View ValuationKumba Iron Ore 향후 성장Future 기준 점검 0/6Kumba Iron Ore 의 수익과 수익은 각각 연간 1.7% 및 13.1% 감소할 것으로 예상됩니다. EPS는 연간 15% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.7% 로 예상됩니다.핵심 정보-13.1%이익 성장률-14.99%EPS 성장률Metals and Mining 이익 성장14.2%매출 성장률-1.7%향후 자기자본이익률16.67%애널리스트 커버리지Good마지막 업데이트05 May 2026최근 향후 성장 업데이트공지 • Oct 24+ 1 more updateKumba Iron Ore Limited Provides Sales Guidance for the Full Year 2024Kumba Iron Ore Limited provided sales guidance for the full year 2024. For the year, the company expects total sales of 35 million tonnes wmt - 37 million tonnes wmt.공지 • Apr 23Kumba Iron Ore Limited Provides Production and Sales Guidance for the Full Fiscal Year 2024Kumba Iron Ore Limited provided production and sales guidance for the full fiscal year 2024. For the year, the company expects to report total production of 35 Mt - 37 Mt. For the year, the company expects to report total sales of 36 Mt - 38 Mt.공지 • Oct 25Kumba Iron Ore Limited Provides Production and Sales Guidance for the Full Year 2023Kumba Iron Ore Limited provided production and sales guidance for the full year 2023. for the year, the company expected total production of 35 Mt - 37 Mt and total sales of 36 Mt - 38 Mt.공지 • Jul 22+ 1 more updateKumba Iron Ore Limited Revises Sales Guidance for the Year 2023Kumba Iron Ore Limited revised sales guidance for the year 2023. For the period, the company expected total sales of (Mt) 36- 38 Mt against 37 - 39 Mt expected previously.공지 • Jan 28Kumba Iron Ore Limited Provides Earning Guidance for the 2022Kumba Iron Ore Limited provided earning guidance for the 2022. For the period, Basic earnings are expected to be between ZAR 31,270 million and ZAR 34,597 million. Basic earnings per share (EPS) are expected to be between ZAR 97.45 and ZAR 107.82, an increase of between 37% and 52%. Reported basic earnings and EPS for the comparative period were ZAR 22,779 million and ZAR 71.03 respectively.공지 • Dec 12Kumba Iron Ore Limited Provides Production Guidance for the Fiscal Year 2021, 2022, 2023 and 2024Kumba Iron Ore Limited provides production guidance for the fiscal year 2021, 2022, 2023 and 2024. For the year 2021, the company expects production to be 40 Mt.For the year 2022, the company expects production to be between 39 Mt and 41 Mt against previously announced guidance of 41.5 Mt and 42.5 Mt.For the year 2023, the company expects production to be between 39 Mt and 41 Mt against previously announced guidance of 41.5 Mt and 42.5 Mt.For the year 2021, the company expects production guidance to be between 41 Mt and 43 Mt.모든 업데이트 보기Recent updates공지 • Apr 11Kumba Iron Ore Limited, Annual General Meeting, May 26, 2026Kumba Iron Ore Limited, Annual General Meeting, May 26, 2026. Location: kumba iron ore corporate office, imbizo auditorium, 144 oxford road, rosebank, South Africa공지 • Mar 20Kumba Iron Ore Limited to Report First Half, 2026 Results on Jul 28, 2026Kumba Iron Ore Limited announced that they will report first half, 2026 results on Jul 28, 2026공지 • Dec 14Kumba Iron Ore Limited to Report Fiscal Year 2025 Results on Feb 19, 2026Kumba Iron Ore Limited announced that they will report fiscal year 2025 results on Feb 19, 2026공지 • Jun 25Kumba Iron Ore Limited Announces Appointment of Mark Goliath as A Non-Executive Director of the Board, Member of the Social, Ethics and Transformation Committee and the Strategy and Investment Committee, Effect from 1 July 2025Kumba Iron Ore Limited announced Mr. Mark Goliath has been appointed as a non-executive director of the Board with effect from 1 July 2025, representing the Industrial Development Corporation ("IDC"). He will also serve as a member of the Social, Ethics and Transformation Committee and the Strategy and Investment Committee with effect from 1 July 2025. Mark is currently the Acting Divisional Executive: Manufacturing at the IDC and has more than 15 years of corporate finance and 13 years of manufacturing operations experience. He is accountable for leading a team which develops and implements industrial development investments across the manufacturing sectors focusing on South Africa and Sub-Saharan Africa. The sectors include chemicals, industrial minerals beneficiation, pharmaceuticals, oil and gas, machinery and equipment including yellow goods, automotive and rail value chains, wood and paper value chains and textile and clothing value chain. Mark holds an MBA from the University of Witwatersrand, a BCom (Honours) Finance from the University of the Western Cape and a National Diploma in Chemical Engineering from the Cape Technikon.공지 • Jun 20+ 1 more updateKumba Iron Ore Limited Announces CFO ChangesThe board of Kumba Iron Ore Limited announced a leadership transition as Chief Financial Officer (CFO), Bothwell Mazarura will be stepping down from his role as Chief Financial Officer to pursue other interests, after close on eight years of distinguished service since his appointment in September 2017. Bothwell will continue to serve as CFO during his notice period of up to six months until 31 December 2025 and will ensure a smooth transition. Kumb announced that Xolani Mbambo, currently CEO of Grindrod Limited ("Grindrod"), will assume the role of Chief Financial Officer from 01 January 2026. Xolani is a seasoned executive, holding a Chartered Accountant (CA[SA]) qualification and an Advanced Management Programme (AMP) from Harvard Business