Sandur Manganese & Iron Ores Limited — PPTs, 07-05-2026: Investor Presentation

SMIORE (SANDUMA) delivered a robust FY26 & strong Q4. Consolidated revenue jumped 61% YoY to ₹5,163 Cr, with profit (PAT) up 40% to ₹658 Cr. Mining was a standout, achieving all-time high production and sales volumes for both manganese & iron ore. The newly integrated Arjas Steel significantly boosted Q4 results, showing improved margins and production.

The company is strategically transforming into an integrated specialty steel player via the Arjas acquisition. Key growth drivers include mining capacity expansions, significant investments in hybrid renewable and waste heat recovery energy, and the upcoming Downhill Pipe Conveyor for efficient ore transport.

Recent highlights include the Arjas Steel acquisition (Nov 2024) and early repayment of ₹423 Cr NCDs, making SMIORE standalone net debt-free. The Board proposed a ₹0.5/share dividend.

Management is optimistic for FY27, anticipating full iron ore capacity utilization, favorable commodity prices, and stronger performance from Arjas Steel. Focus remains on operational execution and expanding coke oven utilization for accelerated growth.