Whitehaven Coal
Annual Report 2022

Plain-text annual report

Annual Report 2022 whitehavencoal.com.au Contents About us Our strategy Chairman’s introduction Managing Director and CEO’s introduction Directors’ Report Operating and financial review Remuneration Report Financial Report ASX additional information Resources and Reserves Glossary Corporate directory 1 2 4 5 6 15 27 53 107 110 112 113 This report includes forward-looking statements relating to future events and expectations. While these statements reflect expectations at the date of this publication they are by their nature not certain and are subject to known and unknown risks. Whitehaven makes no representation, assurance or guidance as to the accuracy or likelihood of fulfilling any such forward-looking statements (whether express or implied) and, except as required by applicable regulations or law, Whitehaven does not undertake to publicly update such forward-looking statements. About us Whitehaven Coal is Australia’s leading producer of high-quality, high-CV thermal coal. Our thermal and metallurgical coal products are exported to premium markets in Asia. Our operations are located in the Gunnedah Basin in New South Wales with growth projects in both the Gunnedah Basin and Bowen Basin in Queensland. As an active coal producer for more than 20 years including 15 years as a publicly-listed entity on the Australian Securities Exchange (ASX), Whitehaven is known for quality, excellence in safety and project delivery, and contributing to regional economies through investment and engagement. Our three largest customer countries are powered by Whitehaven Coal for between approximately 23 and 33 minutes each day: Japan 33.0 minutes of power/day Korea 22.9 minutes of power/day Taiwan 27.1 minutes of power/day Whitehaven’s sales 50% 14% 13% 10% 7% 5% 1% Japan Korea Taiwan India Other1 Indonesia Europe South Korea Japan India Taiwan Vietnam Malaysia Indonesia Of our, ~2,500 workforce2 approximately 75%, are based in the regional areas where our assets are located Our operating assets are complemented by two high-quality, near-term development projects: Winchester South Project (QLD) Vickery Extension Project (NSW) Australia Our four operations are all located in the Gunnedah Basin Narrabri Mine Maules Creek Mine Tarrawonga Mine Werris Creek Mine All Whitehaven coal is exported out of the Port of Newcastle. 1 Other coal sales destinations include Malaysia, New Caledonia, Vietnam and Thailand. 2 Our workfroce includes 1,227 FTE employees and 1,229 FTE contractors Page 1 | Whitehaven Coal Annual Report 2022 Our strategy Our strategy is to own and sustainably operate large, cost-efficient mines producing high-quality, high-CV thermal coal for premium markets in Asia and coking coal for metallurgical customers in the region. We supply coal products to provide energy security for our customers. At the same time, we are helping our customers to responsibly meet their decarbonisation goals because our high-quality, high-CV coal offers more energy efficient and lower emissions outcomes than other coal products. As the world transitions to higher-CV and higher quality thermal coal, we are focused on increasing our share of the growing market for high-quality coal products in the region, including metallurgical coal. Our long-life mining assets will supply our customers in Asia and support our local communities in Australia for decades to come. FY22 in review Exceptionally strong demand Safe, sustainable and efficient operations – Long-term under-investment in coal supply – Employee and contractor TRIFR3 of 5.4, an 8% underpinned strong demand for high-CV coal improvement on the prior year – The global supply shortfall intensified following – Solid operational performance despite labour Russia’s conflict in Ukraine – Coal prices reached record levels, with a record average realised coal price of A$325/t for FY22 compared with A$95/t in FY21 – Equity coal sales of 14.2M tonnes – 82% of sales to thermal customers, 18% to metallurgical customers Thermal coal prices (US$/t)1 Forecasts2 $500 $400 $300 $200 $100 $0 0 2 - l u J 0 2 - p e S 0 2 - v o N 1 2 - n a J 1 2 - r a M 1 2 - y a M 1 2 - l u J 1 2 - p e S 1 2 - v o N 2 2 - n a J 2 2 - r a M 2 2 - y a M 2 2 - l u J 2 2 - p e S 2 2 - v o N High-CV coal price based on gC NEWC Index Lower-CV coal price based on API 5 Index Low-CV coal price based on M38 Index Indonesian coal constraints, COVID absenteeism, weather events and inflationary pressures – Run-of-mine (ROM) managed production of 20.0M tonnes, within guidance range – ~1.0m tonnes scope 1 and 2 CO2-e emissions4, ~9% higher than FY21 primarily due to increased production at Narrabri, but lower than 1.6m tonnes reported for FY20 due to use of site-specific emissions factor for Maules Creek – Whitehaven’s high-CV thermal coal delivers lower emissions intensity than other coals, helping our customers decarbonise; we are fueling plants in Japan that emit ~44% less CO2-e than coal fired power plants in Victoria, for example CO2 emissions per MWh of sent out energy generation by coal fired power plants5 44% lower emissions 24% lower emissions 0.95 0.89 0.81 0.72 0.65 h W M / 2 O C t 1.29 S u b critical L o y Y a n g A ( Vic) Lig nite at S u b critical Black C o al at B a ys w ater ( N S W ) S u b critical Black C o al at M il m erra n ( Qld) U S C Black C o al at Lin k o u (T aiw a n) U S C Black C o al at Iso g o U nit # 2 (Ja p a n) A -U S C Black C o al Whitehaven’s coal currently allows Ultrasupercritical (USC) power plants in Asia to deliver lower emissions than coal fired power plants in Australia Page 2 | Whitehaven Coal Annual Report 2022 Our STRIVE Values unite us, direct our decision making and guide our interactions. Safety The safety of our people, workplaces and the communities around us comes first. We are committed to Zero Harm. Teamwork We work collaboratively and support one another. Respect We foster a diverse and inclusive culture and deal with all stakeholders respectfully. Integrity We are honest and do the right thing. Value We create value for shareholders, customers and local communities. Excellence We deliver on our commitments. Record financial results – Record NPAT of $2.0 billion compared with a statutory loss of $544 million in FY21 Disciplined capital management and exceptional shareholder returns – Balance sheet strength with senior bank debt fully – Record EBITDA of $3.1 billion, a significant increase repaid and $1.2b of cash at 30 June 2022 on $204.5 million in the prior year – 40 cent fully franked final dividend and 8 cent – Cash from operations of $2.6 billion compared with interim dividend $169.5 million in FY21 Contributing to our communities – $1.0 billion of taxes and royalties paid or payable for FY22 – $1.53 million in corporate community partnerships and donations6 – $362.6 million to buy back shares – 154% total shareholder returns ranked #1 in the ASX100 Capital allocation framework – $354.5 million spent with local suppliers Operating cash flows – $8.73 million spent with 14 Aboriginal and Torres 1 2 Strait Islander businesses Attracting and retaining talent – 3% increase in employee engagement scores to 6.3 out of 10 – 15.3% female participation in our workforce up from 12% in FY21 – 11.8% of workforce identify as Aboriginal and/or Torres Strait Islander – Introduction of retention bonuses for operations employees – Executive remuneration framework reviewed Maintain & optimise operations Retain cash / maintain balance sheet strength 4 Use surplus capital for best use 3 Return to shareholders Dividends Buy-backs Growth investments – M&A Growth investments – Development projects Additional returns to shareholders Targeting ~20%-50% NPAT payout ratio for distributions dividends and buy-backs combined. We may exceed 50% if the best use of surplus capital is to increase distributions (dividends and/or buy-backs). 1 Average monthly price. 2 Forecast prices based on globalCOAL forward curve at 6 September (gC NEWC), weekly McCloskey Fax Report at 2 September (API 5), McCloskey Thermal Coal Price History and Outlook at 9 August (Indo 3400 NAR). 3 Total recordable injury frequency rate. 4 FY22 data is subject to external assurance review. Final FY22 greenhouse gas emission data will be available on Whitehaven’s website from November 2022. 5 Loy Yang and Bayswater data from AGL’s FY21 Full Year Results. Milmerran data based on NGER data. Linkou, Isogo and A-USC data based on Company data. 6 Includes $500,000 of emergency response donations to support Ukraine and NSW flood appeals, and $400,500 in “Why Leave Home” COVID relief vouchers to support local communities and employees. Page 3 | Whitehaven Coal Annual Report 2022 Chairman’s introduction highest quality coals are available to do this. The energy transition will be energy intensive, and coal-powered electricity will be required to build the necessary technologies and infrastructure. Carbon capture usage and storage (CCUS) technologies will help ensure emissions reductions targets can be met while economies and populations continue to expand. Global investment in CCUS research and development is growing rapidly and momentum is building around the coal-industry funded and government-supported work of Low Emissions Technology Australia (LETA). Whitehaven plays an important role in supporting industry innovation, community development, and economic growth more broadly. Our taxes and royalties to governments both State and Federal, total a record $1 billion in relation to FY22, contributing to Australia’s economic prosperity. Looking ahead, high-quality, high-CV thermal coal is set to remain in strong demand, with prices expected to be well supported. In terms of metallurgical coal, despite current volatility, longer-term the demand outlook and price environment remain positive. We have a number of growth options, as outlined in our FY22 results, to meet the strong continued demand. Overall, the outlook for Whitehaven is very positive. We are attracting and retaining good people to work at Whitehaven. We have an engaged workforce, strong leadership, and a developing cohort of emerging leaders. As detailed in our Remuneration Report, in FY22 we undertook a comprehensive review of our executive remuneration framework, with retention of executive talent an important objective. I thank all Whitehaven’s people, particularly Paul Flynn and the executive leadership team, for the outstanding financial results in FY22 and improvements across all areas, including safety. It is encouraging to see a further reduction in total recordable injury frequency rate (TRIFR) to 5.4 in FY22, and that Whitehaven’s five-year average TRIFR of 5.8 is well below the NSW five-year Industry average of 12.9. I also thank our shareholders for their continued support. I am pleased that you are now being rewarded for your patience, with 51% of FY22 NPAT returned through dividends and share buy-backs. We intend to continue to return capital to shareholders through franked dividends and buy-back programs. We look forward to the year ahead and being the number one choice for our customers. Dear shareholders, Whitehaven reported record earnings for FY22 as demand for our products exceeded supply and coal prices increased to new highs. This past year highlighted that access to high-quality, high-CV coal for reliable energy supply is essential. The products we sell into a global market cannot be easily substituted, a fact reflected in the prices being achieved. While sanctions against Russian coal and gas as a result of its invasion of Ukraine have exacerbated global energy shortages, this predicament is also a function of significant underinvestment in reliable supply over many years. Decarbonisation is necessary but it must take place in a responsible and coordinated way. As the world re-prioritises energy security, we are committed to maintaining supply and reliability for our customers, while supporting them to meet their emissions reduction aspirations. We produce the highest quality thermal coal in the seaborne market. Our thermal coal fuels high-efficiency, low-emissions (HELE) electricity generation that is helping our customers in Asia generate electricity with emissions much lower than older coal-fired power plants. Towards the end of the financial year CEO Paul Flynn and I met with our largest customers in Japan, where more than 3,000 MW of new HELE electricity generation is planned to replace older coal-fired power plants. Our customers demand the highest quality coal to supply this new capacity and to help them meet Japan’s decarbonisation goals in line with the Paris Agreement, and we are proud to play a role in this. As the world transitions to more intermittent renewable energy sources, traditional energy sources like coal are critical to provide a reliable baseload of energy, and it’s important that the most energy efficient and The Hon. Mark Vaile, AO Chairman Page 4 | Whitehaven Coal Annual Report 2022 Managing Director and CEO’s introduction Our 2022 Sustainability Report provides further details of our safety outcomes and management approach as well as reporting on environmental management, climate-related risks, managing our people, and community engagement and support. We are delivering year-on-year improvements in all of these areas including improved environmental compliance, progress against our diversity targets and progress in terms of better understanding and managing climate-related risks and opportunities. In FY23, we expect to deliver another strong year. We expect to produce around 20-22 million tonnes of run-of-mine (ROM) production and manage 17.5-18.5 million tonnes of coal sales. Our unit cost of production is increasing as a result of higher diesel, electricity, labour and other inputs, but we are well placed to continue to deliver strong margins as a result of the ongoing strong pricing environment. In FY23, we are reinvesting between $287 million and $360 million of capital into the business, which is an uplift on FY21 capital expenditure of $189 million. The increased expenditure includes some one-off expenditure in relation to developing the southern section of the Narrabri underground mine. We are pleased that the Narrabri extension project has now received state-based approvals, allowing the mine life to be extended to 2044. In addition, the NSW Government has granted approvals for two exploration licenses contiguous with the existing operation at Narrabri that will allow us to explore land to the north-west of the existing mine. Our Vickery development project in NSW has received all its primary approvals. We are now refining mine plans and capital plans. For our Winchester South metallurgical development project in Queensland, we are completing State and Federal Government approval processes and undertaking further geotechnical and other detailed studies. We are progressing these development projects to be ‘shovel ready’ so that investment decisions can be made when appropriate hurdles are met. As we look forward to the year ahead, I thank all of Whitehaven’s people and our Board of Directors for their contribution and support in FY22. I thank our customers, suppliers, joint venture partners and shareholders for their continued support, as well as our local communities and Traditional Owner groups who continue to be valued partners on our journey. Paul Flynn Managing Director and CEO Dear shareholders, FY22 was an incredible year. As the global energy supply shortfall intensified, coal prices reached record levels and customers focused on energy security as a priority. At Whitehaven, we are well-placed to supply customers and we achieved a record realised average price of A$325 per tonne in FY22, compared with $95 per tonne in the prior year. Despite continued COVID-related absenteeism, labour constraints and weather interruptions, our team delivered solid operational and product quality improvements, and we maximised sales of high-CV, high quality thermal coal where demand was strong and price appreciation was greatest. Whitehaven delivered a record net profit after tax (NPAT) of $2.0 billion, and earnings before interest, tax, depreciation and amortisation (EBITDA) of $3.1 billion. The strong cash generation, which is continuing in FY23, provides balance sheet strength and stability and will support continued returns to shareholders. We are returning 51% of FY22 NPAT to shareholders through a 40 cent fully franked final dividend, the 8 cent interim dividend, and a 10% share buy-back program, which commenced in March 2022 and is expected to be completed around the end of October. At the Annual General Meeting we will seek shareholder approval to buy back additional shares, which continues to represent excellent value and an effective way to return capital to shareholders. Whitehaven finished FY22 with a #1 ranking on the ASX100 for total shareholder returns (TSR), with a TSR of 154%. Our safety performance also improved in FY22. We reported a recordable injury frequency rate of 5.4, which was 8% better than last year, and 22% better than where we were five years ago. Page 5 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 Directors’ Report For the year ended 30 June 2022 Page 6 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 The Directors present their report together with the consolidated financial report of Whitehaven Coal Limited (‘the Company’ or ‘Whitehaven’), being the Company, its subsidiaries and the Group’s interest in joint operations for the year ended 30 June 2022 and the auditor’s report thereon. 1. Principal activities The principal activity of Whitehaven Coal Limited and its controlled entities (the ‘Group’) during the period was the development and operation of coal mines in New South Wales and Queensland. In the opinion of the Directors, there were no significant changes in the state of affairs of the Group that occurred during the financial year that have not been noted in the review of operations. 2. Directors and Executives 2 (a) Directors The Directors of the Company at any time during or since the end of the financial year are: The Hon. Mark Vaile AO Chairman Non-Executive Director Appointed: 3 May 2012 As Deputy Prime Minister of Australia and Leader of the National Party from 2005 to 2007, Mark established an extensive network of contacts throughout Australia and East Asia. His focus at home was with regional Australia and particularly northern NSW. As one of Australia's longest serving Trade Ministers from 1999 until 2006, Mark led negotiations which resulted in Free Trade Agreements being concluded with the United States of America, Singapore and Thailand, as well as launching negotiations with China, Japan and ASEAN. Importantly, early in his ministerial career as the Minister for Transport and Regional Services, Mark was instrumental in the establishment of the ARTC, which operates the Hunter Valley rail network. Mark brings significant experience as a Company Director having been Chairman of Aston Resources, CBD Energy Limited and SmartTrans Limited, a former independent Director on the board of Virgin Australia Holdings Limited and former Director Trustee of HostPlus Superfund. Mark is currently a Director of ServCorp Limited, which is listed on the ASX (since June 2011), Stamford Land Corp, which is listed on the Singapore Stock Exchange, and Chairman of Palisade Regional Infrastructure Fund. Former ASX-listed directorships in the last three years: Nil Page 7 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 John Conde AO BSc, BE (Electrical) (Hons), MBA (Dist) Deputy Chairman Non-Executive Director Appointed: 3 May 2007 Dr Julie Beeby BSc (Hons I), PhD (Physical Chemistry), MBA, FAICD, FTSE Non-Executive Director Appointed: 17 July 2015 Paul Flynn BComm, FCA Managing Director Appointed: 25 March 2013 Previously Non-Executive Director Appointed: 3 May 2012 John has over 30 years of broad based commercial experience across a number of industries, including the energy sector, and was Chairman of the company prior to the merger with Aston Resources. John is Chairman of Cooper Energy Limited (since February 2013), the Dexus Wholesale Property Fund and the McGrath Foundation, as well as President of the Commonwealth Remuneration Tribunal. He was Chairman of Bupa Australia and New Zealand, the Sydney Symphony Orchestra, Ausgrid (formerly Energy Australia) and Destination NSW. He was also formerly Chairman and Managing Director of Broadcast Investment Holdings, as well as a Non- Executive Director of BHP Billiton Limited, Excel Coal Limited and Dexus Property Group. Former ASX-listed directorships in the last three years: Director, Dexus Property Group (April 2009 – September 2020) Julie has more than 25 years’ experience in the minerals and petroleum industries in Australia, including major Australian and US resources companies, and as Chief Executive Officer of the ASX- listed coal seam gas producer WestSide Corporation Ltd. Julie has technical, operations and strategy expertise and has held senior and executive positions in coal mining, mining services and coal seam gas, after commencing her career in coal and mineral processing research. Julie was formerly the Chairman of the Queensland Electricity Transmission Corporation Limited, and Non-Executive Director of Gloucester Coal Limited, OzMinerals Limited, CRC Mining, Queensland Resources Council and Australian Coal Research. Currently, Julie is a Non-Executive director of Tasmanian Networks Pty Limited. Former ASX-listed directorships in the last three years: Nil Paul has extensive experience in the mining, infrastructure, construction and energy sectors gained through 20 years as a professional advisor at Ernst & Young. Paul was formerly Chief Executive Officer and Managing Director of the Tinkler Group and was instrumental in the merger of Whitehaven Coal with Aston Resources. Paul joined the Board of Whitehaven on 3 May 2012 and assumed the role of Managing Director and CEO on 27 March 2013. Prior to joining the Tinkler Group, Paul was the managing partner of Ernst & Young’s Sydney office and a member of its Oceania executive team. As a partner for over eight years, Paul managed many of the firm’s largest mining and energy clients across Australia, Asia, South and North America. Paul has also fulfilled various leadership roles with large corporations on secondment, including as the CFO of a top 50 listed company. Former ASX-listed directorships in the last three years: Nil Page 8 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 Fiona Robertson MA (Oxon), FAICD, MAusIMM Non-Executive Director Appointed: 16 February 2018 Lindsay Ward BAppSc (Hons I), GradDip (Mgt), FAICD Non-Executive Director Appointed : 15 February 2019 Raymond Zage BSc Finance Non-Executive Director Appointed: 27 August 2013 Fiona has a corporate finance background, with more than 20 years’ experience as CFO of ASX-listed emerging and mid-tier mining and oil and gas companies, preceded by 14 years with Chase Manhattan Bank in London, New York and Sydney in corporate banking, credit risk management and mining finance roles. Previous Non-Executive Directorships include ASX-listed oil and gas producer, Drillsearch Energy Limited, where she chaired the Audit & Risk Committee and Heron Resources Limited. Currently Fiona is a Non-Executive Director of Bellevue Gold Limited (since May 2020) and 29Metals Limited (since May 2021). Former ASX-listed directorships in the last three years: Heron Resources Limited (April 2015 – July 2020) Lindsay has more than 35 years’ experience across industries including mining, exploration, mineral processing, ports management, rail haulage, power generation, gas transmission, renewables and logistics. He is currently President of Iris Energy, a sustainable Bitcoin miner. Prior to this, he was CEO of Palisade Integrated Management Services, which had nine diverse infrastructure assets under management including 750MW of renewable energy. Lindsay also has extensive senior operational experience in ports, rail and coal fired power generation. Lindsay started his career in the mining industry having worked with BHP Australia Coal (Bowen Basin – Queensland), Camberwell Coal (Hunter Valley – NSW) and Yallourn Energy (Latrobe Valley – Victoria), as well as Western Mining and Westralian Sands, in various mine engineering and senior leadership roles including Mine Manager and General Manager. Lindsay is a Fellow of the Australian Institute of Company Directors and is an experienced Director of both listed and unlisted companies. Former ASX-listed directorships in the last three years: Nil Raymond is the founder and CEO of Tiga Investments Pte Ltd. He is also senior advisor to Farallon Capital Management, L.L.C., one of the largest alternative asset managers in the world, an independent Non- Executive Director of Toshiba Corporation (listed on the Tokyo Stock Exchange), a Non-Executive Director of PT Lippo Karawaci Tbk (listed on the Indonesian Stock Exchange), and on the Board of Commissioners of Indonesian company Gojek. Raymond has been involved in investments throughout Asia in various industries, including financial services, infrastructure, manufacturing, energy and real estate. Previously, Raymond was the Managing Director and CEO of Farallon Capital Asia, and prior to that he worked in the investment banking division of Goldman, Sachs & Co. in Singapore, New York and Los Angeles. Former ASX-listed directorships in the last three years: Nil Page 9 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 2 (b) Senior Executives Paul Flynn — Managing Director and Chief Executive Officer Kevin Ball — Chief Financial Officer BComm, CA Refer to details set out in section 2(a) Directors on page 8. Appointed Chief Financial Officer of Whitehaven Coal in October 2013, Kevin Ball has over 25 years’ experience working in the mineral and energy industry across coal, oil and gas, and in complex consulting practices. A finance graduate of the University of New South Wales, Kevin is a Chartered Accountant, having spent 11 years with Ernst & Young at the commencement of his career, predominantly in EY’s natural resources group. Kevin has a graduate Diploma in Geoscience (Mineral Economics) from Macquarie University. Timothy Burt — General Counsel and Company Secretary B.Ec, LLB (Hons) LLM Timothy joined Whitehaven as General Counsel and Company Secretary in July 2009. He has more than 20 years’ experience in legal, secretarial and governance roles across a range of industries for ASX- listed companies. Prior to joining Whitehaven, Timothy held senior roles at the ASX-listed companies Boral Limited, UGL Limited and Australian National Industries Limited. He holds a Master of Laws from the University of Sydney. Page 10 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 Daniel Cram — Executive General Manager – People and Culture BComm, MIR Ian Humphris — Executive General Manager – Operations BE Mining (Hons) Daniel joined Whitehaven in March 2021 and was appointed Executive General Manager – People and Culture in June 2021. Daniel has 25 years’ experience as a HR professional, including more than a decade leading large resourcing, remuneration, workplace relations and organisational culture functions for a range of publicly-listed companies. Most recently, Daniel ran his own consultancy firm, specialising in human resources, employee relations and remuneration strategy, mergers and acquisitions and change management. Prior to this, Daniel spent over a decade in senior human resources roles at AGL Energy covering the industrial aspects of that business, including its power generation assets and coal mining operations. Appointed Executive General Manager – Operations in April 2020, Ian is a mining engineer with more than 20 years’ experience in the Australian resources sector, with a diverse and deep background across open cut and underground operations. Ian was most recently Vice President – Health, Safety and Environment at Peabody Energy Australia. Prior to this, he fulfilled a broad range of senior roles covering many aspects of Peabody Energy’s business, including managing the company’s open cut operations, supply chain and infrastructure assets. Ian began his career in resources as a mining engineer in various Queensland mines before transferring to the New South Wales coalfields and working in senior roles for a number of mine owners and for the mining services provider, Thiess. Michael van Maanen — Executive General Manager – Corporate, Government and Community Affairs BA (Hons) Michael has nearly 20 years’ experience across corporate communications and public policy roles in both the government and private sectors. He was appointed Executive General Manager – Corporate, Government and Community Affairs in May 2018. Prior to joining Whitehaven, Michael was a founding partner of Newgate Communications and led the firm’s mining and resources practice group. Michael was previously a ministerial advisor in the Howard Government and worked in a range of national security policy roles for the departments of the Prime Minister and Cabinet, Foreign Affairs and Trade and Defence. Page 11 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 Jason Nunn — Executive General Manager – Marketing and Logistics BEng (Hons), MEMB Mark Stevens — Executive General Manager – Project Delivery BSc (Hons), MSc, MBA Sarah Withell — Executive General Manager – Health, Safety and Environment BSc, MEngSc Mark joined Whitehaven as Jason was appointed Executive Executive General Manager – Project General Manager – Marketing and Delivery in January 2020. Mark has Logistics in December 2020. Before more than 30 years of Australian joining the marketing team at and international experience in Whitehaven Coal in 2014, Jason held project management and delivery a range of roles in the resources across infrastructure, coal, and oil sector, primarily in the coal industry, and gas. A qualified mining engineer, across research, production and Mark has successfully delivered commercial functions at Yancoal, projects across all phases, from White Energy and BHP Billiton in concept to completion, with a Australia and the Netherlands. Jason combined capital cost in the billions, holds a Bachelor of Engineering most recently for the Australian Rail (Chemical) and Master of Track Corporation’s Inland Rail Environmental Management and project and prior to that, for Santos Business from the University of GLNG. Newcastle. Sarah joined Whitehaven as Executive General Manager – Health, Safety and Environment in July 2020. Sarah has more than 20 years’ experience in the mining and resources sector with a proven track record of delivering major mining approvals, effective safety and governance systems, and excellent HSEC performance. Sarah has held senior positions across open cut and underground operations in both NSW and Queensland. Most recently, Sarah led the HSE function for BHP’s NSW Energy Coal and BMC division, and has also held roles at Coal & Allied and Peabody. Page 12 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 2 (c) Directors’ interests The following table lists each Director’s relevant Company-issued shares and options, as notified by the Directors to the Australian Securities Exchange in accordance with section 205G(1) of the Corporations Act 2001 (Cth), at the date of this report. Mark Vaile John Conde Julie Beeby Paul Flynn Fiona Robertson Lindsay Ward Ray Zage Ordinary shares 1,509,317 708,620 85,000 1,970,451 75,395 77,500 10,783,134 2 (d) Directors’ meetings The following are the number of Directors’ meetings (including meetings of committees of Directors) and the number of meetings each Director attended during the financial year. Director Mark Vaile John Conde Julie Beeby Paul Flynn Fiona Robertson Lindsay Ward Ray Zage Directors’ Meetings Audit & Risk Management Committee Meetings Remuneration Committee Meetings Health, Safety, Environment & Community Committee Meetings Governance & Nominations Committee Meetings A 15 15 15 15 15 15 15 B 15 15 15 15 15 15 14 A 6 6 - - 6 - - B 6 6 - - 6 - - A 7 7 - - - 7 - B 7 7 - - - 7 - A - - 5 - 5 5 - B - - 5 - 5 5 - A 2 2 2 - - - - B 2 2 2 - - - - A – Number of meetings held during the time the Director held office during the year. B – Number of meetings the Director attended. Page 13 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 3. Other 3 (a) Dividends Paid during the year Dividends of $79,890,000 were paid to shareholders during the year ended 30 June 2022 (2021: nil). Declared after end of year On 25 August 2022, the Directors declared a fully franked final dividend of 40 cents per share totalling $368.9 million to be paid on 16 September 2022. 3 (b) Share options Shares issued on exercise of options During the reporting period 830,531 options were exercised. Unissued shares under options At the date of this report there were no unissued ordinary shares under options of the Company. 