1st Qtr Supp Info Part 2 of 2

BHP Billiton Limited 7 November 2001 BHP Billiton Limited is issuing this announcement to fulfil disclosure obligations arising from its secondary listing on the London Stock Exchange. The text of this release is identical to that issued by BHP Billiton Plc earlier. BHP BILLITON Supplementary Financial Information Previously Unreported Comparative Quarters Results for Fiscal 2001 Part 2 of 2 Supplementary Financial Information CARBON STEEL MATERIALS Quarter ended 31 December 2000 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) WA Iron Ore 257 122 17 105 8 Samarco (4) 50 13 - 13 - Total Iron Ore 307 135 17 118 8 Queensland (5) 298 106 16 90 228 Illawarra 64 13 4 9 2 Total 362 119 20 99 230 Metallurgical Coal Manganese 172 27 5 22 5 BoodarieTM Iron 14 (27) - (27) 6 Intra-divisional (10) (1) - (1) - adjustment Third party 9 - - - - products Total Carbon 854 253 42 211 249 - - Steel Quarter ended 31 March 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) WA Iron Ore 270 132 22 110 6 Samarco (4) 75 24 - 24 - Total Iron Ore 345 156 22 134 6 Queensland (5) 299 121 16 105 11 Illawarra 60 17 5 12 3 Total 359 138 21 117 14 Metallurgical Coal Manganese 99 26 7 19 6 BoodarieTM Iron 29 ( 29) - (29) 6 Intra-divisional (9) - - - - adjustment Third party 11 - - - - products Total Carbon 834 291 50 241 32 3 3 Steel Quarter ended 30 June 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) WA Iron Ore 266 137 22 115 9 Samarco (4) 47 19 - 19 - Total Iron Ore 313 156 22 134 9 Queensland (5) 324 114 14 100 44 Illawarra 75 27 3 24 6 Total Coking 399 141 17 124 50 Coal Manganese 158 39 7 32 10 BoodarieTM Iron 40 (35) - (35) 6 Intra-divisional (9) (1) - (1) - adjustment Third party 11 1 - 1 - products Total Carbon 912 301 46 255 75 1 1 Steel (1) EBITDA is earnings before interest, tax, and depreciation and amortisation (excluding exceptional items). (2) EBIT is earnings before interest and tax (excluding exceptional items). (3) Capex includes capital and investment expenditure and excludes capitalised interest and capitalised exploration. (4) Equity accounted investments. (5) Includes equity accounted results from QCT Resources Ltd which was acquired in November 2000 and ceased following equalisation with Mitsubishi in June 2001. Supplementary Financial Information STAINLESS STEEL MATERIALS Quarter ended 31 December 2000 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) Nickel 99 29 11 18 51 Chrome 106 18 6 12 7 Third 2 - - - - party products Total 207 47 17 30 58 2 2 Stainless Steel Quarter ended 31 March 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) Nickel 112 30 18 12 19 Chrome 78 (2) 7 (9) 9 Third 2 - - - - party products Total 192 28 25 3 28 - - Stainless Steel Quarter ended 30 June 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) Nickel 130 40 12 28 52 Chrome 78 (2) 9 (11) 15 Third 2 - - - - party products Total 210 38 21 17 67 1 1 Stainless Steel (1) EBITDA is earnings before interest, tax, and depreciation and amortisation (excluding exceptional items). (2) EBIT is earnings before interest and tax (excluding exceptional items). (3) Capex includes capital and investment expenditure and excludes capitalised interest and capitalised exploration. Supplementary Financial Information ENERGY COAL Quarter ended 31 December 2000 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) (4) Ingwe 280 95 24 71 17 New 104 33 8 25 15 Mexico COAL 21 (1) 4 (5) 5 Indonesia 53 15 8 7 - Colombia 6 (1) - (1) 169 Third 2 - - - - party products Total 466 141 44 97 206 2 - Energy Coal Quarter ended 31 March 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) Ingwe 264 88 22 66 1 New 99 32 9 23 10 Mexico COAL 35 8 4 4 4 Indonesia 49 13 7 