Sandur Manganese & Iron Ores Ltd · NSE:SANDUMA
Sandur Manganese & Iron Ores — The Sandur Manganese & Iron Ores — Q2 FY2027 Earnings Presentation
26 slides from Sandur Manganese & Iron Ores's earnings presentation, Nov 4, 2026
Slide 1: Cover letter to stock exchanges: investor presentation
(An ISO 9001:2015; ISO 14001:2015 and 45001:2018 certified company) CIN: L85110KA1954PLC000759; Website: www.sandurgroup.com; Email ID: [email protected] REGISTERED OFFICE CORPORATE OFFICE ‘SATYALAYA’, No.266 ‘SANDUR HOUSE’, No.9 Ward No.1, Palace Road Bellary Road, Sadashivanagar Sandur –
Slide 2: From a Strong Foundation to New Frontiers
THE SAND UR MANGANESE & IRON OR ES LIM ITED NSE: SANDUMA | BSE: 504918 BLOOMBERG: SANDUMA:IN From a Strong Q2FY27 Foundation E ar n in g s P r e s en t at i o n to New Frontiers NOVEMBER 2026
Slide 3: Q2FY27 Financial Highlights
sandurgroup.com sand urg rou p.com 2 Q2F Y 27 Pe r fo r ma n ce High li gh ts Q2FY27 Financial Highlights 593 263 178 3,422 1,519 391 261 3,716 Total Income EBITDA PAT Shareholders’ Funds Total Income EBITDA PAT Shareholders’ Funds STANDALO NE C ON S O L I D A T E D ( In ₹ C ro re ) ( In ₹ C ro re )
Slide 4: H1FY27 Financial Highlights
sandurgroup.com sand urg rou p.com 3 Q2F Y 27 Pe r fo r ma n ce High li gh ts H1FY27 Financial Highlights 1,147 500 339 3,422 2,909 749 489 3,716 Total Income EBITDA PAT Shareholders’ Funds Total Income EBITDA PAT Shareholders’ Funds STANDALO NE C ON S O L I D A T E D ( In ₹ C ro re ) ( In ₹ C ro re
Slide 5: Q2FY27 Segment Operational Highlights
sandurgroup.com sand urg rou p.com 4 Q2F Y 27 Pe r fo r ma n ce High li gh ts Q2FY27 Segment Operational Highlights MANGANESE ORE IRON ORE FERROALLOYS COKE STEEL Production 1.36 Lakh Tonne 11.63 Lakh Tonne 14,142 Tonne 0 Tonne* 1.09 Lakh Tonne Sales 0.79 Lakh Tonne 12.45 Lakh Tonne 13,429 Tonne 935
Slide 6: Q2FY27 Segment Highlights
sandurgroup.com sand urg rou p.com 5 Q2F Y 27 Pe r fo r ma n ce High li gh ts Q2FY27 Segment Highlights M A N G A N E S E O R E O P E R A T I ON A L P E R F OR M A N C E I R ON O R E O P E R A T I ON A L P E R F O R M A N C E F E R R O A L L O Y S O PE R A T I O N A L P E R F OR M A N CE ( L ak h To
Slide 7: Group Debt Profile
sandurgroup.com sand urg rou p.com 6 Q2F Y 27 Pe r fo r ma n ce High li gh ts Group Debt Profile A+ 0.24 CRISIL and ICRA RATED Consolidated Debt to Equity Robust credit rating for term loans, cash credit As on Q2FY27 S T A N D A L O N E D E B T M OV E M E N T S T A N D A L O N E D E B T T O E QU I T
Slide 8: Management Commentary
sandurgroup.com sand urg rou p.com 7 Q2F Y 27 Pe r fo r ma n ce High li gh ts Management Commentary “Q2FY27 has been another healthy quarter, with robust mining volumes despite the seasonally slow monsoon period and continued strong performance from Royal Sandur Metals. The approved capacity expansi
Slide 9: Company Profile
sandurgroup.com sand urg rou p.com 8 Abo u t Ro y a l S an du r Gr o u p Company Profile
Slide 10: SMIORE at a Glance
sandurgroup.com sand urg rou p.com 9 SMIORE at a Glance du S anIO Groouupp R rE Gr 7+ Decades Ro yuatl SM Vast Mining As one of the most respected private sector Reserves with 15 MT 137 MT merchant miners of manganese and iron ores Abo u tAbo Leases up to Manganese Ore Iron Ore 2033 2nd Largest Mang
Slide 11: Geographical Footprint
sandurgroup.com sand urg rou p.com 10 Geographical Groouupp R rE Gr Footprint Ro yuatl SM Abo u tAbo du S anIO Key Corporate Offices (SMIORE & Royal Sandur Metals) Mining Leases CORPORATE OFFICE MINING LEASES STEEL PLANTS ROYAL SANDUR Bengaluru, Karnataka Deogiri, Kammathuru, • RSMPL - METALS REGION
Slide 12: Values that Drive Us