3 (c) Indemnification and insurance of officers Indemnification The Company has agreed to indemnify, to the fullest extent permitted by law, all current and former Directors of the Company against liabilities that may arise from their position as Directors of the Company and its controlled entities. The agreement stipulates that the Company will meet the full amount of any such liabilities, including costs and expenses. Insurance premiums During the financial year the Company paid premiums in respect of Directors’ and officers’ liability and legal expenses insurance contracts. Such insurance contracts insure persons who are or have been Directors or officers of the Company or its controlled entities against certain liabilities (subject to certain exclusions). The Directors have not included details of the nature of the liabilities covered or the amount of the premiums paid in respect of the Directors’ and officers’ liability and legal expenses insurance contracts, as such disclosure is prohibited under the terms of the contract. 3 (d) Indemnification of auditors To the extent permitted by law, the Company has agreed to indemnify its auditors, Ernst & Young, as part of the terms of its audit engagement agreement against claims by third parties arising from the audit (for an unspecified amount). No payment has been made to indemnify Ernst & Young during or since the financial year. 3 (e) Rounding The Company is of a kind referred to in ASIC Corporations Instrument 2016/191, dated 24 March 2016 and, in accordance with that Class Order, all financial information presented in Australian dollars has been rounded to the nearest thousand unless otherwise stated. Page 14 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 4. Operating and financial review Financial headlines  Record financial performance in FY22 with Revenue of $4.9 billion, earnings before interest, tax and depreciation (EBITDA) of $3.1 billion and net profit after tax (NPAT) of $2.0 billion.  In FY22, Whitehaven delivered a Total Shareholder Return (TSR) of 154%, which made it the best performing company in the ASX 100 group of companies.  $442.4 million in capital returned to shareholders through an interim dividend of 8 cents per share ($79.8 million) and a share buyback ($362.6 million). Combined with a fully franked final dividend of 40 cents per share ($368.9 million), the total return to shareholders for the year represents an 51% payout ratio.  gC NEWC benchmark prices for high-CV coal set new records in the year and are up 214% over the past year. Whitehaven achieved a record average coal price of A$325/t for FY22.  FY22 production and sales guidance was delivered following strong operational performance in H2 FY22.  Whitehaven generated substantial cash flows from operations of $2.6 billion in FY22, a significant increase of $2.4 billion from FY21.  Balance sheet strengthened with a cash balance of $1.2 billion and a net cash position of $1.0 billion at 30 June 2022. The following table summarises the key reconciling items between the Group’s EBITDA and its profit/(loss) after tax. Revenue EBITDA Net financial expenses Depreciation and amortisation Significant item – impairment of assets Income tax (expense)/benefit Net profit/(loss) after tax Basic earnings per share (cents) FY22 FY21 $ million $ million 4,920.1 1,557.0 3,060.1 (55.3) (238.9) - (813.9) 1,952.0 197.6 204.5 (62.0) (260.7) (650.0) 224.3 (543.9) (54.6) Review of financial performance Whitehaven delivered a strong safety performance with a TRIFR of 5.4 for the year ended 30 June 2022, an 8% improvement from FY21 and below the industry average. COVID-related protocols remain in place at all mines. Improved second half operational performance aligned with record high coal prices and generated $2.0 billion of cash from operations and $2.6 billion for FY22, an increase of $2.4 billion from FY21. The balance sheet strengthened year-on- year with cash at 30 June 2022 increasing by $1.1 billion to $1.2 billion, after the $688 million repayment of the Syndicated Facility, $86.5 million repayments of lease principal and the ECA facility and capital returns to shareholders of $442.4 million in FY22. Page 15 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 Australian high-quality thermal coal prices reached record highs during the year, well above the previous historical highs, driven by strong demand for high-quality energy in a supply-constrained market. Whitehaven achieved a record realised average thermal coal price for FY22 of US$239/t. Operational productivity, rail, and port activities in FY22 were impacted by above-average rainfall, high winds, and flooding. The operational impacts were amplified by reduced labour availability due to COVID and COVID-related protocols and a tight labour market. Despite these external challenges in FY22, operations delivered a strong second half after the flood-affected first half and, together with the consistent longwall performance at Narrabri, enabled production and sales to be delivered within guidance. The improved operational performance, together with the record high coal price, has underpinned Whitehaven’s record full year result with coal sales revenue of $4.9 billion, EBITDA of $3.1 billion and NPAT of $2.0 billion. This represents a significant turnaround in performance from the net loss after tax (NLAT) before significant items of $87.3 million in FY21. Tax expense of $813.9 million in FY22 had an effective tax rate of 29.4% which is marginally below the domestic tax rate of 30%, primarily due to the recognition of tax losses. Earnings Sales of produced coal (kt) Average realised price net of royalties (A$/t) Cost per tonne (A$/t) EBITDA margin on sales of produced coal (A$/t) FY22 14,166 300 84 216 FY21 14,425 88 74 14 EBITDA margin on sales of produced coal increased to $216/t in FY22, due to:  A $212/t increase in average realised price (net of royalties) from $88/t in FY21 to $300/t in FY22.  Higher FOB unit costs which at $84/t were $10/t above FY21. FY22 unit costs were impacted by wet weather and flooding, higher demurrage costs due to adverse weather conditions, rising diesel prices, labour market constraints, lower mine yields and the impact of COVID.  Margins were enhanced by taking advantage of record spreads between 6000kcal/kg NAR and lower grades of coal by washing ROM coal ‘harder’ to produce higher quality coals that were used to blend up lower grade coal at the marginal cost of lower yields. Revenue Price Indices gC NEWC index price (US$/t) JSM Quarterly (SSCC) index (US$/t) Price achieved Average achieved price (A$/t) Average achieved thermal price (US$/t) Average achieved metallurgical price (US$/t) Metallurgical coal sales (% of total) Average AUD:USD exchange rate FY22 FY21 248 253 325 239 232 18% 0.73 79 88 95 68 85 15% 0.75 Higher coal prices drove an increase in revenue of $3.4 billion to $4.9 billion in FY22 with production and sales volumes remaining largely in line with FY21 despite the external challenges faced. Revenue and the average realised coal price were enhanced by the ‘wash harder’ strategy to maximise the availability and quality of high-CV coal. Whitehaven realised an average thermal coal price for FY22 of US$239/t, a 4% discount to the gC NEWC index which was due to:  pricing mechanisms (fixed price in advance, linked to prior quarters or month of scheduled shipment) and a realised average price that lagged the index in a rapidly rising market  the higher proportion of sales that were priced with reference to sub gC NEWC 6000kcal/kg NAR pricing structures. Page 16 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 Unit costs Outlined below are the key factors, principally uncontrollable events and inflationary cost pressures, which contributed to the increase in FOB unit costs to $84/t in FY22.  Lower yield of 83% compared to FY21 yield of 84% due to processing coal from deeper seams at Maules Creek and the marketing strategy to wash ROM coal ‘harder’ to produce higher quality coals trading off lower yields and higher costs for higher revenues.  An increase in the A$ cost of diesel used in production and coal transportation due to rising crude oil prices.  Higher demurrage costs due to port movement constraints caused by high winds and swell, wet weather and floods and NCIG’s ship loader SL02 returning to full service in late July 2021.  The impact of unusually heavy rain and flooding on operational productivity and sales volumes at open cut operations including underutilised rail take or pay costs.  General inflationary cost pressures including impacts of a tight labour market and the spread of COVID and its associated impact on workforce availability and operational productivity partially offset by improved production. Cash flows and capital management Cash flow summary Cash generated from operations Investing cash flows Financing cash flows Cash at the end of the period Capital management Net cash/(debt)1 Undrawn syndicated facility FY22 FY21 $ million $ million 2,582.0 (177.2) (1,232.4) 1,215.5 169.5 (103.6) (46.7) 95.2 30 June 2022 30 June 2021 1,037.8 1,000.0 (808.5) 312.0 1 Calculated in accordance with the senior facility covenant requirements and therefore excludes lease liabilities recognised under AASB 16 Leases of $67,006,000 (2021: $88,987,000). Cash generated from operations There was a substantial increase in cash generated from operations to $2.6 billion in FY22 weighted to the second half in which $2.0 billion was generated from a stronger operational performance and record high coal prices. Investing cash flows Investing cash outflows during FY22 of $177.2 million are up $73.6 million on FY21, reflecting an increased investment in operations and strategic projects after the tight management of capital expenditure in FY21. Whitehaven has continued to allocate sustaining capital to each of its mines to maintain safe and productive operations, with $98.1 million invested into operational and sustaining capital expenditure (+$32.0 million) and mains development Page 17 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 recommencing at Narrabri $26.1 million (+$23.5 million). Further investment in strategic projects continued during the year with spend on the development projects of $33.8 million (+$11.6 million) and payments of $23.1 million relating to consideration paid in respect of the acquisition of EDF’s interest in the Narrabri mine and the acquisition of APG’s rights to a 1% private royalty on Narrabri coal sales. Financing cash flows and capital management Net cash used in financing activities during FY22 was $1.2 billion, with the surplus cash generation used to create a resilient balance sheet (full repayment of senior bank facility) and recommence capital returns to shareholders ($438.8 million) to drive long-term sustained shareholder value through both share buybacks ($359.0 million) and dividends (FY22 interim $79.8 million). Total share buybacks for the year of $362.5 million include a share trade transaction entered into on 30 June 2022 for $3.6 million that was paid on 4 July 2022. Whitehaven finished the year in a net cash position of $1.0 billion. The significant turnaround from an $808.5 million net debt position at the end of FY21 was underpinned by the strong operating cash flows in FY22. Available liquidity of $2.2 billion at 30 June 2022 was comprised of undrawn capacity of $1.0 billion under the senior bank facility at 30 June 2022 together with cash balances of $1.2 billion. Review of operations Safety Whitehaven reported a TRIFR of 5.4 for the 12 months ended 30 June 2022. The Company is committed to achieving zero harm to its people and the environment, and management is striving for better safety performance across all operations. Production, sales and coal stocks Whitehaven share (000t) ROM Coal Production Saleable Coal Production Sales of Produced Coal Sales of Purchased Coal Total Coal Sales Coal Stocks at Year End FY22 16,117 13,852 14,166 1,247 15,413 2,065 FY21 16,476 13,692 14,425 2,007 16,432 2,704 Movement (2%) 1% (2%) (38%) (6%) (24%) Tonnages in the table above are presented on an equity basis. Production tables and associated commentary set out in the mine-by-mine analysis are presented on a managed (100%) basis. Following flood-impacted first half performance, Whitehaven recorded a strong second half ending the year with ROM coal production of 16.1Mt, saleable coal production of 13.9Mt, sales of produced coal of 14.2Mt and total coal sales of 15.4Mt which were in line with guidance. The key features for the year include:  ROM coal production, saleable production and sales were within guidance and in line with FY21 despite the challenging operating environment with COVID and weather impacts.  Consistent longwall performance at Narrabri.  Sales of purchased coal in FY22 of 1.2Mt were 38% lower than FY21 of 2.0Mt due to the supply constrained market.  Coal stocks at 30 June 2022 were 2.1Mt, a 24% decrease compared to 30 June 2021 of 2.7Mt, due to the timing of ROM coal production in FY22 and the drawdown of coal stocks at Maules Creek partially offset by increased ROM coal production at Tarrawonga. Page 18 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 Maules Creek Ownership: Whitehaven 75% and Operator, ICRA MC Pty Ltd 15%, J-Power Australia Pty Ltd 10% Maules Creek 100% (000t) ROM Coal Production Saleable Coal Production Sales of Produced Coal Coal Stocks at Year End FY22 11,220 9,372 9,612 1,012 FY21 12,664 9,340 9,606 2,316 Movement (11%) 0% 0% (56%) Note: Tonnages in the above table are presented on a managed basis. Maules Creek delivered ROM coal production of 11.2Mt in FY22, 11% below FY21, with weather and COVID impacting ROM coal production. Consecutive quarters of improved ROM coal production were delivered to finish the year following the flood-affected December quarter, however not quite back to the ROM coal production levels achieved at the end of FY21 due to ongoing challenges presented by a tight labour market, COVID absences and continued above average rainfall. Despite the operational challenges from weather and COVID, saleable coal production of 9.4Mt and managed sales volumes of 9.6Mt were broadly in line with FY21. Coal stocks for the end of the period were 1.0Mt, down 1.3Mt or 56% from FY21, reflecting the timing of ROM production in FY22 and the drawdown of stock. Narrabri Ownership: Whitehaven 77.5% and Operator, J-Power 7.5%, Upper Horn Investments Limited 7.5%, Daewoo International Corporation and Korea Resources Corporation 7.5% Narrabri Mine 100% (000t) ROM Coal Production Saleable Coal Production Sales of Produced Coal Coal Stocks at Year End FY22 4,802 4,795 4,617 270 FY21 4,059 3,985 4,541 210 Movement 18% 20% 2% 29% Note: Tonnages in the above table are presented on a managed basis. In FY22 managed ROM coal production at Narrabri of 4.8Mt was 18% above FY21, reflecting consistent longwall performance. Saleable coal production of 4.8Mt was 20% above FY21, which was consistent with ROM production and processing. Managed sales volumes of 4.6Mt were 2% above FY21, reflecting saleable coal volumes, the slippage of sales into FY23 and also the drawdown of stock in FY21. Coal stocks of 0.3Mt are marginally up on FY21. Gunnedah open cut mines Ownership: Werris Creek Whitehaven 100% & Tarrawonga Whitehaven 100% Open Cuts 100% (000t) ROM Coal Production Saleable Coal Production Sales of Produced Coal Coal Stocks at Year End FY22 3,981 3,107 3,344 1,097 FY21 3,832 3,599 3,628 804 Movement 4% (14%) (8%) 36% Gunnedah open cut mines consist of Tarrawonga mine and Werris Creek mine. The combined ROM coal production of the two mines for FY22 was 4.0Mt, 4% above FY21, reflecting an on-par performance at Werris Creek and an improved performance at Tarrawonga despite the operational challenges posed by weather and COVID. Saleable coal production of 3.1Mt was 14% below FY21 due to an overall lower yield at Tarrawonga due to an increased proportion of coal being washed to produce high-CV products for blending to improve margins, restricted access in the December flooding event, lower road haulage volumes due to weather impacts and COVID related absences, and the timing of ROM coal production. Sales for the period were 3.3Mt, 8% below FY21 reflecting the saleable coal production profile. Coal stocks at the end of June were 1.1Mt, 0.3Mt above FY21, reflecting the increased ROM coal production in the June quarter at Tarrawonga. Page 19 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 Development projects Whitehaven acquired the quality assets of Vickery and Winchester South from Rio Tinto in 2010 and 2018 respectively. The Vickery mine will produce a majority of metallurgical coal for steel making, with the balance being high quality thermal coal while the Winchester South mine will produce high quality coking coal with a by-product of thermal coal for energy generation. Vickery Ownership: Whitehaven 100% In August 2020 the Vickery Extension Project received approval from the NSW Independent Planning Commission (IPC) to operate an up to 10Mtpa open cut metallurgical and thermal coal mine, with onsite processing and rail infrastructure. On 16 September 2021 the Federal Minister for the Environment approved the Project under the Commonwealth’s Environment Protection and Biodiversity Conservation Act 1999 (the EPBC Act). Works are being undertaken as required for secondary approvals such as water, noise, air quality, cultural heritage and traffic management. Additional geological drilling and geotechnical works are underway to help further refine the mine plan and detailed design of the mine infrastructure. Winchester South Ownership: Whitehaven 100% Winchester South is a large, undeveloped coal project about 30km from Moranbah in Queensland’s Bowen Basin which is regarded as one of the premier metallurgical coal basins. At full capacity the mine is targeting an average ROM production of 15Mtpa to supply the international market for about 30 years. The Project continues to progress through the Queensland Government’s Coordinated Project approval process. On 20 April 2022, Whitehaven Coal released its update to its Resources and Reserves Statement for the Winchester South Project in accordance with the JORC Code (2012). The updated declaration provides further confidence around resource definition and includes increased metallurgical coal tonnage and quality. Key highlights include:  JORC Reserves upgraded to 380Mt, from 350Mt  JORC Proved Reserves upgraded to 270Mt, from 140Mt  60% of the marketable reserves comprise metallurgical semi hard coking coal (SHCC)  JORC Resources of 1,100Mt, inclusive of 670Mt of Measured and Indicated Resources  20+ year open cut mine life, targeting 15Mtpa ROM production  average prime strip ratio of 5.0 bcm/tonne ROM and product strip ratio of 9.1 bcm/tonne product. Narrabri Stage 3 Extension Ownership: Whitehaven 77.5% The Narrabri stage 3 extension project is an extension of the existing Narrabri underground mine. On 1 April 2022, the IPC announced that it had approved the Narrabri Stage 3 Extension Project, subject to meeting a range of IPC conditions, including in relation to emissions mitigation technology and measures. The project extends the life of the Narrabri underground mine from 2031 to 2044. Federal EPBC approval and an application for a mining lease are being finalised along with the required secondary approvals prior to commencement of the project. In early July, Whitehaven was notified that a client of the Environmental Defenders Office (EDO) had commenced judicial review proceedings in the NSW Land and Environment Court in respect of the Consent granted by the IPC. Whitehaven takes its role to support energy security and economic development goals in the Asia region extremely seriously and intends to defend the proceedings vigorously to ensure Narrabri remains a responsible and reliable source of coal throughout the energy transition. Infrastructure Rail track capacity Whitehaven contracts its below rail capacity from the Australian Rail Track Corporation (ARTC). During FY22 the rail network was significantly impacted by a number of localised flooding events in different areas. ARTC was able to repair the damaged network. Page 20 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 Rail haulage capacity Whitehaven has capacity within its two long-term rail haulage contracts for all current NSW-based mine production plans. Whitehaven has been working with our rail haulage providers on improvement projects which will allow our logistics network to operate more efficiently and reliably. The rail operators continued to be adversely impacted by COVID throughout FY22 leading to reduced trains running. Both rail operators have a number of strategies in place to minimise the impact whilst continuing to provide a safe and reliable service for Whitehaven’s transport requirements. Port capacity Whitehaven exports coal through the Port of Newcastle using the two export terminal providers PWCS and NCIG. As previously reported an NCIG shiploader was damaged in late 2020. The repairs were completed ahead of schedule and the shiploader returned to service in late July 2021. Significant and repeated weather events throughout FY22 had a temporary adverse impact on the movement of ships into and out of the Port of Newcastle leading to increased vessel queues and higher demurrage costs. Events subsequent to reporting date In the interval between the end of the financial year and the date of this report there has not arisen any item, transaction or event of a material and unusual nature likely, in the opinion of the Directors of the Company, to significantly affect the operations of the Group, the results of those operations, or the state of affairs of the Group, in future financial years, other than the following:  Subsequent to the end of the financial year, the Directors declared a fully franked final dividend of 40 cents per share totalling $368.9 million to be paid on 16 September 2022.  John Conde has advised that he will not stand for re-election at the Company’s Annual General Meeting on 26 October 2022. Outlook and likely developments Thermal and Metallurgical Coal Outlook Energy security is expected to remain a key priority while there is a continuing global energy supply shortfall – particularly for high quality thermal coal. It is likely to take several years before additional supply or alternative energy sources are available in the global energy complex to rebalance supply and demand. Throughout the coming multi-decade decarbonisation transition, reliable baseload energy will be required, delivering continued strong demand for Whitehaven’s high-quality coal that supports lower emissions relative to other coal products. As a result, ongoing prices for high-CV thermal coal are likely to remain well supported. In the near term, thermal coal prices are expected to be robust as a result of the incoming sanctions on Russian coal into Europe and heavy rainfall experienced in the Hunter Valley in early July. In metallurgical markets, while pricing is relatively strong compared to historical levels, it is expected that there will be further volatility due to global economic pressures in the near term. While longer-term there is a positive demand outlook for metallurgical coal and underpinning prices, in the near term we will continue to leverage opportunities to maximise volumes of higher priced thermal coal sales. Risks relating to Whitehaven’s future prospects Whitehaven operates in the coal sector. There are many factors, both specific to Whitehaven and to the coal industry in general, that may individually or in combination affect the future operating and financial performance of the Group, its prospects and/or the value of Whitehaven. Many of the circumstances giving rise to these risks are beyond the control of Whitehaven’s Directors and its management. The major risks believed to be associated with investment in Whitehaven are as follows. Volatility in coal prices The Company’s future financial performance will be impacted by future coal prices. Factors which affect coal prices include the outcome of future sales contract negotiations, general economic activity, industrial production levels, changes in foreign exchange rates, changes in coal demand, changes in the supply of seaborne coal, changes in international freight rates and the cost of substitutes for coal. The Company does not currently hedge against coal price volatility. Page 21 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 Foreign currency risk As the Company’s sales are predominately denominated in US dollars, adverse fluctuations in the USD:AUD exchange rate may negatively impact the Group’s financial position. The Company uses forward exchange contracts to hedge some of this currency risk in accordance with a hedging policy approved by the Board of Directors. Acquisitions and commercial transactions Acquisitions and commercial transactions undertaken with the objective of growing the Company’s portfolio of assets are subject to a number of risks which may impact the ability to deliver anticipated value. Risks associated with acquisitions include:  operational performance of acquired assets not meeting expectations  anticipated synergies or cost savings delayed or not achieved  adverse market reaction to proposed transactions  the imposition of unfavourable or unforeseen conditions, obligations or liabilities. Whitehaven’s commercial processes are designed to reduce the likelihood of these risks materialising as a result of a commercial transaction. Capital requirement and insurance risk There is a risk that insufficient liquidity or the inability to access funding or insurance on acceptable terms may impact ongoing operations and growth opportunities. Whitehaven manages liquidity risk by holding a prudent level of available cash, maintaining adequate committed credit facilities which have been provided by a diverse panel of Australian and international banks, and refinancing committed credit facilities typically before they become current liabilities. As at 30 June 2022, Whitehaven had $1.2 billion of cash on hand with additional headroom from the undrawn $1 billion senior secured debt facility which expires on 31 July 2023. Capital allocation and development risks There is a risk that circumstances (including unforeseen circumstances) may cause delays to project development, exploration milestones or other operating factors, resulting in the receipt of revenue at a date later than expected. Additionally, the construction of new projects/expansion by the Company may exceed the currently envisaged timeframe or cost for a variety of reasons outside of the control of the Company. Missed opportunities to invest or a failure to effectively allocate capital or achieve expected return from assets may also lead to a failure to achieve expected commercial objectives. Operating risks The Company’s coal mining operations are subject to operating risks that could impact the amount of coal produced at its coal mines, delay coal deliveries or increase the cost of mining for varying lengths of time. Such difficulties include weather and natural disasters, unexpected maintenance or technical problems, failure of key equipment, higher than expected rehabilitation costs, industrial action, labour shortages and higher than expected labour costs. Geological uncertainty is also an inherent operational risk which could result in pit wall failures or rock falls, mine collapse, cave-ins or other failures to mine infrastructure. The Company has in place a framework for the management of operational risks and a comprehensive group insurance program which provides insurance coverage for a number of these operating risks. Water security and management Water is critical to Whitehaven’s mining operations as it is used for various purposes, including dust suppression and coal washing. Whitehaven’s ability to access water may be impacted by a number of factors, including drought, changes in government policy and regulation, and scarcity of supply. The inability to access sufficient water may negatively impact Whitehaven’s costs, future production and financial performance. Proactive water management is also required to ensure operations are not impacted by excess water. The inability to adequately dewater or store excess water onsite may limit production, sterilise coal and result in unauthorised water discharge from site. Whitehaven regularly monitors the water balance at each of its sites, invests in water management infrastructure and investigates opportunities to minimise water usage and secure alternate, reliable water sources to build resilience against water availability risks. Page 22 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 Infrastructure risks Coal produced from Whitehaven’s mining operations is transported to customers by a combination of rail and ship. A number of factors could disrupt these transport services, including a failure of infrastructure providers to increase capacity in order to meet future export requirements. Rail and port capacity is obtained predominantly through long-term contract arrangements which include take-or-pay provisions which require payments to be made irrespective of whether the service is used. In the event utilised capacity is below contracted capacity, there is a risk Whitehaven will be required to pay take-or-pay charges for capacity which is not used. Whitehaven seeks to align these take-or-pay infrastructure obligations with the Company’s forecasted future production. Geology risks There are inherent risks associated with estimating Coal Resources and Reserves, including subjective judgements and determinations as to coal quality, geological conditions, tonnage and strip ratio. The Company’s Resource and Reserve estimates are determined by suitably qualified competent persons in accordance with the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (JORC Code). Cyber risk Whitehaven’s operations are supported by a robust information technology security framework and back-up data infrastructure. However, computer viruses, unauthorised access, cyber-attack and other similar disruptions may threaten the security of information and impact operational systems. The Company manages this risk by continuing to invest in systems to prevent such attacks and undertaking staff training programs. Counterparty risk The Company deals with a number of counterparties, including joint venture partners, suppliers and customers. Counterparty risks include:  non-supply or changes to the quality of key inputs, which may impact costs and production at operations  failure to reach agreement with joint venture partners, which could impact the Company’s ability to optimise value from its projects  failure of customers to perform against long-term take-or-pay agreements. Counterparty risk is assessed prior to entry into any new arrangements and, if necessary, appropriate risk control mechanisms are put in place. Whitehaven proactively engages with its counterparties to manage instances of non-supply and quality control and to ensure alignment of expectations. Environment and safety risks and licence to operate A range of health, safety and environmental risks exist with coal mining activities. Accidents, environmental incidents and real or perceived threats to the environment or the amenity of local communities could result in a loss of the Company’s social licence to operate, leading to delays, disruption or the shutdown of operations. Potential environmental and safety risks include equipment failure, human errors in underground operations, vehicle and mining equipment interactions in open cut operations, roof fall hazards in underground operations and spontaneous combustion risks. The Company engages with a number of different stakeholders in the communities within which it operates. Stakeholder related risks include:  the requirement to comply with the Native Title Act 1993 (Cth), which can delay the grant of mining tenements and impact the timing of exploration, development and production operations  the ability to reach agreement with local landholders in relation to acquisition and/or access terms, which may delay the timing of project development  notwithstanding the contributions made to the communities within which the Company operates, local communities may become dissatisfied with the impact of operations or oppose new development projects. There is also the possibility of anti-coal activism targeted towards the Company’s projects. Whitehaven has a comprehensive environmental, health and safety management system to mitigate the risk of incidents and to ensure compliance with environmental and safety laws. The Company also has a dedicated community relations team that engage with local communities to ensure that community issues are understood and addressed appropriately. Further details in relation to how the Company engages effectively with the communities in which we operate and steps which the Company takes to maintain its social licence to operate will be provided in the Company’s 2022 Sustainability Report to be released later this year. Page 23 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 Legal and regulatory risk The coal sector is subject to a broad range of laws, regulations and standards including in relation to taxation, royalties, environmental matters and greenhouse gas emissions. A change in the laws, regulations or standards applicable to Whitehaven could result in increased costs, regulatory action, litigation or, in extreme cases, threaten the viability of an operation. Whitehaven actively monitors legislative and regulatory developments and engages appropriately with legislative and regulatory bodies to manage this risk. Climate change risk The physical and non-physical impacts of climate change are interlinked with multiple other risks and may affect the Company’s assets, production and the markets where its products are sold. These impacts may include severity and frequency of weather patterns, policy and regulatory change and coal demand responses. Further details in relation to climate change risks will be provided in the Company’s 2022 Sustainability Report. The International Energy Agency (IEA) has outlined under both its enduring Stated Policies Scenario and Sustainable Development Scenario (which assumes warming is limited to below 2 degrees), that coal demand in Whitehaven’s key export market, Asia, will remain beyond 2040. The IEA regularly makes projections about world coal demand based on various future scenarios for energy development. Its most recent World Energy Outlook (2021) including alternate scenarios and further details is available at: https://webstore.iea.org/world-energy-outlook. COVID risk As with most businesses around the world, the COVID pandemic has presented a range of health, commercial and financial risks to Whitehaven. This includes risk to continuity of operations, and potential disruptions to the movement of goods and people. Since before the pandemic emerged in Australia, we have been carefully planning to ensure continuity of supply of inputs, and have taken a range of steps – including direct advocacy to key government and other stakeholders – to ensure our workforce is ready to respond to the pandemic and is not adversely impacted by domestic border restrictions, limiting the operational impacts we have experienced. Whitehaven, and the resources sector more broadly, has so far demonstrated its resilience in the face of COVID. It has been widely acknowledged that the comprehensive suite of measures adopted across the resources sector quickly became the model for others to emulate. The development and rapid implementation of our response plan kept our people safe and supported continuity of production and employment. More broadly the experience of responding to COVID has validated the robustness of our WHS systems and procedures and ensured our preparedness to manage any future emerging risks of this nature. The exceptional circumstances stemming from the pandemic have resulted in uncertainty surrounding public health and the global economy, including impacts on energy and industrial markets. Throughout the pandemic, our portfolio of coal products has remained sought after and well sold under long-term contracts to the cornerstone high-energy, low- impurity coal markets of Japan, Korea and Taiwan, as well as emerging markets in developing Southeast Asian nations. Attract and retain people Whitehaven’s ability to achieve its business strategy depends on attracting, developing and retaining a wide range of skilled and experienced employees and contractors. An inability to attract or retain such personnel could adversely affect the success of Whitehaven’s business. Whitehaven seeks to manage this risk by designing employment arrangements and succession plans to secure and retain key personnel. Whitehaven also seeks to build a future supply of industry labour by actively promoting the resources industry in the local communities where it operates. Page 24 | Whitehaven Coal Annual Report 2022 Directors’ Report For the year ended 30 June 2022 5. Auditor independence and non-audit services 5 (a) Auditor’s independence declaration The auditor’s independence declaration forms part of the Directors’ Report for the financial year ended 30 June 2022. It is set out on page 26. 