6 - Colombia 35 9 - 9 - Third 13 1 - 1 - party products Total 495 151 42 109 15 - - Energy Coal Quarter ended 30 June 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) Ingwe 255 91 37 54 75 New 104 31 13 18 24 Mexico COAL 42 12 2 10 3 Indonesia 68 27 6 21 1 Colombia 42 8 - 8 - Third 71 5 - 5 - party products Total 582 174 58 116 103 1 1 Energy Coal (1) EBITDA is earnings before interest, tax, and depreciation and amortisation (excluding exceptional items). (2) EBIT is earnings before interest and tax (excluding exceptional items). (3) Capex includes capital and investment expenditure and excludes capitalised interest and capitalised exploration. (4) The December 2001 quarter includes US$2 million capitalised exploration. Supplementary Financial Information EXPLORATION, TECHNOLOGY AND NEW BUSINESS Quarter ended 31 December 2000 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) (4) (5) Ekati 48 31 6 25 4 Exploration 2 ( 14) 1 (15) 2 and Technology Total 50 17 7 10 6 13 12 Exploration, Technology and New Business Quarter ended 31 March 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) (4) (5) Ekati 66 41 6 35 8 Exploration 1 (22) 1 (23) 1 and Technology Total 67 19 7 12 9 14 14 Exploration, Technology and New Business Quarter ended 30 June 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) (4) (5) Ekati 62 36 7 29 389 Exploration 6 (59) 2 (61) - and Technology Total 68 (23) 9 (32) 389 23 37 Exploration, Technology and New Business (1)EBITDA is earnings before interest, tax, and depreciation and amortisation (excluding exceptional items). (2) EBIT is earnings before interest and tax (excluding exceptional items). (3) Capex includes capital and investment expenditure and excludes capitalised interest and capitalised exploration. (4) Includes capitalised exploration of (December 2000: US$1 million, March 2001: US$nil, June 2001: US$4 million) (5) The June 2001 quarter includes US$18 million exploration expenditure previously capitalised, now written off. Supplementary Financial Information OTHER ACTIVITIES Quarter ended 31 December 2000 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) Venezuela 8 (12) - (12) - HBI NAMD 264 10 3 7 5 Other 129 51 - 51 - businesses (4) Total 401 49 3 46 5 - - Other Activities Quarter ended 31 March 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) Venezuela 5 (10) - (10) 4 HBI NAMD 276 10 2 8 2 Other 91 42 2 40 - businesses (4) Total 372 42 4 38 6 - - Other Activities Quarter ended 30 June 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) Venezuela - - - - - HBI NAMD 257 10 2 8 3 Other 81 16 1 15 - businesses (4) Total 338 26 3 23 3 - - Other Activities (1) EBITDA is earnings before interest, tax, and depreciation and amortisation (excluding exceptional items). (2) EBIT is earnings before interest and tax (excluding exceptional items). (3) Capex includes capital and investment expenditure and excludes capitalised interest and capitalised exploration. (4) Includes Richards Bay Minerals operations, Colombus Stainless Steel operations and the Hartley Platinum mine which was sold in January 2001. Supplementary Financial Information PETROLEUM Quarter ended 31 December 2000 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) (4) Bass Strait 297 166 20 146 15 North West Shelf 188 132 13 119 9 Liverpool Bay 73 56 24 32 12 Other businesses 322 168 66 102 74 Marketing 69 3 - 3 - activities Intra-divisional - - - - - adjust Divisional (31) (40) - (40) - activities Total Petroleum 918 485 123 362 110 43 32 Quarter ended 31 March 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) (4) Bass Strait 264 148 22 126 13 North West Shelf 194 153 14 139 9 Liverpool Bay 100 83 30 53 8 Other businesses 256 180 63 117 50 