School. He brings over 20 years of experience in mining, logistics, and finance, having held senior leadership roles at Grindrod and previously at Anglo American, where he gained extensive experience across finance, project execution, business performance analysis, and commodity marketing. He is passionate about delivering value to stakeholders, enhancing customer experience, and fostering a culture of innovation and excellence. Note on Xolani Mbambo: Chartered Accountant (CA[SA]), Advanced Management Programme (Harvard Business School) Appointed CEO of Grindrod Limited on 1 January 2023 Joined Grindrod in March 2013, serving as Freight Services CFO, Group Financial Director, and CEO of Freight Services before becoming Group CEO Over a decade of experience at Anglo American in various finance and operational roles across Johannesburg, London, Mpumalanga, and Gaborone, spanning accounting, project execution, business performance analysis (iron ore, coal, manganese), and coal marketing Director of various businesses in which Grindrod has a shareholding.공지 • Jun 19Kumba Iron Ore Limited Announces Board ChangesKumba Iron Ore has announced that Themba Mkhwanazi will step down as a non-executive director of the board and Anglo American's representative effective 30 June 2025. Mkhwanazi has been an integral figure on the Kumba board and a member of both the Human Resources and Remuneration Committee and the Strategy and Investment Committee for the past eight years. The announcement comes as Kumba also heralds the appointment of Ruben Fernandes as a new non-executive director of the board, effective from 1 July 2025. Fernandes, currently the chief operating officer of Anglo American, will not only take Mkhwanazi's seat at the board table but will also participate as a member of the Social, Ethics and Transformation Committee, the Safety, Health and Sustainable Development Committee, and the Strategy and Investment Committee.Fernandes has been with the Anglo American group since 2012 and has held various senior executive roles demonstrating a strong track record in the mining sector. Most recently, he served as the regional director – Americas as of 2023 after previously directing Anglo American’s base metals businesses. His extensive experience in the industry is further highlighted by prior roles, including leadership positions at Votorantim Metals in Brazil, and chief operations officer at Vale Fertilizers. A metallurgical engineer by training, Fernandes earned his degree from the Federal University of Minas Gerais and furthered his education with an MBA from the University of São Paulo (USP) and Ibmec. | Siphelele DludlaHe has also broadened his academic prowess with specialisations from prestigious institutions such as Harvard, MIT, and IMD in Switzerland. As Anglo American positions itself for future growth and sustainability, the incoming leadership changes reflect the company’s commitment to fostering experienced and skilled governance at the highest level, paving the way for innovative strategies and resilient operational practices.Terence Goodlace, chairperson of Kumba, expressed his gratitude toward Mkhwanazi for his dedication.공지 • Apr 11Kumba Iron Ore Limited, Annual General Meeting, Jun 04, 2025Kumba Iron Ore Limited, Annual General Meeting, Jun 04, 2025. Location: kumba iron ore corporate office, imbizo auditorium, 144 oxford road, rosebank, johannesburg South Africa공지 • Mar 31Kumba Iron Ore Ltd. Announces Resignation of Josephine Tsele as Non-Executive Director, Member of the Social, Ethics and Transformation Committee, the Safety, Health and Sustainable Development Committee and the Strategy and Investment Committee Effective from 15 May 2025Kumba Iron Ore Limited announced the resignation of Ms Josephine Tsele as non-executive director with effect from 15 May 2025. Ms Tsele was appointed to the Board of directors of Kumba as a shareholder representative of the Industrial Development Corporation (IDC) on 1 May 2021 and during her tenure she served as a member of the Social, Ethics and Transformation Committee, the Safety, Health and Sustainable Development Committee and the Strategy and Investment Committee. She will also be stepping down as a member of these committees with effect from 15 May 2025.공지 • Feb 18Kumba Iron Ore Limited Declares Final Cash Dividend for the Year Ended 31 December 2024, Payable on 17 March 2025On 17 February 2025, the directors of Kumba Iron Ore Limited approved a gross final cash dividend of 1,990 cents per share on the ordinary shares from profits accrued during the year ended 31 December 2024. 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, subject to withholding tax at a rate of 20%, amounts to 1,592 cents per share. Dividend payment date is 17 March 2025. Record date is 14 March 2025. Trading ex-dividend commences is 12 March 2025.공지 • Feb 14Kumba Iron Ore Limited Announces Changes to the Composition of Board Committees, with Effect from 1 May 2025Kumba Iron Ore Limited in compliance with paragraph 3.59 of the JSE Limited Listings Requirements; the Board announced the following changes to the composition of its Board committees with effect from 1 May 2025: Mrs. Mary Bomela, who was appointed as interim Chairperson of the Social, Ethics and Transformation Committee ("SetCo") on 1 January 2024, will step down as Chairperson of the SetCo. She will continue to serve as a member of the SetCo. Ms Neo Mokhesi be appointed as the Chairperson of the SetCo. Mr. Terence Goodlace will step down as the Chairperson of the Safety, Health and Sustainable Development Committee and will continue to be a member of the SHSD. Mr. Aman Jeawon be appointed as the Chairperson of the SHSD.