5 (b) Non-audit services During the year Ernst & Young, the Company’s auditor, has performed certain other assurance services in addition to their statutory duties. The Board considered the non-audit services provided during the year by the auditor and, in accordance with written advice provided by resolution of the Audit & Risk Management Committee, were satisfied that the provision of those non- audit services by the auditor was compatible with, and did not compromise, the auditor independence requirements of the Corporations Act 2001 (Cth) for the following reasons:  All non-audit services were subject to the corporate governance procedures adopted by the Company and were reviewed by the Audit & Risk Management Committee to ensure they did not impact the integrity and objectivity of the auditor.  The non-audit services provided did not undermine the general principles relating to auditor independence as set out in APES 110 Code of Ethics for Professional Accountants, as they did not involve reviewing or auditing the auditor’s own work, acting in a management or decision making capacity for the Company, acting as an advocate for the Company or jointly sharing risks and rewards. Details of the amounts paid or payable to the auditor of the Company, Ernst & Young, and their related practices for non- audit services provided during the year are set out below: In AUD Non-audit services Ernst & Young Review of National Greenhouse and Energy Reporting Act 2007 requirements Debt capital markets assurance services Consolidated 2022 Consolidated 2021 $ $ 115,000 209,741 324,741 60,000 - 60,000 Page 25 | Whitehaven Coal Annual Report 2022 Auditor’s independence declaration Directors’ Report For the year ended 30 June 2022 Page 26 | Whitehaven Coal Annual Report 2022 2022 Remuneration Report Directors’ Report For the year ended 30 June 2022 (Audited) Summary On behalf of the Board, we are pleased to present Whitehaven Coal’s Remuneration Report for the financial year ended 30 June 2022 (FY22). Our executive remuneration framework is designed to align with shareholder interests while incentivising and rewarding senior executives to build a cost-competitive asset portfolio, and to develop and operate that portfolio of assets in a safe and sustainable way. Whitehaven’s performance in FY22 The safety and wellbeing of our people, and protecting the environment in the communities in which we work remain our top priorities. We continue to invest in best practice health and safety procedures, training and technologies. As a result of the efforts across our workforce, our Total Reportable Injury Frequency Rate (TRIFR) has improved, reducing from 5.9 in FY21 to 5.4 in FY22, and continues to track better than comparable industry performance. As a result of our continued focus and investment, we have also seen improvement in our environmental performance with a reduction in incidents occurring during the performance year. A dynamic coal market in FY22 presented Whitehaven with opportunities to deliver exceptional outcomes for shareholders. Our executive team responded accordingly, leveraging our ability to produce high- quality coal and realise market premiums. The result has been a record financial year, with shareholders benefiting from substantial share value growth and capital returns through an on-market share buy-back and reinstatement of dividends. The year was not without its challenges however. Like many organisations, Whitehaven faced significant COVID-related labour constraints and a very tight labour market throughout the year. Additionally, wet weather events in late 2021 disrupted production schedules, impacting both ROM and overburden results. Also consistent with the broader mining industry, Whitehaven faced escalating diesel, labour, demurrage, and explosive costs, resulting in unit costs at the upper end of the revised cost guidance range for the year. In addition, as a result of deliberate decisions to produce higher cost but higher margin products, production and cash costs were higher. These decisions contributed approximately $1.0 billion to the final EBITDA result. Overall, the Board is pleased with the performance of the business in FY22 and recognises the significant value created for shareholders as a result of management’s strategic focus in driving production, and executing marketing and sales strategies to maximise earnings. Remuneration outcomes for FY22 This year’s Key Management Personnel (KMP) remuneration outcomes reflect the strong financial and non-financial performance of the business over the past year, notably:  record EBITDA result of $3.1 billion, up from $204.5 million  8% lower TRIFR in FY22, down to 5.4 from 5.9 in FY21  environment enforcement actions down to 4 from 5 in FY21. As outlined in section 4.2 of this report, the Board has assessed performance of both the Company and each individual KMP in determining remuneration outcomes. Overall, the 86% of maximum scorecard outcome reflects the strong financial results of the business in FY22 while also acknowledging the impact that certain uncontrollable factors and strategic decisions have had on management’s ability to meet targets - specifically ROM production, overburden and cash costs. The Board believes these remuneration outcomes are consistent with our shareholders’ experience through FY22, and reflect management’s ability to capitalise on market opportunities for the overall benefit of our shareholders. Remuneration framework changes in FY23 Following the 2021 Annual General Meeting, at which many voting shareholders expressed concerns with our existing remuneration framework, the Board undertook a comprehensive review of the framework, supported by remuneration consultants Godfrey Remuneration Group. We considered carefully feedback from shareholders, investors and proxy advisors. As outlined in Section 5, from FY23 we are introducing a new Single Incentive Plan (SIP) which replaces our existing Short-term Incentive (STI) Plan and Long-term Incentive (LTI) Plan. We believe this new framework better reflects shareholder interests by placing a strong focus on key annual operational imperatives, while also aligning with shareholders through material equity components. To further support this we have introduced a Minimum Shareholding Requirement. With the majority of remuneration delivered through equity, executives are encouraged to continue to behave like owners, focus on creating long-term value and remain with the organisation through market cycles. Our remuneration framework must also be market competitive in order to attract, motivate and retain the best people. This is proving to be increasingly challenging in the coal industry and will likely continue to be difficult in years to come. As a result, we target the 75th percentile for total fixed remuneration (TFR) to ensure we can attract the capability needed to deliver superior results. This important policy change has led to one-off TFR increases for our KMP in FY23, and reflects our desire to retain our talented management team. As outlined in section 5.1, fixed remuneration for the Managing Director and CEO, Paul Flynn, will increase to $1,888,000 (+21%), for the Chief Financial Officer, Kevin Ball, it will increase to $880,000 (+21%) and for the Executive General Manager (EGM) Page 27 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 Operations, Ian Humphris, it will increase to $850,000 (+21%). The Board continues to consider Executive KMP remuneration in the context of our strategy, relevant benchmarks and appropriate rewards for our management team. With our new SIP, we believe we have balanced these competing interests appropriately and that we remain focused on delivering sustainable long-term returns to shareholders and valued outcomes for all our stakeholders. Non-Executive Directors’ fees Non-Executive Directors’ fees have not increased since 1 July 2017. A full market benchmarking exercise was undertaken during FY22 and as a result, as detailed in section 7.2, Board fees, but not Committee fees, have increased from 1 July 2022. Importantly, no increase is being sought to the Non-Executive Directors fees pool for FY23. Further, Non-Executive Directors will also be subject to the new Minimum Shareholding Requirements. We thank the Executive KMP and their teams for their continued commitment and contribution to Whitehaven. Page 28 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 Table of Remuneration Report contents 1. Introduction 1.1. Response to concerns raised regarding the FY21 Remuneration Report 1.2. Key Management Personnel for FY22 2. Remuneration governance, principles and framework 2.1. Remuneration governance model 2.2. Remuneration Principles 2.3. Connecting our Principles to our Remuneration Framework 3. FY22 Remuneration Framework 3.1. Mix and timing of Executive KMP remuneration in FY22 3.2. Fixed remuneration 3.3. FY22 STI award structure 3.4. FY22 LTI award structure 3.5. Policies and conditions of rights awarded under equity plans 3.6. Benchmarking total remuneration 4. FY22 Remuneration Outcomes 4.1. Summary of Company performance 4.2. FY22 Executive KMP STI outcomes 4.3. FY22 Executive KMP LTI vesting outcomes 4.4. LTI awards granted in FY22 4.5. Summary of Executive KMP total realised remuneration outcomes 5. Changes to the Remuneration Framework from FY23 5.1. Fixed Remuneration 5.2. New Single Incentive Plan 5.3. New Minimum Shareholding Requirements 6. Executive KMP employment contracts 7. Non-Executive Director remuneration 7.1. Non-Executive Director fees 7.2. FY22 and FY23 Board and Committee Fees 7.3. FY22 Non-Executive Director remuneration 8. Executive KMP statutory tables and additional disclosures 8.1. Executive KMP statutory remuneration table 8.2. Movement in options and rights held by Executive KMP 8.3. Movement in ordinary shares held by KMP 8.4. Related party transactions and additional disclosures Page 29 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 1. Introduction This Remuneration Report forms part of the Directors’ Report. In accordance with Section 308 (3C) of the Corporations Act 2001 (Cth), the external auditors, Ernst & Young, have audited this Remuneration Report. 1.1. Response to concerns raised regarding the FY21 Remuneration Report At the 2021 AGM, 53.49% of votes cast by voting shareholders were against the FY21 Remuneration Report. Since then, the Whitehaven Coal Board and Remuneration Committee have consulted with proxy advisors, institutional investors and other stakeholders. The feedback has been valuable and has been incorporated into the FY22 review of our remuneration framework as well as the disclosure of outcomes. The key issues and concerns raised during these discussions are listed below. Key concerns Response 1. Misalignment between guidance and STI gateway from both a ROM and FOB perspective From FY22 guidance and incentive targets will be more clearly aligned. 2. Lack of minimum shareholding requirement 3. Perception that management was not held to account for FY18 and FY19 environmental incidents and that five incidents in FY21 was too high for executives to be awarded at Stretch outcome 4. Limited STI target disclosure 5. High CEO fixed pay relative to comparators on a market capitalisation basis 6. The FY21 STI outcomes appear high relative to FY20 The Board recognises the importance of maintaining strong alignment between shareholders and the Company’s leadership. Following shareholder feedback, a minimum shareholding requirement is being introduced for all KMP including Board members and executives, as outlined in section 5.3. This report contains increased disclosure in section 4.2, which provides clarity between previous environmental incidents and executive remuneration outcomes relating to the financial year in which the incident occurred. Section 4.2. includes improved retrospective disclosure of FY22 STI targets In conjunction with independent consultants Mercer, a comprehensive benchmarking exercise was undertaken in FY22, taking into account Whitehaven’s current size and complexity. Pay practices across comparable ASX200 industrials were also considered. While the Board appreciates concerns regarding high fixed pay of the CEO, following this benchmarking exercise, the Board determined that Executive KMP fixed remuneration should increase, as attracting and retaining top talent to the coal industry necessitates a fixed pay premium. Further information can be found in section 3.6. In FY21, management navigated challenging coal market and geotechnical conditions, delivering improved performance relative to target across a number of measures, such as FOB costs and ROM production. The Board determined that this was an appropriate outcome under the circumstances. Page 30 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 1.2. Key Management Personnel for FY22 This report details the FY22 remuneration and fees of the KMP of the Company, who are listed in the table below. For the remainder of this Remuneration Report, the KMP are referred to as either Executive KMP or Non-Executive Directors. The following table sets out the Company’s Non-Executive Directors during FY22. All Non-Executive KMPs listed below have held their respective positions for the full financial year. Non-Executive Directors Role held during FY22 Committee positions held The Hon. Mark Vaile AO Chairman and Non-Executive Director Chairman of Governance & Nomination Committee Member of Audit & Risk Management Committee Member of Remuneration Committee John Conde AO Deputy Chairman and Non-Executive Director Chairman of Remuneration Committee Dr Julie Beeby Non-Executive Director Member of Audit & Risk Management Committee Member of Governance & Nomination Committee Chairman of Health, Safety, Environment & Community Committee Member of Governance & Nomination Committee Fiona Robertson Non-Executive Director Chairman of Audit & Risk Management Committee Lindsay Ward Non-Executive Director Member of Health, Safety, Environment & Community Committee Member of Health, Safety, Environment & Community Committee Member of Remuneration Committee Raymond Zage Non-Executive Director Nil The following table sets out the Company’s Executive KMP during FY22. All Executive KMPs listed below have held their respective positions for the full financial year. Executive KMP Role held during FY22 Paul Flynn Kevin Ball Ian Humphris Managing Director and Chief Executive Officer (CEO) Chief Financial Officer (CFO) Executive General Manager (EGM) – Operations Dates Full year Full year Full year Page 31 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 2. Remuneration governance, principles and framework 2.1. Remuneration governance model This section describes the roles and responsibilities of the Board, Remuneration Committee, management, external remuneration advisers and shareholders when making remuneration decisions. It also provides an overview of the principles and policies that underpin the Company’s remuneration framework. During FY22 the Remuneration Committee engaged Godfrey Remuneration Group (GRG) as remuneration consultants to provide assistance with the review and redesign of the Company's remuneration framework, as well as Non-Executive Directors’ remuneration benchmarking. No remuneration recommendations as defined in the Corporations Act 2001 (Cth) were made or supplied by GRG. In addition, the organisation commissioned Mercer as remuneration consultants to provide salary benchmarking data for Executive KMP roles. Mercer did not provide any remuneration recommendations in relation to any KMP remuneration levels, as defined in the Corporations Act 2001 (Cth). No remuneration recommendations were obtained during FY22 as defined under the Corporations Act 2001 (Cth). Page 32 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 2.2. Remuneration Principles The following principles underpin the Company’s remuneration framework: Remuneration principles Competitive Equitable Drives Performance Aligned It is recognised that attracting and retaining talented employees to the coal industry presents unique challenges and therefore top quartile pay is increasingly required to remain competitive. Structures are equitable and reinforce relevant Company policies, such as ensuring a focus on a safe working environment for all employees and on compliance with environmental approval conditions. Reward outcomes are aligned with performance, with a significant portion of pay deemed ‘at risk’ based on challenging KPIs that are linked to the creation of sustainable shareholder returns. Incentives are aligned with the interests of the Company and its stakeholders, including shareholders, employees and the communities in which we operate. 2.3. Connecting our Principles to our Remuneration Framework Prior to the recent executive remuneration review, the Company’s Executive KMP remuneration framework was based on a set of core principles, and comprises both fixed and at-risk remuneration components. The table below summarises the key elements of the previous remuneration framework with respect to our core remuneration principles. Attract and retain skilled executives Structures are equitable and reinforce relevant Company policies Incentives are challenging and linked to the creation of sustainable shareholder returns Incentives are aligned with the long-term interests of the Company and its stakeholders I I N O T S O P M O C I Y T N U T R O P P O F O S S A B I S E M O C T U O E C N A N R E V O G Cash Equity Includes salary and superannuation 50% of STI is delivered as cash 50% of STI is deferred into rights to receive shares in the Company subject to meeting service-based vesting conditions (with vesting periods of 12 and 24 months) Performance contingent rights with 3 and 4 year vesting schedules, terms of which are determined by the Board annually. Fixed remuneration is targeted at the 75th percentile relative to organisations of comparable size and operating in similar industries STI opportunity is set between 70% and 100% of TFR for target performance and between 87.5% and 125% of TFR for stretch performance The face value of the LTI opportunity is set between 80% and 120% of TFR Set based on skills, capabilities, experience, performance and role complexity with reference to external benchmarking Outcomes based on a mix of annual financial and non-financial performance metrics aimed at driving execution of business strategy and creating shareholder value Reviewed annually by the Remuneration Committee Ability for the Board to adjust STI outcomes to ensure outcomes align with shareholder expectations Vesting is subject to three independent performance hurdles: Relative TSR, Costs Hurdle and Strategic Priority Delivery. The Strategic Priority Delivery hurdle also requires a minimum level of absolute TSR performance. Ability for the Board to reduce the number of unvested rights if subsequent events show such a reduction to be appropriate Page 33 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 3. FY22 Remuneration Framework 3.1. Mix and timing of Executive KMP remuneration in FY22 Executive KMP remuneration is delivered as a mix of fixed and at-risk remuneration. At-risk remuneration can be earned through STI and LTI and is delivered to Executive KMP over multi-year timeframes to create a layered retention effect and encourage sustained performance. The graphs below illustrate the remuneration mix for Executive KMP for FY22 (based on maximum performance for at- risk components): The following diagram shows the timing for determining and delivering Executive KMP remuneration for FY22: 3.2. Fixed remuneration KMP fixed remuneration consists of base salary and superannuation, and is subject to approval by the Remuneration Committee. In line with Company policy and executive service agreements, remuneration levels are reviewed annually having regard to market benchmarking, scope of role and sustained individual performance. While remuneration is reviewed annually, increases are not guaranteed. The combination of a limited and decreasing talent pool to draw from and increasingly demanding leadership roles has made the attraction and retention of talented executives more and more challenging across the coal industry. Consequently, from FY23, the Board has determined to position fixed remuneration at the 75th percentile of its market comparator groups where appropriate for the individual executive. See section 3.6 for further explanation of our approach to remuneration benchmarking. Page 34 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 3.3. FY22 STI award structure The STI provides executives with an annual incentive opportunity that rewards performance against annual targets across a range of financial and non-financial objectives aligned to stakeholder interests. The terms of the FY22 STI are outlined below. The only change made relative to FY21 was the introduction of an additional safety measure, aimed at driving the identification and rectification of potential level 4 & 5 safety hazards. Feature Description Performance period 12-month performance period from 1 July 2021 to 30 June 2022 STI Opportunity CEO: target 100% of TFR and stretch 125% of TFR Other Executive KMP: target 70% of TFR and stretch 87.5% of TFR Calculation of STI award The value of STI awards is calculated as follows. Form of delivery, vesting and exercise The STI for FY22 will be delivered 50% in cash in September 2022 and 50% in deferred rights that are intended to be granted in or around November 2022. Upon exercise of these rights, the recipient is entitled to receive one ordinary share in the Company for each deferred right that vests. Half of the deferred rights vest and become exercisable following completion of FY23, while the other half will vest and become exercisable following the completion of FY24, subject to meeting service conditions. Vested deferred rights that have not been exercised by August 2032 will automatically be exercised. No amount is payable on vesting or exercise of deferred rights. Upon exercise of rights that vest, participants are entitled to receive a dividend equivalent payment (DEP) in respect of the period between 1 July 2021 (i.e. the start of the service period) and the date of exercise. Performance conditions and KPI weighting Whitehaven has chosen performance conditions that link to our strategy and motivate outperformance of annual business plans. The Board set target KPIs at the commencement of FY22. The table below summarises the KPIs that were adopted as performance conditions in FY22, and the applicable weighting of each performance condition: KPI Safety (TRIFR) Scorecard Weighting Safety (Level 4 & 5 Hazard Identification & Rectification) Environmental Enforcements Environment Critical Control Verification Earnings Before Interest, Taxes, Depreciation and Amortisation (EBITDA) FOB cost per tonne (equity basis) ROM production (managed basis) Overburden (mbcm) 10% 10% 10% 10% 10% 25% 12.5% 12.5% An individual performance overlay determines final KPI results, such that KMP may only achieve an STI award greater than the formulaic scorecard outcome in cases of exceptionally strong performance relative to their individual performance goals. Further, individual performance below expectations results in a reduction in STI award. Assessment of individual KMP performance was completed by the Board and Remuneration Committee at the conclusion of FY22. Board Discretion The Board maintains discretion to alter the formulaic outcomes outlined above if the results generate any unintended outcomes when taking into account the perspectives of various stakeholders including but not limited to shareholders, employees and communities. 3.4. FY22 LTI award structure The key LTI structure and measures (specifically relative TSR, Costs and Strategic Priority Delivery) remain broadly consistent with FY21. The only change, as described below, is intended to clarify some of the circumstances under which the Board might recalibrate the LTI Costs hurdle. Consistent with prior years, the Board has set the entry point as the first quartile of Wood Mackenzie data of Australian industry outcomes for comparable mines as the target for LTI Costs Hurdle, allowing for the rail freight differential between Whitehaven and our peers due to the location of Whitehaven mines. The Board may, where it is appropriate to do so, recalibrate the LTI Costs Hurdle to take account of structural changes in the Company’s asset portfolio or other circumstances that were not reasonably foreseeable at the time of grant. As approved at the 2021 Annual General Meeting, for FY22 these circumstances might include a strategic decision taken to produce higher quality coal at higher cost in order to increase financial returns for shareholders. The Board intends only to reward performance that is consistent with shareholder expectations. Page 35 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 This change does not alter the total reward opportunity for Executive KMPs but rather provides a more direct link between strategy and remuneration outcomes. The terms of the LTI grants made during FY22 to Executive KMP were as follows: Feature Description LTI Opportunity CEO: 120% of TFR Other Executive KMP: 80% of TFR Calculation of LTI award The value of LTI awards and the number of performance rights granted is calculated as follows: Form of delivery, vesting and exercise LTI awards granted in FY22 were provided in the form of performance rights, being rights to receive one ordinary share in the Company for each performance right that vests on meeting relevant performance conditions. Vested deferred rights that have not been exercised by October 2031 will automatically be exercised. No amount is payable on vesting or exercising of deferred rights. Upon exercise of rights that vest, participants are entitled to receive a dividend equivalent payment (DEP) in respect of the period between 1 July 2021 (i.e. the start of the service period) and the date of exercise. Relative TSR Awards Weighting = 35% Performance Period: the Relative TSR awards are divided into two equal tranches capable of vesting and becoming exercisable after three and four year performance periods respectively, beginning on 1 July 2021. Conditions: the award is subject to a relative TSR performance hurdle (TSR Hurdle) which compares the TSR performance of the Company with the TSR performance of companies operating in the S&P ASX100 index. Vesting schedule: Performance level Outcome as a % of target opportunity 75th percentile or above 100% of the TSR Awards will vest Between 50th and 75th percentile Vesting will occur on a pro rata straight line basis between 50% and 100% At 50th percentile 50% of the TSR Awards will vest Below 50th percentile 0% TSR Awards will vest Reason chosen: this measure arguably allows for an objective external assessment of the shareholder value created by the Company relative to other large organisations over a sustained period. Costs Hurdle Awards Weighting = 50% Performance Period: FOB cost per tonne achieved for the year ended 30 June 2024 with the Costs Hurdle Awards being tested at that time. Awards will be capable of vesting after the end of the performance period, with half of any vested awards becoming exercisable immediately and half subject to deferral for a further year before becoming exercisable. Conditions: the award is subject to the Company achieving a cost per tonne target (Costs Hurdle Target) that will position the company competitively on the then current cost curve. The Board has set the target as the first quartile of Wood Mackenzie data of Australian industry outcomes for comparable mines (i.e. haul distance adjusted to account for the northern location of Whitehaven’s mines, which results in additional rail costs for the organisation). A Costs Hurdle gateway also applies to ensure that a base level of cost control is achieved before any of the award vests. The Board intends only to reward performance that is consistent with shareholder expectations. The Board may, where it is appropriate to do so, recalibrate the LTI Costs Hurdle to take account of structural changes in the Company's asset portfolio or other circumstances that were not reasonably foreseeable at the time of grant, for example a strategic decision taken to produce higher quality coal at higher cost in order to increase financial returns for shareholders. Vesting schedule: Performance level Outcome as a % of target opportunity Target or lower 100% of the Costs Hurdle Awards will vest Between target and gateway Vesting will occur on a pro rata straight line basis between 50% and 100% Gateway 50% of the Costs Hurdle Awards will vest Above gateway 0% Costs Hurdle Awards will vest Notwithstanding the vesting schedule above, the Board retains discretion to lapse any or all of the Costs Hurdle Awards if the Board considers that vesting would be inappropriate in light of the intent and purpose of the target. Full vesting will only occur if the Board is satisfied performance meets or exceeds the Costs Hurdle Target as set out above. The Costs Hurdle Awards will lapse in full if the Costs Hurdle Gateway is not achieved. Reason chosen: this measure is aligned to the Company’s objective to be positioned competitively against Australian coal producers in relation to production costs when measured on the then current coal industry cost curve. Competitive costs protect and preserve shareholder value in difficult times and support enhanced returns when the commodity cycle recovers. Performance Period: single tranche measured over a four-year performance period, capable of vesting following 30 June 2025. Page 36 | Whitehaven Coal Annual Report 2022 Strategic Priority Delivery Awards Weighting = 15% Directors’ Report Remuneration Report For the year ended 30 June 2022 Conditions: the award is subject to Company achievement toward key strategic priorities, assessed by the Board. It is also subject to an additional ‘gateway’ test, of positive TSR to ensure that an award is only considered after shareholder value growth is achieved over the relevant performance period. Vesting schedule: Subject to satisfaction of the performance gateway/underpin (i.e. achieving positive absolute TSR between FY21 and FY25), following the end of the performance period the Board will assess achievement in the delivery of, and progress towards, key strategic priorities and determine the outcome of the Strategic Priority Delivery Rights. Due to the commercially sensitive nature of the strategic priorities, retrospective disclosure of the outcomes against the performance levels will be provided in the Remuneration Report for the year of vesting. Reason chosen: this measure is designed to align senior employees to the efficient and effective delivery of long-term projects that directly impact shareholder value. Retesting Any component of the LTI award that does not vest following testing will lapse. There is no retesting of awards that do not vest. 3.5. Policies and conditions of rights awarded under equity plans Malus and Clawback The Board has discretion to reduce or claw back all vested and unvested LTI and STI awards in certain circumstances if subsequent events show a reduction to be appropriate. The circumstances in which the Board may exercise this discretion include: where an Executive KMP engages in fraud, dishonesty or other misconduct; a material misstatement of the Company’s financial statements or other material error which results in vesting; or any other factor that the Board deems justifiable. Dividend and voting rights Rights carry no entitlement to voting or dividends prior to exercise. Upon exercise of vested rights, the recipient is entitled to receive a dividend equivalent payment (DEP) in respect of any prior period between the start of the performance period and exercise. Any DEP made to participants may be made in cash or provided as additional fully paid ordinary shares in the Company, as determined by the Board. Prohibition on hedging Participants are required to comply with the Company’s securities trading policy in respect of their performance rights, options and any shares they receive upon exercise. They are prohibited from hedging or otherwise protecting the value of their performance rights and options. Change of control In the event of a takeover bid or other transaction, event or state of affairs that in the Board’s opinion is likely to result in a change in control of the Company, the Board has discretion to determine that vesting of some or all of any unvested performance awards should be accelerated. Cessation of employment Unless the Board determines otherwise, cessation of employment by:  Termination for cause: unvested performance awards will lapse.  