London Investor Relations Chartbook

1
AnnualGeneral Meeting
2
Strong result despite tough conditions
Adjusted earnings up 10 to 1.66 billion
Cash flow resilient at 3.4 billion
Bulk commodities up 38 to 875 million
Acquisitions contribution of over

100 million
3
Solid earnings across all product groups
Diamonds Gold 7
Iron Ore 26
Aluminium 16
Copper 14
Energy 20
Industrial Minerals 17
4
Spread of assets
Assets at end 2001 - US13 billion
Canada 15
Europe 3
USA 25
Indonesia 4
Australia and New Zealand 45
Africa 3
S America 5
5
Strong margins
Price Index
Margin
6
AnnualGeneral Meeting
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Acquisitions

• Comalco - aluminium
• Argyle - diamonds
• North iron ore
• Peabody/Exxon - Australian coal
• Talc, salt and alumina

8
Hamersley and Robe synergies

• Rail
• 110m capital savings
• Operating costs down 8-10
• Power
• Supplied via Hamersley Iron grid
• Procurement
• Benefits from Group Purchasing
• Further opportunities
• Reduced capital at ports
• Blending products

9
Coal in New South Wales

• Cost savings achieved
• Peripheral assets sold
• Integration proceeding in line with expectations

Mount Pleasant
Bengalla
Hunter Valley Operations
Warkworth
Mount Thorley

10
Paths to growth
Brownfield
Greenfield
ShareholderValue
Exploration
Technology
Acquisitions

• Quality asset base provides options for growth
• Investing for growth through the cycle

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AnnualGeneral Meeting
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Strong earnings growth
Adjusted earnings
Prices
USm
Index 1991 100
13
Performance vs other resource stocks
quartile 1983-87 1st 1984-88 1st 1985-89 1st 1
986-90 1st 1987-91 2nd 1988-92 2nd 1989-93 2nd
1990-94 2nd 1991-95 2nd 1992-96 2nd 1993-97 1s
t 1994-98 1st 1995-99 1st 1996-00
1st 1997-01 1st
Current comparator companies Alcan Alcoa Anglo
American Barrick Gold BHP Billiton Teck
Cominco Freeport INCO MIM Newmont Noranda Phelps
Dodge Grupo Mexico Placer Dome WMC
14
Performance vs HSBC Global Mining Indextotal
return basis
Index 1990 100
Compound outperformance 8 per annum
90
91
92
93
94
95
96
97
98
99
00
01
15
Outlook

• Little evidence of global recovery
• Some encouraging signs from US
• Europe and Japan lagging
• China remains pillar of support
• Expectation of stronger demand

16
Global Mining Initiative

• Playing leading role
• Independent study on Mining, Minerals and
  Sustainable Development
• International Council for Mining and Metals

17
AnnualGeneral Meeting
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Resolution 1
to authorise directors to allot shares
19
Resolution 2
to authorise directors to allot shares for cash
and to disapply pre-emption rights
20
Resolution 3
to renew authority for the purchase of Rio Tinto
plc ordinary shares
21
Resolution 4
to increase the share capital by the creation of
one DLC Dividend Share and authorise its issue
22
Resolution 5
to adopt new articles of Rio Tinto plc and to
approve changes to the constitution of Rio Tinto
Limited
23
Resolution 6
to approve an increase in the limit for
directors fees
24
Resolution 7
to approve grants under the Rio Tinto Share
Savings Plan to US and French employees
25
Resolution 8
to approve the Rio Tinto Share Savings Plan
26
AnnualGeneral Meeting
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Resolution 9
to elect Mr GR Elliott
28
Resolution 10
to elect Mr PD Skinner
29
Resolution 11
to re-elect Mr RL Clifford
30
Resolution 12
to re-elect Mr RV Giordano
31
Resolution 13
to re-elect Mr OL Groeneveld
32
Resolution 14
to re-elect Mr JP Morschel
33
Resolution 15
to re-appoint PricewaterhouseCoopers
34
Resolution 16
to approve the remuneration policy
35
Resolution 17
to receive the directors report and financial
statements for 2001
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AnnualGeneral Meeting
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AnnualGeneral Meeting
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AnnualGeneral Meeting
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AnnualGeneral Meeting