Sandur Manganese & Iron Ores Ltd · NSE:SANDUMA
Sandur Manganese & Iron Ores — The Sandur Manganese & Iron Ores — Q2 FY2026 Earnings Presentation
25 slides from Sandur Manganese & Iron Ores's earnings presentation, Nov 7, 2025
Slide 1: Exchange filing cover letter for investor presentation
(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: Scaling New Heights Through Integrated Excellence
THE S AN DU R MA N GA NE SE & IRON ORES LIMITE D NSE: SANDUMA | BSE: 504918 BLOOMBERG: SANDUMA:IN Scaling New Heights Through Integrated Excellence Q2FY26 E ar n i n gs Pr e se n t a tio n NO VE M BE R 2 0 2 5
Slide 3: SMIORE at a Glance
2 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com A bo ut S M IO R E G r ou p SMIORE at a Glance Vast Mining Reserves with Leases up to 2033 7+ DECADES 2nd LARGEST 3rd LARGEST As one of the most Manganese Iron ore miner in 15 MT 113 MT respected private sector merchant miners of
Slide 4: Geographical Footprint
3 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com A bo ut S M IO R E G r ou p Geographical Footprint Corporate Office Steel Plants Bengaluru, Karnataka • Tadipatri, Andhra Pradesh • Mandi Gobindgarh, Punjab Mining Leases Deogiri, Kammathuru, Subbarayanahalli and Ramghad Mandi Go
Slide 5: Values that Drive Us
4 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com A bo ut S M IO R E G r ou p Values that Drive Us Some of Our Successful Recognition of Our Values & Efforts Towards Environment Stewardship Employee Welfare “All that we get (earn) from the soil of Sandur in one form or Programs
Slide 6: Recent Milestones
5 E A R NI NG S P R E S E N TA TIO N sandurgroup.com san durgroup.com A bo ut S M IO R E G r ou p Recent Milestones April 2023 January 2024 April 2024 November 2024 February 2025 May 2025 October 2025 Received SMIORE Announced Completion of Commissioned Receipt of approval for For the first time Env
Slide 7: Transforming Business Canvas
6 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com A bo ut S M IO R E G r ou p Transforming Business Canvas FY23 FY24 & FY25 FY26 TRAITS 1.60 MTPA 3.81 MTPA 4.45 MTPA Iron Ore Iron Ore Iron Ore • The mining segment operates with an asset-light model and delivers high 1.60 MTPA Ir
Slide 8: Mining - Our Mainstay
7 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com B usi nes s V er t ica ls R e vie w Mining - Our Mainstay MANGANESE ORE IRON ORE Capacity Enhancement Manganese ore production capacity has been enhanced from 0.28 MTPA to 0.46 MTPA, with subsequent enhancements to 0.58 MTPA and
Slide 9: Ferroalloys - New and Improved
8 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com B usi nes s V er t ica ls R e vie w Ferroalloys - New and Improved Ferroalloys F E RR O A L L O Y S O P E RA T I O N S (T PA) 95,000/1,25,000 TPA (SiMn/FeMn) Capacity Turnaround of Ferroalloys Achieved a shift towards operations
Slide 10: Coke and Energy - Strengthening Operations
9 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com B usi nes s V er t ica ls R e vie w Coke and Energy - Strengthening Operations 0.5 MTPA 32 MW Coke Oven Plant Waste Heat Recovery Boilers (WHRB) 0.5 MTPA 32 MW 4 Batteries with a 2 Waste Heat Recovery cumulative capacity Boilers
Slide 11: Steel - New Growth Engine
10 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com B usi nes s V er t ica ls R e vie w Steel - New Growth Engine Marquee OEM clientele (direct & via supply-chain partners) PV CV & Off-road 2W 0.585 MTPA 2 ~41 MW Cumulative steel Production facilities, one Arjas Energy manufactur
Slide 12: SMIORE Group's Environment Stewardship
11 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com E nvi ro nm ent al L ea de r ship SMIORE Group’s Environment Stewardship Highlights of FY25 65,378 11.3 Ha 27.45 Ha Saplings planted Land reclaimed Rehabilitated afforested area Scientific Studies & Audits Undertaken Environment
Slide 13: Safety First Culture