Resignation or by mutual agreement with the Company: unvested performance awards will remain on foot and be subject to the original performance hurdle. However, the Board may at its discretion determine to lapse any or all of the unvested performance awards and ordinarily, in the case of a resignation, would be expected to do so.  Other circumstances: unvested performance awards will remain on foot and be subject to the original performance hurdle, with Board discretion to determine that some of the performance awards (up to a pro rata portion based on how much of the performance period remains) will lapse. The performance awards that remain on foot will be tested in the normal course following the end of the relevant performance period. Page 37 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 3.6. Benchmarking total remuneration While benchmarking is a useful starting point, it is only one input the Board uses to determine total remuneration for Executive KMP. Actual market positioning for each individual is an outcome of multiple factors such as internal relativities, experience, tenure in role, individual performance and retention considerations. Fixed and Total Remuneration are benchmarked against appropriate market comparator groups adopted by the Board. As with many commodity-based organisations, Whitehaven’s share price (and consequently market capitalisation) is highly dependent on the price of coal, therefore the Board now benchmarks remuneration against two primary comparator groups. One is based on current company size (1/3 to 3x Whitehaven’s market capitalisation) plus a coal industry premium, and another which reflects a more stable group of industry aligned comparators. Both comparator groups consist of Australian listed companies, which have been identified as Whitehaven’s relevant competitors for talent, operating in similar business environments. In making remuneration decisions, having both benchmarking groups enables the Board to make decisions that balance the market capitalisation challenges the business faces, addresses the difficulties of attracting top executives to Whitehaven and the coal industry in light of evolving ESG-related concerns and seeks to retain our talented management team. Comparator groups used to benchmark FY23 fixed and total remuneration Groups 1 - Comparable size and industry This group had a median market capitalisation of $4.5 billion (as at the time of benchmarking). Companies Adbri Ltd AGL Enegy Ltd APA Group Beach Energy BlueScope Steel Ltd Boral Ltd Lynas Rare Earths Ltd Mineral Resources Ltd New Hope Corporation Ltd Nufarm Ltd Orica Ltd Orora Ltd Coronado Global Resources Inc. OZ Minerals Ltd 2 – ASX200 Industrials This group had a median market capitalisation of $7.2 billion (as at the time of benchmarking). CSR Ltd Evolution Mining Iluka Resources Ltd Incitec Pivot Ltd Adbri Ltd Alumia Ltd Ampol Ltd Beach Energy Ltd BHP Group Ltd BlueScope Steel Ltd Sims Ltd Viva Energy Group Ltd Yancoal Australia Ltd New Hope Corporation Ltd Newcrest Mining Ltd Northern Star Resources Ltd Orica Ltd Orora Ltd OZ Minerals Ltd Coronado Global Resources Inc. Regis Resources Ltd Evolution Mining Ltd Fletcher Building Ltd Fortescue Metals Group Ltd IGO Ltd Iluka Resources Ltd Incitec Pivot Ltd Rio Tinto Ltd Santos Ltd Sims Ltd South32 Ltd Washington H Soul Pattinson and Company Ltd Worley Ltd Mineral Resources Ltd Yancoal Australia Ltd Page 38 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 4. FY22 Remuneration Outcomes 4.1. Summary of Company performance Company performance for the last five years A snapshot of key Company statutory performance for the past five financial years is set out below: Revenue ($m) Statutory EBITDA ($m)1 Net profit/(loss) after tax ($m)1 Share price at year end (dollars per share) Basic EPS (cents per share) Diluted EPS (cents per share) Shareholder dividends paid (cents per share) Share buy-back ($m) Total Reportable Injury Frequency Rate (TRIFR)4 Saleable production (Mt) FY22 FY21 4,920.1 3,060.1 1,952.0 $4.84 197.6 195.1 8 362.6 5.4 17.3 1,557.0 204.5 (543.9) $1.94 (54.6) (54.6) - - 5.9 16.9 FY20 1,721.6 306.0 30.0 $1.43 3.0 3.0 31.5 - 4.1 18.4 FY19 FY18 2,487.9 1,001.2 527.9 $3.66 53.5 52.4 47 - 6.2 19.8 2,257.4 1,002.2 524.5 $5.782 53.1 52.1 333 - 6.9 20.9 1 Statutory EBITDA and net profit after tax for FY18 has been restated for the adoption of AASB 16 Leases. 2 The opening share price for 2018 was $2.87. 3 Includes capital return of 14 cents per share. 4 TRIFR is the total number of injuries resulting in lost time, restricted work duties or medical treatment per million hours worked. 4.2. FY22 Executive KMP STI outcomes Before the start of each financial year, the Board sets target KPIs aligned to strategy that drive outperformance of annual business plans. At financial year end, the CEO recommends to the Board the individual outcomes for each Executive KMP, based on a combination of scorecard and individual outcomes. The Board then assesses and approves the overall STI outcomes for the CEO and Executive KMP. Scorecard targets and outcomes Strong financial outcomes, underpinned by record EBITDA of $3.1 billion, and target and above target health, safety and environment performance led to an overall 86% of maximum scorecard outcome. The table below summarises results for each KPI, as well as the FY22 STI scorecard outcome, including details where the Board has considered the interests of shareholders in determining outcomes that reflect the value created beyond the KPI results. For instance, Target performance has been determined for the FY22 STI Outcome for FOB Unit Costs, as management’s successful execution of a high-quality coal strategy delivered substantial value for shareholders, contributing significantly to the record EBITDA. This strategy however, resulted in higher costs than anticipated, for which the Board made allowance when determining the final outcome. Similarly, the STI outcomes for ROM Production and Overburden were determined at Target outcomes following consideration of COVID-related labour constraints, wet weather events in late 2021 which disrupted production schedules, and consistent with broader mining industry, Whitehaven faced escalating diesel, demurrage, and costs of explosives. As outlined in the relevant sections below, in these instances, the Board recognised and made allowance for the reasonably unforeseeable circumstances that management encountered during FY22. Page 39 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 KPI Unit Weighting FY22 Result Gateway (50%) Target (100%) Stretch (125%) FY22 STI Outcome (% of max) FY22 Targets and Results HEALTH, SAFETY AND ENVIRONMENT TRIFR (TRIF rate) 10% 5.4 5.9 Leading Safety Indicator – Hazard Reporting (Potential Level 4 & 5 hazards reported and actions completed) 10% 336 66 Environment Compliance 10% 4 5 (Enforceable Actions) Environment Critical Controls Verified 10% 94% 85% (% completion) 5.6 132 4 4 90% 5.3 93.3% 5.4 198 100% 336 3 80% 100% 88% 94% Safety remains our first and foremost priority across sites, and following continued investment and focus, TRIFR continued to improve, reducing from 5.9 to 5.4 in FY21 and FY22 respectively. This outcome continues to track below comparable industry performance. Additionally, our leaders are actively identifying and rectifying Level 4 and Level 5 safety hazards, as demonstrated by the stretch outcome for this metric. This commitment to pro-active and pre-emptive safety measures helps ensure our workforce continually strives towards our Zero Harm goal. Similarly, as a result of continued attention and commitment, environmental performance improved this year with the number of environmental enforcement actions continuing to trend downward, to 4 in FY22, leading to a Target outcome. The Board also took into account the nature and severity of these events when reviewing the Target outcome (2x Penalty Notices, 1x Prevention Notice, 1x Pending Outcome). The pending outcome is expected to be resolved in FY23 and the Board will continue to monitor this event. Each of these events were investigated with corrective actions implemented to prevent reoccurrence. When assessing management’s performance across the Environment Compliance measure, the Board considered the impact of legacy incidents, specifically those for which proceedings were resolved in FY22 (i.e. events which occurred in FY20 and FY19). It was determined that in each case, the incident was appropriately factored into remuneration outcomes at the time of the incident. Similarly, the Board reviewed environmental incidents from prior years that were subsequently withdrawn by the relevant authority or where no further action was taken, and confirmed a recasting of prior years’ STI outcomes would not be appropriate. A high level of critical controls being verified (CCVs) also occurred during the year, resulting in an outcome between Target and Stretch. The CCV process involves site-specific risk assessments to identify critical controls, the development of performance standards to assess the critical controls, and the verification of the effectiveness of controls using the performance standard. The Board continues to place strong emphasis on compliance and minimising environmental incidents. KPI Unit FINANCIALS EBITDA (A$m) FOB Unit Cost (A$/tonne) Weighting FY22 Result Gateway (50%) Target (100%) Stretch (125%) FY22 STI Outcome (% of max) FY22 Targets and Results 10% $3,060 $650 $720 $850 100% 25% $84 $76 $74 $3,060 $72 80% $84 The FY22 record EBITDA of $3.1 billion, up from $0.2 billion in FY21, reflects exceptionally strong coal prices throughout most of the financial year, coupled with solid operational performance. This strong result was supported by a record average achieved coal price of $325/t, up from $95/t in the prior year (before applicable royalties). Group costs were at the upper end of the revised cost guidance, which increased to $79/t - $84/t in January 2022, from the original $72/t - $76/t guidance. Costs were impacted by higher than anticipated diesel prices, labour costs and increased demurrage costs as a result of weather impacts at the Port of Newcastle and coal supply disruptions. Further, as pricing spreads continued to increase between high-quality and low- quality markets, additional costs were incurred as the Company increased washing in order to increase the availability of high-CV coal. The premiums associated with this high-CV coal contributed an estimated $1.0 billion to the final EBITDA result. Recognising that the high-quality coal strategy, which has delivered significant value to shareholders, also contributed to higher than anticipated costs, the Board determined to use an adjusted FOB Unit Cost outcome, aligned to Target performance. This has been done to ensure STI outcomes reflect management’s ability to successfully execute the strategy and capitalise on price dynamics to generate the best outcomes for shareholders. Page 40 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 KPI Unit OPERATIONS ROM Production (Mt) Overburden (Mbcm) Weighting FY22 Result Gateway (50%) Target (100%) Stretch (125%) FY22 STI Outcome (% of max) FY22 Targets and Results 12.5% 20.0 20.0 21.5 22.0 80% 20.0 12.5% 95.2 103.4 114.8 120.6 80% Despite challenging operational circumstances such as high COVID-related absenteeism and significant wet weather events in the Gunnedah basin in H1 which resulted in mine site access flooding, improved operational performance led to FY22 ROM Production of 20.0Mt, which was within our original market guidance range. The Board, taking into account these constraints, determined to use outcomes aligned to Target performance, for both ROM Production and Overburden to ensure STI outcomes reflect management’s FY22 performance. 95.2 Individual STI outcomes Executive KMP outcomes for FY22 are set out in the table below, which take into account a combination of the Group- wide scorecard metrics detailed above, and individual KMP performance. The Board considered the performance of each KMP against their respective strategic and operational priorities as agreed at the commencement of the financial year. Recognising the successful delivery against these priorities, notably the exceptional execution of the Company’s value- creating strategy to produce coal at a quality level higher than originally budgeted, all three Executive KMP were assessed as ‘Exceeding Expectations’ by the Board. This resulted in an uplift from 86% to 96% of maximum opportunity. Executive KMP Paul Flynn Kevin Ball Ian Humphris Paid as cash ($) 936,300 305,850 294,000 Deferred equity ($) 936,300 305,850 294,000 Total ($) 1,872,600 611,700 588,000 Percentage of maximum STI received Percentage of maximum STI forfeited 96% 96% 96% 4% 4% 4% The total STI opportunity at target and stretch, by Executive KMP, as a percentage of TFR is detailed in section 3.3. 4.3. FY22 Executive KMP LTI vesting outcomes The table below sets out the LTI awards capable of vesting in 2022 and the results of the respective performance condition testing. Award type TSR Award TSR Award Costs Hurdle Award1 LTI year 2018 2019 2019 Performance period 1 July 2018 – 30 June 2022 1 July 2019 – 30 June 2022 1 January 2021 – 31 December 2021 Tranche 2 of 2 1 of 2 1 of 1 Target Performance achieved Vesting outcome2 75th percentile or above 75th percentile or above 75th percentile or above 35th Percentile (TSR of 5.8%) 68th Percentile (TSR of 47.7%) 75th Percentile 0% 86.8% 100% 1 50% of vested 2019 Costs Rights become exercisable following the end of the testing period, while the remaining 50% of vested Costs Rights are subject to a further one-year service condition to 30 June 2023. 2 The remaining proportion of each award due to vest in FY22 was forfeited. The TSR Award outcomes are compiled and reported by independent consultants Guerdon Associates, while the Cost Hurdle Award is compiled and reported by independent consultants Wood Mackenzie. Prior to testing, work was undertaken with Wood Mackenzie to ensure the model used was an appropriate representation and comparison of Whitehaven cost outcomes. Specifically, comparable mines with similar ash content were referenced to ensure like for like comparisons. Further, as noted in the table above, comparisons were made on a calendar basis, as industry data is Page 41 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 calculated and presented on this basis by Wood Mackenzie. It is therefore not feasible for Whitehaven Coal to compare financial year costs to industry data, in this or subsequent years. Additional information about the terms of these prior year LTI awards is available in the Remuneration Report for the relevant financial years. Executive KMP LTI awards vesting in FY22 Executive KMP Paul Flynn Kevin Ball Ian Humphris 2018 TSR Hurdle (Tranche 2) 2019 TSR Hurdle (Tranche 1) 2019 Costs Hurdle Performance Rights LTI value $ - - - 108,021 33,607 - 248,780 1,726,933 77,398 537,269 - - Vested LTI at face value of award1 Vested LTI share price appreciation1 $ 1,316,596 409,609 - $ 410,336 127,661 - Award Test Date 30 June 2022 30 June 2022 30 June 2022 VWAP – Face value VWAP - Award Test Date $5.70 $4.84 $3.69 $4.84 $3.69 $4.84 4.4. LTI awards granted in FY22 A summary of the LTI awards granted in FY22 (i.e. the face value and the fair value of the LTI granted to each Executive KMP) is set out in the table below: Executive KMP Paul Flynn Kevin Ball Ian Humphris Number of performance rights granted1 Face value of performance rights grant2 Fair value of performance rights at grant date3 955,409 297,245 285,715 ($) 1,872,600 582,600 560,000 ($) 2,029,289 631,348 606,859 1 Refer to section 3.4 for the terms of the LTI grant. 2 The face value of the LTI performance rights of $1.96 was calculated using the volume weighted average price of Whitehaven shares over the 20 trading day period commencing 10 trading days prior to 30 June 2021. 3 The fair value for awards granted to the Executive KMP is based on the average fair value of $2.12 per performance right as at 26 November 2021, being the grant date. The factors and assumptions used in determining the fair value are set out in note 5.5 to the financial statements. 4 The issue of these securities was done in accordance with the approval of the Company’s shareholders under ASX Listing Rule 10.14 at the Company’s 2021 Annual General Meeting Page 42 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 4.5. Summary of Executive KMP total realised remuneration outcomes The Board and Remuneration Committee are of the view that the Company and the Executive KMP have continued to successfully execute the Group’s long-term strategy and in FY22 have realised exceptional benefits for stakeholders, including shareholders, employees and the communities in which we operate. This information differs to that provided in the statutory remuneration table in section 8.1 and may be helpful to shareholders as it provides a summary of the actual Executive KMP remuneration outcomes in FY22. It includes:  fixed remuneration earned in FY22  STI earned in respect of FY22 performance (including the cash component payable in September 2022 and the deferred component awarded in equity, which may vest and become exercisable in later years)  LTI that vested in FY22, including the impact of share price growth between the grant date and the vesting date  any non-monetary benefits provided to Executive KMP in FY22 (including fringe benefits). For further details on STI and LTI outcomes for FY22 refer to sections 4.2 and 4.3 respectively. Name FY TFR1 STI2 cash Total cash Deferred equity STI 3 LTI4 vested at face value of award Other5 Total remuneration Vested LTI6 share price growth Total including share price growth Paul Flynn Kevin Ball Ian Humphris 2022 1,560,500 936,300 2,496,800 936,300 1,316,596 12,900 4,762,596 410,336 2021 1,530,000 509,490 2,039,490 509,490 - 12,900 2,561,880 - 2022 728,250 305,850 1,034,100 305,850 409,609 8,600 1,758,159 127,661 2021 714,000 166,434 880,434 166,433 2022 700,000 294,000 994,000 294,000 2021 650,000 163,637 813,637 163,635 - - - - 1,046,867 12,900 1,300,900 12,900 990,172 - - - 5,172,933 2,561,880 1,885,819 1,046,867 1,300,900 990,172 1 Total fixed remuneration (TFR) comprises base salary and superannuation. 2 STI represents the amount of cash STI that each Executive KMP will be paid in September of the relevant year, based on annual performance. Refer to sections 3.3 and section 4.2 for further details. 3 Deferred equity STI refers to the amount of STI deferred into rights that are subject to further service conditions. The Deferred FY22 STI is expected to be issued at a volume weighted average price (VWAP) of $4.84. It is expected that rights issued under the STI will vest and become exercisable in two equal tranches following the completion of FY23 and FY24. Refer to section 3.3 for further details. 4 LTI vested represents LTI awards made in 2018 and 2019 (FY21: 2017 and 2018) for which the test period ended during the financial year and which have vested. The amounts shown are the face value of the awards at grant. Refer to section 4.2 for further details. 5 Other includes parking, motor vehicle benefits and other similar items. Kevin Ball has been eligible for a parking benefit from 1 November 2021. 6 LTI share price growth is the amount of the LTI award delivered by an increase between the face value VWAP used for the award that was granted and the VWAP of a share at the award test date for those awards which vested. LTI outcomes are explained further in section 4.2 of this report. Page 43 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 5. Changes to the Remuneration Framework from FY23 During FY22, the Board undertook a comprehensive review of Whitehaven’s executive remuneration framework which, with the support of the Godfrey Remuneration Group, aimed to ensure that the framework:  is fit for purpose, recognising the attraction and retention challenges of the coal industry;  aligns executive remuneration outcomes with the experience of shareholders; and  supports the execution of the Company’s evolving strategy. Following this review, the Board determined that it was in the best interests of the Company and its stakeholders to target the 75th percentile from a fixed remuneration perspective and adopt a Single Incentive Plan (SIP), to replace the previous Short-term and Long-term Incentive Plans. These changes, which are set out below, took effect at the beginning of FY23 and will be implemented in line with similar incentive schemes in the market. 5.1. Fixed Remuneration Executives will receive a component of their remuneration in the form of fixed remuneration, which is a combination of cash and superannuation contributions. As described in section 3.6, the Board now references two comparator groups and targets the 75th percentile of each group, while adding a coal industry premium to the primary peer group. As the graphic below illustrates, KMP fixed remuneration is now positioned slightly below the 75th percentile of both comparator groups. Fixed remuneration benchmarking 5.2. New Single Incentive Plan The incentive structure has been designed to align executive remuneration outcomes with measures that support a range of stakeholder interests, including the interests of our shareholders, our workforce and the communities in which we operate. Its substantial equity component ensures executives are aligned strongly with shareholder experiences. Feature Description Annual Performance Period Each annual performance period begins and ends with the financial year (i.e. 1 July to 30 June) SIP Opportunity CEO: target 185% of TFR and stretch 277.5% of TFR Other Executive KMP: target 125% of TFR and stretch 187.5% of TFR Calculation of SIP award The value of SIP awards will be calculated as follows. Page 44 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 Scorecard KPIs and weightings The scorecard KPIs represent 80% of the overall SIP outcome. Whitehaven has chosen outcome-focused performance conditions that link to our strategy. Executives will no longer be assessed against leading indicator KPIs such as Safety Hazard Identification and Environment Critical Control Verification. While these leading indicators are important in creating a positive safety culture, and remain a feature in the site incentive plans, it is recognised following feedback from shareholders that outcomes are more relevant when assessing executive performance. The table below summarises the KPIs and the applicable weighting of each performance measure that have been adopted in FY23: KPI Weighting Health, Safety and Environment Measures (40%) Safety (TRIFR) Environmental Enforcement (EEAFR) Financial Measures (40%) Earnings Before Interest, Taxes, Depreciation and Amortisation (EBITDA) FOB cost per tonne (equity basis) Production Measures (20%) ROM production (managed basis) 20% 20% 25% 15% 20% The measures and weightings outlined above will be considered by the Board at the beginning of each financial year, with changes expected as strategy evolves. For example, the EBITDA and FOB Cost weightings could be rebalanced to reflect timing in the coal price cycle (i.e. higher cost weighting in low price years when managing costs is increasingly critical). Individual Performance Assessment The remaining 20% of the overall SIP outcome reflects each executive’s individual performance, as assessed relative to achievement of the individual goals and objectives set at the beginning of the financial year. These quantitative and qualitative objectives reflect both short- and longer-term strategic initiatives, as well how executives demonstrate behaviours aligned to Whitehaven’s STRIVE values. Performance against objectives is assessed annually as part of the Company’s broader performance review process. Form of delivery, vesting and exercise Following the conclusion of each annual performance period, any resulting SIP award will be delivered to executives in a combination of cash, deferred rights and performance rights, as follows: - 30% cash, expected to be paid in September following the end of the financial year; - 36% Deferred Rights, which vest in equal tranches annually over 3 years, subject to service conditions; and - 34% Performance Rights, divided equally into two tranches which are subject to performance conditions over a four-year period commencing at grant Refer to graphic on the following page. Performance Rights Relative Quality Cost Measure (50% weighting): These Rights are subject to the Company maintaining Whitehaven’s competitive position in the Australian industry for comparable mines (i.e. haulage cost and quality adjusted). Target position will be defined by the Board at the time of grant. Given Wood Mackenzie curves are produced on a calendar year basis, the cost measure will be tested based on the average costs achieved on a Company-wide basis over the most recent calendar year prior to vesting. This ensures like for like comparisons to the Wood Mackenzie cost curve. Strategic Priority Delivery Measure (50% weighting): These Rights are subject to Company achievement toward delivery of Strategic Priorities. Performance Rights linked to the Strategic Priority Delivery Measure are intended to align executives to the efficient and effective delivery of long-term projects that directly impact shareholder value creation. Progress towards strategic priorities will be assessed by the Board at the end of the 4-year performance period, and will include projects such as Vickery Extension, Winchester South and Narrabri Stage 3. When determining the underlying measures for these Performance Rights, the Board considered a number of alternatives including various accounting measures, as well as retaining the existing relative TSR measure. Accounting measures were deemed inappropriate given price taking companies, like Whitehaven, do not have meaningful impact over measures such as Return on Equity (ROE), earnings per share (EPS) or Return on Invested Capital (ROIC). Relative TSR was deemed to be inappropriate given the influence of ESG concerns on the Whitehaven share price, as a significant proportion of investors are unwilling or unable to invest in coal stocks resulting in significant valuation discounts and a disconnect of the traditional coal price to share price relationship. Further, the cyclicality of a commodity business, coupled with the limited number of comparable ASX-listed pure coal producers makes relative performance comparisons problematic. Retesting Any component of the SIP award that does not vest following testing will lapse. There is no retesting of awards that do not vest. Board Discretion The Board maintains discretion to alter the formulaic outcomes outlined above if the results generate any unintended outcomes when taking into account the perspectives of various stakeholders including but not limited to shareholders, employees and communities. Page 45 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 Timing of remuneration delivery To ensure executives are aligned appropriately to shareholder experience and to support executive retention, the vesting schedule has been lengthened relative to previous frameworks and is broadly consistent with other SIPs in the market. The diagram below illustrates the timing for determining and delivering Executive KMP under the SIP: 5.3. New Minimum Shareholding Requirements Prior to FY23, Whitehaven Coal did not have a minimum shareholding policy in place for executives or Non-Executive Directors. Although there is no legislative requirement to maintain such a policy, the Remuneration Committee considers it appropriate to encourage KMP to hold a reasonable number of WHC shares with a view to aligning further the interests of executives with those of shareholders. In addition to the changes outlined above, a Minimum Shareholding Requirement (MSR) has been introduced from July 2022. As outlined in the table below, Non-Executive Directors and Executive KMP are now subject to the requirements, and have 3 years and 5 years respectively to comply. Role Non-Executive Directors Managing Director & Chief Executive Officer Other Executive KMP Requirement 1 year of fees 100% of TFR 50% of TFR Time to comply 3 years 5 years 5 years Given the potential share price volatility of a commodity-based company, an historical 5-year average share price will be used to assess minimum shareholding compliance each year. KMP are expected to demonstrate meaningful progress towards meeting their minimum shareholding level across the required period. From FY23, this progress will be reported in conjunction with the current disclosure of actual shares held by each KMP. Page 46 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 6. Executive KMP employment contracts This section sets out an overview of key terms of employment for the Executive KMP, as provided in their service agreements. All Executive KMP contracts give the Company discretion to make payment in lieu of notice. No notice is required where termination is for cause. The contracts do not provide for any termination payments other than payment in lieu of notice. Treatment of unvested incentives is dealt with in accordance with the terms of grant. In general, under the STI and LTI arrangements, and the new SIP, unvested entitlements will be forfeited where an executive is terminated for cause or, at the Board’s discretion, where they resign. In all other circumstances where the Board considers the executive to be a ‘good leaver’, outgoing executives will generally retain their entitlements (subject to any applicable performance conditions in the case of LTI arrangements). Managing Director and CEO Paul Flynn was appointed as Managing Director and CEO of the Company on 25 March 2013. This table outlines the key terms of Mr Flynn’s contract of employment: Fixed remuneration Mr Flynn’s annual TFR for FY23 is $1,888,000 (FY22: $1,560,500). It includes salary, superannuation contributions, any components under Whitehaven’s salary packaging guidelines and all Director fees. TFR is reviewed annually. Single Incentive Plan As outlined in section 5, Mr Flynn is eligible to participate in the new SIP. At target performance, his FY23 SIP opportunity is 185% of TFR, with up to 277.5% of TFR for stretch performance. Other key terms Other key terms of Mr Flynn’s service agreement include the following:  His employment is ongoing, subject to 12 months’ notice of termination by Whitehaven or 6 months’ notice of termination by Mr Flynn.  