SENS Announcement (kumba iron ore limited sens announcement hy2026)

Kumba Iron Ore Limited

Registration number: 2005/015852/06 JSE share code: KIO

ISIN: ZAE000085346

Income tax number: 9586/481/15/3 (Kumba or the Company or the group)

EXTRACTS FROM THE REVIEWED INTERIM RESULTS FOR THE PERIOD ENDED 30 JUNE 2026 AND INTERIM CASH DIVIDEND DECLARATION

KEY FEATURES

Safety and sustainability focus

• Fatality-free production of more than 10 years at Sishen and more than 3 years at Kolomela

• Kolomela began receiving wheeled renewable electricity

• Women represent 32% of all employees

• Created R24.0 billion of enduring value

  Unlock full value of the core

• Average realised export price of US$90 per wet metric tonne (wmt^), 8% above benchmark

• C1 unit cost of US$46 per wmt driven by external headwinds

• Earnings before interest, tax, depreciation and amortisation (EBITDA)* margin of 35%

• Closing net cash* of R12.1 billion

  Disciplined capital allocation

• Attributable free cash flow* of R1.9 billion

• Return on capital employed of 26%

• Interim cash dividend of R7.90 per share

Mpumi Zikalala, Kumba's Chief Executive, said: "Kumba's first-half performance reflects the impact of a challenging external environment and difficult operating conditions. Despite these headwinds, we delivered EBITDA of R10.9 billion and an EBITDA margin of 35%. We remain focused on cost optimisation,

capital allocation discipline and enhancing cash generation to support sustainable shareholder returns. The strength of our balance sheet and cash generated from operations of R10.1 billion, together with our confidence in the long-term fundamentals of our business enabled the Board to declare an interim dividend of R2.5 billion, of which our empowerment partners will receive R0.8 billion. Our sustainability

commitments remain integral to value creation and we delivered R24.0 billion of enduring shared value to our stakeholders."

REVENUE

for the period ended 30 June 30 June % 31 December 2026 2025 change 2025

Rand million

Revenue 30,877 34,535 (11) 70,077 EARNINGS PER SHARE

* This constitutes pro forma financial information in terms of the JSE Limited Listings Requirements

and should be read in conjunction with the supplementary non-International Financial Reporting Standards financial measures on page 35 of the interim financial statements.

^ Production and sales volumes, iron ore prices and C1 costs are reported in wmt. Kumba's product is shipped with approximately 1.5% moisture.

NOTICE OF INTERIM CASH DIVIDEND

On 27 July 2026, the directors approved a gross interim cash dividend of 790 cents per share on the ordinary shares from profits accrued during the period ended 30 June 2026. The dividend has been declared from income reserves.

The dividend will be subject to a dividend withholding tax of 20% for all shareholders who are not exempt from or do not qualify for a reduced rate of withholding tax. The net dividend payable to shareholders after withholding tax at a rate of 20% amounts to 632.00 cents per share.

The issued share capital at the declaration date is 322,085,974 ordinary shares. The salient dates are as follows:

Publication of declaration data Tuesday, 28 July 2026 Last day for trading to qualify and participate

in the interim dividend Tuesday, 18 August 2026 Trading ex-dividend commences Wednesday, 19 August 2026 Record date Friday, 21 August 2026

Dividend payment date Monday, 24 August 2026

Share certificates may not be dematerialised or rematerialised between Wednesday, 19 August 2026

and Friday, 21 August 2026, both days inclusive.

EXTRACTS FROM THE PROVISIONAL REVIEWED INTERIM RESULTS FOR THE PERIOD ENDED 30 JUNE 2026

This unreviewed results announcement is the responsibility of the directors of the Company.

The information disclosed is only a summary of the information in the reviewed interim results

for the period ended 30 June 2026 (interim results) and does not contain full or complete details.

The reviewed interim results should be considered for any investment decisions. The reviewed interim results for Kumba have been made available via the JSE cloudlink at https://senspdf.jse.co.za/documents/2026/JSE/ISSE/KIO/KumbaInt26.pdf

and on the Company's website https://www.angloamericankumba.com/investors/financial-results-centre

The interim financial statements have been reviewed by the Company's auditors, PricewaterhouseCoopers Inc. who issued an unmodified review opinion.

Any reference to future financial performance included in this announcement has not been reviewed or reported on by the Company's external auditors.

This results announcement has been prepared in compliance with the JSE Limited Listings Requirements.

Kumba Iron Ore Limited is a member of the Anglo American plc group. Directors

Non-executive: TP Goodlace (British/South African) (Chairperson), MS Bomela, RM Fernandes (Brazilian), MA Goliath, A Jeawon, MA Jenkins, NB Langa-Royds, NV Mokhesi, V Nkonyeni, MTS Walker (British)

Executive: ND Zikalala (Chief Executive), XF Mbambo (Chief Financial Officer) Registered office: 144 Oxford Road, Rosebank, Melrose, 2196, South Africa

Transfer Secretaries: Computershare Investor Services Proprietary Limited, Rosebank Towers,

15 Biermann Avenue, Rosebank, 2196, South Africa, Private Bag X9000, Saxonwold, 2132 Sponsor: RAND MERCHANT BANK (A division of FirstRand Bank Limited)

For more information please visit: https://www.angloamericankumba.com

28 July 2026