공지 • Nov 09+ 1 more updateKumba Iron Ore Limited to Report Fiscal Year 2024 Results on Feb 18, 2025Kumba Iron Ore Limited announced that they will report fiscal year 2024 results on Feb 18, 2025공지 • Oct 24+ 1 more updateKumba Iron Ore Limited Provides Sales Guidance for the Full Year 2024Kumba Iron Ore Limited provided sales guidance for the full year 2024. For the year, the company expects total sales of 35 million tonnes wmt - 37 million tonnes wmt.공지 • Jul 23Kumba Iron Ore Limited Approves Interim Cash Dividend for the Period Ended June 30, 2024, Payable on August 19, 2024Kumba Iron Ore Limited announced that at the Board meeting held on July 22 2024, the directors approved a gross interim cash dividend of 1,877.00 cents per share on the ordinary shares from profits accrued during the period ended June 30, 2024. This comprises a gross base dividend of 1,670.00 cents per share and a gross top-up dividend of 207.00 cents per share. The dividend has been declared from income reserves. Trading ex-dividend commences on August 14, 2024. Record date is August 16, 2024. Dividend payment date is August 19, 2024. 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 1,501.60 cents per share, comprising a net base dividend of 1,336.00 cents per share and a net top-up dividend of 165.60 cents per share.공지 • Jul 04Kumba Iron Ore Limited Appoints Neo Violet Mokhesi as Independent Non-Executive Director and Member of the Audit Committee, Social, Ethics and Transformation Committee and Safety, Health and Sustainable Development CommitteeKumba Iron Ore Limited announced that Ms. Neo Violet Mokhesi has been appointed as an independent non-executive director with effect from 1 July 2024. She will also serve as a member of the Audit Committee, the Social, Ethics and Transformation Committee and the Safety, Health and Sustainable Development Committee with effect from 1 July 2024. Neo holds a BCom from the National University of Lesotho. She serves on the boards of Barloworld Limited, WDB Investment Holdings, Nozala Trust and Mozal SA.공지 • Apr 23Kumba Iron Ore Limited Provides Production and Sales Guidance for the Full Fiscal Year 2024Kumba Iron Ore Limited provided production and sales guidance for the full fiscal year 2024. For the year, the company expects to report total production of 35 Mt - 37 Mt. For the year, the company expects to report total sales of 36 Mt - 38 Mt.공지 • Apr 12Kumba Iron Ore Limited, Annual General Meeting, May 28, 2024Kumba Iron Ore Limited, Annual General Meeting, May 28, 2024, at 10:00 South Africa Standard Time. Location: Anglo American Kumba offices in the Imbizo Auditorium, 144 Oxford Road, Rosebank Johannesburg South Africa공지 • Mar 21Kumba Iron Ore Limited Appoints Mr. Matthew Walker as Non-Executive Director, Effective April 1, 2024Kumba Iron Ore Limited announced that Mr. Matthew (Matt) Walker has been appointed as a non-executive director with effect from 1 April 2024, representing the Anglo American Group. Matt joined the Anglo American Executive Leadership Team when he was appointed as the CEO of Anglo American's Marketing business on 1 December 2023. He joined Anglo American's finance team in 2007 and has served as Group Head of Corporate Finance and Group Treasurer. He has also held a number of senior finance and other roles across the business, including as chief financial officer of the copper business in Chile. Matt holds a BSc (Hons) Economics and Economics History from the University of Warwick and is a Chartered Accountant and a member of The Institute of Chartered Accountants of Scotland. He will also serve as a member of the Strategy and Investment Committee and a member of the Human Resources and Remuneration Committee with effect from 1 April 2024.공지 • Feb 21Kumba Iron Ore Limited Approves Gross Final Cash Dividend for the Year Ended 31 December 2023, Payable on 18 March 2024Kumba Iron Ore Limited at its board meeting on 19 February 2024, the directors approved a gross final cash dividend of 2,420 cents per share on the ordinary shares from profits accrued during the year ended 31 December 2023.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, subject to withholding tax at a rate of 20%, amounts to 1,936 cents per share. The issued share capital at the declaration date is 322,085,974 ordinary shares. Trading ex-dividend commences on 13 March 2024 and record date is on 15 March 2024. The dividend payment date is on 18 March 2024.공지 • Nov 11Kumba Iron Ore Limited Announces Board ChangesKumba Iron Ore Limited announced that Ms Buyelwa Sonjica will retire as an independent non-executive director on 31 December 2023 after having served on the Kumba Board for just over 11 years. During her tenure she served as the chairperson of the Social, Ethics and Transformation Committee, member of the Safety, Health and Sustainable Development Committee and the Nominations and Governance Committee. The Board has commenced the process to identify and appoint an independent non-executive director to replace Ms Sonjica. Mrs. Mary Bomela will be appointed as a member of the Social, Ethics and Transformation Committee and will assume the role of interim Chairperson of the Committee.