Sandur Manganese & Iron Ores Ltd · NSE:SANDUMA
Sandur Manganese & Iron Ores — The Sandur Manganese & Iron Ores — Q1 FY2027 Earnings Presentation
26 slides from Sandur Manganese & Iron Ores's earnings presentation, Aug 6, 2026
Slide 1: Cover letter to stock exchanges: Investor Presentation for quarter ended 30 June 2026
(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 – 5
Slide 2: From a Strong Foundation to New Frontiers
THE SANDUR MANGANESE & IRON ORES LIMITED NSE: SANDUMA | BSE: 504918 BLOOMBERG: SANDUMA:IN From a Strong Q1FY27 Foundation Earnings P re s e n t a t i o n to New Frontiers AUGUST 2026
Slide 3: Brand Architecture
Brand New Group Architecture Brand Architecture The Sandur A flagship Manganese & Iron ores Limited Company of Royal Sandur Group
Slide 4: SMIORE at a Glance
sandurgroup.com 3 SMIORE at a Glance About S MIORE Group 7+ Decades Vast Mining As one of the most respected private sector Reserves with Leases up to 15 MT 137 MT merchant miners of manganese and iron ores Manganese Ore Iron Ore 2033 2nd Largest Manganese ore miner in India Current Capacities 3rd L
Slide 5: Geographical Footprint
sandurgroup.com 4 Geographical About S MIORE Group Footprint Key Corporate Offices (SMIORE & Arjas) CORPORATE OFFICE MINING LEASES STEEL PLANTS ARJAS REGIONAL Mining Leases Bengaluru, Karnataka Deogiri, Kammathuru, • Tadipatri, OFFICES Steel Plants Subbarayanahalli and Andhra • Pune, Maharashtra FER
Slide 6: Values that Drive Us
sandurgroup.com 5 Values RECOGNITION OF OUR VALUES & About S MIORE Group EFFORTS TOWARDS ENVIRONMENT that Drive Us STEWARDSHIP 7-STAR Rated Mine Recognition presented by Shri Bhajanlal Sharma, Hon’ble Chief Minister SOME OF OUR SUCCESSFUL EMPLOYEE of Rajasthan, in the esteemed presence of Shri WELFA
Slide 7: Royal Sandur Group's Environment Stewardship
sandurgroup.com 6 SCIENTIFIC STUDIES & Royal Sandur Group’s AUDITS UNDERTAKEN About S MIORE Group Environment Stewardship Environmental Impact Studies by Indian Council 7-Star Rated Renewable & Clean of Forestry Research and Education Mines Recognition Energy Transition Highest mining industry • 42.
Slide 8: Safety First Culture
sandurgroup.com 7 Conforming to Safety stringent quality, About S MIORE Group Silver Award in 50th SMIORE Vyasanakere Plant health and process First Culture CII National Kaizen Awarded Unnatha Suraksha Competition Puraskara Award for efficiency standards 2023–24 & 2024–25 from the National Safety Co
Slide 9: Enabling Sustainable Growth for Nation-Building
sandurgroup.com 8 Enabling Sustainable Growth About S MIORE Group for Nation-Building Key Focus Areas "To foster a happy and content society by harnessing effective Education Healthcare Rural Cultural technologies to raise living Promotion Initiatives Development Preservation standards and improve i
Slide 10: Recent Milestones
sandurgroup.com 9 Recent About S MIORE Group Milestones April 2023 June 2023 January 2024 February 2024 April 2024 September 2024 November 2024 January 2025 Received Commissioned SMIORE crossed Received enhanced Announced Enhancement in EC for iron Completion of Receipt of approval Environmental 42.
