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Kumba Iron Ore Limited Stock Price

JSE:KIO Community·R103.9b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 28 Fair Values set on narratives written by author

KIO Share Price Performance

R324.31
29.64 (10.06%)
R306.00
Fair Value
R324.31
29.64 (10.06%)
6.0% overvalued intrinsic discount
R306.00
Fair Value
Price R324.31
AnalystConsensusTarget R306.00

KIO Community Narratives

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Fair Value R306 6.0% overvalued intrinsic discount

Analysts Trim Kumba Iron Ore Fair Value Estimate Amid Dividend Declaration and Production Update

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Trending Discussion

Updated Narratives

KIO logo

KIO: Future Returns Will Depend On Dividends And Rail Logistics Delivery

Fair Value: R306 6.0% overvalued intrinsic discount
13 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet average dividend payer.

3 Risks
2 Rewards

Kumba Iron Ore Limited Key Details

R70.1b

Revenue

R10.0b

Cost of Revenue

R60.0b

Gross Profit

R45.4b

Other Expenses

R14.6b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 28, 2026
45.62
85.68%
20.85%
0%
View Full Analysis

About KIO

Founded
2005
Employees
n/a
CEO
Nompumelelo Zikalala
WebsiteView website
www.angloamericankumba.com

Kumba Iron Ore Limited, together with its subsidiaries, engages in the exploration, extraction, beneficiation, marketing, sale, and shipping of iron ore for the steel industry in South Africa. It operates through Products – Sishen Mine, Products – Kolomela Mine, Services – Logistics, and Services – Shipping Operations segments. The company produces iron ore at its flagship Sishen mine located near the town of Kathu in the Northern Cape province; and its Kolomela mine located near Postmasburg in the Northern Cape province. It is also involved in the operation of a port in Saldanha Bay in the Western Cape province; and provision of iron ore logistics services through rail, as well as shipping services. The company exports its products to China, Japan, India, South Korea, rest of Asia, Europe, the Middle East, North Africa, rest of Africa, and rest of the Americas. The company was incorporated in 2005 and is headquartered in Johannesburg, South Africa. Kumba Iron Ore Limited is a subsidiary of Anglo South Africa (Pty) Ltd.

Recent KIO News & Updates

Narrative Update Apr 25

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.
Narrative Update Apr 10

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).

Recent updates

No updates