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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
Maintained consistent production and operational excellence, with H1 2025 output at 18.2 Mt and sales at 18.7 Mt, despite a leaner workforce and smaller truck fleet.
Achieved EBITDA of R16.0 billion, attributable free cash flow of R7.9 billion, and declared an interim cash dividend of R16.60 per share (R5.3 billion total), representing a 75% payout ratio.
Maintained more than nine years of fatality-free production at Sishen and over two years at Kolomela, with a total recordable injury frequency rate of 1.18.
Sustainability initiatives reduced GHG emissions to 0.42 Mt CO₂e, improved water efficiency, and supported significant community investments.
Progressed UHDMS project, expected to triple premium product output and enhance long-term competitiveness, with first production in 2026 and completion by H2 2029.
Financial highlights
EBITDA margin improved to 46% (up from 44%), despite a 7% lower average realised FOB price of US$91/t.
Headline earnings per share was R22.26, nearly flat year-over-year; return on capital employed remained strong at 48%.
Interim dividend of R16.60 per share declared, with a 75% payout ratio and 12% annualised yield.
Attributable free cash flow totaled R7.9 billion for the period; net cash position increased to R16.1 billion.
Cash break-even price improved to US$64/t from US$74/t in FY 2024.
Outlook and guidance
Full-year 2025 production and sales guidance maintained at 35–37 Mt, with C1 unit cost guidance at US$39/t.
Capital expenditure guidance for FY 2025 is R9.5–10.5 billion, with UHDMS project on track.
2026 production expected to decrease to 31–33 Mt due to UHDMS tie-in, then recover to 35–37 Mt in 2027.
C1 unit cost expected to rise to US$40/wmt in 2026, then remain stable in 2027.
Focus remains on cost reduction, operational efficiency, and sustaining competitive position amid market uncertainty.
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Next Kumba Iron Ore earnings date
H2 202517 Feb, 2026
Next Kumba Iron Ore earnings date
H2 202517 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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