The Company may terminate without notice in certain circumstances, including serious misconduct or negligence in the performance of duties. Mr Flynn may terminate immediately in the case of fundamental changes to his role (that is, there is a substantial diminution in his responsibilities), in which case his entitlements will be the same as if the Company terminated him without cause.  The consequences for unvested incentive awards on termination of Mr Flynn’s employment will be in accordance with the equity incentive plans.  Mr Flynn will have post-employment restraints for a period of 3 months. No additional amounts will be payable in respect of this restraint period. Other Executive KMP contracts A summary of the notice periods and key terms of the current Executive KMP contracts is set out in the table below. All of the contracts below are of ongoing duration. Name and position (at year-end) Notice Kevin Ball Chief Financial Officer Appointed 16 December 2013 Ian Humphris Executive General Manager – Operations Appointed 6 April 2020 3 months by employee 6 months by the Company 6 months by employee or the Company Page 47 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 7. Non-Executive Director remuneration This section explains the fees paid to Non-Executive Directors during FY22 and approved fees for FY23. 7.1. Non-Executive Director fees Non-Executive Director fees are designed to ensure that the Company can attract and retain suitably qualified and experienced Non-Executive Directors. Non-Executive Directors do not receive shares or any performance-related incentives as part of their fees from the Company. Historically there has not been a formal minimum shareholding requirement, however Non-Executive Directors have always been encouraged to hold shares. As outlined in Section 5, Non-Executive Directors are now subject to minimum shareholding requirements. Non-Executive Directors are also reimbursed for travel and other expenses reasonably incurred when attending meetings of the Board or in connection with the business of the Company. The Remuneration Committee reviews and makes recommendations to the Board with respect to Non-Executive Director fees and Committee fees. In 2012 shareholders approved a total aggregate maximum amount of Non-Executive Director fees of $2,500,000 per annum. No change is being sought to the total aggregate Non-Executive Director fees pool for FY23. 7.2. FY22 and FY23 Board and Committee Fees The table below sets out Board and Committee fees for FY22 and FY23. There had been no changes to Non-Executive Director fees since 1 July 2017; however, following a market benchmarking exercise supported by independent consultants Godfrey Remuneration Group, it was determined that increases to Board fees were required in order to remain competitive with comparable organisations. The increased fees for FY23 are outlined below, noting Committee fees remain unchanged. Chairman FY22 Deputy Chairman Member Chairman FY23 Deputy Chairman Member Board $375,0001 $262,5001 $140,000 $450,0001 $315,0001 $180,000 Audit & Risk Management Committee Remuneration Committee Governance & Nominations Committee Health, Safety, Environment & Community Committee $40,000 1 $40,000 1 No fee1 $40,000 1 $20,000 $40,000 1 $20,000 $40,000 1 No fee No fee1 $20,000 $40,000 1 $20,000 $20,000 No fee $20,000 1 The Chairman and Deputy Chairman of the Board do not receive committee member fees in addition to their Board fees. The fees set out above exclude mandatory statutory superannuation contributions made on behalf of the Non-Executive Directors. Page 48 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 7.3. FY22 Non-Executive Director remuneration The statutory disclosures required under the Corporations Act 2001 (Cth) and in accordance with the Accounting Standards are set out in the table below: Non-Executive Directors Mark Vaile (Chairman) John Conde (Deputy Chairman) Dr Julie Beeby Fiona Robertson Lindsay Ward Raymond Zage Total FY 2022 2021 2022 2021 2022 2021 2022 2021 2022 2021 2022 2021 2022 2021 Short-term benefits, $ Post-employment benefits, $ Board and Committee fees Non-monetary benefits Other long-term benefits (non-cash) Superannuation benefits Total fees for services as a Non-Executive Director1 375,000 375,000 262,500 262,500 180,000 180,000 200,000 200,000 180,000 180,000 140,000 140,000 1,337,500 1,337,500 - - - - - - - - - - - - - - - - - - - - - - - - - - - - 23,568 21,694 23,568 21,694 18,000 17,100 20,000 19,000 18,000 17,100 - - 103,136 96,588 398,568 396,694 286,068 284,194 198,000 197,100 220,000 219,000 198,000 197,100 140,000 140,000 1,440,636 1,434,088 1 No termination benefits or share-based payments are paid or are payable to Non-Executive Directors. Page 49 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 8. Executive KMP statutory tables and additional disclosures 8.1. Executive KMP statutory remuneration table The following table sets out the statutory remuneration disclosures required under the Corporations Act 2001 (Cth) and has been prepared in accordance with the appropriate accounting standards: Short-term benefits, $ Post-employment benefits, $ Share based payments, $ Salary & fees Non- monetary benefits Year Cash STI Superannuation benefits Termination benefits Total remuneration Performance related LTI (C) STI (B) (A) (B) Executive Directors Paul Flynn 2022 1,533,000 12,900 936,300 2021 1,505,000 12,900 509,490 Other Executive KMP Kevin Ball 2022 703,250 8,600 305,850 2021 689,000 - 166,434 Ian Humphris 2022 672,500 12,900 294,000 2021 625,000 12,900 163,637 Total 2022 2,908,750 34,400 1,536,150 2021 2,819,000 25,800 839,561 27,500 25,000 25,000 25,000 27,500 25,000 80,000 75,000 - - - - - - - - 1,401,410 593,442 4,504,552 965,864 434,251 3,452,505 435,997 193,457 1,672,154 304,214 138,682 1,323,330 292,835 170,189 1,469,924 103,514 65,471 995,522 2,130,242 957,088 7,646,630 1,373,592 638,405 5,771,357 % 65% 55% 56% 46% 52% 33% (A) The amounts disclosed as non-monetary benefits relate to car spaces, motor vehicle benefits and other similar items. (B) Comprises the cash component of current year STI (refer to sections 3.3 and 4.1 for details) and the fair value at each grant date of STI deferred rights expensed over the relevant period for the service vesting condition (which is included in the share based payments column of the table)s. The fair value of STI grants is based on the volume weighted average price of Whitehaven shares over the 20 trading day period commencing 10 trading days prior to 30 June of each respective grant. (C) The fair value for LTI performance rights granted to KMP is based on the fair value at each grant date expensed over the vesting period. The factors and assumptions used in determining the fair value are set out in note 5.5 to the financial statements. Page 50 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 8.2. Movement in options and rights held by Executive KMP The movement during the reporting period by number and value of equity instruments in the Company held by each Executive KMP is detailed below: Executive KMP Instrument Balance as at 1 July 2021 (number) Granted (number) Granted ($) Vested/ awarded during the year (number) Exercised (number) Exercised ($) Lapsed (number) (A) (B) (C) Lapsed (year of grant) (D) Balance as at 30 June 2022 (number) Vested and exercisable at 30 June 2022 Paul Flynn Performance Rights (LTI) 2,072,672 955,409 2,029,289 - - - 296,164 2017/2018 2,731,917 Kevin Ball Options (LTI) Deferred Rights (STI) Performance Rights (LTI) Options (LTI) Deferred Rights (STI) 489,031 - - - 292,444 456,213 196,587 2018 - 256,809 259,944 509,490 169,309 169,309 435,750 - - 347,444 647,851 297,245 631,348 - - - 95,159 2017/2018 849,937 177,025 - - - 105,862 165,145 71,163 2018 - 81,816 84,915 166,433 53,233 53,233 134,673 Ian Humphris Performance Rights (LTI) Deferred Rights (STI) 419,730 285,715 606,859 - 12,229 83,488 163,636 6,115 - - - - - - - - 113,498 - 705,445 - 95,717 6,115 (E) - - - - - - - (A) The number of rights granted during FY22 includes: (a) the FY22 LTI awards (further details are provided in section 3.4). (b) the deferred rights component of the FY21 STI award, calculated by reference to the VWAP of the Company’s shares for the 20 day trading period commencing 10 trading days prior to 30 June 2021. The granting of rights occurred on 26 November 2021. (B) The value of LTI performance rights granted in the year is the fair value of the performance rights at grant date. The value of deferred STI rights granted in the year has been calculated using the volume weighted average price of the Company’s shares for the 20 day trading period commencing 10 trading days prior to 30 June 2021 as fair value, being $1.96 per share. Unvested LTI and STI awards have a minimum value of zero if they do not meet the relevant performance or service conditions. The maximum value of unvested LTI and STI awards is the sale price of the Company’s shares at the date of vesting, or where applicable, on exercise (plus the value of any dividend equivalent payment attaching to the award on vesting or, where applicable, on exercise). (C) The 2017 LTI TSR Hurdle Tranche 2 Rights, the 2018 LTI Costs Target Hurdle and the 2018 LTI TSR Hurdle Tranche 1 Rights fully lapsed during the year due to the performance conditions not being met. Tranche 1 of the FY20 STI and Tranche 2 of the FY19 STI deferred rights vested during the period. The value at exercise has been calculated using the volume weighted average price of the Company’s shares for the 20 day trading period commencing 10 trading days prior to 1 July 2020 and 1 July 2019 respectively. (D) The year in which the lapsed performance rights, options or deferred rights were granted. (E) No vested equity instruments were unexercisable as at 30 June 2022. Page 51 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 8.3. Movement in ordinary shares held by KMP The movement during the reporting period in the number of ordinary shares in the Company held directly, indirectly or beneficially by Executive KMP and each Non-Executive Director, including their related parties, is as follows: Held at 1 July 2021 Received on vesting and exercise of STI/LTI Number of shares Non-Executive Directors Mark Vaile John Conde Dr Julie Beeby Fiona Robertson Lindsay Ward Raymond Zage Executive KMP Paul Flynn Kevin Ball Ian Humphris 1,509,317 708,620 85,000 75,395 77,500 10,583,134 1,630,607 440,565 19,695 (A) - - - - - - Other net change (B) - - - - - Held at 30 June 2022 (C) 1,509,317 708,620 85,000 75,395 77,500 200,000 10,783,134 339,844 161,525 - - (400,000) - 1,970,451 202,090 19,695 (A) No shares were granted as remuneration during FY22 (other than shares allocated on exercise of vested awards). (B) Includes shares sold and purchased during FY22. (C) No shares were held nominally at the end of FY22. 8.4. Related party transactions and additional disclosures Loans with Executive KMP and Non-Executive Directors There were no loans outstanding to Executive KMP or any Non-Executive Director or their related parties at any time in the current or prior reporting periods. Other KMP Transactions Apart from the details disclosed in this report, no Executive KMP or Non-Executive Director or their related parties has entered into a material contract with the consolidated entity since the end of the previous financial year and there were no material contracts involving those people’s interests existing at year end. Signed in accordance with a resolution of the Directors: The Hon. Mark Vaile AO Chairman Paul Flynn Managing Director Sydney 25th August 2022 Page 52 | Whitehaven Coal Annual Report 2022 Directors’ Report Remuneration Report For the year ended 30 June 2022 Financial Report For the year ended 30 June 2022 Page 53 | Whitehaven Coal Annual Report 2022 Table of Contents Directors’ Report Remuneration Report For the year ended 30 June 2022 Consolidated financial statements Consolidated statement of comprehensive income Consolidated statement of financial position Consolidated statement of changes in equity Consolidated statement of cash flows Notes to the consolidated financial statements Directors’ declaration Independent Auditor’s report 55 56 57 58 59 101 102 1. About this report 5. Capital structure and financing 1.1. Reporting entity 1.2. Basis of preparation 1.3. Significant accounting judgements, estimates and assumptions 1.4. Summary of other significant accounting policies 1.5. New standards, interpretations and amendments adopted by the Group 2. Group performance 2.1. Segment reporting 2.2. Significant items 2.3. Taxes 2.4. Earnings per share 3. Working capital and cash flows 3.1. Trade and other receivables 3.2. Inventories 3.3. Trade and other payables 3.4. Reconciliation of cash flows from operating activities 4. Resource assets and liabilities 4.1. Property, plant and equipment 4.2. Exploration and evaluation 4.3. Intangible assets 4.4. Provisions 5.1. Interest-bearing liabilities 5.2. Finance income and expense 5.3. Financial risk management objectives and policies 5.4. Share capital and reserves 5.5. Share-based payments 6. Group structure 6.1. Group’s subsidiaries 6.2. Interest in joint operations 6.3. Parent entity information 6.4. Deed of cross guarantee 6.5. Related parties 7. Other notes 7.1. Employee benefits 7.2. Auditor’s Remuneration 7.3. Commitments 7.4. Contingencies 7.5. Subsequent events Page 54 | Whitehaven Coal Annual Report 2022 Consolidated statement Notes to the consolidated financial statements For the year ended 30 June 2022 of comprehensive income For the year ended 30 June 2022 Revenue Other income Operating expenses Coal purchases Selling and distribution expenses Royalties Depreciation and amortisation Impairment losses Administrative expenses Share-based payments expense Foreign exchange gain/(loss) Profit/(loss) before net financial expense Finance income Finance expense Net finance expense Profit/(loss) before tax Income tax (expense)/benefit Net profit/(loss) for the year Other comprehensive income Items that may be reclassified subsequently to profit or loss Net movement on cash flow hedges Income tax effect Other comprehensive loss for the period, net of tax Note 2.1 2022 $’000 2021 $’000 4,920,102 1,556,976 7,136 6,836 (764,331) (700,433) (308,049) (173,683) (377,395) (330,924) (368,778) (108,789) (238,881) (260,662) 2.2 - (650,000) 5.5(a) (46,886) (34,228) (9,234) 7,570 (6,995) (4,279) 2,821,254 (706,181) 1,464 228 (56,825) (62,242) 5.2 (55,361) (62,014) 2,765,893 (768,195) 2.3(a) (813,928) 224,281 1,951,965 (543,914) 5.2 2.3(b) 5.2 (88) 26 (62) (15,146) 4,544 (10,602) Total comprehensive income/(loss) for the period, net of tax 1,951,903 (554,516) Earnings per share Basic earnings/(loss) per share (cents per share) Diluted earnings/(loss) per share (cents per share) 2.4 2.4 197.6 195.1 (54.6) (54.6) The consolidated statement of comprehensive income is to be read in conjunction with the notes to the consolidated financial statements. Page 55 | Whitehaven Coal Annual Report 2022 Consolidated statement Notes to the consolidated financial statements For the year ended 30 June 2022 of financial position As at 30 June 2022 Assets Cash and cash equivalents Trade and other receivables Inventories Derivatives Total current assets Trade and other receivables Investments Property, plant and equipment Exploration and evaluation assets Intangible assets Derivatives Total non-current assets Total assets Liabilities Trade and other payables Interest-bearing liabilities Employee benefits Income tax payable Provisions Derivatives Total current liabilities Non-current liabilities Other payables Interest-bearing liabilities Deferred tax liability Provisions Derivatives Total non-current liabilities Total liabilities Net assets Equity Issued capital Share-based payments reserve Hedge reserve Retained earnings Total equity Note 3.1 3.2 5.3(d) 3.1 5.3(d) 4.1 4.2 4.3 5.3(d) 3.3 5.1 7.1 2.3(c) 4.4 5.3(d) 3.3 5.1 2.3(c) 4.4 5.3(d) 2022 $’000 1,215,460 657,459 157,039 31 2021 $’000 95,202 154,163 175,930 - 2,029,989 425,295 7,298 856 11,785 37 3,426,847 3,330,413 647,289 12,180 74 613,508 11,828 - 4,094,544 3,967,571 6,124,533 4,392,866 361,897 77,843 33,987 551,830 16,461 7,774 231,268 75,116 31,926 - 18,423 3,485 1,049,792 360,218 48,464 166,854 405,169 242,516 104 46,269 917,597 155,055 203,789 4,200 863,107 1,326,910 1,912,899 1,687,128 4,211,634 2,705,738 5.4(a) 2,642,338 3,013,661 14,867 (5,441) 12,213 (5,379) 1,559,870 (314,757) 4,211,634 2,705,738 The consolidated statement of financial position is to be read in conjunction with the notes to the consolidated financial statements. Page 56 | Whitehaven Coal Annual Report 2022 Consolidated statement Notes to the consolidated financial statements For the year ended 30 June 2022 of changes in equity For the year ended 30 June 2022 Balance at 1 July 2020 Loss for the period Other comprehensive loss Total comprehensive loss for the year Issued capital Share-based payment reserve Hedge reserve Retained earnings Total equity $’000 $’000 $’000 $’000 $’000 Note 5.4(b) 5.4(b) 3,003,964 15,253 5,223 225,150 3,249,590 - - - - - - - (543,914) (543,914) (10,602) - (10,602) (10,602) (543,914) (554,516) Transactions with owners in their capacity as owners Share-based payments 5.5(a) - 6,995 Share issues/transfers to settle share-based payments 11,034 (7,470) Cash settled share-based payments Transfer on lapse of share-based payments - - Purchase of shares through employee share plan 5.4(a) (1,337) (836) (1,729) - - - - - - - 1,959 319 1,729 6,995 5,523 (517) - - (1,337) Closing balance at 30 June 2021 3,013,661 12,213 (5,379) (314,757) 2,705,738 Balance at 1 July 2021 Profit for the period Other comprehensive loss Total comprehensive income for the year Transactions with owners in their capacity as owners Share buy-back Dividends paid Share-based payments 5.5(a) Share issues/transfers to settle share-based payments Transfer on lapse of share-based payments 3,013,661 12,213 (5,379) (314,757) 2,705,738 - - - 5.4(a) (362,568) - - 4,124 - - - - - - 9,234 (4,337) (2,243) - 1,951,965 1,951,965 (62) (62) - (62) 1,951,965 1,951,903 - - - - - - - (362,568) (79,794) (79,794) - 213 2,243 9,234 - - - (12,879) Purchase of shares through employee share plan 5.4(a) (12,879) - Closing balance at 30 June 2022 2,642,338 14,867 (5,441) 1,559,870 4,211,634 The consolidated statement of changes in equity is to be read in conjunction with the notes to the consolidated financial statements. Page 57 | Whitehaven Coal Annual Report 2022 Consolidated statement Notes to the consolidated financial statements For the year ended 30 June 2022 of cash flows For the year ended 30 June 2022 Cash flows from operating activities Cash receipts from customers Cash paid to suppliers and employees Cash generated from operations Interest paid Interest received Income taxes (paid)/refunded Net cash from operating activities Cash flows from investing activities Proceeds from sale of property, plant and equipment Purchase of property, plant and equipment Expenditure on projects Acquisition of subsidiary and private royalty1 Net cash used in investing activities Cash flows from financing activities Payment of finance facility upfront costs Purchase of shares Proceeds from senior bank facility Repayment of senior bank facility Repayment of secured loans – ECA facility Repayment of lease principal Share buy-back2 Payment of dividends Note 2022 $’000 2021 $’000 4,385,223 1,541,762 (1,803,269) (1,372,274) 2,581,954 (41,637) 1,464 (11,958) 169,488 (43,136) 228 12,185 3.4 2,529,823 138,765 3,860 (124,210) (33,781) (23,064) 3,499 (68,693) (22,165) (16,232) (177,195) (103,591) (6,248) (12,879) 40,000 (2,538) (1,337) 110,000 (728,000) (60,000) (9,795) (76,673) (358,981) (79,794) (10,119) (82,738) - - Net cash used in financing activities (1,232,370) (46,732) Net change in cash and cash equivalents Cash and cash equivalents at 1 July Cash and cash equivalents at 30 June 1,120,258 95,202 1,215,460 (11,558) 106,760 95,202 1 On 14th October 2021, the Company entered into an agreement to acquire the 1% private royalty over the Narrabri Coal mine held by Anglo Pacific Group plc (APG) with effect from 31 December 2021. The acquisition consideration is comprised of three components to be paid in instalments over five years. An amount of USD $4.4 million was paid on 31 December 2021 upon completion of the agreement. 2 A share trade entered into on 30 June 2022 for $3,588,000 was settled and paid on 4 July 2022 bringing total share buy-backs for the year to $362.5 million. The consolidated statement of cash flows is to be read in conjunction with the notes to the consolidated financial statements. Page 58 | Whitehaven Coal Annual Report 2022 Notes to the consolidated Notes to the consolidated financial statements For the year ended 30 June 2022 financial statements For the year ended 30 June 2022 1. About this report 1.1. Reporting entity Whitehaven Coal Limited (‘Whitehaven’ or ‘the Company’) is a for-profit entity, and the principal activity of Whitehaven and its controlled entities (referred to as ‘the Group’) is the development and operation of coal mines in New South Wales and Queensland. The consolidated general purpose financial report of the Group for the year ended 30 June 2022 was authorised for issue in accordance with a resolution of the Directors on 25 August 2022. Whitehaven Coal Limited is a company limited by shares incorporated and domiciled in Australia whose shares are publicly traded on the Australian Securities Exchange. The address of the Company’s registered office is Level 28, 259 George Street, Sydney NSW 2000. 1.2. Basis of preparation The financial report is a general purpose financial report, which has been prepared in accordance with the requirements of the Corporations Act 2001 (Cth), Australian Accounting Standards (AAS) and other authoritative pronouncements of the Australian Accounting Standards Board (AASB). The financial report also complies with International Financial Reporting Standards (IFRS) issued by the International Accounting Standards Board (IASB) and interpretations of the International Financial Reporting Interpretations Committee (IFRIC). The financial report has been prepared on a historical cost basis, except for derivative financial instruments that have been measured at fair value (refer to note 5.3). The Company is of a kind referred to in ASIC Corporations Instrument 2016/191 and dated 24 March 2016. In accordance with that Class Order, all financial information has been presented in Australian dollars and rounded to the nearest thousand dollars unless otherwise stated. 1.3. Significant accounting judgements, estimates and assumptions In the process of applying the Group’s accounting policies, management has made a number of judgements and applied estimates of future events that form the basis of the carrying values of assets and liabilities, which are not readily apparent from other sources. Judgements and estimates that are material to the financial report are found in the following notes: 2.3 4.1 4.2 4.4 6.2 Taxes Property, plant and equipment Exploration and evaluation Provisions Interest in joint operations page 67 page 76 page 77 page 79 page 95 1.4. Summary of other significant accounting policies The accounting policies set out below and in the notes have been applied consistently to all periods presented in these consolidated financial statements, and have been applied consistently by all subsidiaries in the Group. Other significant accounting policies are contained in the notes to the consolidated financial statements to which they relate. (i) Basis of consolidation The consolidated financial report of the Company for the financial year ended 30 June 2022 comprises the Company and its controlled entities (together referred to as ‘the Group’). A list of the Group’s significant controlled entities is presented in Note 6.1. Control is achieved when the Group is exposed, or has rights, to variable returns from its involvement with the investee and has the ability to affect those returns through its power over the investee. The Group reassesses whether or not it controls an investee if facts and circumstances indicate that there are changes to one or more of the three elements of control. Specifically, the Group controls an investee if, and only if, the Group has all of the following:  power over the investee (i.e. existing rights that give it the current ability to direct the relevant activities of the investee)  exposure, or rights, to variable returns from its involvement with the investee  the ability to use its power over the investee to affect its returns. Page 59 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 Assets, liabilities, income and expenses of a subsidiary acquired or disposed of during the year are included in the consolidated financial statements from the date the Group gains control until the date the Group ceases to control the subsidiary. (ii) Foreign currency translation Transactions in foreign currencies are initially recorded in the functional currency by applying the exchange rates ruling at the date of the transaction. Monetary assets and liabilities denominated in foreign currencies are retranslated at the rate of exchange ruling at the balance date. Foreign exchange differences arising on translation are recognised in the consolidated statement of profit or loss and other comprehensive income. Both the functional and presentation currency of the Company and all entities in the Group is Australian dollars ($). (iii) Goods and services tax Revenues, expenses and assets (excluding receivables) are recognised net of the amount of goods and services tax (GST), except where the amount of GST incurred is not recoverable from the taxation authority. In these circumstances, the GST is recognised as part of the cost of acquisition of the asset or as part of the expense. Receivables and payables are stated with the amount of GST included. The net amount of GST recoverable from, or payable to, the ATO is included as a current asset or liability in the consolidated statement of financial position. Cash flows are included in the consolidated statement of cash flows on a gross basis and the GST components of cash flows arising from investing and financing activities, which are recoverable from or payable to the ATO, are classified as operating cash flows. (iv) Notes to the consolidated financial statements The notes to these consolidated financial statements have been organised into logical groupings to present more meaningful and dynamic information to users. To the extent possible, the relevant accounting policies and numbers have been provided in the same note. The Group has also reviewed the notes for materiality and relevance, and provided additional information where considered material and relevant to the operations, financial position or performance of the Group. 1.5. New standards, interpretations and amendments adopted by the Group (i) Changes in accounting policy and disclosures The accounting policies adopted in the preparation of the consolidated financial statements are consistent with those of the previous financial year. Several amendments apply for the first time in the current year. However, they do not impact the annual consolidated financial statements of the Group. (ii) Accounting standards and interpretations issued but not yet effective Australian Accounting Standards and Interpretations that have recently been issued or amended but are not yet effective and have not been adopted by the Group for the annual reporting period ended 30 June 2022 are outlined below: Amendments to IAS 1: Classification of Liabilities as Current or Non-current In January 2020, the IASB issued amendments to IAS 1 Presentation of Financial Statements to clarify the requirements for classifying liabilities as current or non-current. Specifically: - The amendments specify that the conditions which exist at the end of the reporting period are those which will be used to determine if a right to defer settlement of a liability exists. - Management intention or expectation does not affect classification of liabilities. - In cases where an instrument with a conversion option is classified as a liability, the transfer of equity instruments would constitute settlement of the liability for the purpose of classifying it as current or non- current. These amendments are effective for annual periods beginning on or after 1 January 2024. They are not expected to have a significant impact on the Group’s consolidated financial statements. Amendments to IAS 1 and IFRS Practice Statement 2 – Disclosure of Accounting Policies In February 2021, the IASB issued amendments to IAS 1 and IFRS Practice Statement 2 Making Materiality Judgements (the PS), in which it provides guidance and examples to help entities apply materiality judgements to accounting policy disclosures. Page 60 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 The amendments aim to help entities provide accounting policy disclosures that are more useful by: - - replacing the requirement for entities to disclose their ‘significant’ accounting policies with a requirement to disclose their ‘material’ accounting policies adding guidance on how entities apply the concept of materiality in making decisions about accounting policy disclosures. These amendments are effective for annual periods beginning on or after 1 January 2023. They are not expected to have a significant impact on the Group’s consolidated financial statements. Amendments to IAS 8 – Definition of Accounting Estimates In February 2021, the IASB issued amendments to IAS 8, in which it introduced a new definition of ‘accounting estimates’. The amendments clarify the distinction between changes in accounting estimates and changes in accounting policies and the correction of errors. Also, they clarify how entities use measurement techniques and inputs to develop accounting estimates. These amendments are effective for annual periods beginning on or after 1 January 2023. They are not expected to have a significant impact on the Group’s consolidated financial statements. Amendments to IAS 12 – Deferred Tax related to Assets and Liabilities arising from a Single Transaction In May 2021, the IASB issued amendments to IAS 12, which narrow the scope of the initial recognition exception under IAS 12, so that it no longer applies to transactions that give rise to equal taxable and deductible temporary differences. Under the amendments, the initial recognition exception does not apply to transactions that, on initial recognition, give rise to equal taxable and deductible temporary differences. It only applies if the recognition of an asset and a liability resulting from a transaction gives rise to taxable and deductible temporary differences that are not equal. These amendments are effective for annual periods beginning on or after 1 January 2023. They are not expected to have a significant impact on the Group’s consolidated financial statements. 