Sandur Manganese & Iron Ores Ltd · NSE:SANDUMA
Sandur Manganese & Iron Ores — The Sandur Manganese & Iron Ores — Q4 FY25 Earnings Presentation
26 slides from Sandur Manganese & Iron Ores's earnings presentation, May 29, 2025
Slide 1: Cover letter to stock exchanges
(An ISO 9001:2015; ISO 14001:2015 and 45001:2018 certified company) CIN:L85110KA1954PLC000759; Website: www.sandurgroup.com REGISTERED OFFICE CORPORATE OFFICE ‘SATYALAYA’, No.266 ‘SANDUR HOUSE’, No.9 Ward No.1, Palace Road Bellary Road, Sadashivanagar Sandur – 583 119, Ballari District Bengaluru – 5
Slide 2: Forging a New Path: From Mines to Metals – Q4FY25 Earnings Presentation
THE SANDUR MANGANESE & IRON ORES LIMITED new NSE: SANDUMA | BSE: 504918 BLOOMBERG: SANDUMA:IN FORGING A path: FROM MINES TO METALS Q4FY25 E a r n i n g s P re s e n t a t i o n MAY 2025
Slide 3: SMIORE at a Glance
ABOUT S MIORE EARNINGS PRESENTATION SMIORE at a Glance 7+ DECADES 2nd LARGEST 3rd LARGEST A+/STABLE 2,731* As one of the most respected Manganese Iron ore miner in CRISIL and ICRA RATED SMIORE family private sector merchant miners ore miner in India Karnataka Robust credit rating for term members of
Slide 4: Mining Leases and Operational Units
Mining Leases ABOUT S MIORE (Deogiri, Kammathuru, EARNINGS PRESENTATION Subbarayanahalli and Ramghad) Operational Units Ferroalloy Plant, Power Plant, Coke Oven Plant (Vyasankere) EVOLUTION OF THE LEASE AREA OVER TIME Ballari and Vijayanagara Districts, Karnataka sandurgroup.com 1994 3,215 HA Ramgha
Slide 5: Values that Drive Us
ABOUT S MIORE GROUP EARNINGS PRESENTATION Values Some of SMIORE’s Successful Employee Welfare Programs Food Security: A food package for a family of 5 costs ₹ 145 against actual cost of ~₹4,000, balance being absorbed by the Company. Subsidized LPG Cylinder: SMIORE provides subsidised LPG cylinders
Slide 6: Recent Milestones
ABOUT S MIORE GROUP EARNINGS PRESENTATION Recent Milestones sandurgroup.com April June September December January February April September October November January - April 2023 2023 2023 2023 2024 2024 2024 2024 2024 2024 March 2025 2025 • Received • Commissioned • SMIORE was listed • Announced Bonu
Slide 7: SMIORE Section
SMIORE SMIORE Section Section
Slide 8: Transforming Business Canvas
ABOUT S MIORE EARNINGS PRESENTATION Transforming Business Canvas FY23 FY24 & FY25 FY26 TRAITS 3.81 MTPA 4.45 MTPA • Asset-light and high Return on Iron Ore Iron Ore Capital Employed (ROCE) 1.60 MTPA • Cost-efficient operations resulting in high Iron Ore Operating Profit Margins (OPM) and MINING sign
Slide 9: Mining – Our Mainstay
BUS IN ES S VERTICALS REVIEW EARNINGS PRESENTATION Mining – Our Mainstay MANGANESE ORE MANGANESE ORE MINING OPERATIONS Capacity (MTPA) Enhancement 0.51 0.28 0.28 0.32 Mn 0.21 0.28 Manganese ore production capacity has been enhanced 0.20 0.20 0.20 0.18 sandurgroup.com from 0.28 MTPA to 0.46 MTPA, wit
Slide 10: Ferroalloys – New and Improved FY22 Onwards
BUS IN ES S VERTICALS REVIEW EARNINGS PRESENTATION CAPACITIES Ferroalloys – New and Improved FY22 Onwards Turnaround of Ferroalloys operations in Achieved a shift towards cleaner sources of 95,000/ FY21 through feasible power generation energy such as Waste Heat & Green Energy against previously use
Slide 11: Coke and Energy – Strengthening Operations
BUS IN ES S VERTICALS REVIEW EARNINGS PRESENTATION Coke and Energy – Strengthening Operations 0.5 MTPA 32 MW Coke Oven Plant Waste Heat Recovery Boilers (WHRB) sandurgroup.com 0.5 MTPA 32 MW 4 Batteries with a cumulative 2 Waste Heat Recovery Boilers with capacity of 0.5 MTPA a cumulative capacity o
Slide 12: SMIORE in a Nutshell
CON CLUS ION EARNINGS PRESENTATION SMIORE in a Nutshell sandurgroup.com Strong Company Disciplined Balance Sheet With a Heart Capital Allocation Robust balance sheet with Adhering to the highest standards of Guided by strong moderate leverage corporate governance and sustainability parentage Stable
Slide 13: Key Performance Indicators (Standalone)