12 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com S af et y F ra me w or k Safety First Culture Conforming to stringent quality, health and process efficiency standards: Safety Framework Proactive hazard Reporting systems in place 1 Safety Awards & Recognitions Safe & scientifi
Slide 14: Building Beyond Business
13 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com C or p or at e S o cia l R e spo nsi bil ity Building Beyond Business SMIORE’s Vision Key Focus Areas "To foster a happy and content society by harnessing effective technologies to raise living Education Healthcare Infrastructur
Slide 15: SMIORE Group in a Nutshell
14 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com C on cl u sio n SMIORE Group in a Nutshell Strong Company Robust & Balance Sheet Robust balance sheet with With a Heart Adhering to the highest standards of Growing controlled leverage, even corporate governance, employee welfar
Slide 16: Key Performance Indicators (Consolidated)
15 E A R NI NG S P R E S E N TA TIO N sandurgroup.com san durgroup.com Fi nan ci als R e vi ew Key Performance Indicators (Consolidated) R EV ENU E, EBIT D A E B IT D A MA RG IN S PB T & PA T ( ₹ I N C RO R E ) (IN %) ( ₹ I N C RO R E ) 3,135 915 44% 2,249 675 2,126 38% 624 30% 471 27% 1,252 360 325
Slide 17: Q2FY26 Review Section
16 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com Q2FY26 Review Section
Slide 18: Q2FY26 Operational Highlights
17 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com Q 2 FY2 6 P er f or ma nc e H ig hlig ht s Q2FY26 Operational Highlights MANGANESE ORE IRON ORE FERROALLOYS COKE STEEL Production 1.28 Lakh Tonne 8.93 Lakh Tonne 14,115 Tonne 0 Tonne* 1.01 Lakh Tonne Sales 0.81 Lakh Tonne 7.85 L
Slide 19: Q2FY26 Segment Highlights
18 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com Q 2 FY2 6 P er f or ma nc e H ig hlig ht s Q2FY26 Segment Highlights M AN GA NE S E O RE O P E RA T IO NA L P E RF O R M AN CE IR ON OR E OPER AT IO NAL PER F OR M ANC E F E R R O AL L O Y S O P E RA T IO NA L P E RF O R M AN CE
Slide 20: Q2FY26 Financial Highlights
19 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com Q 2 FY2 6 P er f or ma nc e H ig hlig ht s Q2FY26 Financial Highlights Standalone Consolidated (In ₹ Crore) (In ₹ Crore) 447 194 110 2,805 1,245 285 139 2,902 Total Income EBITDA PAT Shareholders’ Funds Total Income EBITDA PAT S
Slide 21: H1FY26 Financial Highlights
20 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com H 1FY 2 6 Pe r fo rm an ce Hi g hl i gh ts H1FY26 Financial Highlights Standalone Consolidated (In ₹ Crore) (In ₹ Crore) 882 413 239 2,805 2,395 599 306 2,902 Total Income EBITDA PAT Shareholders’ Funds Total Income EBITDA PAT S
Slide 22: Management Commentary
21 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com Q 2 FY2 6 P er f or ma nc e H ig hlig ht s Management Commentary “Despite a seasonally soft quarter, we delivered resilient performance across segments, strengthening efficiency & integration while positioning for stronger growt
Slide 23: Long-Term Value Creation
22 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com P er fo rm an ce Hi gh lig hts Long-Term Value Creation 7,91 7,129 11 9,509 Balance Sheet Management 10 9,509 6,91 5,872 5,91 99 ,5 09 4,91 89 ,5 09 SANDUMA (MCAP) SENSEX 3,176 3,91 79 ,5 09 2,776 77,415 Superior 73,651 Cash Flo
Slide 24: Corporate Information
23 E A R NI NG S P R E SE N T A T I ON sandurgroup.com san durgroup.com Q 2 FY2 6 P er f or ma nc e H ig hlig ht s Corporate Information S HAR EHOL D IN G SU M M AR Y (IN %) 24.07 ₹205 ₹238/112 Public Current Market Price 52 Week High/Low 1.71 FII + DII 74.22 Promoters Shareholding Data as on 30 Sep
Slide 25: Safe Harbor
Safe Harbor Get in touch NEHA THO MAS COM P ANY SEC RETARY This document which has been prepared by The Sandur Manganese & Iron Ores Limited (the “Company”, “SMIORE”), solely for A ND C O MP LI A NC E information purposes and do not constitute any offer, recommendation or invitation to purchase or s
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