combined carrying value of R223 million (2024: R258 million) at 31 December 2025
Schedule of movement in equity method investments The movement in the equity-accounted investment in Rand Refinery for the year is as follows:
Figures in million – SA rand
2025
2024
2023
Balance at beginning of the year
766
660
578
Share of results of equity-accounted investee after tax1
516
327
315
Dividends received
(221)
(233)
Balance at end of the year
1,282
766
660
1Since Rand Refinery has a 31 August year end, it is equity-accounted based on its latest management accounts for the period ended 30 November
The movement in the equity-accounted investment in Mimosa for the year is as follows:
Figures in million – SA rand
Note
2025
2024
2023
Balance at the beginning of the year
4,920
5,146
6,650
Share of results of equity-accounted investee after tax
(148)
(97)
(1,479)
Impairment
10
(64)
(423)
Dividends received
(359)
(180)
(208)
Foreign currency translation
(565)
51
606
Balance at end of the year
3,784
4,920
5,146
The equity-accounted investment in Peregrine movement for the year is as follows:
Figures in million – SA rand
Note
2025
2024
2023
Balance at the beginning of the year
1,260
1,247
1,160
Additions
91
Share of results of equity-accounted investee after tax
(7)
Impairment of loan to Peregrine
10
(18)
Foreign currency translation
(153)
13
105
Balance at end of the year
1,191
1,260
1,247
Schedule of group's interest in summarised financial statements of associate The Group’s interest in the summarised financial statements of Rand Refinery is as follows:
Figures in million – SA rand
2025
2024
2023
Revenue
2,644
2,129
1,738
Total comprehensive income
1,140
735
708
Non-current assets
923
803
761
Current assets
2,956
2,238
1,890
Non-current liabilities
(103)
(117)
(44)
Current liabilities
(752)
(529)
(688)
Net assets (100%)
3,024
2,395
1,919
Reconciliation of the total investment in Rand Refinery with attributable net assets:
Net assets (44.4%)
1,344
1,065
853
Dividend received1
(221)
(116)
Fair value adjustment2
(36)
(36)
(36)
Reconciling items3
(26)
(42)
(41)
Total investment in Rand Refinery
1,282
766
660
1The dividend received relates to the dividend received from Rand Refinery after 30 November. The total dividend received for 2024 amounted to R221 million  (2023:
R233 million)
2The investment in equity-accounted investee was fair valued at 1 July 2002, the date when significant influence was obtained
3Reconciling items relate to adjustments on consolidation of DRDGOLD’s interest in Rand Refinery
The Group’s interest in the summarised financial statements of Mimosa is as follows:
Figures in million – SA rand
2025
2024
2023
Revenue
7,225
6,207
6,433
Amortisation and depreciation
(824)
(667)
(951)
Interest income
28
12
64
Finance expense
(116)
(89)
(56)
Income and royalty tax
(400)
(374)
554
Income tax
(90)
(112)
820
Royalty tax
(310)
(262)
(266)
Profit or loss
(296)
(194)
(2,957)
Other comprehensive income
(1,129)
101
1,213
Total comprehensive income
(1,425)
(93)
(1,744)
Non-current assets
4,268
6,062
5,675
Property, plant and equipment1
4,268
6,062
5,675
Right-of-use assets
Current assets
6,323
6,406
6,997
Cash and cash equivalents
878
274
770
Other current assets
5,445
6,132
6,227
Non-current liabilities
(1,106)
(1,216)
(1,037)
Non-current financial liabilities2
Other non-current liabilities
(1,106)
(1,216)
(1,037)
Current liabilities
(942)
(573)
(403)
Current financial liabilities2
(942)
(573)
(403)
Other current liabilities
Net assets (100%)
8,543
10,679
11,232
Reconciliation of the total investment in Mimosa with attributable net assets:
Net assets (50%)
4,272
5,340
5,616
Impairment of investment in Mimosa
(64)
(423)
Reconciling items3
(424)
(420)
(47)
Total investment in Mimosa
3,784
4,920
5,146
1The Group impaired the property, plant and equipment of Mimosa at 31 December 2025 (see note 10) which amounted to R1,071 million (2023: R3,728 million of which the
Group's 50% share amounted to R535 million (2023: R1,864 million) amounting to R461 million (2023:R1,384 million) net of tax (see note 12.3))
2Non-current and current financial liabilities (excluding trade and other payables and provisions) were zero for all periods presented
3The reconciling items include the difference between the carrying amount and fair value of the Mimosa’s identifiable assets and liabilities on acquisition less accumulated
amortisation, and foreign exchange differences on translation of assets and liabilities of the foreign joint venture
Schedule of group's interest in summarised financial statements of joint venture The Group’s interest in the summarised financial statements of Peregrine is as follows:
Figures in million – SA rand
2025
2024
2023
Non-current assets
596
2,859
2,830
Current assets
74
Non-current liabilities
(679)
(10)
(9)
Current liabilities
(46)
Net assets (100%)
(55)
2,849
2,821
Reconciliation of the total investment in Peregrine with attributable net assets:
Net assets (20%)1
(11)
570
564
Reconciling items2
1,202
690
683
Total investment in Peregrine
1,191
1,260
1,247
1For comparative periods, disclosed on the basis that Aldebaran would successfully complete their earn-in obligation in terms of the agreement as described above. The
earn-in was successfully completed during 2025
2The reconciling items include the difference between the carrying amount and fair value of the Peregrine’s identifiable assets and liabilities on acquisition less
accumulated amortisation, and foreign exchange differences on translation of assets and liabilities of the foreign equity-accounted investment. This also includes the
dilution in the interest resulting from the earn-in requirements as well as movements in net assets during the farm-in/farm-out period during which equity-accounting was
suspended
Schedule of cash flows for equity accounted investments The table below summarises the cash paid during the year for investments in equity-accounted investees:
Figures in million – SA rand
2025
2024
2023
Century
(373)
Peregrine
(91)
Glint
(35)
(23)
Total cash paid
(91)
(35)
(396)