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Kumba Iron Ore
Kumba Iron Ore (KIO) investor relations material
Kumba Iron Ore H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary19 Feb, 2026
Executive summary
Achieved resilient operational and financial performance in 2025, with consistent output, improved realised prices, and disciplined capital allocation despite macroeconomic volatility.
Maintained a strong safety record, with nine consecutive fatality-free years at Sishen and three at Kolomela, and ongoing health and wellbeing initiatives.
Delivered R58.0 billion in stakeholder value, including dividends, social investment, and local procurement.
Progressed UHDMS technology project, enhancing value extraction and optimizing logistics.
Financial highlights
Adjusted EBITDA rose 14% year-over-year to R31.9 billion, with a 46% margin, driven by higher iron ore prices and cost discipline.
Headline earnings per share increased to R45.97; total dividend per share for 2025 was R32.03 at a 70% payout ratio.
Return on capital employed improved to 46%, up five percentage points year-over-year.
Attributable free cash flow was R12.0 billion; closing net cash position at R14.9 billion.
EBITDA cash conversion reached 102%.
Outlook and guidance
2026 production guidance: 31–33 million tonnes; sales: 35–37 million tonnes, supported by finished stock.
C1 unit cost guidance at $45/tonne, unchanged in real terms; increase due to exchange rate translation.
Capital expenditure for 2026 expected between R13.2 billion and R14.2 billion, mainly for UHDMS and HME replacement.
Focus on operational excellence, cost efficiencies, logistics stability, and value-accretive life extension projects.
What drives the 12% FOB price premium?
Explain the 17% FCF decrease.
Breakdown of R58bn enduring shared value.
How will PSPs affect Sishen contract talks?
Sustained CapEx drivers post-UHDMS peak
Resource conversion impact on breakeven price?
Partial view of Summaries dataset, powered by Quartr API
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Kumba Iron Ore
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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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