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Kumba Iron Ore (KIO) investor relations material
Kumba Iron Ore H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary29 Jul, 2025
Executive summary
Delivered consistent production and maintained flat costs despite a leaner workforce and smaller truck fleet in H1 2025, supported by operational excellence and logistics improvements.
EBITDA rose 3% to ZAR 16 billion, with a 46% margin, despite a 4% revenue drop and lower iron ore prices; attributable free cash flow was ZAR 7.9 billion.
Interim cash dividend of ZAR 16.60/share declared, totaling ZAR 5.3 billion and representing a 75% payout ratio.
Achieved more than nine years of fatality-free production at Sishen and over two years at Kolomela, with one fatality reported in H1 2025.
Sustainability initiatives reduced GHG emissions to 0.42 Mt CO₂e, improved water efficiency, and led to significant community investments.
Financial highlights
Average realized FOB price was US$91/ton, 7% lower year-over-year, but 8% above benchmark; Platts 62 Iron Ore Index averaged US$101/dmt.
EBITDA margin increased to 46% from 44% year-over-year due to cost reductions and other income.
Headline earnings per share flat at R22.26; return on capital employed at 48%.
Interim dividend of ZAR 16.60/share, with a 12% annualized yield.
Economic contribution to national fiscus was ZAR 3.1 billion through taxes and royalties.
Outlook and guidance
Full-year 2025 production and sales guidance maintained at 35–37 Mt, with C1 unit cost target of US$39/ton.
CapEx guidance for the year remains ZAR 9.5–10.5 billion, with UHDMS project on track and on budget.
UHDMS project milestones on track, with first production expected in 2026 and completion by H2 2029.
2026 production expected to decrease to 31–33 Mt due to UHDMS tie-in, then recover to 35–37 Mt in 2027.
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Next Kumba Iron Ore earnings date
Q4 2025 TU5 Feb, 2026
Next Kumba Iron Ore earnings date
Q4 2025 TU5 Feb, 2026
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Frequently asked questions
Kumba Iron Ore Limited is a leading iron ore mining company based in South Africa, recognized as the largest producer of iron ore in Africa and one of the major players globally. Kumba Iron Ore specializes in the exploration, extraction, beneficiation, marketing, sale, and shipping of iron ore, primarily within South Africa. Its mining operations include the Sishen and Kolomela mines in the Northern Cape Province, alongside a significant ownership stake in Sishen Iron Ore Company (SIOC). The company is headquartered in Pretoria, South Africa, and its shares are listed on the Johannesburg Stock Exchange.
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