공지 • Oct 25Kumba Iron Ore Limited Provides Production and Sales Guidance for the Full Year 2023Kumba Iron Ore Limited provided production and sales guidance for the full year 2023. for the year, the company expected total production of 35 Mt - 37 Mt and total sales of 36 Mt - 38 Mt.공지 • Oct 01Sarah Kuijlaars Steps Down as Non-Executive Director, Member of Both the Strategy and Investment Committee and the Social, Ethics and Transformation Committee of Kumba Iron Ore Limited, Effective 1 October 2023Inchcape plc announced that Sarah Kuijlaars, Non-Executive Director, will step down as Non-Executive Director and as a member of both the Strategy and Investment Committee and the Social, Ethics and Transformation Committee of Kumba Iron Ore Limited with effect from 1 October 2023.공지 • Aug 31Kumba Iron Ore Limited to Report Fiscal Year 2023 Results on Feb 20, 2024Kumba Iron Ore Limited announced that they will report fiscal year 2023 results on Feb 20, 2024공지 • Jul 25Kumba Iron Ore Limited Announces Interim Cash Dividend for the Period Ended 30 June 2023, Payable on 21 August 2023Kumba Iron Ore Limited announced that at the Board meeting held on 24 July 2023, the directors approved a gross interim cash dividend of 2,260 cents per share on the ordinary shares from profits accrued during the period ended 30 June 2023. Trading ex-dividend commences on 16 August 2023. Record date is 18 August 2023. Dividend payment date is 21 August 2023.공지 • Jul 22+ 1 more updateKumba Iron Ore Limited Revises Sales Guidance for the Year 2023Kumba Iron Ore Limited revised sales guidance for the year 2023. For the period, the company expected total sales of (Mt) 36- 38 Mt against 37 - 39 Mt expected previously.공지 • Jun 21Kumba Iron Ore Limited Appoints Mary Bomela as Lead Independent Non-Executive Director, Effective from 1 July 2023Kumba Iron Ore Limited announced the appointment of Mary Bomela as Lead Independent Non-Executive Director with effect from 1 July 2023. Mary joined the Kumba Board as an Independent Non-Executive Director on 1 December 2017.공지 • May 23Kumba Iron Ore Limited Announces Changes to Board CommitteesThe Board of Kumba Iron Ore Limited announced the following changes to the composition of its Board committees: Mr. Aman Jeawon be appointed as a member of the Strategy and Investment Committee with effect from 19 May 2023; and Mrs. Sarah Kuijlaars be appointed as a member of the Strategy and Investment Committee and the Social, Ethics and Transformation Committee with effect from 31 May 2023.공지 • Aug 30Kumba Iron Ore Limited to Report Fiscal Year 2022 Results on Feb 23, 2023Kumba Iron Ore Limited announced that they will report fiscal year 2022 results on Feb 23, 2023공지 • Aug 29Kumba Iron Ore Limited to Report Q2, 2023 Results on Jul 27, 2023Kumba Iron Ore Limited announced that they will report Q2, 2023 results on Jul 27, 2023공지 • Jan 28Kumba Iron Ore Limited Provides Earning Guidance for the 2022Kumba Iron Ore Limited provided earning guidance for the 2022. For the period, Basic earnings are expected to be between ZAR 31,270 million and ZAR 34,597 million. Basic earnings per share (EPS) are expected to be between ZAR 97.45 and ZAR 107.82, an increase of between 37% and 52%. Reported basic earnings and EPS for the comparative period were ZAR 22,779 million and ZAR 71.03 respectively.공지 • Dec 12Kumba Iron Ore Limited Provides Production Guidance for the Fiscal Year 2021, 2022, 2023 and 2024Kumba Iron Ore Limited provides production guidance for the fiscal year 2021, 2022, 2023 and 2024. For the year 2021, the company expects production to be 40 Mt.For the year 2022, the company expects production to be between 39 Mt and 41 Mt against previously announced guidance of 41.5 Mt and 42.5 Mt.For the year 2023, the company expects production to be between 39 Mt and 41 Mt against previously announced guidance of 41.5 Mt and 42.5 Mt.For the year 2021, the company expects production guidance to be between 41 Mt and 43 Mt.이익 및 매출 성장 예측OTCPK:KUMB.F - 애널리스트 향후 추정치 및 과거 재무 데이터 (ZAR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202867,34410,6739,34919,915712/31/202761,3818,6906,92117,604812/31/202662,7379,5614,09317,948712/31/202570,07714,61121,20527,101N/A9/30/202568,67014,63821,24827,200N/A6/30/202567,26214,66421,29027,298N/A3/31/202567,89614,68222,05728,279N/A12/31/202468,52914,69922,82429,259N/A9/30/202476,14317,46522,95430,309N/A6/30/202483,75720,23023,08431,359N/A3/31/202484,99621,47822,05830,332N/A12/31/202386,23422,72521,03129,305N/A9/30/202377,78417,89118,57926,744N/A6/30/202369,33413,05616,12624,182N/A3/31/202371,68314,01217,67325,987N/A12/31/202274,03214,96819,21927,791N/A9/30/202277,74318,21820,20727,990N/A6/30/202281,45321,46721,19428,188N/A3/31/202291,77327,36732,80538,566N/A12/31/2021102,09233,26644,41648,944N/A9/30/2021107,11735,49549,47553,472N/A6/30/2021112,14137,72454,53357,999N/A3/31/202196,12330,25240,97544,330N/A12/31/202080,10422,77927,41730,661N/A9/30/202070,73518,69423,31026,708N/A6/30/202061,36614,60919,20222,755N/A3/31/202062,82615,43421,81225,073N/A12/31/201964,28516,25924,42127,390N/A9/30/201962,51716,500N/A26,675N/A6/30/201960,74916,741N/A25,959N/A3/31/201953,23713,208N/A20,597N/A12/31/201845,7259,674N/A15,234N/A9/30/201845,03910,208N/A14,747N/A6/30/201844,35310,742N/A14,259N/A3/31/201845,36611,576N/A15,635N/A12/31/201746,37912,409N/A17,010N/A9/30/201745,23411,376N/A16,171N/A6/30/201744,08910,343N/A15,332N/A3/31/201742,1229,481N/A14,435N/A12/31/201640,1558,618N/A13,538N/A9/30/201636,5154,859N/A12,332N/A6/30/201632,8751,100N/A11,125N/A3/31/201634,068830N/A11,897N/A12/31/201535,260559N/A12,669N/A9/30/201538,1903,582N/A12,686N/A6/30/201541,1196,605N/A12,703N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: KUMB.F 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -13.1%).