Sandur Manganese & Iron Ores Ltd · NSE:SANDUMA
Sandur Manganese & Iron Ores — The Sandur Manganese & Iron Ores — Q4 FY26 Earnings Presentation
26 slides from Sandur Manganese & Iron Ores's earnings presentation, May 7, 2026
Slide 1: Cover letter to stock exchanges: investor presentation
(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 –
Slide 2: Scaling New Heights Through Integrated Excellence
THE SANDUR MANGANESE & IRON ORES LIMITED NSE: SANDUMA | BSE: 504918 BLOOMBERG: SANDUMA:IN Scaling New Heights Through Integrated Excellence Q4FY26 Earnings Presentation MAY 2026
Slide 3: SMIORE at a Glance
2 EARNINGS PRESENTATION sandurgroup.com Ab o ut S M IO RE G r o up 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 138 MT respected private sector merchant miners of ore miner in India Karnataka Ma
Slide 4: Geographical Footprint
3 EARNINGS PRESENTATION sandurgroup.com Ab o ut S M IO RE G r o up Geographical Footprint Corporate Office Steel Plants Bengaluru, Karnataka • Tadipatri, Andhra Pradesh • Mandi Gobindgarh, Punjab Mining Leases Deogiri, Kammathuru, Subbarayanahalli and Ramghad Mandi Gobindgarh Sandur, Ballari Distric
Slide 5: Values that Drive Us
4 EARNINGS PRESENTATION sandurgroup.com Ab o ut S M IO RE G r o up 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 other should be primarily us
Slide 6: SMIORE Group's Environment Stewardship
5 EARNINGS PRESENTATION sandurgroup.com Ab o ut S M IO RE G r o up SMIORE Group’s Environment Stewardship Highlights of FY26 94,500 8.75 Ha 15 Ha Saplings planted Land reclamation by backfilling Rehabilitated afforested area Scientific Studies & Audits Undertaken Environmental Impact Studies by Indi
Slide 7: Safety First Culture
6 EARNINGS PRESENTATION sandurgroup.com Ab o ut S M IO RE G r o up 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 operations 2 ~7,237 Strict a
Slide 8: Enabling Sustainable Growth for Nation-Building
7 EARNINGS PRESENTATION sandurgroup.com Ab o ut S M IO RE G r o up Enabling Sustainable Growth for Nation-Building Key Focus Areas "To foster a happy and content society by harnessing effective technologies to raise living standards and improve infrastructure locally. Focus on education, healthcare,
Slide 9: Recent Milestones
8 EARNINGS PRESENTATION sandurgroup.com Ab o ut S M IO RE G r o up Recent Milestones April 2023 January 2024 April 2024 November 2024 February 2025 May 2025 October 2025 March 2026 Received SMIORE Announced Completion of Commissioned Receipt of approval for For the first time Early payment of Enviro
Slide 10: Transforming Business Canvas
9 EARNINGS PRESENTATION sandurgroup.com Ab o ut S M IO RE G r o up Transforming Business Canvas FY23 FY24 & FY25 FY26 & FY27 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 Ore Return on Capital
Slide 11: Mining - Our Mainstay
10 EARNINGS PRESENTATION sandurgroup.com Busi ness Ver ti cal s Revi ew 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 ultimately to 0.599 MTPA. Similarly
Slide 12: Ferroalloys - New and Improved
11 EARNINGS PRESENTATION sandurgroup.com Busi ness Ver ti cal s Revi ew Ferroalloys - New and Improved Ferroalloys FERROALLOYS OPERATIONS (TPA) 95,000/1,25,000 TPA (SiMn/FeMn) Capacity Turnaround of Ferroalloys Achieved a shift towards operations in FY21 cleaner sources of energy Key products 54,698
Slide 13: Coke and Energy - Strengthening Operations
12 EARNINGS PRESENTATION sandurgroup.com Busi ness Ver ti cal s Revi ew 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 cleaner energy March 2018 18 January
Slide 14: Steel - New Growth Engine
13 EARNINGS PRESENTATION sandurgroup.com Busi ness Ver ti cal s Revi ew 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 capacity each in Andhra Pradesh
Slide 15: SMIORE Group in a Nutshell