Slide 11: Transforming Business Canvas
sandurgroup.com 10 Transforming Business Canvas About S MIORE Group FY23 FY24 & FY25 FY26 & FY27 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 Return on Capital Employed (ROCE) MINING Cost-efficient operations
Slide 12: Mining - Our Mainstay
sandurgroup.com 11 Mining - Our Mainstay Bus i nes s Verti ca l s Revi ew MANGANESE ORE IRON ORE 0.599 MTPA Capacity Mn 4.45 MTPA Capacity Fe 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 ultimately
Slide 13: Ferroalloys – New and Improved
sandurgroup.com 12 Ferroalloys – Bus i nes s Verti ca l s Revi ew New and Improved FERROALLOYS CAPACITIES 95,000/1,25,000 TPA Silicomanganese/ SiMn Ferromanganese Capacity FeMn 95,000/ 1,25,000 TPA FY22 Onwards (SiMn/FeMn)* 48,000/66,000 TPA FY21 (SiMn/FeMn) FERROALLOYS OPERATIONS (TPA) 32,000 TPA S
Slide 14: Coke and Energy - Strengthening Operations
sandurgroup.com 13 Coke and Energy - Bus i nes s Verti ca l s Revi ew Strengthening Operations 0.5 MTPA Coke Oven Plant with 4 operational Batteries 32 MW 2 Waste Heat Recovery Boilers (WHRB) with a cumulative capacity of 32 MW for generating cleaner energy March 2018 Started expansion work for Coke
Slide 15: Steel - Growth Engine
sandurgroup.com 14 Steel - Growth Engine STRONG BUSINESS PROFILE Bus i nes s Verti ca l s Revi ew High-quality Strong entry Strategic Focusing on convertor: SBQ barriers: locations: growing non-auto steel has better Empanelled To cater to auto opportunities: realizations vendor, after a OEM clusters
Slide 16: Royal Sandur Group in a Nutshell
sandurgroup.com 15 Royal Sandur Group in a Nutshell Concl us i on Ancillary Coke & Energy and Ferroalloys Contributing to business resilience and financial performance Emerging Strong Balance Disciplined Integrated Player Sheet Capital Allocation Merchant miner to specialty steel Robust balance shee
Slide 17: Key Performance Indicators (Consolidated)
sandurgroup.com 16 Key Performance Indicators (Consolidated) Fi na nci a l s Revi ew REVENUE, EBITDA EBITDA MARGINS PBT & PAT (₹ IN CRORE) (IN %) (₹ IN CRORE) REVENUE EBITDA EBITDA MARGINS PBT PAT 915 5,088 44% 827 675 658 30% 624 3,135 27% 25% 471 21% 2,249 2,126 360 325 271 239 1,252 1,284 1,009 8
Slide 18: Q1FY27 Performance Highlights
sandurgroup.com 17 Q1FY27 Performa nce H i ghl i ghts Q1FY27 Performance Highlights
Slide 19: Q1FY27 Segment Operational Highlights
sandurgroup.com 18 Q1FY27 Segment Operational Highlights Q1FY27 Performa nce H i ghl i ghts MANGANESE ORE IRON ORE FERROALLOYS COKE STEEL Production 1.50 Lakh Tonne 13.61 Lakh Tonne 13,130 Tonne 0 Tonne* 1.05 Lakh Tonne Sales 0.97 Lakh Tonne 9.64 Lakh Tonne 16,292 Tonne 2,134 Tonne 1.05 Lakh Tonne Y
Slide 20: Q1FY27 Segment Highlights
sandurgroup.com 19 Q1FY27 Segment Highlights Q1FY27 Performa nce H i ghl i ghts MANGANESE ORE OPERATIONAL PERFORMANCE IRON ORE OPERATIONAL PERFORMANCE FERROALLOYS OPERATIONAL PERFORMANCE (Lakh Tonne & ₹/Tonne) (Lakh Tonne & ₹/Tonne) (Tonne & ₹/Tonne) 3,715 71,005 18,000 7,954 3,380 16.00 2.50 3,095
Slide 21: Q1FY27 Financial Highlights
sandurgroup.com 20 Q1FY27 Financial Highlights Q1FY27 Performa nce H i ghl i ghts 554 237 161 3,270 1,390 358 228 3,481 Total Income EBITDA PAT Shareholders’ Funds Total Income EBITDA PAT Shareholders’ Funds STANDALONE CONSOLIDATED (In ₹ Crore) (In ₹ Crore) Capital Capital Total Income EBITDA PAT To
Slide 22: Group Debt Profile
sandurgroup.com 21 Group Debt Profile Q1FY27 Performa nce H i ghl i ghts A+ 0.27 CRISIL and ICRA RATED Consolidated Robust credit rating for term loans, cash credit Net Debt to Equity As on Q1FY27 STANDALONE DEBT MOVEMENT STANDALONE DEBT TO EQUITY (In ₹ Crore) (IN TIMES) HEALTHY LIQUIDITY PROFILE In
Slide 23: Management Commentary
sandurgroup.com 22 Management Q1FY27 Performa nce H i ghl i ghts Commentary MINING The mining segment’s performance looking to commence commercial operations by Q2FY27. The project contracted for FY27. We have initiated the process to reignite the and focus on value added product portfolio, has led
Slide 24: Long-Term Value Creation
sandurgroup.com 23 Long-Term Value Creation Q1FY27 Performa nce H i ghl i ghts SANDUMA (MCAP) BALANCE SHEET 119,509 7,129 SENSEX (#) 8,349 7,911 MANAGEMENT 109,509 6,911 5,872 99,509 5,911 89,509 4,911 3,176 2,776 79,509 3,911 77,415 73,651 69,509 71,948 Robust Cash 2,911 911 Flows 59,509 1,911 911
Slide 25: Capital Market Snapshot
sandurgroup.com 24 Capital Q1FY27 Performa nce H i ghl i ghts Market Snapshot ₹214 Current Market Price SHAREHOLDING SUMMARY ₹273/141 (IN %) 52 Week High/Low ₹10,388 Crore 23.47 Market Capitalization Public 2.31 48.61 Crore FII + DII Shares Outstanding 74.22 Promoters SANDUMA Shareholding Data as on
Slide 26: Safe Harbor
Safe Harbor This document which has been prepared by The Sandur Manganese & Iron Ores Limited (the “Company”, “SMIORE”), THE SANDUR solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or MANGANESE subscribe any securities, and shall not form the
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