수익 vs 시장: KUMB.F 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -13.1%).고성장 수익: KUMB.F 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: KUMB.F 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.7%).고성장 매출: KUMB.F 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -1.7%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: KUMB.F의 자본 수익률은 3년 후 16.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 15:36종가2026/04/29 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Kumba Iron Ore Limited는 18명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mpumelelo MthembuAbsa Bank LimitedWade NapierAvior Capital MarketsCaroline LearmonthBarclays15명의 분석가 더 보기
공지 • Oct 24+ 1 more updateKumba Iron Ore Limited Provides Sales Guidance for the Full Year 2024Kumba Iron Ore Limited provided sales guidance for the full year 2024. For the year, the company expects total sales of 35 million tonnes wmt - 37 million tonnes wmt.
공지 • Apr 23Kumba Iron Ore Limited Provides Production and Sales Guidance for the Full Fiscal Year 2024Kumba Iron Ore Limited provided production and sales guidance for the full fiscal year 2024. For the year, the company expects to report total production of 35 Mt - 37 Mt. For the year, the company expects to report total sales of 36 Mt - 38 Mt.
공지 • Oct 25Kumba Iron Ore Limited Provides Production and Sales Guidance for the Full Year 2023Kumba Iron Ore Limited provided production and sales guidance for the full year 2023. for the year, the company expected total production of 35 Mt - 37 Mt and total sales of 36 Mt - 38 Mt.
공지 • Jul 22+ 1 more updateKumba Iron Ore Limited Revises Sales Guidance for the Year 2023Kumba Iron Ore Limited revised sales guidance for the year 2023. For the period, the company expected total sales of (Mt) 36- 38 Mt against 37 - 39 Mt expected previously.
공지 • Jan 28Kumba Iron Ore Limited Provides Earning Guidance for the 2022Kumba Iron Ore Limited provided earning guidance for the 2022. For the period, Basic earnings are expected to be between ZAR 31,270 million and ZAR 34,597 million. Basic earnings per share (EPS) are expected to be between ZAR 97.45 and ZAR 107.82, an increase of between 37% and 52%. Reported basic earnings and EPS for the comparative period were ZAR 22,779 million and ZAR 71.03 respectively.
공지 • Dec 12Kumba Iron Ore Limited Provides Production Guidance for the Fiscal Year 2021, 2022, 2023 and 2024Kumba Iron Ore Limited provides production guidance for the fiscal year 2021, 2022, 2023 and 2024. For the year 2021, the company expects production to be 40 Mt.For the year 2022, the company expects production to be between 39 Mt and 41 Mt against previously announced guidance of 41.5 Mt and 42.5 Mt.For the year 2023, the company expects production to be between 39 Mt and 41 Mt against previously announced guidance of 41.5 Mt and 42.5 Mt.For the year 2021, the company expects production guidance to be between 41 Mt and 43 Mt.
공지 • Apr 11Kumba Iron Ore Limited, Annual General Meeting, May 26, 2026Kumba Iron Ore Limited, Annual General Meeting, May 26, 2026. Location: kumba iron ore corporate office, imbizo auditorium, 144 oxford road, rosebank, South Africa
공지 • Mar 20Kumba Iron Ore Limited to Report First Half, 2026 Results on Jul 28, 2026Kumba Iron Ore Limited announced that they will report first half, 2026 results on Jul 28, 2026
공지 • Dec 14Kumba Iron Ore Limited to Report Fiscal Year 2025 Results on Feb 19, 2026Kumba Iron Ore Limited announced that they will report fiscal year 2025 results on Feb 19, 2026
공지 • Jun 25Kumba Iron Ore Limited Announces Appointment of Mark Goliath as A Non-Executive Director of the Board, Member of the Social, Ethics and Transformation Committee and the Strategy and Investment Committee, Effect from 1 July 2025Kumba Iron Ore Limited announced Mr. Mark Goliath has been appointed as a non-executive director of the Board with effect from 1 July 2025, representing the Industrial Development Corporation ("IDC"). He will also serve as a member of the Social, Ethics and Transformation Committee and the Strategy and Investment Committee with effect from 1 July 2025. Mark is currently the Acting Divisional Executive: Manufacturing at the IDC and has more than 15 years of corporate finance and 13 years of manufacturing operations experience. He is accountable for leading a team which develops and implements industrial development investments across the manufacturing sectors focusing on South Africa and Sub-Saharan Africa. The sectors include chemicals, industrial minerals beneficiation, pharmaceuticals, oil and gas, machinery and equipment including yellow goods, automotive and rail value chains, wood and paper value chains and textile and clothing value chain. Mark holds an MBA from the University of Witwatersrand, a BCom (Honours) Finance from the University of the Western Cape and a National Diploma in Chemical Engineering from the Cape Technikon.