FIN AN CIALS REVIEW EARNINGS PRESENTATION Key Performance Indicators (Standalone) REVENUE, EBITDA EBITDA MARGINS PBT & PAT (₹ IN CRORE) (IN %) (₹ IN CRORE) 2,249 915 2,126 1,939 38% 44% 36% 675 30% 597 1,252 1,009 21% 445 359 324 sandurgroup.com 747 729 250 271 238 451 402 154 289 FY21 FY22 FY23 FY2
Slide 14: Q4FY25 Operational Highlights
Q4FY25 PERFOR M AN C E H IGH LIGH T S EARNINGS PRESENTATION Q4FY25 Operational Highlights MANGANESE ORE IRON ORE FERROALLOYS COKE Production 2.33 Lakh Tonne 8.33 Lakh Tonne 6,768 Tonne 13,279 Tonne Sales 0.46 Lakh Tonne 13.51 Lakh Tonne 2,311 Tonne 19,141 Tonne sandurgroup.com YoY Sales Volume (39%)
Slide 15: Q4FY25 Segment Highlights
Q4FY25 PERFOR M AN C E H IGH LIGH T S EARNINGS PRESENTATION Q4FY25 Segment Highlights MANGANESE ORE OPERATIONAL PERFORMANCE IRON ORE OPERATIONAL PERFORMANCE (Lakh Tonne & ₹/Tonne) (Lakh Tonne & ₹/Tonne) 16.00 4,746 2.50 8,530 8,915 8,047 14.00 3,679 3,582 3,554 2.00 7,107 12.00 2,997 7,059 10.00 1.5
Slide 16: Arjas Section
Arjas Section
Slide 17: About Arjas Steel
ABOUT ARJAS S TEEL EARNINGS PRESENTATION Leading Independent Player A speciality steel company Integrated manufacturer in a Specialised Industry focused on high quality auto grade Special Bar Quality from coke, sinter, hot metal & billets, to value-added (SBQ) steel bars Snapshot Amongst the top 5 M
Slide 18: Strengthening an Already Robust Business
To be strengthened further Strengthening S UPERIOR BUS IN ES S PROFIL E EARNINGS PRESENTATION Highest-possible integration in the industry SMIORE will aid sourcing of key RM for Arjas Limited distance an Already Robust Business between SMIORE-Arjas Customers (~250 km) and both sites are equipped wit
Slide 19: Arjas Steel Financial Review
ARJAS PERFOR M AN C E REVIEW EARNINGS PRESENTATION Arjas Steel Financial Review Arjas Steel (Consolidated) – Annual Arjas Steel (Consolidated) – Quarterly Pre-Acquisition Post-Acquisition (₹ Crore) (₹ Crore) Upto November 2024 November 2024 - Particulars FY24 FY25 Particulars Q4FY25 October 2024 - M
Slide 20: Financial Review Section
Financial Review Section
Slide 21: Q4FY25 Financial Highlights
Q4FY25 PERFOR M AN C E H IGH LIGH T S EARNINGS PRESENTATION Q4FY25 Financial Highlights Standalone Consolidated sandurgroup.com (In ₹ Crore) (In ₹ Crore) 603 244 139 2,585 1,330 325 157 2,613 Total Income EBITDA PAT Shareholders’ Funds Total Income EBITDA PAT Shareholders’ Funds Capital Capital Tota
Slide 22: FY25 Financial Highlights
FY25 PERFOR M AN C E H IGH LIGH T S EARNINGS PRESENTATION FY25 Financial Highlights Standalone Consolidated sandurgroup.com (In ₹ Crore) (In ₹ Crore) 2,011 729 445 2,585 3,212 862 471 2,613 Total Income EBITDA PAT Shareholders’ Funds Total Income EBITDA PAT Shareholders’ Funds Capital Capital Total
Slide 23: Management Commentary
Q4FY25 PERFOR M AN C E Mining With these approvals, all of our interim mining The outlook for the steel industry has improved EARNINGS PRESENTATION moderately, with the recent imposition of a 12% H IGH LIGHTS The mining segment continues to perform well. Manganese expansions have concluded. Our MPAP
Slide 24: Long-Term Value Creation
PERFOR M AN C E HIGH LIGH T S EARNINGS PRESENTATION Long-Term Value Creation NET WORTH (₹ IN CRORE) 2,158 2,613 1,934 1,659 993 Balance Sheet Superior Disciplined Operational Management Cash Flows Capital Allocation Excellence FY21 FY22 FY23 FY24 FY25 Shareholder Wealth Creation sandurgroup.com PAT
Slide 25: Corporate Information
Q4FY25 PERFOR M AN C E H IGH LIGH T S SHAREHOLDING SUMMARY EARNINGS PRESENTATION Corporate (IN %) 23.23 74.22 Public Information Promoters 2.55 FII + DII sandurgroup.com Shareholding Data as on 31 March 2025. Data rounded-off where necessary. ₹552 ₹635/337 ₹8,944 CRORE Current Market Price 52 Week H
Slide 26: Safe Harbor
Safe Harbor THE SANDUR MAN THE SANDUR MANGANESE & IRON ORES LIMITED This document which has been prepared by The Sandur Manganese & Iron Ores Limited (the “Company”, “SMIORE”), Get in touch solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or s
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