Sandur Manganese & Iron Ores Ltd · NSE:SANDUMA
Sandur Manganese & Iron Ores — The Sandur Manganese & Iron Ores — Q3 FY2026 Earnings Presentation
25 slides from Sandur Manganese & Iron Ores's earnings presentation, Feb 4, 2026
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 Email ID: secretarial@sandurgroup.com REGISTERED OFFICE CORPORATE OFFICE ‘SATYALAYA’, No.266 ‘SANDUR HOUSE’, No.9 Ward No.1, Palace Road Bellary Road, Sadashivanagar Sandur – 58
Slide 2: Scaling New Heights Through Integrated Excellence
THE SAND UR MANGANESE & IRON OR ES LIM ITED NSE: SANDUMA | BSE: 504918 BLOOMBERG: SANDUMA:IN Scaling New Heights Through Integrated Excellence Q3FY26 E ar n in g s P r es en t at io n FEBRUARY 20 26
Slide 3: SMIORE at a Glance
2 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Abo u t SM IOR E Gro u 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 112^ MT respected private sector merchant miners of or
Slide 4: Geographical Footprint
3 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Abo u t SM IOR E Gro u p Geographical Footprint Corporate Office Steel Plants Bengaluru, Karnataka • Tadipatri, Andhra Pradesh • Mandi Gobindgarh, Punjab Mining Leases Deogiri, Kammathuru, Subbarayanahalli and Ramghad Mandi Gobind
Slide 5: Values that Drive Us
4 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Abo u t SM IOR E Gro u 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 the
Slide 6: SMIORE Group's Environment Stewardship
5 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Abo u t SM IOR E Gro u p 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 Environmental Impact S
Slide 7: Safety First Culture
6 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Abo u t SM IOR E Gro u p 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 & scientific
Slide 8: Enabling Sustainable Growth for Nation-Building
7 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Abo u t SM IOR E Gro u p Enabling Sustainable Growth for Nation-Building SMIORE’s Vision Key Focus Areas "To foster a happy and content society by harnessing effective technologies to raise living Education Healthcare Rural Cultur
Slide 9: Recent Milestones
8 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Abo u t SM IOR E Gro u 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 Enviro
Slide 10: Transforming Business Canvas
9 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Abo u t SM IOR E Gro u p Transforming Business Canvas FY23 FY24 & FY25 FY26 TRAITS 1.60 MTPA Iron Ore 3.81 MTPA Iron Ore 4.45 MTPA Iron Ore • The mining segment operates with an asset-light model and delivers high 1.60 MTPA Iron O
Slide 11: Mining - Our Mainstay
10 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Bu si n es s Vert ica ls Review 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 ulti
Slide 12: Ferroalloys - New and Improved
11 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Bu si n es s Vert ica ls Review Ferroalloys - New and Improved Ferroalloys F ER R OA L L O Y S O P ER A T I ON S (T P A) 95,000/1,25,000 TPA (SiMn/FeMn) Capacity Turnaround of Ferroalloys Achieved a shift towards operations in FY
Slide 13: Coke and Energy - Strengthening Operations
12 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Bu si n es s Vert ica ls Review Coke and Energy - Strengthening Operations 0.5 MTPA 32 MW Coke Oven Plant 2 Waste Heat Recovery with 4 operational Boilers (WHRB) with a Batteries cumulative capacity of 32 MW for generating cleane
Slide 14: Steel - New Growth Engine
13 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Bu si n es s Vert ica ls Review 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 manufacturing c
Slide 15: SMIORE Group in a Nutshell
14 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Co n clu si o n SMIORE Group in a Nutshell Strong Purpose-Led Robust & Balance Sheet Organisation Growing Robust balance sheet with Adhering to the highest standards of controlled leverage, even corporate governance, employee wel
Slide 16: Key Performance Indicators (Consolidated)
15 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com F in a nci a ls Review Key Performance Indicators (Consolidated) R E V E N U E , E BI T D A E BI T D A M AR G I N S PBT & PAT (₹ I N CR O R E) (I N %) (₹ I N CR O R E) 3,135 915 44% 2,249 675 2,126 38% 624 30% 471 27% 1,252 360 3
Slide 17: Q3FY26 Review Section
16 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Q3FY26 Review Section
Slide 18: Q3FY26 Operational Highlights
17 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Q3F Y 26 Perfo rma n ce High li gh ts Q3FY26 Operational Highlights MANGANESE ORE IRON ORE FERROALLOYS COKE STEEL Production 1.38 Lakh Tonne 11.22 Lakh Tonne 13,345 Tonne 0 Tonne* 1.02 Lakh Tonne Sales 0.88 Lakh Tonne 9.57 Lakh T
Slide 19: Q3FY26 Segment Highlights
18 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Q3F Y 26 Perfo rma n ce High li gh ts Q3FY26 Segment Highlights M A N G A N E S E O R E O P E R A T I ON A L P E R F OR M A N C E I R ON O R E O P E R A T I ON A L P E R F O R M A N C E F E R R O A L L O Y S O PE R A T I O N A L
Slide 20: Q3FY26 Financial Highlights
19 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Q3F Y 26 Perfo rma n ce High li gh ts Q3FY26 Financial Highlights Standalone Consolidated (In ₹ Crore) (In ₹ Crore) 507 202 108* 2,913 1,237 279 116* 3,018 Total Income EBITDA PAT Shareholders’ Funds Total Income EBITDA PAT Share
Slide 21: 9MFY26 Financial Highlights
20 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com 9M F Y 26 Perf o rma n ce High li ght s 9MFY26 Financial Highlights Standalone Consolidated (In ₹ Crore) (In ₹ Crore) 1,389 615 347* 2,913 3,632 878 422* 3,018 Total Income EBITDA PAT Shareholders’ Funds Total Income EBITDA PAT S
Slide 22: Management Commentary
21 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Q3F Y 26 Perfo rma n ce High li gh ts Management Commentary “Healthy performance across key segments driving deleveraging, underpinned by robust cash flows and an improving outlook across the core metals and mining businesses.” B
Slide 23: Long-Term Value Creation
22 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Per fo r ma n ce High li gh ts Long-Term Value Creation 7,911 7,129 11 9, 5 09 Balance Sheet Management 10 9, 5 09 6,911 5,872 5,911 99 , 50 9 4,911 89 , 50 9 SANDUMA (MCAP) SENSEX 3,176 3,911 79 , 50 9 2,776 77,415 Robust 73,651
Slide 24: Capital Market Snapshot
23 EA R N IN GS P RES EN T A T IO N sandurgroup.com sand urg rou p.com Q3F Y 26 Perfo rma n ce High li gh ts Capital Market Snapshot S H AR E H OL D I N G S U M M A R Y (I N %) 23.91 ₹231 ₹273/112 Public Current Market Price 52 Week High/Low 1.87 FII + DII 74.22 Promoters Shareholding Data as on 31
Slide 25: Safe Harbor
Safe Harbor Get in touch N EHA THO M AS C O M P A N Y SE C R E T A R Y This document which has been prepared by The Sandur Manganese & Iron Ores Limited (the “Company”, “SMIORE”), solely for A N D C OM P L I A NC E information purposes and do not constitute any offer, recommendation or invitation to
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