공지 • Jun 20+ 1 more updateKumba Iron Ore Limited Announces CFO ChangesThe board of Kumba Iron Ore Limited announced a leadership transition as Chief Financial Officer (CFO), Bothwell Mazarura will be stepping down from his role as Chief Financial Officer to pursue other interests, after close on eight years of distinguished service since his appointment in September 2017. Bothwell will continue to serve as CFO during his notice period of up to six months until 31 December 2025 and will ensure a smooth transition. Kumb announced that Xolani Mbambo, currently CEO of Grindrod Limited ("Grindrod"), will assume the role of Chief Financial Officer from 01 January 2026. Xolani is a seasoned executive, holding a Chartered Accountant (CA[SA]) qualification and an Advanced Management Programme (AMP) from Harvard Business School. He brings over 20 years of experience in mining, logistics, and finance, having held senior leadership roles at Grindrod and previously at Anglo American, where he gained extensive experience across finance, project execution, business performance analysis, and commodity marketing. He is passionate about delivering value to stakeholders, enhancing customer experience, and fostering a culture of innovation and excellence. Note on Xolani Mbambo: Chartered Accountant (CA[SA]), Advanced Management Programme (Harvard Business School) Appointed CEO of Grindrod Limited on 1 January 2023 Joined Grindrod in March 2013, serving as Freight Services CFO, Group Financial Director, and CEO of Freight Services before becoming Group CEO Over a decade of experience at Anglo American in various finance and operational roles across Johannesburg, London, Mpumalanga, and Gaborone, spanning accounting, project execution, business performance analysis (iron ore, coal, manganese), and coal marketing Director of various businesses in which Grindrod has a shareholding.
공지 • Jun 19Kumba Iron Ore Limited Announces Board ChangesKumba Iron Ore has announced that Themba Mkhwanazi will step down as a non-executive director of the board and Anglo American's representative effective 30 June 2025. Mkhwanazi has been an integral figure on the Kumba board and a member of both the Human Resources and Remuneration Committee and the Strategy and Investment Committee for the past eight years. The announcement comes as Kumba also heralds the appointment of Ruben Fernandes as a new non-executive director of the board, effective from 1 July 2025. Fernandes, currently the chief operating officer of Anglo American, will not only take Mkhwanazi's seat at the board table but will also participate as a member of the Social, Ethics and Transformation Committee, the Safety, Health and Sustainable Development Committee, and the Strategy and Investment Committee.Fernandes has been with the Anglo American group since 2012 and has held various senior executive roles demonstrating a strong track record in the mining sector. Most recently, he served as the regional director – Americas as of 2023 after previously directing Anglo American’s base metals businesses. His extensive experience in the industry is further highlighted by prior roles, including leadership positions at Votorantim Metals in Brazil, and chief operations officer at Vale Fertilizers. A metallurgical engineer by training, Fernandes earned his degree from the Federal University of Minas Gerais and furthered his education with an MBA from the University of São Paulo (USP) and Ibmec. | Siphelele DludlaHe has also broadened his academic prowess with specialisations from prestigious institutions such as Harvard, MIT, and IMD in Switzerland. As Anglo American positions itself for future growth and sustainability, the incoming leadership changes reflect the company’s commitment to fostering experienced and skilled governance at the highest level, paving the way for innovative strategies and resilient operational practices.Terence Goodlace, chairperson of Kumba, expressed his gratitude toward Mkhwanazi for his dedication.
공지 • Apr 11Kumba Iron Ore Limited, Annual General Meeting, Jun 04, 2025Kumba Iron Ore Limited, Annual General Meeting, Jun 04, 2025. Location: kumba iron ore corporate office, imbizo auditorium, 144 oxford road, rosebank, johannesburg South Africa
공지 • Mar 31Kumba Iron Ore Ltd. Announces Resignation of Josephine Tsele as Non-Executive Director, Member of the Social, Ethics and Transformation Committee, the Safety, Health and Sustainable Development Committee and the Strategy and Investment Committee Effective from 15 May 2025Kumba Iron Ore Limited announced the resignation of Ms Josephine Tsele as non-executive director with effect from 15 May 2025. Ms Tsele was appointed to the Board of directors of Kumba as a shareholder representative of the Industrial Development Corporation (IDC) on 1 May 2021 and during her tenure she served as a member of the Social, Ethics and Transformation Committee, the Safety, Health and Sustainable Development Committee and the Strategy and Investment Committee. She will also be stepping down as a member of these committees with effect from 15 May 2025.