14 EARNINGS PRESENTATION sandurgroup.com C o ncl usi o n SMIORE Group in a Nutshell Strong Purpose-Led Robust & Balance Sheet Robust balance sheet with Organisation Adhering to the highest standards of Growing controlled leverage, even corporate governance, employee welfare Cash Flows post acquisiti
Slide 16: Key Performance Indicators (Consolidated)
15 EARNINGS PRESENTATION sandurgroup.com F i nanci al s Revi ew Key Performance Indicators (Consolidated) REVENUE, EBITDA EBITDA MARGINS PBT & PAT (₹ IN CRORE) (IN %) (₹ IN CRORE) 915 5,088 827 44% 675 658 624 30% 3,135 27% 471 2,249 2,126 25% 360 325 21% 271 239 1,252 1,284 1,009 862 452 403 FY22 F
Slide 17: Q4FY26 Review Section
16 EARNINGS PRESENTATION sandurgroup.com Q4FY26 Review Section
Slide 18: Q4FY26 Operational Highlights
17 EARNINGS PRESENTATION sandurgroup.com Q 4F Y 26 Per f o r mance Hi g hl i g hts Q4FY26 Operational Highlights MANGANESE ORE IRON ORE FERROALLOYS COKE STEEL Production 2.02 Lakh Tonne 12.65 Lakh Tonne 13,371 Tonne 0 Tonne* 1.07 Lakh Tonne Sales 1.20 Lakh Tonne 15.10 Lakh Tonne 18,241 Tonne 5,181 T
Slide 19: Q4FY26 Segment Highlights
18 EARNINGS PRESENTATION sandurgroup.com Q 4 F Y 2 6 Per f o r mance Hi g hl i g hts Q4FY26 Segment Highlights MANGANESE ORE OPERATIONAL PERFORMANCE IRON ORE OPERATIONAL PERFORMANCE FERROALLOYS OPERATIONAL PERFORMANCE (Lakh Tonne & ₹/Tonne) (Lakh Tonne & ₹/Tonne) (Tonne & ₹/Tonne) 3,715 18,000 7 1 ,
Slide 20: Q4FY26 Financial Highlights
19 EARNINGS PRESENTATION sandurgroup.com Q 4F Y 26 Per f o r mance Hi g hl i g hts Q4FY26 Financial Highlights Standalone Consolidated (In ₹ Crore) (In ₹ Crore) 687 308 196 3,109 1,531 406 236 3,254 Total Income EBITDA PAT Shareholders’ Funds Total Income EBITDA PAT Shareholders’ Funds Capital Capit
Slide 21: FY26 Financial Highlights
20 EARNINGS PRESENTATION sandurgroup.com F Y 26 Per f o r mance Hi g hl i g hts FY26 Financial Highlights Standalone Consolidated (In ₹ Crore) (In ₹ Crore) 2,076 923 543* 3,109 5,163 1,284 658* 3,254 Total Income EBITDA PAT Shareholders’ Funds Total Income EBITDA PAT Shareholders’ Funds Capital Capi
Slide 22: Group Debt Profile
21 EARNINGS PRESENTATION sandurgroup.com Q 4F Y 26 Per f o r mance Hi g hl i g hts Group Debt Profile A+/STABLE 0.31 Healthy Liquidity Profile CRISIL and ICRA RATED Consolidated Robust credit rating for term loans, Net Debt to Equity cash credit 1 2 Standalone Consolidated STANDALONE DEBT STANDALONE
Slide 23: Management Commentary
22 EARNINGS PRESENTATION sandurgroup.com Q 4F Y 26 Per f o r mance Hi g hl i g hts Management Commentary Mining DCS Project at Mines scope of our contract manufacturing which were relatively muted in the by recommencing production from previous two quarters, have also "FY26 closes with all-time-high
Slide 24: Long-Term Value Creation
23 EARNINGS PRESENTATION sandurgroup.com Per f o r mance Hi g hl i g hts Long-Term Value Creation 7 ,9 1 1 7,129 8,349 1 ,1 9 ,5 0 9 Balance Sheet Management 1 ,0 9 ,5 0 9 6 ,9 1 1 5,872 9 9 ,5 0 9 5 ,9 1 1 8 9 ,5 0 9 SANDUMA (MCAP) SENSEX 4 ,9 1 1 7 9 ,5 0 9 3,176 Robust 3 ,9 1 1 2,776 77,415 73,65
Slide 25: Capital Market Snapshot
24 EARNINGS PRESENTATION sandurgroup.com Q 4F Y 26 Per f o r mance Hi g hl i g hts Capital Market Snapshot SHAREHOLDING SUMMARY (IN %) 23.49 ₹217 ₹273/141 Public Current Market Price 52 Week High/Low 2.29 FII + DII 74.22 Promoters Shareholding Data as on 31 March 2026. Data rounded-off where necessa
Slide 26: Safe Harbor
Safe Harbor Get in touch NEHA THOMAS COMPANY SECRETARY This document which has been prepared by The Sandur Manganese & Iron Ores Limited (the “Company”, “SMIORE”), solely for AND COMPLIANCE information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe an
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