Sandur Manganese & Iron Ores Ltd · NSE:SANDUMA
Sandur Manganese & Iron Ores — The Sandur Manganese & Iron Ores — Q1 FY26 Earnings Presentation
24 slides from Sandur Manganese & Iron Ores's earnings presentation, Aug 8, 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: Q1FY26 Earnings Presentation - Forging a new path: From mines to metals
THE SANDUR MANGANESE & IRON ORES LIMITED new NSE: SANDUMA | BSE: 504918 BLOOMBERG: SANDUMA:IN FORGING A path: FROM MINES TO METALS Q1FY26 Earnings Presentation AUGUST 2025
Slide 3: SMIORE at a Glance
ABO U T S M IO RE G RO U P EARNINGS PRESENTATION SMIORE at a Glance 7+ DECADES 2nd LARGEST 3rd LARGEST Top 5 A+/STABLE 4,255* As one of the most Manganese Iron ore miner in Amongst the top 5 CRISIL and ICRA RATED SMIORE family respected private sector ore miner in India Karnataka players in SBQ stee
Slide 4: Geographical Footprint
ABO U T S M IO RE G RO U P EARNINGS PRESENTATION Geographical Footprint Corporate Office Bengaluru, Karnataka Mandi Gobindgarh Punjab Mining Leases Deogiri, Kammathuru, Subbarayanahalli and Ramghad Faridabad Arjas Branch sandurgroup.com Sandur, Ballari District, Karnataka Office Ferroalloy Plant, Po
Slide 5: Values that Drive Us
ABO U T S M IO RE G RO U P EARNINGS PRESENTATION Values Some of Our 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 cylinder
Slide 6: Recent Milestones
ABO U T S M IO RE G RO U P EARNINGS PRESENTATION Recent Milestones sandurgroup.com April June January February April September November January February April May 2023 2023 2024 2024 2024 2024 2024 2025 2025 2025 2025 • Received • Commissioned • SMIORE • Received • Announced • Enhancement • Completi
Slide 7: Transforming Business Canvas
ABO U T S M IO RE G RO U P EARNINGS PRESENTATION Transforming Business Canvas FY23 FY24 & FY25 FY26 TRAITS 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 Employed (ROCE) MINING • Cost-efficient oper
Slide 8: Mining – Our Mainstay
BU S INE S S VE RT IC AL S RE VIE W HIGHEST-EVER EARNINGS PRESENTATION Mining – Our Mainstay PRODUCTION VOLUMES IN FY25 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 s
Slide 9: Ferroalloys – New and Improved
BU S INE S S VE RT IC AL S RE VIE W EARNINGS PRESENTATION CAPACITIES Ferroalloys – New and Improved FY22 Onwards Turnaround of Ferroalloys operations in Achieved a shift towards cleaner sources of energy 95,000/ FY21 through feasible power generation such as Waste Heat Recovery & Green Energy agains
Slide 10: Coke and Energy – Strengthening Operations
BU S INE S S VE RT IC AL S RE VIE W 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 cap
Slide 11: Steel – New Growth Engine
BU S INE S S VE RT IC AL S RE VIE W EARNINGS PRESENTATION STRONG BUSINESS PROFILE Steel – New Growth Engine High-quality convertor: SBQ steel has better realizations and margins vis-à-vis commodity steel products 0.585 MTPA 2 ~41 MW Strong entry barriers: Empanelled vendor, after a stringent process
Slide 12: SMIORE Group's Environment Stewardship
E NVIRO NM E NT AL L E AD E RS HIP EARNINGS PRESENTATION SMIORE Group’s Environment Stewardship Scientific Studies & Audits Undertaken: 7-Star Rated Mines Renewable & Clean Zero Discharge Environmental Impact Studies by Indian Council Recognition Energy Transition Ferroalloys plant operations of For
Slide 13: Safety First Culture