공지 • Feb 18Kumba Iron Ore Limited Declares Final Cash Dividend for the Year Ended 31 December 2024, Payable on 17 March 2025On 17 February 2025, the directors of Kumba Iron Ore Limited approved a gross final cash dividend of 1,990 cents per share on the ordinary shares from profits accrued during the year ended 31 December 2024. 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, subject to withholding tax at a rate of 20%, amounts to 1,592 cents per share. Dividend payment date is 17 March 2025. Record date is 14 March 2025. Trading ex-dividend commences is 12 March 2025.
공지 • Feb 14Kumba Iron Ore Limited Announces Changes to the Composition of Board Committees, with Effect from 1 May 2025Kumba Iron Ore Limited in compliance with paragraph 3.59 of the JSE Limited Listings Requirements; the Board announced the following changes to the composition of its Board committees with effect from 1 May 2025: Mrs. Mary Bomela, who was appointed as interim Chairperson of the Social, Ethics and Transformation Committee ("SetCo") on 1 January 2024, will step down as Chairperson of the SetCo. She will continue to serve as a member of the SetCo. Ms Neo Mokhesi be appointed as the Chairperson of the SetCo. Mr. Terence Goodlace will step down as the Chairperson of the Safety, Health and Sustainable Development Committee and will continue to be a member of the SHSD. Mr. Aman Jeawon be appointed as the Chairperson of the SHSD.
공지 • Nov 09+ 1 more updateKumba Iron Ore Limited to Report Fiscal Year 2024 Results on Feb 18, 2025Kumba Iron Ore Limited announced that they will report fiscal year 2024 results on Feb 18, 2025
공지 • Oct 24+ 1 more updateKumba Iron Ore Limited Provides Sales Guidance for the Full Year 2024Kumba Iron Ore Limited provided sales guidance for the full year 2024. For the year, the company expects total sales of 35 million tonnes wmt - 37 million tonnes wmt.
공지 • Jul 23Kumba Iron Ore Limited Approves Interim Cash Dividend for the Period Ended June 30, 2024, Payable on August 19, 2024Kumba Iron Ore Limited announced that at the Board meeting held on July 22 2024, the directors approved a gross interim cash dividend of 1,877.00 cents per share on the ordinary shares from profits accrued during the period ended June 30, 2024. This comprises a gross base dividend of 1,670.00 cents per share and a gross top-up dividend of 207.00 cents per share. The dividend has been declared from income reserves. Trading ex-dividend commences on August 14, 2024. Record date is August 16, 2024. Dividend payment date is August 19, 2024. 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 1,501.60 cents per share, comprising a net base dividend of 1,336.00 cents per share and a net top-up dividend of 165.60 cents per share.
공지 • Jul 04Kumba Iron Ore Limited Appoints Neo Violet Mokhesi as Independent Non-Executive Director and Member of the Audit Committee, Social, Ethics and Transformation Committee and Safety, Health and Sustainable Development CommitteeKumba Iron Ore Limited announced that Ms. Neo Violet Mokhesi has been appointed as an independent non-executive director with effect from 1 July 2024. She will also serve as a member of the Audit Committee, the Social, Ethics and Transformation Committee and the Safety, Health and Sustainable Development Committee with effect from 1 July 2024. Neo holds a BCom from the National University of Lesotho. She serves on the boards of Barloworld Limited, WDB Investment Holdings, Nozala Trust and Mozal SA.
공지 • Apr 23Kumba Iron Ore Limited Provides Production and Sales Guidance for the Full Fiscal Year 2024Kumba Iron Ore Limited provided production and sales guidance for the full fiscal year 2024. For the year, the company expects to report total production of 35 Mt - 37 Mt. For the year, the company expects to report total sales of 36 Mt - 38 Mt.
공지 • Apr 12Kumba Iron Ore Limited, Annual General Meeting, May 28, 2024Kumba Iron Ore Limited, Annual General Meeting, May 28, 2024, at 10:00 South Africa Standard Time. Location: Anglo American Kumba offices in the Imbizo Auditorium, 144 Oxford Road, Rosebank Johannesburg South Africa
공지 • Mar 21Kumba Iron Ore Limited Appoints Mr. Matthew Walker as Non-Executive Director, Effective April 1, 2024Kumba Iron Ore Limited announced that Mr. Matthew (Matt) Walker has been appointed as a non-executive director with effect from 1 April 2024, representing the Anglo American Group. Matt joined the Anglo American Executive Leadership Team when he was appointed as the CEO of Anglo American's Marketing business on 1 December 2023. He joined Anglo American's finance team in 2007 and has served as Group Head of Corporate Finance and Group Treasurer. He has also held a number of senior finance and other roles across the business, including as chief financial officer of the copper business in Chile. Matt holds a BSc (Hons) Economics and Economics History from the University of Warwick and is a Chartered Accountant and a member of The Institute of Chartered Accountants of Scotland. He will also serve as a member of the Strategy and Investment Committee and a member of the Human Resources and Remuneration Committee with effect from 1 April 2024.
