CMIN3 Share Price Performance
R$0
-4.91 (-100.00%)
Price R$0
Fair ValueR$5.27
Share Pricen/a
Narrative Update • Jul 17
CSN Mineração S.A. Stock Price
- 3 Narratives written by author
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- 18 Fair Values set on narratives written by author
CMIN3 Community Narratives
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Fair Value
·Fair Value R$5.27 12.0% overvalued intrinsic discount
Slowing Chinese Demand Will Expose Iron Ore Valuation Risk
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Fair Value
·Fair Value R$3.1 90.3% overvalued intrinsic discount
Decarbonization Risks Will Erode Iron Ore Valuation
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AN
Fair Value
·Fair Value R$7 15.7% undervalued intrinsic discount
Urbanization And Renewables Will Drive Iron Ore Demand Despite Risks
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Decarbonization Risks Will Erode Iron Ore Valuation
CSN Mineração looks strong on the surface, but big shifts in how the world makes steel could shrink the long-term need for iron ore and leave new projects struggling to pay off. See why its heavy spending plans and dependence on Chinese demand might matter more than today’s production gains and low costs.Read more
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R$3.1
90.3% overvalued intrinsic discount
Fair Value
Revenue
-12.42% p.a.
Profit Margin
14.71%
Future PE
17.28x
Price in 2029
R$5.6
Slowing Chinese Demand Will Expose Iron Ore Valuation Risk
CSN Mineração’s business leans heavily on iron ore sales to China, so any slowdown in Chinese steel demand could quickly pressure revenue and profits. The case turns on whether recent production gains and cost cuts can hold up as environmental rules tighten, ore quality declines, and new steelmaking methods reduce long-term demand for traditional ore.Read more
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R$5.27
12.0% overvalued intrinsic discount
Fair Value
Revenue
1.4% p.a.
Profit Margin
11.44%
Future PE
24.19x
Price in 2029
R$9.47
Urbanization And Renewables Will Drive Iron Ore Demand Despite Risks
Key Takeaways Operational efficiency, automation, and low-cost production position the company for superior margins, revenue growth, and market share gains ahead of competitors. Structural global trends, premium reserves, and logistics advantages give it unique exposure to long-term demand and pricing power in both local and international markets.Read more
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R$7
15.7% undervalued intrinsic discount
Fair Value
Revenue
-1.01% p.a.
Profit Margin
12.87%
Future PE
31.33x
Price in 2028
R$12.06
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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CMIN3: Softer Revenue Outlook Will Likely Pressure Future Returns
Fair Value: R$3.1 90.3% overvalued intrinsic discount
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AN
CMIN3: Updated Assumptions And Lower Risk Premium Will Support Bullish Outlook
Fair Value: R$5.27 12.0% overvalued intrinsic discount
11 fair values setusers have set this as their fair value
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Urbanization And Renewables Will Drive Iron Ore Demand Despite Risks
Fair Value: R$7 15.7% undervalued intrinsic discount
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Snowflake Analysis
CSN Mineração S.A. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 12, 2026
- 0.41
- 45.55%
- 12.51%
- 128.9%
About CMIN3
- Founded
- 1913
- Employees
- 7796
- CEO
- WebsiteView website
CSN Mineração S.A. engages in the iron ore mining business in Brazil, Asia, and Europe. The company operates Casa de Pedra, Engenho, and Pires mines. It also operates a hydroelectric power plant. The company was founded in 1913 and is based in São Paulo, Brazil. CSN Mineração S.A. operates as a subsidiary of Companhia Siderúrgica Nacional.
