Kumba Iron Ore Management
Management Kriterienprüfungen 3/4
Kumba Iron Ore CEO ist Mpumi Zikalala , ernannt in Jan 2022, hat eine Amtszeit von 4.58 Jahren. Die jährliche Gesamtvergütung beträgt ZAR34.67M , bestehend aus 27.1% Gehalt und 72.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.015% der Aktien des Unternehmens, im Wert von ZAR11.82M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.9 Jahre bzw. 3 Jahre.
Wichtige Informationen
Mpumi Zikalala
Geschäftsführender
R34.7m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 27.12% |
| Amtszeit als Geschäftsführer | 4.6yrs |
| Eigentum des Geschäftsführers | 0.02% |
| Durchschnittliche Amtszeit des Managements | 4.9yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 3yrs |
Jüngste Management Updates
Recent updates
KIO: Future Returns Will Depend On Stable Output And Higher Earnings Multiple
Kumba Iron Ore's updated analyst price target has shifted to ZAR 286.13 from ZAR 304.14, as analysts factor in slightly higher discount rates, softer revenue growth expectations, modestly lower profit margins, and a higher assumed future P/E multiple. What's in the News for Kumba Iron Ore Kumba Iron Ore released production results for the second quarter of 2026, with output of 8,844,000 tonnes, compared with 9,257,000 tonnes in the same quarter of the prior year.KIO: Future Returns Will Rely On Stable Output And Neutral Rating
The analyst price target for Kumba Iron Ore has been reduced from ZAR314 to about ZAR304. Analysts attribute this change to updated assumptions on discount rates, revenue trends, profit margins and future P/E expectations following the recent share price move and ratings change.KIO: Future Returns Will Depend On Stable Output And Rail Delivery
Analysts have reaffirmed their ZAR 313.71 price target for Kumba Iron Ore, citing only marginal tweaks to assumptions, such as a slightly lower discount rate and an unchanged outlook for revenue growth, profit margin and future P/E. What's in the News for Kumba Iron Ore Kumba Iron Ore reported total production of 8.8 Mt for the first quarter ended March 31, 2026, compared with 9.0 Mt in Q1 2025.KIO: Future Returns Will Rely On Rail Delivery And Stable Payouts
Analysts have raised their price target for Kumba Iron Ore from ZAR306 to about ZAR314, citing updated assumptions that reflect slightly slower expected revenue declines, a modestly higher projected profit margin, and a small adjustment to the forecast future P/E multiple and discount rate. What's in the News Kumba Iron Ore reported first quarter 2026 production of 8.8 Mt, compared with 9.0 Mt in Q1 2025, with lower output at Kolomela partly offset by higher production at Sishen.KIO: Future Returns Will Depend On Dividends And Rail Logistics Delivery
Analysts have set their Kumba Iron Ore price target at ZAR306, down slightly from ZAR310.29. This reflects small updates to discount rate assumptions, softer revenue growth expectations, and a modestly higher profit margin outlook and future P/E estimate.KIO: Future Returns Will Rely On Dividends And Rail Capacity Delivery
Analysts have trimmed their price target for Kumba Iron Ore slightly, with fair value moving from about ZAR313.14 to around ZAR310.29 as they factor in updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Kumba Iron Ore approved a gross final cash dividend of ZAR15.43 per share for the year ended 31 December 2025, with a net dividend of ZAR12.34 per share after 20% withholding tax for non exempt shareholders, payable on 16 March 2026 (Key Developments).KIO: Fair Value Will Depend On Dividends And Rail Logistics Delivery
Analysts have reduced their price target for Kumba Iron Ore from ZAR320.70 to ZAR313.14, citing revised assumptions that include flatter revenue growth, a higher profit margin, and a slightly lower future P/E multiple. What's in the News Kumba Iron Ore approved a gross final cash dividend of 1,543 cents per share for the year ended 31 December 2025, with a 20% dividend withholding tax for non exempt shareholders, resulting in a net dividend of 1,234.40 cents per share (company announcement).KIO: Fair Value Will Persist As Dividends Balance Logistics Production Risks
Analysts have trimmed their ZAR340 fair value estimate for Kumba Iron Ore to about ZAR320.70, reflecting updated assumptions for revenue growth, margins, discount rate, and future P/E levels. What's in the News Kumba Iron Ore declared a gross final cash dividend of ZAR15.43 per share for the year ended 31 December 2025.KIO: Fair Value Will Hold As Production Adjusts To Logistics Constraints
Analysts have raised their price target for Kumba Iron Ore from ZAR323.58 to ZAR340.00, citing an updated valuation framework that links a slightly lower discount rate with revised expectations for revenue, profit margins and future P/E multiples. What's in the News Kumba issued production guidance for 2026 of 31 to 33 Mt, which the company expects to be lower than 2025.Kumba Iron Ore's (JSE:KIO) Returns On Capital Not Reflecting Well On The Business