2. Group performance 2.1. Segment reporting Identification of reportable segments The Group identifies its operating segments based on the internal reports that are reviewed and used by the executive management team in assessing performance and determining the allocation of resources. The performance of operating segments is evaluated at least monthly based on revenues and profit before taxes and is measured in accordance with the Group’s accounting policies. The Group has determined that it has three reportable segments: open cut operations, underground operations and coal trading and blending. Coal trading and blending segment has been added in FY22 to capture the performance of 3rd party coal purchases and sales as well as the benefits the Group enjoys from blending different coal qualities from our mines in such a way that the final sale price achieved for the blended coal is greater. The prior comparative period has been restated to effect this change in segments. Unallocated operations represent the development projects and those functions that are not specifically related to the other reportable segments. The Group’s treasury and financing (including finance costs and finance income), and depreciation and income taxes are managed on a group basis and are not allocated to reportable segments. The following table represents revenue, profit and capital expenditure information for reportable segments: Page 61 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 Year ended 30 June 2022 Revenue Sales to external customers Revenue by product type: Metallurgical coal Thermal coal Open Cut Operations Underground Operations Coal Trading and Blending Unallocated Operations Total $’000 $’000 $’000 $’000 $’000 3,443,772 953,810 492,083 30,437 4,920,102 724,507 121,446 99,261 - 945,214 2,719,265 832,364 392,822 30,437 3,974,888 Total revenue from contracts with customers 3,443,772 953,810 492,083 30,437 4,920,102 Result Segment EBITDA result Depreciation and amortisation Income tax expense Net finance expense Net profit after tax per consolidated statement of comprehensive income Capital expenditure Segment expenditure Year ended 30 June 2021 Revenue Sales to external customers Revenue by product type: Metallurgical coal Thermal coal Total revenue from contracts with customers Result Segment EBITDA result Impairment losses Depreciation and amortisation Income tax benefit Net finance expense Net loss after tax per consolidated statement of comprehensive income Capital expenditure Segment expenditure 2,240,273 617,446 184,034 18,382 3,060,135 (238,881) (813,928) (55,361) 1,951,965 63,267 57,775 - 36,949 157,991 Open Cut Operations Underground Operations Coal Trading and Blending Unallocated Operations Total $’000 $’000 $’000 $’000 $’000 1,107,187 263,101 189,506 (2,818) 1,556,976 208,821 898,366 1,107,187 35,457 - - 244,278 227,644 189,506 (2,818) 1,312,698 263,101 189,506 (2,818) 1,556,976 250,410 (48,657) 15,823 (13,095) 204,481 (650,000) (260,662) 224,281 (62,014) (543,914) 43,418 21,967 - 25,473 90,858 Page 62 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 Other segment information Revenue from external customers is attributed to geographic location based on final shipping destination. Revenue by geographic location Japan Taiwan Korea India Indonesia Malaysia Europe New Caledonia Vietnam Philippines Thailand Other Domestic 2022 $’000 2,570,531 706,948 540,430 437,593 216,719 168,657 96,784 66,857 64,275 18,193 12,704 7,929 12,482 2021 $’000 691,455 201,886 295,988 151,421 24,472 73,870 - 25,796 22,939 10,980 26,335 20,258 11,576 Total revenue 4,920,102 1,556,976 Page 63 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 Major customers The Group has three major customers, who account for 43.4% (2021: 40.5%) of external revenue. Recognition and measurement The Group recognises sales revenue related to the transfer of promised goods or services when control of the goods or services is transferred to the customer. The amount of revenue recognised reflects the consideration to which the Group is or expects to be entitled to in exchange for those goods or services. Sales revenue is recognised on individual sales when control transfers to the customer. The title, risks and rewards, and fulfilment of performance obligation occurs when the product is loaded onto the vessel for delivery to the customer. The Group sells its products on Free on Board terms where the Group has no responsibility for freight or insurance once control of the goods has passed at the loading port. Under these terms there is only one performance obligation: the provision of goods at the point when control passes to the customer. The Group’s products are sold to customers under contracts that vary in tenure and pricing mechanisms, primarily being monthly or quarterly indexes. Certain sales may be provisionally priced at the date revenue is recognised; however, substantially all coal sales are reflected at final prices by the end of the reporting period. The final selling price is based on the price for the quotational period stipulated in the contract. 2.2. Significant items The items below are significant to understanding the overall results of the Group. The Company believes the disclosure of these items provides readers of the financial statements with further meaningful insights to understand the financial performance of the Group. Included within the balances presented on the face of the consolidated statement of comprehensive income: Impairment losses Property, Plant and Equipment Intangibles Significant items before tax Applicable income tax benefit Significant items after tax Note 2022 $’000 2021 $’000 4.1 4.3 - - - - - 638,882 11,118 650,000 (193,399) 456,601 Significant items are items of income and expense, which, due to their nature and variable financial impact or the expected infrequency of the events giving rise to them, are separated for internal reporting, and analysis of Whitehaven’s results to aid in providing an understanding and comparative basis of the underlying financial performance. In FY21, Whitehaven recognised significant expenses totalling $650 million. The significant expenses relate to asset impairments. For further details see notes 4.1 and 4.3. The FY21 impairment charge was allocated to the following:  Narrabri ($548.7 million) due to the reduction in the JORC Coal Reserves on the current Narrabri Mining Lease, arising out of an optimisation plan which has been developed to focus on the production of higher quality coal over the balance of mine life  Werris Creek ($90.2 million) due to revisions to its mine plan and uncertainties for this market segment after the adoption of conservative price assumptions considering the uncertainties in coal markets  Rail intangible ($11.1 million) relates to rail rights which are no longer expected to be utilised. Page 64 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 2.3. Taxes a) Income tax expense Current tax (expense)/benefit Current period Adjustments for prior periods Deferred tax expense Origination and reversal of temporary differences Recognition of tax losses Adjustments for prior periods 2022 $’000 2021 $’000 (742,653) 21 68,478 (1,040) (92,339) 157,061 21,771 (728) - (218) Income tax (expense)/benefit reported in the consolidated statement of comprehensive income (813,928) 224,281 Reconciliation between tax expense and profit before tax Profit/(loss) before tax 2,765,893 (768,195) Income tax (expense)/benefit using the Company’s domestic tax rate of 30% (2021: 30%) (829,768) 230,459 Non-deductible expenses: Share-based payments Other non-deductible expenses Recognition of tax losses On-market share purchases by employee share scheme trust reimbursed by the Group Over/(under) provided in prior periods Total income tax (expense)/benefit b) Income tax recognised directly in other comprehensive income Deferred income tax related to items charged directly to equity Derivatives Income tax benefit recorded in equity (2,770) (7,109) 21,771 3,927 (2,098) (2,822) - - 21 (1,258) (813,928) 224,281 2022 $’000 26 26 2021 $’000 4,544 4,544 Page 65 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 c) Recognised tax assets and liabilities 2022 2022 2021 2021 Current income tax payable Deferred income tax Current income tax payable Deferred income tax $’000 (384,920) 157,061 4,544 68,478 - (218) - Opening balance Charged to income – corporate tax Charged to equity $’000 - (742,653) - $’000 (155,055) (92,339) 26 $’000 13,225 68,478 - (Utilisation)/recognition of deferred tax asset on current year losses 178,865 (178,865) (68,478) Recognition of tax losses Adjustment for prior periods Payments/(refunds) Closing balance - - 11,958 21,771 (707) - - (1,040) (12,185) (551,830) (405,169) - (155,055) Deferred income tax assets and liabilities are attributable to the following: Property, plant and equipment Exploration and evaluation Receivables Inventory Investments Right-of-use assets and lease liabilities (net) Deferred stripping Deferred foreign exchange gain Provisions Tax losses Other items Tax assets/(liabilities) Set-off of tax (liabilities)/assets Net tax liabilities Assets 2022 $’000 - - - - 359 - - - 86,178 27,589 584 114,710 (114,710) - 2021 $’000 - - - - 359 - - 3,872 74,564 180,976 - 259,771 (259,771) Liabilities 2022 $’000 (417,868) (82,200) (3,433) (1,394) - (6,088) (6,509) (2,387) - - - 2021 $’000 (328,752) (68,027) (5,225) (1,390) - (6,357) (1,676) - - - (3,399) (519,879) (414,826) 114,710 259,771 - (405,169) (155,055) Page 66 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 d) Unrecognised deferred tax assets There were no unrecognised income tax losses at 30 June 2022 (2021: $21,771,000). Recognition and measurement Income tax on the profit or loss for the year comprises current and deferred tax. Income tax relating to items recognised directly in other comprehensive income is recognised in other comprehensive income and not in the net profit or loss for the year. Offsetting deferred tax balances Deferred tax assets and liabilities are offset only if a legally enforceable right exists, and the deferred tax assets and liabilities relate to income taxes levied by the same taxation authority on the same taxable entity. Current tax Current tax assets and liabilities are measured at the amount expected to be recovered or paid to the taxation authorities based on the taxable income for the year, using tax rates enacted or substantively enacted at the balance date. Deferred tax The deferred tax expense is the movement in the temporary differences between the carrying amount of an asset or liability in the consolidated statement of financial position and its tax base. Deferred tax liabilities are recognised for all taxable temporary differences. Deferred tax assets, including unused tax losses, are recognised in relation to deductible temporary differences and carried forward income tax losses only to the extent that it is probable sufficient future taxable profits will be available to utilise them. Deferred tax assets and liabilities are not recognised for taxable temporary differences that arise from goodwill or from the initial recognition (other than in a business combination) of assets and liabilities in a transaction that affects neither accounting profit nor the taxable profit. The carrying amount of deferred tax assets is reviewed at each reporting date and reduced to the extent that it is no longer probable that sufficient taxable profit will be available to allow all or part of the deferred tax asset to be utilised. Deferred tax assets and liabilities are measured at the tax rates that are expected to apply in the period in which the liability is settled or the asset is realised, based on tax rates and laws that have been enacted or substantively enacted at the balance date. Tax consolidation Whitehaven Coal Limited and its wholly owned Australian resident subsidiaries formed a tax consolidated group with effect from 29 May 2007 and have therefore been taxed as a single entity from that date. Whitehaven Coal Limited is the head entity of the tax consolidated group. The entities within the tax consolidated group have entered into a tax sharing arrangement which provides for the allocation of income tax liabilities between the entities should the head entity default on its tax payment obligations. The entities within the tax consolidated group have also entered into a tax funding agreement. The Group has applied the Group allocation approach in determining the appropriate amount of current taxes and deferred taxes to allocate to its members. Under the terms of the tax-funding arrangement, Whitehaven Coal Limited and each of the entities in the tax consolidated group have agreed to pay (or receive) a tax equivalent payment to (or from) the head entity, based on the current tax liability or current tax asset of the entity. Whitehaven Coal Limited and the subsidiaries in the tax consolidated group continue to account for their own current and deferred tax amounts. The amounts are measured as if each entity in the tax consolidated group continues to be a standalone taxpayer in its own right. The current tax balances are then transferred to Whitehaven Coal Limited via intercompany balances. Significant accounting judgements, estimates and assumptions Deferred tax assets, including those arising from unrecouped tax losses, capital losses and temporary differences, are recognised only where it is considered probable that they will be recovered, which is dependent on the generation of sufficient future taxable profits. Assumptions about the generation of future taxable profits depend on management’s estimates of future cash flows. These rely on estimates of future production and sales volumes, operating costs, rehabilitation costs, capital expenditure, dividends and other capital management transactions. Judgements are also required about the application of income tax legislation. These judgements and assumptions are subject to risk and uncertainty, hence there is a possibility that changes in circumstances will alter expectations, which may impact the amount of deferred tax assets and liabilities recognised on the consolidated statement of financial position. Other tax losses and temporary differences not yet recognised may also require adjustment, resulting in a corresponding credit or charge to the consolidated statement of comprehensive income. Page 67 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 2.4. Earnings per share Basic earnings per share The calculation of basic earnings per share is based on the profit attributable to ordinary shareholders and a weighted average number of ordinary shares outstanding during the year calculated as follows: 2022 $’000 2021 $’000 Profit attributable to ordinary shareholders Net profit/(loss) attributable to ordinary shareholders ($‘000) 1,951,965 (543,914) Weighted average number of ordinary shares Issued ordinary shares at 1 July (000s) Effect of shares issued/(acquired) during the year (000s) Weighted average number of ordinary shares at 30 June (000s) 998,624 (10,820) 987,804 992,026 4,519 996,545 Basic earnings/(loss) per share attributable to ordinary shareholders (cents) 197.6 (54.6) Diluted earnings per share Diluted earnings per share is based on the profit attributable to ordinary shareholders and a weighted average number of ordinary shares outstanding adjusted for the diluting impact of potential equity instruments, calculated as follows: 2022 $’000 2021 $’000 Profit attributable to ordinary shareholders (diluted) Net profit/(loss) attributable to ordinary shareholders (diluted) ($’000) 1,951,965 (543,914) Weighted average number of ordinary shares (diluted) Weighted average number of ordinary shares (basic) (000s) Effect of performance rights on issue (000s) Weighted average number of ordinary shares (diluted) (000s) 987,804 12,603 996,545 -1 1,000,407 996,545 Diluted earnings/(loss) per share attributable to ordinary shareholders (cents) 195.1 (54.6) 1 In FY21, the potential ordinary shares are anti-dilutive and therefore diluted earnings per share has not been calculated. Not included within the basic and diluted earnings per share calculation are the 34,020,000 milestone shares which are restricted from receiving dividend payments. Page 68 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 3. Working capital and cash flows 3.1. Trade and other receivables Current Trade receivables Other receivables and prepayments Receivables due from other investors in joint operations Non-current Other receivables and prepayments Recognition and measurement 2022 $’000 600,700 28,549 28,210 657,459 2021 $’000 95,715 39,476 18,972 154,163 7,298 11,785 Trade receivables, which generally have between 5 and 21 day terms, are recognised initially at fair value and subsequently measured at amortised cost using the effective interest method, less any allowance for impairment. Recoverability of trade receivables is reviewed on an ongoing basis. 3.2. Inventories Coal stocks1 Consumables and stores 1 Coal stocks include run-of-mine and product coal. Recognition and measurement 2022 $’000 119,282 37,757 2021 $’000 138,071 37,859 157,039 175,930 Inventories are measured at the lower of cost and net realisable value. Net realisable value is the estimated selling price in the ordinary course of business, less the estimated costs of completion and selling expenses. The cost of coal inventories is determined using a weighted average basis. Cost includes direct material, overburden removal, mining, processing, labour, mine rehabilitation costs incurred in the extraction process and other fixed and variable overhead costs directly related to mining activities. Stockpiles are measured by estimating the number of tonnes added and removed from the stockpile. The tonnes of contained coal are based on assay data, and the estimated recovery percentage is based on the expected processing method. Stockpile tonnages are verified by periodic surveys. Page 69 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 3.3. Trade and other payables Current Trade payables Other payables and accruals Non-current Other payables 2022 $’000 59,948 301,949 361,897 2021 $’000 78,808 152,460 231,268 48,464 46,269 Included within current and non-current other payables and accruals is the deferred consideration payable for the acquisition of EDF Trading Australia Pty Limited and the deferred consideration for the acquisition of the 1% private royalty over the Narrabri Coal mine from Anglo Pacific Group plc (APG). Recognition and measurement Trade and other payables are initially recognised at fair value and subsequently measured at amortised cost when goods and services are received, whether or not billed to the Group, prior to the end of the reporting period. Short- term trade and other payables are not discounted. The amounts are unsecured and are usually paid within 30 days of recognition. Long-term trade and other payables are discounted to their present value based on expected future cash flows. The unwinding effect of discounting trade and other payables is recorded as a finance cost in the consolidated statement of comprehensive income. Page 70 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 3.4. Reconciliation of cash flows from operating activities Profit/(loss) for the period Adjustments for: Depreciation and amortisation Impairment losses Amortisation of deferred development costs Development costs deferred Amortisation of finance facility upfront costs Non-cash interest expense accruals Foreign exchange (gains)/losses unrealised Unwinding of discounts on provisions Share-based compensation payments Cash-settled share-based payments Gain on sale of non-current assets Subtotal Change in trade and other receivables Change in inventories and deferred stripping Change in trade and other payables Change in provisions and employee benefits Change in tax payable Change in deferred taxes Cash flows from operating activities Recognition and measurement Note 2.2 4.1 4.1 4.4 5.5(a) 2022 $’000 2021 $’000 1,951,965 (543,914) 238,881 - 10,953 (101,605) 16,458 (5,448) (17,281) 4,178 9,234 - (1,905) 2,105,430 (498,811) (4,641) 133,331 (7,430) 551,830 250,114 2,529,823 260,662 650,000 56,615 (94,578) 14,495 1,341 5,316 3,269 6,995 (517) (3,680) 356,004 (26,414) (422) 38,955 (17,263) 12,967 (225,062) 138,765 Cash and cash equivalents comprise cash at bank and in hand and short-term deposits. For the purpose of the consolidated statement of cash flows, cash and cash equivalents are equal to the balance disclosed in the consolidated statement of financial position. Page 71 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 4. Resource assets and liabilities 4.1. Property, plant and equipment Year ended 30 June 2022 Cost Balance at 1 July 2021 Additions Purchase of Narrabri private royalty1 Freehold land Plant and equipment Leased plant and equipment Mining property and development Subtotal Deferred development Deferred stripping Subtotal Total $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 178,801 1,087,916 610,668 3,178,746 5,056,131 561,935 2,888,397 3,450,332 8,506,463 5,661 52,153 60,584 72,999 191,397 101,605 447,153 548,758 740,155 - - - 36,565 36,565 - - - - - - 36,565 (55,436) Disposals (2,138) (4,037) (48,955) (306) (55,436) Balance at 30 June 2022 182,324 1,136,032 622,297 3,288,004 5,228,657 663,540 3,335,550 3,999,090 9,227,747 Accumulated depreciation and impairment Balance at 1 July 2021 Depreciation charge for the year Disposals Balance at 30 June 2022 Carrying amount at 30 June 2022 (5,335) (444,313) (332,172) (992,996) (1,774,816) (518,424) (2,882,810) (3,401,234) (5,176,050) - - (60,566) (96,142) (74,755) (231,463) (10,953) (431,040) (441,993) (673,456) 4,037 44,263 306 48,606 - - - 48,606 (5,335) (500,842) (384,051) (1,067,445) (1,957,673) (529,377) (3,313,850) (3,843,227) (5,800,900) 176,989 635,190 238,246 2,220,559 3,270,984 134,163 21,700 155,863 3,426,847 1 On 14th October 2021, the Company entered into an agreement to acquire the 1% private royalty over the Narrabri Coal mine held by Anglo Pacific Group plc (APG) with effect from 31 December 2021. Upon acquisition, the Group recognised an asset of $36.6 million representing the consideration payable. This will unwind over the life of the Narrabri mine. Page 72 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 Year ended 30 June 2021 Cost Balance at 1 July 2020 Additions Transfers Disposals Balance at 30 June 2021 Freehold land Plant and equipment Leased plant and equipment Mining property and development Subtotal Deferred development Deferred stripping Subtotal Total $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 144,078 1,088,567 614,939 3,224,657 5,072,241 467,357 2,496,740 2,964,097 8,036,338 9,688 21,873 33,917 11,105 76,583 94,578 391,657 486,235 562,818 25,035 - - (25,035) - - (22,524) (38,188) (31,981) (92,693) - - - - - - - (92,693) 178,801 1,087,916 610,668 3,178,746 5,056,131 561,935 2,888,397 3,450,332 8,506,463 Accumulated depreciation and impairment Balance at 1 July 2020 Depreciation charge for the year Impairment Disposals Balance at 30 June 2021 Carrying amount at 30 June 2021 - (412,581) (253,572) (608,080) (1,274,233) (169,116) (2,437,995) (2,607,111) (3,881,344) - (54,224) (109,132) (96,272) (259,628) (56,615) (392,605) (449,220) (708,848) (5,335) - - (288,644) (293,979) (292,693) (52,210) (344,903) (638,882) - 22,492 30,532 - 53,024 - - - 53,024 (5,335) (444,313) (332,172) (992,996) (1,774,816) (518,424) (2,882,810) (3,401,234) (5,176,050) 173,466 643,603 278,496 2,185,750 3,281,315 43,511 5,587 49,098 3,330,413 Impairment Year-ended 30 June 2022 Based on the impairment analysis performed at 30 June 2022, no impairment loss was recognised. Where there is an indicator that previously recognised impairment losses may no longer exist or may have decreased, the asset is tested for impairment. The impairment loss is reversed if there has been a change in the estimates used to determine the recoverable amount of the asset and is reversed only to the extent that the carrying amount of the asset does not exceed the carrying amount that would have been determined, net of depreciation and amortisation, had no impairment loss been recognised. As the FY21 impairment was recognised on the basis of a reduction in JORC reserves at Narrabri and revisions to mine conditions at Werris Creek, no impairment reversal was recognised in FY22. Refer to Significant accounting judgements, estimates and assumptions for further details in relation to the recoverable amount of assets. Year-ended 30 June 2021 Based on the impairment analysis performed at 30 June 2021, the Group identified impairments of $638.9 million. The FY21 impairment charge was allocated to the following:  Narrabri ($548.7 million) due to the reduction in the JORC Coal Reserves on the current Narrabri Mining Lease, arising out of an optimisation plan which has been developed to focus on the production of higher quality coal over the balance of mine life  Werris Creek ($90.2 million) due to revisions to its mine plan and uncertainties for this market segment After the adoption of conservative price assumptions considering the uncertainties in coal markets. Page 73 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 Leased plant and equipment disclosures All right-of-use assets recognised as ‘Leased plant and equipment’ above in note 4.1 relate to the plant and equipment classification. The cost relating to variable lease payments that do not depend on an index or a rate amounted to $32,600,000 in the year ended 30 June 2022 (2021: $27,981,000). The cost relating to leases with a contract term of less than twelve months amounted to $14,822,000 for the year ended 30 June 2022 (2021: $6,261,000). A maturity analysis of lease liabilities is shown in Note 5.3(c). Recognition and measurement Property, plant and equipment Mining property and development Property, plant and equipment are measured at cost less accumulated depreciation and any accumulated impairment losses. Cost includes expenditure that is directly attributable to the acquisition of the items and costs incurred in bringing assets into use. Subsequent expenditure is capitalised when it is probable that the future economic benefits associated with the expenditure will flow to the Group. Depreciation Depreciation and amortisation is charged to the consolidated statement of comprehensive income on a units of production basis for mine specific assets, including mining property and development, deferred development and deferred stripping. All remaining assets are depreciated on a straight line basis at the rates indicated below. Depreciation commences on assets when they are deemed capable of operating in the manner intended by management.  Freehold land  Plant and equipment  Leased plant Not depreciated 2% – 50% 3% – 20% and equipment  Mining property and development, deferred development and deferred stripping Units of production The residual value, the useful life and the depreciation method applied to an asset are reassessed at least annually. Any changes are accounted for prospectively. When an asset is surplus to requirements or no longer has an economic value, the carrying amount of the asset is written down to its recoverable amount. Mine property and development assets include costs transferred from exploration and evaluation assets once technical feasibility and commercial viability of an area of interest are demonstrable. After transfer, all subsequent mine development expenditure is similarly capitalised, to the extent that commercial viability conditions continue to be satisfied. The costs of dismantling and site rehabilitation are capitalised, if the recognition criteria is met and included within mining property and development. Biodiversity assets are included within mining property and development and relate to land acquired and managed to fulfil the biodiversity obligations associated with mine approval. The cost of the land is capitalised as a mining property and development asset which is subsequently depreciated via the units of production method. Leased plant and equipment The Group has lease contracts for various items of plant, machinery and other equipment used in its operations. At the inception of a contract, the Group assesses whether a contract is, or contains, a lease based on the right to use or control an identified asset for a period of time, in exchange for consideration. At the commencement date of the lease, the Group recognises a lease liability and a corresponding right-of- use asset. The lease liability is initially recognised for the present value of non-cancellable lease payments discounted using the interest rate implicit in the lease or, if that rate cannot be readily determined, the Group’s incremental borrowing rate. The right-of-use asset is initially measured at cost, which comprises the initial amount of the lease liability plus any initial direct costs incurred and an estimate of costs to dismantle and remove the underlying asset. Page 74 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 The right-of-use asset is depreciated to the earlier of the asset’s useful life or the lease term using the straight line method and is recognised in the statement of comprehensive income in depreciation and amortisation. Where the lease transfers ownership of the underlying asset to the Group by the end of the lease term, the right-of-use asset is depreciated from the commencement date to the end of the useful life of the underlying asset. The unwinding of the financial charge on the lease liability is recognised in the statement of comprehensive income in financial expenses, and is based on the implied interest rate or, if used, the Group’s incremental borrowing rate. The Group does not recognise leases that have a lease term of 12 months or less, or are of low value, as a right- of-use asset or lease liability. Lease payments associated with these leases are recognised as an expense in the consolidated statement of comprehensive income in operating expenses on a straight line basis over the lease term. Deferred development Deferred development mainly comprises capitalised costs (deferred development expenditure) related to underground mining incurred to expand the capacity of an underground mine and to maintain production. Deferred stripping Expenditure incurred to remove overburden or waste material during the production phase of an open cut mining operation is deferred to the extent it gives rise to future economic benefits. This expenditure is charged to operating costs on a units of production basis using the estimated average stripping ratio for the area being mined. Changes in estimates of average stripping ratios are accounted for prospectively. The stripping activity asset is subsequently depreciated on a units of production basis over the life of the identified component of the ore body that became more accessible as a result of the stripping activity. For the purposes of assessing impairment, deferred stripping assets are grouped with other assets of the relevant cash generating unit (CGU). Impairment The carrying amounts of the Group’s non-financial assets are reviewed at each balance date to determine whether there is any indication of impairment. If any such indication exists, the asset’s recoverable amount is estimated. For intangible assets that have indefinite lives or that are not yet available for use, the recoverable amount is estimated at each reporting date. For the purpose of impairment testing, assets are grouped together into the smallest group of assets that generates cash inflows from continuing use, and which are largely independent of the cash inflows of other assets or groups of assets – the CGU. The recoverable amount of an asset or CGU is the greater of its value in use and its fair value less costs of disposal (‘FVLCD’). In assessing FVLCD, the estimated future cash flows are discounted to their present value using a pre-tax discount rate that reflects current market assessments of the time value of money and the risks specific to the asset. An impairment loss is recognised whenever the carrying amount of an asset or its CGU exceeds its recoverable amount. In accordance with AASB 136 Impairment of Assets, impairment losses have been allocated such that the carrying value of individual assets within the Group’s CGU were not reduced below their recoverable amount. Page 75 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 Significant accounting judgements, estimates and assumptions If thermal coal is displaced in Asia either more rapidly or more slowly than our forecasts anticipate, or if supply reinvestment takes place more slowly than necessary to meet Asia’s demand, then the resulting supply overhang or supply shortfall could result in commodity prices which are lower or higher. Operating costs and capital expenditure Operating costs and capital expenditure are based on the latest budgets and forecasts and longer term life of mine plans. These projections can include expected operating performance improvements reflecting management experience and expectations. Discount rate The discount rate is derived using the weighted average cost of capital methodology adjusted for any risks that are not reflected in the underlying cash flows. A real post-tax discount rate is applied to post-tax cash flows. Mineral reserves and resources The estimated quantities of economically recoverable Reserves and Resources are based on interpretations of geological and geophysical models, which require assumptions to be made of factors such as estimates of future operating performance, future capital requirements and short and long-term coal prices. The Group is required to determine and report Reserves and Resources under the Australian Code for Reporting Mineral Resources and Ore Reserves December 2012 (the JORC Code). The JORC Code requires the use of reasonable investment assumptions to calculate reserves and resources. Changes in reported Reserves and Resources can impact the carrying value of property, plant and equipment, as well as provisions for rehabilitation and the amount charged for amortisation and depreciation. Recoverable amount of assets At the end of each period, the Group assesses whether there is any indication that an asset may be impaired. If any such indication exists, the Group estimates the recoverable amount of the asset. The recoverable amount of the CGU and individual assets are determined based on value-in-use calculations. These calculations require the use of estimates and assumptions. Expected future cash flows used to determine the recoverable value of tangible assets are inherently uncertain and could materially change over time. They are affected by a number of factors including reserves and expected production and sales volumes together with economic factors, such as spot and future coal prices, discount rates, foreign currency exchange rates, estimates of costs to produce reserves, stripping ratio, production rates and future capital expenditure. It is possible that these assumptions may change, which could impact the estimated life of a mine and result in a material adjustment to the carrying value of tangible assets. The recoverable amount of the CGU is sensitive to the below key assumptions: Demand for fossil fuels/coal price The recoverable value of the Group’s Coal Reserves and of its plant and equipment is most sensitive to future USD coal prices and the AUD:USD foreign exchange rate, which together impact the AUD price that the company receives for the sale of its products in the global energy and steel manufacturing complexes. In assessing coal prices, we considered our latest internal forecasts and coal pricing assumptions from recognised commodity consultants. In determining their coal price forecasts, the commodity consultants considered scenarios from the International Energy Agency (IEA). The recoverability of assets has been assessed by undertaking scenario analysis to better understand and assess external risks to our business and inform strategic decision making including against the independent externally verifiable scenarios of the International Energy Agency (IEA) Stated Policies Scenario (STEPS) and Sustainable Development Scenario (SDS). Scenario analysis is not the same as forecasting: it is a mechanism that uses scenarios, in some cases with dramatic deviations from a base case and with varying degrees of profitability, to test business resilience and to frame consequential financial outcomes. Page 76 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 4.2. Exploration and evaluation Exploration and evaluation assets Balance at 1 July 2021 Exploration and evaluation expenditure Balance at 30 June 2022 Balance at 1 July 2020 Exploration and evaluation expenditure Balance at 30 June 2021 Recognition and measurement Exploration and evaluation assets, including the costs of acquiring licences, are capitalised on an area of interest basis and only after the Company has obtained the legal rights to explore the area. Exploration and evaluation assets are only recognised if the rights of the area of interest are current and either: i) The expenditures are expected to be recouped through successful development and exploitation of the area of interest, or ii) Activities in the area of interest have not (at the reporting date) reached a stage that permits a reasonable assessment of the existence or otherwise of economically recoverable reserves, and active and significant operations in, or in relation to, the area of interest are continuing. $’000 613,508 33,781 647,289 591,343 22,165 613,508 Exploration and evaluation assets are assessed for impairment if: i) ii) Sufficient data exists to determine technical feasibility and commercial viability, and Facts and circumstances suggest that the carrying amount exceeds the recoverable amount. For the purposes of impairment testing, exploration and evaluation assets are not allocated to CGUs. Where a potential impairment is indicated, an assessment is performed for each area of interest or at the CGU level, in line with the assessment disclosed at note 4.1. To the extent that capitalised expenditure is not expected to be recovered, it is charged to the consolidated statement of comprehensive income. Once the technical feasibility and commercial viability of the extraction of mineral resources in an area of interest are demonstrable, exploration and evaluation assets attributable to that area of interest are first tested for impairment and then reclassified to mining property and development assets within property, plant and equipment. Significant accounting judgements, estimates and assumptions The application of the Group’s accounting policy for exploration and evaluation expenditure requires judgement in determining whether future economic benefits are likely, which may be based on assumptions about future events or circumstances. Estimates and assumptions made may change if new information becomes available. If, after expenditure is capitalised, information becomes available indicating that the recovery of expenditure is unlikely, the amount capitalised is written off in the consolidated statement of comprehensive income in the period when the new information becomes available. The recoverability of the carrying amount of exploration and evaluation assets is dependent on the successful development and commercial exploitation or sale of the respective areas of interest. Page 77 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 4.3. Intangible assets Balance at 1 July 2021 Additions Balance at 30 June 2022 Balance at 1 July 2020 Impairment2 Balance at 30 June 2021 Water access rights Rail access rights1 $’000 11,828 352 12,180 11,828 - 11,828 $’000 - - - 11,118 (11,118) - Total $’000 11,828 352 12,180 22,946 (11,118) 11,828 1 As part of the agreement to cancel previously existing infrastructure sharing arrangements, Whitehaven agreed to pay 10.1% of the construction cost of the shared portion of the Boggabri-Maules Creek rail spur. In return, Whitehaven received access to rail tonnes on the joint rail spur. Impairment relates to rail rights which are no longer expected to be utilised. 