Trading statement for the six-month period ended 30 June 2013 EXXARO RESOURCES LIMITED Incorporated in the Republic of South Africa (Registration Number: 2000/011076/06) JSE share code: EXX ISIN code: ZAE000084992 ADR code: EXXAY (“Exxaro”) TRADING STATEMENT FOR THE SIX-MONTH PERIOD ENDED 30 JUNE 2013 Shareholders are advised that Exxaro will release its reviewed financial results for the six-month period ended 30 June 2013 on Thursday, 22 August 2013. A decrease in consolidated net operating profit for the group is expected when compared with the corresponding period in 2012, mainly due to: - the non-recurring profits realised during 2012 on the sale of the mineral sands and zinc operations and other assets of R4 123 million; and - the shortfall created of R1 918 million in 2013 as a result of the reduced contribution to the overall group net operating profit from the operations sold in 2012. The group also recorded a pre-tax impairment loss of R292 million on the carrying value of property, plant and equipment of the New Clydesdale Colliery (NCC) coal operation in Mpumalanga during the six-month period ended 30 June 2013. Please refer to a separate SENS announcement made today (8 August 2013) regarding Exxaro contemplating the cessation of production at NCC. Attributable earnings for the six-month period ended 30 June 2013 are expected to be between R1 975 and R2 289 million. This equates to attributable earnings per share of between 556 and 645 cents, representing a decrease of between 74% and 78% when compared with the comparative period in 2012. Headline earnings per share are expected to be between 627 cents and 727 cents, representing a decrease of between 37% and 45% when compared with the comparative period in 2012. The forecast financial information on which this trading statement is based has not been reviewed, audited nor reported on by Exxaro’s external auditors. This statement is issued in compliance with the Listings Requirements of the JSE Limited. Editors note: Exxaro is one of the largest South African based diversified resources companies, with interests in the coal, titanium dioxide, ferrous and energy commodities. www.exxaro.com Enquiries: Wim de Klerk Finance Director Tel: + 27 12 307 4848 Mobile: +27 82 652 5145 Email: wim.deklerk@exxaro.com Pretoria 08 August 2013 Sponsor Deutsche Securities (SA) Proprietary Limited Date: 08/08/2013 01:00:00 Produced by the JSE SENS Department. The SENS service is an information dissemination service administered by the JSE Limited ('JSE'). The JSE does not, whether expressly, tacitly or implicitly, represent, warrant or in any way guarantee the truth, accuracy or completeness of the information published on SENS. The JSE, their officers, employees and agents accept no liability for (or in respect of) any direct, indirect, incidental or consequential loss or damage of any kind or nature, howsoever arising, from the use of SENS or the use of, or reliance on, information disseminated through SENS.