Marketing 15 - - - - activities Intra-divisional - - - - - adjust Divisional (11) (16) - (16) - activities Total Petroleum 818 548 129 419 80 47 40 Quarter ended 30 June 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) (4) Bass Strait 272 142 22 120 10 North West Shelf 164 112 12 100 16 Liverpool Bay 106 90 31 59 16 Other businesses 219 56 55 1 103 Marketing 27 11 - 11 - activities Intra-divisional - - - - - adjust Divisional (13) (9) - (9) - activities Total Petroleum 775 402 120 282 145 70 46 (1) EBITDA is earnings before interest, tax, and depreciation and amortisation (excluding exceptional items). (2) EBIT is earnings before interest and tax (excluding exceptional items). (3) Capex includes capital and investment expenditure and excludes capitalised interest and capitalised exploration. (4) Includes capitalised exploration of (December 2000: US$11 million, March 2001: US$7 million, June 2001: US$24 million) Supplementary Financial Information STEEL Quarter ended 31 December 2000 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) Flat Products 343 40 21 19 5 (4) Coated Products 425 45 14 31 6 Discontinuing 110 8 4 4 - operations (5) Intra-divisional (218) 25 - 25 - adjust Divisional 5 (6) - (6) - activities Transport & 216 5 4 1 - Logistics Total Steel 881 117 43 74 11 - - Quarter ended 31 March 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) Flat Products 343 16 19 (3) 5 (4) Coated Products 411 51 14 37 4 Discontinuing 1 - - - - operations (5) Intra-divisional (176) 5 - 5 - adjust Divisional 4 (4) - (4) - activities Transport & 214 11 3 8 - Logistics Total Steel 797 79 36 43 9 - - Quarter ended 30 June 2001 US$ Million Depn & Exploration Exploration Turnover EBITDA amort- EBIT Capex gross to profit (1) isation (2) (3) Flat Products 373 (2) 19 (21) 20 (4) Coated Products 443 43 16 27 11 Discontinuing - - - - - operations (5) Intra-divisional (181) 5 - 5 - adjust Divisional 6 (6) 1 (7) - activities Transport & 226 14 3 11 - Logistics Total Steel 867 54 39 15 31 - - (1) EBITDA is earnings before interest, tax, and depreciation and amortisation (excluding exceptional items). (2) EBIT is earnings before interest and tax (excluding exceptional items). (3) Capex includes capital and investment expenditure and excludes capitalised interest and capitalised exploration. (4) Includes North Star BHP Steel. (5) Includes the Long Products business (OneSteel Limited) which ceased to report results from November 2000 following spin-out. Further news and information can be found on our Internet site: www.bhpbilliton.com Australia Dr Robert Porter, Investor Relations Tel:+61 3 9609 3540 Mobile: +61 419 587 456 Email: Robert.Porter@bhpbilliton.com Mandy Frostick, Media Relations Tel:+61 3 9609 4157 Mobile: +61 419 546 245 Email: Mandy.J.Frostick@bhpbilliton.com United States Francis McAllister, Investor Relations Tel: +1 713 961 8625 Mobile: +1 713 480 3699 Email: Francis.R.McAllister@bhpbilliton.com United Kingdom Ariane Gentil, Manager Communications Tel:+44 20 7747 3977 Mobile: +44 7881 518 715 Email: Ariane.Gentil@bhpbilliton.com South Africa Michael Campbell, Investor & Media Relations Tel:+27 11 376 3360 Mobile: +27 82 458 2587 Email: Michael.J.Campbell@bhpbilliton.com BHP Billiton Limited ABN 49 004 028 077 BHP Billiton Plc Registration number Registered in Australia 3196209 Registered Office: 600 Bourke Street Registered in England and Wales Melbourne Victoria 3000 Registered Office: 1-3 Strand London Telephone +61 3 9609 3333 Facsimile +61 WC2N 5HA United Kingdom 3 9609 3015 Telephone +44 20 7747 3800 Facsimile +44 20 7747 3900 The BHP Billiton Group is headquartered in Australia End of part 2 of 2
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