2 Recognition and measurement Water access rights The Group holds water access rights, which have been determined to have an indefinite life. The water access rights have been recognised at cost and are assessed annually for impairment. 4.4. Provisions Movement in mine rehabilitation and biodiversity obligations provisions Balance at 1 July 2021 Payments made on rehabilitation and biodiversity activities Change in cost estimates Unwinding of discount Balance at 30 June 2022 Current Non-current Balance at 30 June $’000 222,212 (12,920) 45,507 4,178 258,977 2021 $’000 18,423 203,789 222,212 2022 $’000 16,461 242,516 258,977 Under the terms of its mining licenses and project approvals, the Group is required to comply with certain rehabilitation and biodiversity obligations. The Group maintains provisions for these rehabilitation and biodiversity requirements. The Group continues to assess estimates of these obligations as further developments occur and additional commitments arise that may be required to settle its obligations. However, based on current estimates, any potential changes to these obligations and commitments in addition to those already recognised in the financial statements are not financially significant to the Group. Page 78 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 Recognition and measurement Provisions are recognised when:  the Group has a present legal or constructive obligation as a result of a past event  tt is probable that resources will be expended to settle the obligation  the amount of the provision can be measured reliably. Mine rehabilitation and closure Provisions are made for the estimated cost of rehabilitation relating to areas disturbed during the mine’s operation up to reporting date but not yet rehabilitated. The nature of rehabilitation activities includes dismantling and removing operating facilities, recontouring and topsoiling the mine, and restoration, reclamation and revegetation of affected areas. Provision has been made in full for all disturbed areas at the reporting date based on current estimates of costs to rehabilitate such areas, discounted to their present value based on expected future cash flows. The obligation to rehabilitate arises at the commencement of the mining project and/or when the environment is disturbed at the mining location. At this point, the provision is recognised as a liability with a corresponding asset included in mining property and development assets. Additional disturbances or changes in the rehabilitation costs are reflected in the present value of the rehabilitation provision, with a corresponding change in the cost of the associated asset. In the event the restoration provision is reduced, the cost of the related asset is reduced by an amount not exceeding its carrying value. The unwinding of the effect of discounting the provision is recorded as a finance cost in the consolidated statement of comprehensive income. The carrying amount capitalised as a part of mining property and development assets is depreciated over the useful life of the related asset. For closed mines, changes to estimated costs are recognised immediately in the consolidated statement of comprehensive income. The amount of the provision relating to rehabilitation of environmental disturbance caused by ongoing production and extraction activities is recognised in the consolidated statement of comprehensive income as incurred. Biodiversity obligations The Group has, under the terms of certain mining licenses, obligations to perform works to establish or upgrade biodiversity offset areas and to set aside and maintain those areas. Provisions are made for the estimated cost of the Group’s biodiversity obligations based on current estimates of certain activities that the Group has committed to perform. These costs are discounted to their present value based on expected future cash flows. The provision is recognised as a liability with a corresponding asset included in mining property and development assets. The unwinding of the effect of discounting the provision is recorded as a finance cost in the consolidated statement of comprehensive income. The carrying amount capitalised as a part of mining property and development is depreciated via the units of production method. Significant accounting judgements, estimates and assumptions Significant estimates and assumptions are made in determining the provision for mine rehabilitation and biodiversity as there are numerous factors that will affect the ultimate liability payable. These factors include estimates of the extent and costs of rehabilitation activities and biodiversity, technological changes, regulatory changes, cost increases and changes in discount rates. Those uncertainties may result in future actual expenditure differing from the amounts currently provided. The provisions at balance date represent management’s best estimate of the present value of the future rehabilitation and biodiversity costs required. Page 79 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 5. Capital structure and financing 5.1. Interest-bearing liabilities Current liabilities Lease liabilities Secured loans – ECA facility Capitalised borrowing costs Non-current liabilities Senior bank facility Lease liabilities Secured loans – ECA facility Capitalised borrowing costs Financing facilities Facilities utilised at reporting date 2022 $’000 71,665 9,470 (3,292) 77,843 2021 $’000 72,191 9,796 (6,871) 75,116 - 688,000 130,825 38,730 (2,701) 166,854 244,697 190,729 48,200 (9,332) 917,597 992,713 1,250,690 1,320,916 250,690 1,008,916 Facilities not utilised at reporting date 1,000,000 312,000 Financing activities during the financial year During the current year, $728 million of debt drawn under the senior bank facility was repaid (30 June 2021: $60 million) and $40 million was redrawn (30 June 2021: $110 million). The Group repaid $9.8 million of the ECA facility during the year (30 June 2021: $10.1 million) and $nil was drawn down (30 June 2021: $nil). The senior bank facility and the ECA facilities are secured via a fixed and floating charge over the majority of the Group’s assets. Under the facility, the Group is subject to compliance with gearing, net worth and interest coverage financial covenants. Included within current and non-current lease liabilities are leases recognised in accordance with AASB 16 Leases of $24,725,000 and $42,281,000 respectively (30 June 2021: $33,743,000 and $55,244,000 respectively). Lease liabilities are secured over the leased assets to which they relate. The fair values of loans and borrowings materially approximate their respective carrying values as at 30 June 2022 and 30 June 2021. Recognition and measurement All loans and borrowings are initially recognised at the fair value of the consideration received less directly attributable transaction costs. After initial recognition, interest-bearing loans and borrowings are subsequently measured at amortised cost using the effective interest method. Refer to note 4.1 for the recognition and measurement policy for lease liabilities. Page 80 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 5.2. Finance income and expense Recognised in the statement of comprehensive income Interest income Finance income Interest expense on lease liabilities Interest on drawn debt facility Other financing costs Interest and financing costs Net interest expense Unwinding of discounts on provisions Amortisation of finance facility upfront costs Other finance expenses Net finance expense Recognised directly in equity Net change in cash flow hedges Income tax effect Finance expense recognised directly in other comprehensive income, net of tax 2022 $’000 1,464 1,464 (9,322) (10,266) (18,691) (38,279) (36,815) (4,178) (14,368) (18,546) 2021 $’000 228 228 (11,906) (20,865) (13,100) (45,871) (45,643) (3,269) (13,102) (16,371) (55,361) (62,014) (88) 26 (62) (15,146) 4,544 (10,602) Recognition and measurement Finance income comprises interest income on funds invested and foreign currency gains. Interest income is recognised as it accrues, using the effective interest method. Finance expenses comprise interest expense on borrowings, unwinding of the discount on provisions, changes in the fair value of financial assets at fair value through profit or loss, impairment losses recognised on financial assets, and losses on hedging instruments that are recognised in profit or loss. All borrowing costs are recognised in the consolidated statement of comprehensive income using the effective interest method, except where capitalised as part of a qualifying asset. Foreign currency gains and losses are reported on a net basis. Page 81 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 5.3. Financial risk management objectives and policies a) Overview The Group’s overall risk management program seeks to mitigate risks and reduce the volatility of its financial performance. Financial risk management is carried out centrally by Group Treasury and monitored by the Group’s Audit & Risk Management Committee under policies approved by the Board of Directors. The Committee reports regularly to the Board on its activities and also reviews policies and systems regularly to reflect changes in market conditions and the Group’s activities. The Group’s principal financial risks are associated with:  market risk  credit risk  liquidity risk. b) Capital management The Board’s policy is to maintain a strong capital base so as to maintain investor, creditor and market confidence and to sustain future development of the business. The Group defines capital as the total of shareholders’ equity and debt. The Board manages its capital structure and makes adjustments in light of changes to economic conditions and the requirements of the financial covenants. To maintain or adjust the capital structure, the Group may adjust the dividend payment to shareholders, return capital to shareholders, seek waivers or restructure its arrangements with its financiers or issue new shares. The Group monitors capital using a gearing ratio, which is net debt divided by total capital plus net debt. There were no changes in the Group’s approach to capital management during the year. The Group’s gearing ratio is calculated as net debt divided by total equity plus net debt. Interest-bearing liabilities Less cash and cash equivalents Net cash/(debt) Equity Equity and net debt Gearing ratio 1 Calculated including lease liabilities under AASB 16 Leases of $88,987,000. 2022 $’000 (244,697) 1,215,460 970,763 4,211,634 3,240,871 2021 $’000 (992,713) 95,202 (897,511) 2,705,738 3,603,249 n/a 25%1 Page 82 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 c) Risk exposures and responses Market risk - foreign currency risk The Group is exposed to currency risk on sales, purchases and demurrage that are denominated in a currency other than the respective functional currency of the Group, the Australian dollar (AUD). The currency in which these transactions primarily are denominated is US dollars (USD). The Group may use forward exchange contracts (FECs) to hedge its currency risk in relation to contracted sales where both volume and US dollar price are fixed. In respect of other monetary assets and liabilities denominated in foreign currencies, the Group ensures that its net exposure is kept to an acceptable level by buying and selling foreign currencies at spot rates when necessary to address short-term imbalances. During the current year ended 30 June 2022, a net foreign exchange gain of $7.6 million was recognised (30 June 2021: net foreign exchange loss of $4.3 million). The Group designates its forward exchange contracts in cash flow hedges and measures them at fair value. The fair value of forward exchange contracts used as hedges at 30 June 2022 was a $7.8 million liability (30 June 2021: $7.7 million liability), comprising assets and liabilities that were recognised as derivatives. At 30 June 2022, the Group had the following financial instruments that were not designated in cash flow hedges that were exposed to foreign currency risk: Cash and cash equivalents Trade and other receivables Trade and other payables Net statement of financial position exposure The following exchange rates applied during the year: Fixed-rate instruments USD Sensitivity analysis 2022 $’000 USD 147,409 4,904 (34,205) 118,108 2021 $’000 USD 19,310 28,159 (8,416) 39,053 Average rate Reporting date spot rate 2022 0.7258 2021 0.7468 2022 0.6889 2021 0.7518 A change of 10% in the Australian dollar against the following currencies at 30 June would have increased/(decreased) equity and pre-tax profit or loss by the amounts shown below. The analysis assumes that all other variables, in particular interest rates, remain constant. 30 June 2022 AUD:USD strengthening by 10% AUD:USD weakening by 10% 30 June 2021 AUD:USD strengthening by 10% AUD:USD weakening by 10% Equity Profit or (loss) $’000 $’000 1,978 (19,684) 7,916 (9,634) (15,586) 19,049 (4,722) 5,772 Page 83 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 Market risk - interest rate risk The Group‘s borrowings comprise both variable and fixed rate instruments. The variable rate borrowings expose the Group to the risk of changes in cash flows due to the changes in interest rates. Management analyses interest rate exposure on an ongoing basis. The interest rate profile of the Group‘s interest-bearing financial instruments at the reporting date was: Fixed rate instruments Lease liabilities Variable rate instruments Financial assets Financial liabilities Carrying amount 2022 $’000 2021 $’000 (202,490) (262,920) (202,490) (262,920) 1,215,460 (48,201) 95,202 (745,996) 1,167,259 (650,794) Sensitivity analysis for variable rate instruments A change of 100 basis points (bp) in interest rates at the reporting date would have increased/(decreased) equity and profit or loss by the amounts shown below. This analysis assumes that all other variables, in particular foreign currency rates, remain constant. 30 June 2022 100bp increase 100bp decrease 30 June 2021 100bp increase 100bp decrease Equity Profit or (loss) $’000 $’000 - - - - 11,673 (11,673) (6,508) 6,508 Market risk - commodity price risk The Group’s major commodity price exposure is to the price of coal. The Group has chosen not to hedge against the movement in coal prices. Credit risk Credit risk is the risk that a counterparty will not meet its obligations under a financial instrument or customer contract, leading to a financial loss. The Group is exposed to credit risk from its financial assets, including trade receivables, deposits with banks and other financial institutions, foreign exchange transactions and other financial instruments. Maximum exposure is equal to the carrying amount of the financial assets, as outlined below. Page 84 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 Exposure to credit risk The Group’s maximum exposure to credit risk at the reporting date was: Cash and cash equivalents Trade and other receivables Derivative financial instruments Investments Note 3.1 5.3(d) 5.3(e) Carrying amount 2022 $’000 1,215,460 600,700 105 856 2021 $’000 95,202 95,715 - 37 1,817,121 190,954 The Group’s maximum exposure to credit risk for trade receivables at the reporting date by geographic region was: Asia Australia Europe Trade receivables 564,062 36,630 8 600,700 84,405 11,310 - 95,715 The Group‘s exposure to credit risk is influenced mainly by the individual characteristics of each customer. The demographics of the Group’s customer base, including the default risk of the industry and country in which customers operate, has less of an influence on credit risk. Approximately 43.4% of the Group’s revenue is attributable to sales transactions with three customers (2021: 40.5% with three customers). The Group trades only with recognised, creditworthy third parties and generally does not require collateral with respect to trade receivables. Receivable balances are monitored on an ongoing basis and as a result the exposure to bad debts is not significant. The Group recognised an impairment loss for trade receivables of $nil during the year ended 30 June 2022 (2021: $nil). The aging of the Group’s trade receivables at the reporting date was: Not past due Past due 0-30 days Past due 31-120 days Past due 121 days to one year More than one year Guarantees Gross 2022 $’000 598,217 2,064 419 - - Gross 2021 $’000 91,517 3,958 240 - - 600,700 95,715 The policy of the Group is to provide bank guarantees for bonding requirements associated with mining operations, infrastructure assets and other purposes such as security of leased premises. Guarantees are provided under the senior secured bank facility, secured bilateral bank guarantee facilities and unsecured bank facilities. Details of outstanding guarantees are provided in note 7.4. Page 85 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 Liquidity risk Liquidity risk is the risk that the Group will not be able to meet its financial obligations as they fall due. The Group’s approach to managing liquidity is to ensure, as far as possible, that it will always have sufficient liquidity to meet its liabilities when due, under both normal and stressed conditions, without incurring unacceptable losses or risking damage to the Group’s reputation. Typically, the Group ensures that it has sufficient cash on demand to meet all expected operational expenses as and when due, including the servicing of financial obligations. This excludes the potential impact of extreme circumstances that cannot reasonably be predicted, such as natural disasters. The following are the contractual undiscounted maturities of financial liabilities, including estimated interest payments: 30 June 2022 Carrying amount Contractual cash flows 6 months or less 6-12 months 1-2 years 2-5 years More than 5 years $’000 $’000 $’000 $’000 $’000 $’000 $’000 Financial liabilities Lease liabilities Secured loans Trade and other payables Forward exchange contracts: Outflow Inflow 202,490 232,440 38,072 40,532 48,296 48,201 410,361 50,657 5,174 412,239 354,309 208,283 208,672 176,337 (200,510) (200,510) (168,270) 5,124 7,248 209 (212) 10,121 20,426 68,910 23,746 30,256 16,077 16,049 (16,014) (16,014) 36,630 6,492 - - - 668,825 703,498 405,622 52,901 78,906 122,947 43,122 30 June 2021 Carrying amount Contractual cash flows 6 months or less 6-12 months 1-2 years 2-5 years More than 5 years $’000 $’000 $’000 $’000 $’000 $’000 $’000 Financial liabilities Lease liabilities 262,920 300,961 42,754 38,588 76,453 103,441 39,725 Senior bank facility 688,000 688,000 - 57,996 277,537 61,463 5,593 279,843 231,602 - 5,212 - - 688,000 10,298 16,115 27,243 32,126 Secured loans Trade and other payables Forward exchange contracts: Outflow Inflow - 13,117 - - - 209,885 209,957 157,715 4,001 16,115 32,126 (202,200) (202,200) (154,210) (3,984) (14,669) (29,337) 1,294,138 1,338,024 283,454 43,817 104,312 853,599 52,842 Page 86 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 d) Net fair values The following table provides the fair value measurement hierarchy of the Group’s financial assets and financial liabilities as at 30 June 2022 and 30 June 2021.  Level 1: measurements based on quoted prices (unadjusted) in active markets for identical assets or liabilities  Level 2: measurements based on inputs other than quoted prices included within level 1 that are observable for the asset or liability, either directly (as prices) or indirectly (derived from prices)  Level 3: measurements based on inputs for the asset or liability that are not based on observable market data (unobservable inputs). The Group held the following financial instruments carried at fair value in the consolidated statement of financial position: 30 June 2022 $’000 Level 1 $’000 Level 2 $’000 Level 3 $’000 Assets measured at fair value Equity shares Forward exchange contracts - receivable Liabilities measured at fair value Forward exchange contracts - payable Assets measured at fair value Equity shares Forward exchange contracts - receivable Liabilities measured at fair value Forward exchange contracts - payable 856 105 961 (7,878) (7,878) - - - - - 30 June 2021 $’000 Level 1 $’000 37 - 37 (7,685) (7,685) - - - - - - 105 105 (7,878) (7,878) Level 2 $’000 - - - (7,685) (7,685) 856 - 856 - - Level 3 $’000 37 - 37 - - The fair value of derivative financial instruments are derived using valuation techniques based on observable market inputs, such as forward currency rates, at the end of the reporting period. The amounts disclosed in the consolidated statement of financial position are the fair values and are classified under level 2 in the fair value measurement hierarchy. During the period the Group entered into forward exchange contracts to hedge some foreign exchange risk. A number of these contracts remained open at 30 June 2022. The carrying values of financial assets and financial liabilities recorded in the financial statements materially approximates their respective net fair values, determined in accordance with the accounting policies disclosed in notes 3.1, 3.3 and 5.1 to the financial statements. Page 87 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 e) Financial assets and liabilities by categories Financial assets Cash and cash equivalents Trade and other receivables Investments Other financial assets1 Total financial assets 2022 Amortised cost Note $’000 3.1 5.3(d) 5.3(d) 1,215,460 664,757 - - 1,880,217 1 Other financial assets at 30 June 2022 include $0.1 million relating to derivatives in designated hedges. Financial liabilities Trade and other payables Loans and borrowings Other financial liabilities2 Total financial liabilities 2022 Amortised cost1 Note $’000 3.3 5.1 5.3(d) 410,361 244,697 - 655,058 2021 Amortised cost $’000 95,202 165,948 - - 261,150 2021 Amortised cost1 $’000 277,537 992,713 - 1,270,250 Other1 $’000 - - 856 105 961 Other2 $’000 - - 7,878 7,878 Other1 $’000 - - 37 - 37 Other2 $’000 - - 7,685 7,685 1 Loans at amortised cost are non-derivatives with fixed or determinable payments and are not quoted on an active market. Loans and payables are valued at amortised cost. 2 Other financial liabilities include $7.9 million (2021: $7.7 million) relating to derivatives in designated hedges. f) Changes in liabilities arising from financing activities As at 1 July Outflows from secured loans Outflows from lease liabilities Net (outflows)/inflows from senior bank facility Increase/(Decrease) in lease liabilities As at 30 June Consisting of: Current loans and borrowings1 Non-current loans and borrowings2 1 Current loans and borrowings does not include capitalised borrowing costs of $3,292,000 (2021: $6,871,000) 2 Non-current loans and borrowings does not include capitalised borrowing costs of $2,701,000 (2021: $9,332,000). The Group classifies interest paid as cash flows from operating activities. 30 June 2022 30 June 2021 $’000 $’000 1,008,916 1,052,720 (9,795) (76,673) (688,000) 16,242 (10,119) (82,738) 50,000 (947) 250,690 1,008,916 81,135 169,555 81,987 926,929 Page 88 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 Recognition and measurement Financial assets Derivatives and hedge accounting: The Group classifies its financial assets into the following categories: those to be measured subsequently at fair value (either through other comprehensive income, or profit or loss) and those to be held at amortised cost. Classification depends on the business model for managing the financial assets and the contractual terms of the cash flows. At initial recognition, the Group measures a financial asset at its fair value. The Group uses derivative financial instruments to hedge its risks associated with foreign currency and interest rate fluctuations arising from operating activities. Such derivative financial instruments are initially recognised at fair value as at the date on which a derivative contract is entered into and are subsequently remeasured at fair value. Derivatives are carried as financial assets when the fair value is positive and as financial liabilities when the fair value is negative. Financial liabilities Financial liabilities are classified, at initial recognition, as financial liabilities at fair value through profit or loss, loans and borrowings, payables, or derivatives designated as hedging instruments. All financial liabilities are recognised initially at fair value. The Group’s financial liabilities include trade and other payables, loans and borrowings and derivative financial instruments. Cash flow hedges: The effective portion of the gain or loss on the hedging instrument is recognised in other comprehensive income in the cash flow hedge reserve. To the extent that the hedge is ineffective, changes in fair value are recognised in profit or loss. Amounts taken to other comprehensive income are transferred out of other comprehensive income and included in the measurement of the hedged transaction when the forecast transaction occurs. Hedge accounting is discontinued prospectively when a hedging instrument expires, or is sold or terminated, or when a hedge no longer meets the criteria for hedge accounting. The cumulative gain or loss previously recognised in other comprehensive income remains in other comprehensive income until the forecast transaction occurs. Page 89 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 5.4. Share capital and reserves a) Share capital Fully paid ordinary share capital 1,032,644,232 3,013,661 2022 2021 Number of shares $’000 Number of shares $’000 Ordinary share capital at the beginning of the period 1,032,644,232 3,013,661 1,026,045,885 3,003,964 Shares issued Share buy-back1 Transfer of shares by share plan Shares purchased by share plan - - 6,598,347 (76,372,580) (362,568) - - 4,124 (12,879) - - - 6,268 - 4,766 (1,337) Ordinary share capital at the end of the period 956,271,652 2,642,338 1,032,644,232 3,013,661 1 Includes share trade entered into on 30 June 2022 for 738,311 shares totalling $3,587,970, which was settled and paid on 4 July 2022. At 30 June 2022, a trust on behalf of the Company held 2,502,186 ordinary fully paid shares in the Company (30 June 2021: 4,123). During the year, 1,611,937 of these shares were transferred to performance rights plan recipients and 4,110,000 purchased by the share plan. These were purchased during the year for the purpose of allowing the Group to satisfy performance rights to certain management of the Group. Refer to note 5.5 for further details on the performance rights plan. Terms and conditions of issued capital Ordinary shares are classified as equity. Fully paid ordinary shares carry one vote per share (either in person or by proxy) at a meeting of the Company and carry the right to receive dividends as declared. In the event of a winding up of the Company, fully paid ordinary shares carry the right to participate in the proceeds from the sale of all surplus assets in proportion to the number of and amounts paid up on shares held. Under the terms of the acquisition of Boardwalk Resources Limited, 34,020,000 ordinary shares are subject to a restriction deed, which removes their entitlement to vote, receive dividends as declared or participate in the proceeds from the sale of all surplus assets. These restrictions will be released on reaching certain milestones. Incremental costs directly attributable to the issue of ordinary shares and share options are recognised as a deduction from equity, net of any related income tax benefit. b) Nature and purpose of reserves Hedge reserve The hedging reserve comprises the effective portion of the cumulative change in the fair value of cash flow hedging instruments related to hedged transactions that have not yet occurred. Share-based payment reserve The share-based payment reserve is used to record the value of share-based payments provided to Director-related entities and senior employees under share option and long-term incentive plans. Refer to note 5.5 for further details of these plans. c) Dividends Dividends of $79,890,000 were paid to shareholders during the year ended 30 June 2022 (2021: $nil). On 25 August 2022, the Directors declared a fully franked final dividend of 40 cents per share totalling $368.9 million to be paid on 16 September 2022. Dividend franking account As at 30 June 2022, $nil franking credits were available to shareholders of Whitehaven Coal Limited (30 June 2021: $nil). When the final dividend is paid on 16 September 2022, the franking account will be in a deficit balance until the Group’s FY22 tax liability is paid in full to the ATO on 1 December 2022, returning the account to a credit