S AF E T Y F RAM E WO RK EARNINGS PRESENTATION Safety First Culture Safety Awards & Recognitions 1st Prize in All India 1st Prize (State Level) Gold Award for Silver Award in 50th Open Cast mines by by DGMS in Mines Industrial Safety CII National Kaizen DGMS Safety Week Leadership – CII 2024 Competi
Slide 14: Building Beyond Business
C O RPO RAT E S O C IAL RE S PO NS IBIL IT Y EARNINGS PRESENTATION Building Beyond Business SMIORE’s Vision "To foster a happy and content society by harnessing effective technologies to raise living standards and improve infrastructure locally. Focus on education, healthcare, sports promotion, rura
Slide 15: SMIORE Group in a Nutshell
C O NC L U S IO N EARNINGS PRESENTATION SMIORE Group in a Nutshell Strong Company sandurgroup.com Disciplined Balance Sheet With a Heart Robust balance sheet with Adhering to the highest standards of Capital Allocation controlled leverage, even post corporate governance, employee welfare Guided by s
Slide 16: Key Performance Indicators (Consolidated)
F INANC IAL S RE VIE W EARNINGS PRESENTATION Key Performance Indicators (Consolidated) REVENUE, EBITDA EBITDA MARGINS PBT & PAT (₹ IN CRORE) (IN %) (₹ IN CRORE) 915 3,135 44% 675 38% 624 2,249 2,126 30% 471 1,252 360 325 sandurgroup.com 1,009 21% 27% 250 271 862 239 747 154 289 452 403 FY21 FY22 FY2
Slide 17: Q1FY26 Review Section
Q1FY26 Review Section
Slide 18: Q1FY26 Operational Highlights
Q 1F Y 26 PE RF O RM ANC E HIG HL IG HT S EARNINGS PRESENTATION Q1FY26 Operational Highlights MANGANESE ORE IRON ORE FERROALLOYS COKE STEEL Production 1.21 Lakh Tonne 10.71 Lakh Tonne 11,026 Tonne 869 Tonne* 0.95 Lakh Tonne Sales 0.49 Lakh Tonne 8.52 Lakh Tonne 6,222 Tonne 2,570 Tonne 0.97 Lakh Tonn
Slide 19: Q1FY26 Segment Highlights
Q 1F Y 26 PE RF O RM ANC E HIG HL IG HT S EARNINGS PRESENTATION Q1FY26 Segment Highlights MANGANESE ORE OPERATIONAL PERFORMANCE IRON ORE OPERATIONAL PERFORMANCE FERROALLOYS OPERATIONAL PERFORMANCE (Lakh Tonne & ₹/Tonne) (Lakh Tonne & ₹/Tonne) (Tonne & ₹/Tonne) 16.00 3,679 3,582 3,554 3,715 12,000 4
Slide 20: Q1FY26 Financial Highlights
Q 1F Y 26 PE RF O RM ANC E HIG HL IG HT S EARNINGS PRESENTATION Q1FY26 Financial Highlights Standalone Consolidated sandurgroup.com (In ₹ Crore) (In ₹ Crore) 435 219 129 2,715 1,150 314 167 2,780 Total Income EBITDA PAT Shareholders’ Funds Total Income EBITDA PAT Shareholders’ Funds Capital Capital
Slide 21: Management Commentary
Q 1F Y 26 PE RF O RM ANC E Mining Expansion from the Coke oven. As a result, we recorded higher EARNINGS PRESENTATION HIG HL IG HT S “We are leveraging the All of our interim mining expansion stages have production and sales volumes compared to the last few quarters. As Coke oven utilisation stabili
Slide 22: Long-Term Value Creation
PE RF O RM ANC E HIG HL IG HT 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 1 ,1 9 ,5 0 9 sandurgroup.com 7 ,9 1 1 7,129 P
Slide 23: Shareholding Summary
Q 1F Y 26 PE RF O RM ANC E HIG HL IG HT S SHAREHOLDING SUMMARY EARNINGS PRESENTATION (IN %) 24.19 74.22 Public Promoters 1.59 FII + DII sandurgroup.com Shareholding Data as on 30 June 2025. Data rounded-off where necessary. ₹466 ₹568/337 ₹7,557 CRORE Current Market Price 52 Week High/Low Market Capi
Slide 24: 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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