공지 • Feb 21Kumba Iron Ore Limited Approves Gross Final Cash Dividend for the Year Ended 31 December 2023, Payable on 18 March 2024Kumba Iron Ore Limited at its board meeting on 19 February 2024, the directors approved a gross final cash dividend of 2,420 cents per share on the ordinary shares from profits accrued during the year ended 31 December 2023.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, subject to withholding tax at a rate of 20%, amounts to 1,936 cents per share. The issued share capital at the declaration date is 322,085,974 ordinary shares. Trading ex-dividend commences on 13 March 2024 and record date is on 15 March 2024. The dividend payment date is on 18 March 2024.
공지 • Nov 11Kumba Iron Ore Limited Announces Board ChangesKumba Iron Ore Limited announced that Ms Buyelwa Sonjica will retire as an independent non-executive director on 31 December 2023 after having served on the Kumba Board for just over 11 years. During her tenure she served as the chairperson of the Social, Ethics and Transformation Committee, member of the Safety, Health and Sustainable Development Committee and the Nominations and Governance Committee. The Board has commenced the process to identify and appoint an independent non-executive director to replace Ms Sonjica. Mrs. Mary Bomela will be appointed as a member of the Social, Ethics and Transformation Committee and will assume the role of interim Chairperson of the Committee.
공지 • Oct 25Kumba Iron Ore Limited Provides Production and Sales Guidance for the Full Year 2023Kumba Iron Ore Limited provided production and sales guidance for the full year 2023. for the year, the company expected total production of 35 Mt - 37 Mt and total sales of 36 Mt - 38 Mt.
공지 • Oct 01Sarah Kuijlaars Steps Down as Non-Executive Director, Member of Both the Strategy and Investment Committee and the Social, Ethics and Transformation Committee of Kumba Iron Ore Limited, Effective 1 October 2023Inchcape plc announced that Sarah Kuijlaars, Non-Executive Director, will step down as Non-Executive Director and as a member of both the Strategy and Investment Committee and the Social, Ethics and Transformation Committee of Kumba Iron Ore Limited with effect from 1 October 2023.
공지 • Aug 31Kumba Iron Ore Limited to Report Fiscal Year 2023 Results on Feb 20, 2024Kumba Iron Ore Limited announced that they will report fiscal year 2023 results on Feb 20, 2024
공지 • Jul 25Kumba Iron Ore Limited Announces Interim Cash Dividend for the Period Ended 30 June 2023, Payable on 21 August 2023Kumba Iron Ore Limited announced that at the Board meeting held on 24 July 2023, the directors approved a gross interim cash dividend of 2,260 cents per share on the ordinary shares from profits accrued during the period ended 30 June 2023. Trading ex-dividend commences on 16 August 2023. Record date is 18 August 2023. Dividend payment date is 21 August 2023.
공지 • Jul 22+ 1 more updateKumba Iron Ore Limited Revises Sales Guidance for the Year 2023Kumba Iron Ore Limited revised sales guidance for the year 2023. For the period, the company expected total sales of (Mt) 36- 38 Mt against 37 - 39 Mt expected previously.
공지 • Jun 21Kumba Iron Ore Limited Appoints Mary Bomela as Lead Independent Non-Executive Director, Effective from 1 July 2023Kumba Iron Ore Limited announced the appointment of Mary Bomela as Lead Independent Non-Executive Director with effect from 1 July 2023. Mary joined the Kumba Board as an Independent Non-Executive Director on 1 December 2017.
공지 • May 23Kumba Iron Ore Limited Announces Changes to Board CommitteesThe Board of Kumba Iron Ore Limited announced the following changes to the composition of its Board committees: Mr. Aman Jeawon be appointed as a member of the Strategy and Investment Committee with effect from 19 May 2023; and Mrs. Sarah Kuijlaars be appointed as a member of the Strategy and Investment Committee and the Social, Ethics and Transformation Committee with effect from 31 May 2023.
공지 • Aug 30Kumba Iron Ore Limited to Report Fiscal Year 2022 Results on Feb 23, 2023Kumba Iron Ore Limited announced that they will report fiscal year 2022 results on Feb 23, 2023
공지 • Aug 29Kumba Iron Ore Limited to Report Q2, 2023 Results on Jul 27, 2023Kumba Iron Ore Limited announced that they will report Q2, 2023 results on Jul 27, 2023
공지 • Jan 28Kumba Iron Ore Limited Provides Earning Guidance for the 2022Kumba Iron Ore Limited provided earning guidance for the 2022. For the period, Basic earnings are expected to be between ZAR 31,270 million and ZAR 34,597 million. Basic earnings per share (EPS) are expected to be between ZAR 97.45 and ZAR 107.82, an increase of between 37% and 52%. Reported basic earnings and EPS for the comparative period were ZAR 22,779 million and ZAR 71.03 respectively.
공지 • Dec 12Kumba Iron Ore Limited Provides Production Guidance for the Fiscal Year 2021, 2022, 2023 and 2024Kumba Iron Ore Limited provides production guidance for the fiscal year 2021, 2022, 2023 and 2024. For the year 2021, the company expects production to be 40 Mt.For the year 2022, the company expects production to be between 39 Mt and 41 Mt against previously announced guidance of 41.5 Mt and 42.5 Mt.For the year 2023, the company expects production to be between 39 Mt and 41 Mt against previously announced guidance of 41.5 Mt and 42.5 Mt.For the year 2021, the company expects production guidance to be between 41 Mt and 43 Mt.