balance. Page 90 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 5.5. Share-based payments a) Recognised share-based payment expenses Employee expenses Share options and performance rights – senior employees Recognition and measurement: 2022 $’000 9,234 2021 $’000 6,995 The grant date fair value of options and performance rights granted to employees is recognised as an expense, with a corresponding increase in equity, over the period in which the employees become unconditionally entitled to the equity instruments. The amount recognised is adjusted to reflect the actual number of instruments that vest, except for those that fail to vest due to market conditions not being met. Once the instruments have vested, no further expenses are recognised nor reserves reversed in respect to costs already charged. However, where the share rights or options have lapsed after vesting, the Group transfers the equivalent amount of the cumulative cost for the lapsed awards from the share-based payments reserve to another component of equity. b) Types of share-based payment plans Performance right and option grant to CEO and senior employees The Company issued performance rights to the CEO and senior employees under the Company’s medium and long-term incentive (MTI and LTI) programs in FY21 and FY22. The terms and conditions of the grant are as follows: Performance rights MTI LTI tranche 1 LTI tranche 2 LTI tranche 3 LTI tranche 4 Total 2022 2021 Number of instruments Vesting date Number of instruments Vesting date 2,424,720 30 June 2024 2,948,107 30 June 2023 671,499 30 June 2024 909,933 30 June 2023 671,499 30 June 2025 909,928 30 June 2024 1,764,165 30 June 2024/251 2,305,625 30 June 2023/241 421,171 30 June 2025 485,768 30 June 2024 5,953,054 7,559,361 1 To the extent that the Costs Hurdle Award is satisfied at the end of the year of testing, 50% of the awards will vest and become exercisable immediately and the remaining 50% will continue on foot, subject to a further one year service condition. The performance rights are subject to a performance measure linked to relative total shareholder return (TSR), a Costs Hurdle and a Strategic Priority Delivery (SPD) metric. The TSR performance measure compares the TSR performance of the Company with the TSR performance of the S&P ASX 100 index. The Costs Hurdle performance measure relates to the Company achieving a cost per tonne target referenced to the industry first quartile. The SPD performance measure drives a focus on the efficient delivery of long-term projects that directly impact shareholder value. The Company must also achieve positive TSR performance before any vesting of SPD rights. Detailed disclosures of LTI outcomes against the target are provided in the Remuneration Report. The table below details the outcomes of MTI awards that were tested in FY22 (or for which the test period concluded on 30 June 2022) and the results of the relevant test: MTI Year Test Type 2019 2019 Relative TSR Costs Target Hurdle Performance 68th percentile 75th percentile Outcomes Vested 86.84% 100% Lapsed 13.16% 0% Page 91 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 c) Movement in options and performance rights The following table illustrates the number and weighted average exercise prices of, and movements in, options and performance rights during the year: Outstanding at beginning of period Exercised during the period Granted during the period Forfeited during the period Lapsed during the period Outstanding at 30 June Exercisable at 30 June Weighted average exercise price Number of options/rights Weighted average exercise price Number of options/rights 2022 $0.17 $0.72 $0.00 $0.00 $0.78 $0.00 $0.00 2022 14,178,517 (1,393,492) 6,805,5611 (1,605,058) (1,868,527) 16,117,001 32,549 2021 $0.59 $0.00 $0.00 $0.19 $1.34 $0.17 $0.92 2021 14,230,664 (2,605,673) 8,338,2272 (1,606,826) (4,177,875) 14,178,517 1,095,626 1 2 Includes 852,507 performance rights granted during the year under the FY21 STI scheme. Includes 643,067 performance rights granted during the year under the FY20 STI scheme. The outstanding balance as at 30 June 2022 is represented by: Options/performance rights over ordinary shares Number Exercise price Dates exercisable between Performance rights Performance rights Performance rights Performance rights Performance rights Performance rights Outstanding at 30 June 2022 18,983 3,095 235,805 2,399,798 6,788,764 6,670,556 16,117,001 $nil $nil $nil $nil $nil $nil 30 June 2022 - 13 August 2026 30 June 2022 - 31 August 2027 30 June 2022 - 27 October 2028 30 June 2022 - 28 October 2029 30 June 2022 - 31 October 2030 25 August 2022 - 31 October 2031 During the year ended 30 June 2022, 830,531 share options and 562,961 performance rights were exercised (2021: nil share options and 2,605,673 performance rights). The weighted average remaining contractual life of share options and performance rights outstanding at 30 June 2022 is 8.6 years (2021: 7.9 years). Page 92 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 d) Option pricing models The fair value of performance rights granted under the LTI and MTI programs with a TSR performance hurdle is measured using a Monte Carlo simulation model incorporating the probability of the performance hurdles being met. The fair value of performance rights with the non-market performance hurdle (costs target) is measured using the Black-Scholes option pricing formula. The fair value of options with a TSR performance hurdle and non-market performance hurdle is measured using a combination of the Monte Carlo simulation model and Binomial Option Pricing methods. The following table lists the inputs to the models used for the years ended 30 June 2022 and 30 June 2021: Rights 2022 Performance hurdle Grant date Vesting date Fair value at grant date Share price Expected volatility MTI TSR MTI Cost LTI TSR LTI TSR LTI Cost LTI LTI Cost TSR/Strategic Objectives 26 Nov 21 26 Nov 21 26 Nov 21 26 Nov 21 26 Nov 21 26 Nov 21 26 Nov 21 30 Jun 24 30 Jun 24 30 Jun 24 30 Jun 25 30 Jun 24 30 Jun 25 30 Jun 25 $1.78 $2.44 40% $2.44 $2.44 40% $1.78 $2.44 40% $1.80 $2.44 40% $2.44 $2.44 40% $2.44 $2.44 40% $1.85 $2.44 40% Performance right life 10 years 10 years 10 years 10 years 10 years 10 years 10 years Risk-free interest rate 0.40% 0.40% 0.40% 0.74% 0.40% 0.74% 0.74% 2021 Performance hurdle Grant date Vesting date Fair value at grant date Share price Expected volatility MTI TSR MTI Cost Rights LTI TSR LTI TSR LTI Cost LTI LTI Cost TSR/Strategic Objectives 4 Dec 20 4 Dec 20 4 Dec 20 4 Dec 20 4 Dec 20 4 Dec 20 4 Dec 20 30 Jun 23 30 Jun 23 30 Jun 23 30 Jun 24 30 Jun 23 30 Jun 24 30 Jun 24 $0.91 $1.61 40% $1.61 $1.61 40% $0.91 $1.61 40% $0.97 $1.61 40% $1.61 $1.61 40% $1.61 $1.61 40% $1.09 $1.61 40% Performance right life 10 years 10 years 10 years 10 years 10 years 10 years 10 years Risk-free interest rate 0.12% 0.12% 0.12% 0.14% 0.12% 0.14% 0.14% All share-based payments for existing employees are equity settled. Page 93 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 6. Group structure 6.1. Group’s subsidiaries The below is a list of the Group’s subsidiaries, all of which are incorporated in Australia unless otherwise noted: Ownership interest 2022 2021 Ownership interest 2022 2021 Parent entity Whitehaven Coal Limited Subsidiaries Whitehaven Coal Mining Limited1 100% 100% Maules Creek Coal Pty Ltd1 Namoi Mining Pty Ltd1 100% 100% Boardwalk Resources Limited1 Namoi Agriculture & Mining Pty Ltd 100% 100% Boardwalk Coal Management Pty Ltd1 Betalpha Pty Ltd1 100% 100% Boardwalk Coal Marketing Pty Ltd1 Tarrawonga Coal Pty Ltd1 100% 100% Boardwalk Sienna Pty Ltd1 Tarrawonga Coal Sales Pty Ltd2 100% 100% Boardwalk Monto Pty Ltd1 Whitehaven Coal Holdings Pty Ltd1 100% 100% Boardwalk Dingo Pty Ltd1 Whitehaven Coal Infrastructure Pty Ltd1 100% 100% Boardwalk Ferndale Pty Ltd1 Narrabri Coal Australia Pty Ltd2 100% 100% Coalworks Limited1 Narrabri Coal Pty Ltd1 100% 100% Yarrawa Coal Pty Ltd1 Narrabri Coal Operations Pty Ltd1 100% 100% Loyal Coal Pty Ltd Narrabri Coal Sales Pty Ltd1 100% 100% Ferndale Coal Pty Ltd Creek Resources Pty Ltd1 100% 100% Coalworks (Oaklands North) Pty Ltd1 Werris Creek Coal Sales Pty Ltd1 100% 100% CWK Nominees Pty Ltd1 Werris Creek Coal Pty Ltd1 100% 100% Oaklands Land Pty Ltd1 WC Contract Hauling Pty Ltd1 100% 100% Coalworks (Vickery South) Pty Ltd1 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 92.5% 92.5% 92.5% 92.5% 100% 100% 100% 100% 100% 100% 100% 100% Whitehaven Blackjack Pty Ltd1 100% 100% Coalworks Vickery South Operations Pty Ltd1 100% 100% Whitehaven Project Pty Ltd1 100% 100% Vickery South Marketing Pty Ltd1 Whitehaven Employee Share Plan Pty Ltd1 100% 100% Vickery South Operations Pty Ltd1 Whitehaven WS Pty Ltd2 Aston Resources Limited1 Aston Coal 2 Pty Ltd1 Aston Coal 3 Pty Ltd1 100% 100% Vickery South Pty Ltd1 100% 100% Vickery Coal Pty Ltd2 100% 100% Winchester South WS Pty Ltd 100% 100% Winchester South Coal Operations Pty Ltd2 100% 100% 1 These subsidiaries entered into a Class Instrument 2016/785 dated 28 September 2016 and related deed of cross guarantee with Whitehaven Coal Limited. Refer to Note 6.4 for further information. 2 These subsidiaries entered into a Class Instrument 2016/785 dated 24 June 2020 and related deed of cross guarantee with Whitehaven Coal Limited. Refer to Note 6.4 for further information. Recognition and measurement Subsidiaries are entities controlled by the Company. Control exists when the Company is exposed to, or has rights to, variable returns from its involvement with an entity and has the ability to affect those returns through its power over the entity. The financial statements of subsidiaries are included in the consolidated financial statements from the date on which control commences until that control ceases. All intercompany balances and transactions have been eliminated in preparing the consolidated financial statements. Page 94 | Whitehaven Coal Annual Report 2022 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% Notes to the consolidated financial statements For the year ended 30 June 2022 6.2. Interest in joint operations The Group has interests in the following joint operations that are measured in accordance with the terms of each arrangement, which are in proportion to the Group’s interest in each asset, liability, income and expense of the joint operations: Narrabri Coal Joint Venture1 Maules Creek Joint Venture1 Dingo Joint Venture1 Ferndale Joint Venture1 Boggabri-Maules Creek Rail Spur Joint Venture1 Maules Creek Marketing Pty Ltd2 Boggabri-Maules Creek Rail Pty Ltd2 Country of incorporation Australia Australia Ownership interest and voting rights 2022 77.5% 75% 70% 92.5% 39% 75% 39% 2021 77.5% 75% 70% 92.5% 39% 75% 39% 1 These entities have been classified as joint operations under AASB 11 Joint Arrangements, as these joint arrangements are not structured through separate vehicles. 2 The joint operations above operate as the sales and marketing vehicles or manager of the related unincorporated joint operations and require joint consent from all joint venture partners on all significant management and financial decisions. The Group recognises its share of assets, liabilities, revenues and expenses of the above entities as joint operations under AASB 11 Joint Arrangements. Recognition and measurement Joint arrangements are arrangements in which two or more parties have joint control. Joint control is the contractually agreed sharing of control over an arrangement, which exists only when decisions about relevant strategic and/or key operating decisions require the unanimous consent of the parties sharing control. The consolidated financial statements of the Group include its share of the assets and liabilities, revenues and expenses arising jointly or otherwise from those operations, and its revenue derived from the sale of its share of goods and services from the joint operation. All such amounts are measured in proportion to the Group’s interest in the joint operation. Significant accounting judgements, estimates and assumptions The Group assesses whether it has the power to direct the relevant activities of the investee by considering the rights it holds with respect to the work program and budget approval, investment decision approval, voting rights in joint operating committees and changes to joint arrangement participant holdings. Where the Group has joint control, judgement is also required to assess whether the arrangement is a joint operation or a joint venture. 6.3. Parent entity information Information relating to Whitehaven Coal Limited Current assets Total assets Current liabilities Total liabilities Issued capital Retained earnings Share-based payments reserve Total shareholders’ equity Loss of the parent entity1 Total comprehensive loss of the parent entity Company 2022 $’000 504,802 2,321,112 - - 2,780,095 (473,850) 14,867 2021 $’000 302,100 2,759,914 - - 3,142,664 (394,963) 12,213 2,321,112 2,759,914 (2,812) (2,812) (654,191) (654,191) 1 Included within the loss for the year ended 30 June 2022 is a charge of $nil (FY21: $650 million) relating to impairment of investments in subsidiaries. Refer to note 2.2 for details of impairment of the underlying assets. Page 95 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 6.4. Deed of cross guarantee Pursuant to ASIC Corporations Instrument 2016/785 dated 28 September 2016, the wholly owned subsidiaries listed in Note 6.1 (refer footnote 1) are relieved from the Corporations Act 2001 (Cth) requirements for the preparation, audit and lodgement of financial reports, and directors’ reports. It is a condition of the Class Order that the Company and each of the subsidiaries enter into a deed of cross guarantee (the ‘Deed’). The effect of the Deed is that the Company guarantees to each creditor payment of any debt in full in the event of winding up of any of the subsidiaries under certain provisions of the Corporations Act 2001 (Cth). If a winding up occurs under other provisions of the Corporations Act 2001 (Cth), the Company will only be liable in the event that after six months any creditor has not been paid in full. The subsidiaries have also given similar guarantees in the event that the Company is wound up. The Company and each of the relevant subsidiaries entered into the Deed on 27 June 2008 with subsequent assumption deeds entered into on 27 June 2012, 25 June 2013 and 24 June 2020. The following consolidated statement of comprehensive income and statement of financial position comprises the Company and its controlled entities which are party to the Deed (‘Closed Group’) after eliminating all transactions between parties to the Deed. Statement of comprehensive income Profit/(loss) before tax Income tax (expense)/benefit Profit/(loss) after tax Other comprehensive income Items that may be reclassified subsequently to profit or loss Net movement on cash flow hedges Income tax effect Other comprehensive income/(loss) for the period, net of tax Closed Group 2022 $’000 2,765,893 (813,928) 2021 $’000 (768,195) 224,281 1,951,965 (543,914) (88) 26 (62) (15,146) 4,544 (10,602) Total comprehensive income/(loss) for the period, net of tax 1,951,903 (554,516) Statement of financial position Assets Cash and cash equivalents Trade and other receivables Inventories Derivatives Total current assets Trade and other receivables Investments Property, plant and equipment Exploration and evaluation Intangible assets Derivatives Total non-current assets Total assets 1,215,375 659,392 157,039 31 95,117 156,096 175,930 - 2,031,837 427,143 7,298 856 3,426,550 647,289 12,180 74 11,785 37 3,330,116 613,508 11,828 - 4,094,247 3,967,274 6,126,084 4,394,417 Page 96 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 Statement of financial position Liabilities Trade and other payables Interest-bearing liabilities Employee benefits Income tax payable Provisions Derivatives Total current liabilities Non-current liabilities Other payables Interest-bearing liabilities Deferred tax liabilities Provisions Derivatives Total non-current liabilities Total liabilities Net assets Issued capital Share-based payments reserve Hedge reserve Retained earnings Equity 6.5. Related parties Compensation to Executive KMP and Non-Executive Directors of the Group Short-term employee benefits Contributions to superannuation plans Share-based compensation payments Total compensation Closed Group 2022 $’000 361,894 77,843 33,987 551,830 16,461 7,774 2021 $’000 231,265 75,116 31,926 - 18,423 3,485 1,049,789 360,215 48,464 166,854 405,169 242,516 104 863,107 1,912,896 4,213,188 2,639,938 14,867 (5,441) 1,563,824 4,213,188 2022 $’000 5,817 183 3,087 9,087 46,269 917,597 155,055 203,789 4,200 1,326,910 1,687,125 2,707,292 3,011,261 12,213 (5,379) (310,803) 2,707,292 2021 $’000 5,052 172 2,028 7,252 Page 97 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 7. Other notes 7.1. Employee benefits Consolidated statement of comprehensive income Wages and salaries Contributions to superannuation plans Other associated personnel expenses Increase in liability for annual leave Increase in liability for long service leave Share-based compensation payments Consolidated statement of financial position Salaries and wages accrued Liability for long service leave Liability for annual leave 2022 $’000 205,975 14,236 8,976 3,614 112 9,234 2021 $’000 189,259 13,223 6,432 1,542 19 6,995 242,147 217,470 7,832 449 25,706 33,987 9,497 337 22,092 31,926 Recognition and measurement Wages, salaries, annual leave and sick leave Liabilities for wages, salaries, annual leave and sick leave are recognised in respect of employees’ services up to the reporting date. They are measured at the amounts expected to be paid when the liabilities are settled – that is, at undiscounted amounts based on remuneration wage and salary rates including related on-costs, such as workers’ compensation insurance and payroll tax. Long-term service benefits Liabilities for long service leave and other long-term benefits are recognised and measured at the present value of the estimated future cash outflows resulting from employees’ services provided up to the reporting date. Long-term benefits not expected to be settled within twelve months are discounted using the rates attached to high quality corporate bonds at the reporting date, which most closely match the maturity dates of the related liability. Defined contribution superannuation funds Obligations for contributions to defined contribution superannuation funds are recognised as an expense in the consolidated statement of comprehensive income as incurred. Page 98 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 7.2. Auditor’s Remuneration Auditors of the Company - Ernst & Young (Australia) Fees to the auditor for Audit and review of statutory financial statements of the parent covering the Group Audit of joint operations Total audit services Other assurance services where there is discretion as to whether the service is provided by the auditor or another firm Review of National Greenhouse and Energy Reporting Act 2007 requirements Debt capital markets assurance services Total other assurance services Other services Other non-audit services Total other services Total auditor’s remuneration 7.3. Commitments a) Capital expenditure commitments Contracted for but not provided for and payable: Within one year1 1 There were no commitments for capital expenditure beyond one year. 2022 $ 602,315 343,685 2021 $ 573,028 326,972 946,000 900,000 115,000 209,741 324,741 - - 60,000 - 60,000 - - 1,270,741 960,000 2022 $’000 2021 $’000 42,598 10,027 Page 99 | Whitehaven Coal Annual Report 2022 Notes to the consolidated financial statements For the year ended 30 June 2022 7.4. Contingencies a) Bank guarantees The Group provided bank guarantees to: i) ii) iii) iv) v) government departments as a condition of continuation of mining and exploration licences rail capacity providers port capacity providers electricity network access supplier other 2022 $’000 256,468 25,529 156,564 20,493 3,688 2021 $’000 276,330 29,339 137,046 22,470 3,367 462,742 468,552 b) Other As previously reported, representative proceedings were commenced against the Group on 21 December 2018 in the Supreme Court of Queensland by Nathan Tinkler as representative applicant. The proceedings were brought on behalf of a number of parties who were issued with Milestone Shares (subject to restrictions on voting and transfer until various development milestones are met) in Whitehaven Coal Limited in May 2012. The proceedings have since been transferred to the Supreme Court of New South Wales and the representative applicant has been replaced by Les & Zelda Investments Pty Ltd (ACN 148 907 573) as Trustee for the Les & Zelda Family Trust. The pleadings make various allegations against the Group in relation to the Milestone Shares. The Group denies those allegations. The proceedings are ongoing, and no trial date has yet been set. Other than the above, there are a number of legal and potential claims against the Group that have arisen in the ordinary course of business. The Group does not believe that these matters will result in any material adverse outcome based on information currently available. 7.5. Subsequent events In the interval between the end of the financial year and the date of this report there has not arisen any item, transaction or event of a material or unusual nature likely, in the opinion of the Directors of the Company, to affect significantly the operations of the Group, the results of those operations, or the state of affairs of the Group, in future financial years, other than the following:  Subsequent to the end of the financial year, the Directors declared a fully franked final dividend of 40 cents per share totalling $368.9 million to be paid on 16 September 2022.  John Conde has advised that he will not stand for re-election at the Company’s Annual General Meeting on 26 October 2022. Page 100 | Whitehaven Coal Annual Report 2022 Directors’ declaration Notes to the consolidated financial statements For the year ended 30 June 2022 For the year ended 30 June 2022 In accordance with a resolution of the directors of Whitehaven Coal Limited, I state that: In the opinion of the Directors: (a) The financial statements and notes of Whitehaven Coal Limited are in accordance with the Corporations Act 2001 (Cth), including: (i) Giving a true and fair view of the consolidated entity’s financial position as at 30 June 2022 and of its performance for the year ended on that date, and (ii) Complying with Australian Accounting Standards (including the Australian Accounting Interpretations) and the Corporations Regulations 2001 (b) The financial statements and notes also comply with International Financial Reporting Standards as disclosed in note 1 (c) There are reasonable grounds to believe that the Company will be able to pay its debts as and when they become due and payable (d) This declaration has been made after receiving the declarations required to be made to the Directors in accordance with section 295A of the Corporations Act 2001 (Cth) for the financial year ending 30 June 2022 (e) As at the date of this declaration, there are reasonable grounds to believe that the members of the Closed Group identified in note 6.4 will be able to meet any obligations or liabilities to which they are or may become subject, by virtue of the Deed of Cross Guarantee. On behalf of the Board The Hon. Mark Vaile AO Chairman Paul Flynn Managing Director Sydney 25th August 2022 Page 101 | Whitehaven Coal Annual Report 2022 Independent Auditor’s report Independent Auditor’s report For the year ended 30 June 2022 For the year ended 30 June 2022 Page 102 | Whitehaven Coal Annual Report 2022 Independent Auditor’s report For the year ended 30 June 2022 Page 103 | Whitehaven Coal Annual Report 2022 Independent Auditor’s report For the year ended 30 June 2022 Page 104 | Whitehaven Coal Annual Report 2022 Independent Auditor’s report For the year ended 30 June 2022 Page 106 | Whitehaven Coal Annual Report 2022 ASX additional information Additional information required by the Australian Securities Exchange Limited Listing Rules and not disclosed elsewhere in this report is set out below. Shareholdings Substantial shareholders The number of shares recorded as owned by substantial shareholders and their associates in the most recent substantial shareholder notices advised to the Company by these shareholders are set out below: Shareholder JPMorgan Chase & Co. Dimensional Entities Voting rights Ordinary shares Refer to note 5.4 in the financial statements Options There are no voting rights attached to the options. Distribution of equity security holders Category 1 - 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001 and over Percentage of capital held Number of ordinary shares held Date of substantial shareholder notice 6.72% 5.08% 64,306,391 48,633,676 18 Aug 2022 12 Jul 2022 Number of equity security holders % of Units 6,833 7,689 2,771 3,056 248 20,597 0.35 2.17 2.24 8.89 86.35 100.00 There are no holders of options over ordinary shares. The number of shareholders holding less than a marketable parcel of ordinary shares is 468. Page 107 | Whitehaven Coal Annual Report 2022 Securities exchange The Company is listed on the Australian Securities Exchange. Other information Whitehaven Coal Limited, incorporated and domiciled in Australia, is a publicly listed company limited by shares. Twenty largest shareholders (legal ownership) Name HSBC CUSTODY NOMINEES (AUSTRALIA) LTD J P MORGAN NOMINEES AUSTRALIA PTY LIMITED CITICORP NOMINEES PTY LTD BNP PARIBAS NOMS PTY LTD NEWECONOMY COM AU NOMINEES PTY LIMITED <900 ACCOUNT> AET SFS PTY LTD BNP PARIBAS NOMINEES PTY LTD NATIONAL NOMINEES LIMITED HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED - A/C 2 BRISPOT NOMINEES PTY LTD WARBONT NOMINEES PTY LTD BNP PARIBAS NOMINEES PTY LTD HUB24 CUSTODIAL SERV LTD BNP PARIBAS NOMS PTY LTD BNP PARIBAS NOMINEES PTY LTD HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED GSCO ECA UBS NOMINEES PTY LTD ECAPITAL NOMINEES PTY LIMITED INVIA CUSTODIAN PTY LIMITED HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED NATIONAL NOMINEES LIMITED This information is current as at 18 August 2022. Number of ordinary shares held Percentage of capital held 174,060,388 173,735,018 168,680,027 58,282,858 28,775,901 26,678,979 22,903,567 22,672,308 21,126,181 7,972,428 5,967,895 5,652,370 5,121,828 4,704,189 4,409,572 4,212,567 3,195,786 3,100,889 2,959,602 2,697,760 746,910,113 18.20 18.17 17.64 6.09 3.01 2.79 2.40 2.37 2.21 0.83 0.62 0.59 0.54 0.49 0.46 0.44 0.33 0.32 0.31 0.28 78.11 Page 108 | Whitehaven Coal Annual Report 2022 This page is intentionally left blank. Page 109 | Whitehaven Coal Annual Report 2022 Measured Resource (A) Indicated Resource (B) Measured + Indicated (A + B) Inferred Resource (C) Competent Person Report Date Resources and Reserves Whitehaven Coal Limited – Coal Resources – August 2022 Tenement Maules Creek Open Cut* Narrabri North Underground** Narrabri South Underground** Tarrawonga Open Cut Tarrawonga Underground Werris Creek Open Cut CL375 AUTH346 ML1701 ML1719 ML1609 EL6243 EL5967 ML1579 ML1685 ML1693 EL5967 ML1579 ML1685 ML1693 ML1563 ML1672 Rocglen Open Cut ML1620 Rocglen Underground Vickery Open Cut Vickery Underground ML1620 CL316 EL4699 EL5831 EL7407 EL8224 ML1464 ML1471 ML1718 349 127 144 33 10 4.2 2 - 230 - 174 143 169 17 15 523 270 313 50 25 0.2 4.4 3 3 165 95 6 3 395 95 44 - 8 13 14 - 0.2 1 110 135 Winchester South MDL 183 340 330 670 445 Gunnedah Open Cut Gunnedah Underground ML1624 EL5183 CCL701 ML1624 EL5183 CCL701 Bonshaw Open Cut EL6450 EL6587 Ferndale Open Cut EL7430 Ferndale Underground Oaklands North Open Cut Pearl Creek Open Cut*** Total Coal Resources EL7430 EL6861 EPC862 7 2 - 103 - 110 - 1462 47 138 4 135 - 260 15 1713 54 140 4 238 - 89 24 7 134 73 370 580 15 3175 33 1710 1. Darryl Stevenson, 2. Jorham Contreras, 3. Benjamin Thompson, 4. Troy Turner. * Maules Creek Joint Venture - Whitehaven owns 75% share. ** Narrabri Joint Venture - Whitehaven owns 77.5% share. *** Dingo Joint Venture - Whitehaven owns 70% share. # The Coal Resources for active mining areas are current to the pit surface as at the report date. Note: Figures reported are rounded which may result in small tabulation errors. Page 110 | Whitehaven Coal Annual Report 2022 1 2 2 3 3 3 3 3 2 2 4 3 3 3 3 3 3 3 Mar-22 Mar-22 Mar-22 Mar-22 Apr-14 Mar-22 Mar-19 Mar-15 Jul-15 Jul-15 Apr-22 Jun-14 Jun-14 Jun-14 Jan-13 Jan-13 Jun-14 Aug-20 Whitehaven Coal Limited – Coal Reserves – August 2022 Tenement Proved Probable Total Proved Probable Total Recoverable Reserves Marketable Reserves Competent Person 300 120 420 260 100 370 Maules Creek Open Cut* CL375 AUTH346 Narrabri North Underground** Narrabri South Underground** ML1609 EL6243 Tarrawonga Open Cut EL5967 ML1579 ML1685 ML1693 64 92 18 Werris Creek Open Cut ML1563 ML1672 3.3 5 5 9 - 69 97 27 64 90 15 3.3 3.3 4 6 7 - Vickery Open Cut CL316 EL4699 EL7407 - 200 200 - 178 Winchester South MDL 183 270 110 380 160 Rocglen Open Cut ML1620 - - - - 55 - TOTAL COAL RESERVES 747 449 1196 592 350 1. Doug Sillar, 2. James Smith. 67 96 22 3.3 178 215 - 951 Report Date Mar-22 Mar-22 Mar-22 Mar-22 Mar-22 Mar-15 Apr-22 1 2 2 1 1 1 1 1 * Maules Creek Joint Venture - Whitehaven owns 75% share. Recoverable Reserves for the Maules Creek open cut mine include approximately 30Mt of coal located in an area identified in the mine’s project approvals as a vegetated buffer corridor between the mine and the neighbouring Boggabri mine. These project approvals require a suitable alternate corridor to be approved prior to mining of the coal in this corridor. The company is progressing work on potential alternatives to this corridor in conjunction with the owners of the Boggabri mine. ** Narrabri Joint Venture - Whitehaven owns 77.5% share. # The Coal Reserves for active mining areas are current as at report date. ## Coal Reserves are quoted as a subset of Coal Resources. ### Marketable Reserves are based on geological modeling of the anticipated yield from Recoverable Reserves. Note: Figures reported are rounded which may result in small tabulation errors. Information in this report that relates to Coal Resources and Coal Reserves is based on and accurately reflects reports prepared by the competent person named beside the respective information. Darryl Stevenson, Jorham Contreras and Benjamin Thompson are all geologists with Whitehaven Coal. Troy Turner is a full time employee of Xenith Consulting Pty Ltd. Doug Sillar is a full time employee of RPM Advisory Services Pty Ltd. James Smith is a full time employee of Palaris Australia Ltd. Named competent persons consent to the inclusion of material in the form and context in which it appears. All competent persons named are Members of the Australasian Institute of Mining and Metallurgy and/or The Australian Institute of Geoscientists. They have the relevant experience in relation to reporting on mineralisation to qualify as competent persons as defined in the Australian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (The JORC Code, 2012 edition). Page 111 | Whitehaven Coal Annual Report 2022 Glossary ARTC Australian Rail Track Corporation ASEAN Association of Southeast Asian Nations bcm CHPP CV Bank cubic metre Coal Handling Preparation Plant Calorific value EBITDA Earnings Before Interest, Taxation, Depreciation and Amortisation ECA FEC FOB Export Credit Agency Forward Exchange Contract Free-on-Board FVLCD Fair Value Less Costs of Disposal FY21 FY22 HELE JORC Financial Year ending 30 June 2021 Financial Year ending 30 June 2022 High Energy Low Emissions Joint Ore Resources Committee Kcal/kg Kilo calories per kilogram KMP Key Management Personnel KPI kt LTI LW m Mt MTI Mtpa NAR NCIG NPAT PWCS ROM SIP STI t TFR TRIFR TSR Key Performance Indicator Thousand tonnes Long-Term Incentive Longwall Million Million tonnes Medium-Term Incentive Million tonnes per annum Net As Received basis Newcastle Coal Infrastructure Group Net profit after tax Port Waratah Coal Services Run-of-Mine Single Incentive Plan Short-Term Incentive Tonne Total Fixed Remuneration Total Recordable Injury Frequency Rate Total Shareholder Return VWAP Volume weighted average price Page 109 | Whitehaven Coal Annual Report 2022 Corporate directory Directors The Hon. Mark Vaile AO Chairman John Conde AO Deputy Chairman Dr Julie Beeby Non-Executive Director Paul Flynn Managing Director and CEO Lindsay Ward Non-Executive Director Fiona Robertson Non-Executive Director Raymond Zage Non-Executive Director Company Secretary Timothy Burt Registered and Principal Administrative Office Level 28, 259 George Street Sydney NSW 2000 P +61 2 8222 1100 F +61 2 8222 1101 Australian Business Number ABN 68 124 425 396 Stock Exchange Listing Australian Securities Exchange Limited ASX Code: WHC Auditor Ernst & Young Ernst & Young Centre Level 34, 200 George Street Sydney NSW 2000 P +61 2 9248 5555 F +61 2 9248 5959 Share Registry Computershare Investor Services Pty Limited GPO Box 2975 Melbourne Victoria 3001 Australia P 1300 855 080 (or +61 3 9415 4000) Country of Incorporation Australia Web address www.whitehavencoal.com.au Page 110 | Whitehaven Coal Annual Report 2022 Whitehaven Coal Level 28, 259 George Street Sydney NSW 2000 P +61 2 8222 1100 ASX Code: WHC whitehavencoal.com.au

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