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Kumba Iron Ore
Kumba Iron Ore (KIO) investor relations material
Kumba Iron Ore Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU earnings summary5 Feb, 2026
Executive summary
Achieved a fatality-free record exceeding nine years at Sishen and two years at Kolomela, with a total recordable injury frequency rate of 0.95 for 2025, reflecting a strong safety culture.
Production increased by 10% to 8.6 Mt in Q4 2025 year-over-year, and full-year output rose 1% to 36.1 Mt, supported by operational stability and asset reliability improvements.
Sales volumes softened 5% in Q4 2025 but increased 2% for the full year to 37.0 Mt, aided by improved logistics and collaboration with Transnet.
Average realised FOB export iron ore price was US$95/wmt, outperforming the benchmark by 12% for the year.
Financial highlights
Headline earnings for 2025 expected between R13,856 million and R15,330 million, with HEPS between R43.22 and R47.81, up 11% to 23% year-over-year.
Basic earnings projected between R13,734 million and R15,195 million, with EPS between R42.83 and R47.39, reflecting a change from -7% to +3% compared to the prior year.
Prior year basic earnings and EPS included a one-time impairment reversal at Kolomela.
Outlook and guidance
Production guidance for 2026 is 31–33 Mt, lower than 2025 due to UHDMS project tie-in; sales guidance for 2026 is 35–37 Mt, including planned stock drawdown.
Production guidance for 2027 and 2028 is set at 35–37 Mt.
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Next Kumba Iron Ore earnings date
H2 202517 Feb, 2026
Kumba Iron Ore
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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