What are the early trends we should look for to identify a stock that could multiply in value over the long term...KIO: Fair Value Maintained While Production Faces Pressure From Plant Maintenance
Analysts have maintained their fair value estimate for Kumba Iron Ore at R323.58 per share. They cite only minor adjustments to discount rates and profit margin forecasts in their latest review.KIO: Future Production Will Face Risk From Maintenance And Plant Upgrades
Analysts have raised their price target for Kumba Iron Ore from R320.88 to R323.58. This reflects updated expectations around the company’s outlook and underlying financial metrics.Improved Earnings Required Before Kumba Iron Ore Limited (JSE:KIO) Shares Find Their Feet
With a price-to-earnings (or "P/E") ratio of 7x Kumba Iron Ore Limited ( JSE:KIO ) may be sending bullish signals at...Analysts Trim Kumba Iron Ore Fair Value Estimate Amid Dividend Declaration and Production Update
Analysts have revised their fair value estimate for Kumba Iron Ore downward from R327.50 to R320.88 due to slightly reduced revenue growth and profitability expectations. What's in the News Kumba Iron Ore declared a gross interim cash dividend of 1,660 cents per share for the period ended 30 June 2025.Sishen UHDMS Upgrade Will Boost Premium Ore Amid Cost Pressure
Analysts have revised their fair value estimate for Kumba Iron Ore downward from R333.75 to R327.50. This change reflects more cautious assumptions about future growth and profitability.Kumba Iron Ore (JSE:KIO) Is Reinvesting At Lower Rates Of Return
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Sishen UHDMS Upgrade Will Boost Premium Ore Amid Cost Pressure
Investment in high-grade iron ore production, efficiency programs, and logistics partnerships position Kumba for margin growth despite potential market pressures.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | R12b |
| Mar 31 2026 | n/a | n/a | R13b |
| Dec 31 2025 | R35m | R9m | R15b |
| Sep 30 2025 | n/a | n/a | R15b |
| Jun 30 2025 | n/a | n/a | R15b |
| Mar 31 2025 | n/a | n/a | R15b |
| Dec 31 2024 | R30m | R9m | R15b |
| Sep 30 2024 | n/a | n/a | R17b |
| Jun 30 2024 | n/a | n/a | R20b |
| Mar 31 2024 | n/a | n/a | R21b |
| Dec 31 2023 | R27m | R8m | R23b |
| Sep 30 2023 | n/a | n/a | R18b |
| Jun 30 2023 | n/a | n/a | R13b |
| Mar 31 2023 | n/a | n/a | R14b |
| Dec 31 2022 | R30m | R8m | R15b |
Vergütung im Vergleich zum Markt: MpumiDie Gesamtvergütung ($USD2.14M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt ZA ($USD2.67M).
Entschädigung vs. Einkommen: MpumiDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Mpumi Zikalala (47 yo)
Ms. Nompumelelo Dessederia Zikalala, also known as Mpumi, serves as Chief Executive Officer and Executive Director at Kumba Iron Ore Limited since January 01, 2022. She served as Managing Director of Group...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Executive Director | 4.6yrs | R34.67m | 0.015% ZAR 11.8m | |
| CFO & Executive Director | less than a year | R810.00k | 0.037% ZAR 29.4m | |
| Executive Head of Human Resources | 4yrs | R7.88m | 0.0024% ZAR 1.9m | |
| Executive Head of Corporate Affairs | 5.9yrs | R8.63m | 0.0036% ZAR 2.8m | |
| Executive Head of SHE | 5.3yrs | R8.06m | 0.0027% ZAR 2.1m | |
| Investor Relations Manager | no data | keine Daten | keine Daten | |
| Executive Head of Marketing & Seaborne Logistics | no data | R16.50m | keine Daten | |
| Head of Integrated Sales & Operational Planning and Logistics | no data | keine Daten | keine Daten | |
| Company Secretary | 6.6yrs | R4.77m | 0.00064% ZAR 504.0k |
Erfahrenes Management: KIODas Führungsteam des Unternehmens gilt als erfahren (4.9 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Executive Director | 4.6yrs | R34.67m | 0.015% ZAR 11.8m | |
| CFO & Executive Director | less than a year | R810.00k | 0.037% ZAR 29.4m | |
| Independent Non-Executive Director | 2.1yrs | R1.35m | keine Daten | |
| Independent Non-Executive Chairman | 9.4yrs | R2.30m | keine Daten | |
| Independent Non-Executive Director | 8.7yrs | R1.30m | keine Daten | |
| Lead Independent Non-Executive Director | 8.7yrs | R1.51m | keine Daten | |
| Independent Non-Executive Director | less than a year | keine Daten | keine Daten | |
| Non-Executive Director | 1.1yrs | R516.00k | keine Daten | |
| Independent Non-Executive Director | 3.6yrs | R1.24m | keine Daten | |
| Independent Non-Executive Director | 6.8yrs | R1.12m | keine Daten | |
| Non-Executive Director | 2.3yrs | R859.00k | keine Daten | |
| Non-Executive Director | 1.1yrs | R441.00k | keine Daten |
Erfahrener Vorstand: KIODie Vorstandsmitglieder gelten nicht als erfahren ( 3 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/17 19:25 |
| Aktienkurs zum Tagesende | 2026/08/17 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Kumba Iron Ore Limited wird von 20 Analysten beobachtet. 9 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Herbert Kharivhe | Absa Bank Limited |
| Mpumelelo Mthembu | Absa Bank Limited |
| Wade Napier | Avior Capital Markets |