sandurgroup.com sand urg rou p.com 11 Values RECOGNITION OF OUR VALUES & Groouupp EFFORTS TOWARDS ENVIRONMENT R rE Gr STEWARDSHIP that Drive Us du 7-STAR Rated Mine Recognition presented by S anIO Ro yuatl SM Shri Bhajanlal Sharma, Hon’ble Chief Minister SOME OF OUR SUCCESSFUL EMPLOYEE of Rajasthan,
Slide 13: Royal Sandur Group's Environment Stewardship
sandurgroup.com sand urg rou p.com 12 SCIENTIFIC STUDIES & Royal Sandur Group’s AUDITS UNDERTAKEN Groouupp R rE Gr Environment Stewardship du S anIO Ro yuatl SM Environmental Impact Studies by Indian Council of Forestry Research and Abo u tAbo 7-Star Rated Renewable & Clean Education Mines Recogniti
Slide 14: Safety First Culture
sandurgroup.com sand urg rou p.com 13 Conforming to Safety stringent quality, Groouupp Silver Award in 50th SMIORE Vyasanakere Plant health and process R rE Gr CII National Kaizen Awarded Unnatha Suraksha First Culture Competition Puraskara Award for efficiency standards du 2023–24 & 2024–25 from S
Slide 15: Enabling Sustainable Growth for Nation-Building
sandurgroup.com sand urg rou p.com 14 Enabling Sustainable Growth Abo u t Ro y a l S an du r Gr o u p for Nation-Building Key Focus Areas "To foster a happy and content society by harnessing effective Education Healthcare Rural Cultural technologies to raise living Promotion Initiatives Development
Slide 16: Recent Milestones
sandurgroup.com sand urg rou p.com 15 Recent Abo u t Ro y a l S an du r Gr o u p Milestones April 2023 June 2023 January 2024 February 2024 April 2024 September 2024 November 2024 January 2025 Received Commissioned SMIORE crossed Received enhanced Announced Enhancement in EC for iron Completion of R
Slide 17: Transforming Business Canvas
sandurgroup.com sand urg rou p.com 16 Transforming Business Canvas Abo u t Ro y a l S an du r Gr o u p FY23 FY24 & FY25 FY26 & FY27 TRAITS 1.60 MTPA 3.81 MTPA 4.45 MTPA Iron Ore Iron Ore Iron Ore The mining segment operates with an asset-light model and delivers high MINING Return on Capital Employe
Slide 18: Mining - Our Mainstay
sandurgroup.com sand urg rou p.com 17 Bu si n es s Ve r t ica ls Re v ie w Mining - Our Mainstay MANGANESE ORE IRON ORE 0.599 MTPA Capacity Mn 4.45 MTPA Capacity Fe Capacity Enhancement Manganese ore production capacity has been enhanced from 0.28 MTPA to 0.46 MTPA, with subsequent enhancements to 0
Slide 19: Ferroalloys – New and Improved
sandurgroup.com sand urg rou p.com 18 Bu si n es s Ve r t ica ls Re v ie w Ferroalloys – New and Improved FERROALLOYS CAPACITIES 95,000/1,25,000 TPA Silicomanganese/ SiMn Ferromanganese Capacity FeMn 95,000/ 1,25,000 TPA FY22 Onwards (SiMn/FeMn)* 48,000/66,000 TPA FY21 (SiMn/FeMn) F E R R O A L L O
Slide 20: Coke and Energy - Strengthening Operations
sandurgroup.com sand urg rou p.com 19 Bu si n es s Ve r t ica ls Re v ie w Coke and Energy - Strengthening Operations 0.5 MTPA Coke Oven Plant with 4 operational Batteries 32 MW 2 Waste Heat Recovery Boilers (WHRB) with a cumulative capacity of 32 MW for generating cleaner energy March 2018 Started
Slide 21: Steel - Growth Engine
sandurgroup.com sand urg rou p.com 20 Bu si n es s Ve r t ica ls Re v ie w Steel - Growth Engine STRONG BUSINESS PROFILE High-quality Strong entry Strategic Focusing on convertor: SBQ barriers: locations: growing non-auto steel has better Empanelled To cater to auto opportunities: realizations vendo
Slide 22: Key Performance Indicators (Consolidated)
sandurgroup.com sand urg rou p.com 21 F in a nci a ls Re v ie w Key Performance Indicators (Consolidated) R E V E N U E , E BI T D A E BI T D A M AR G I N S PBT & PAT (₹ I N CR O R E) (I N %) (₹ I N CR O R E) REVENUE EBITDA EBITDA MARGINS PBT PAT 915 5,088 44% 827 675 658 30% 624 3,135 27% 25% 471 2
Slide 23: Royal Sandur Group in a Nutshell
sandurgroup.com sand urg rou p.com 22 Co n clu si o n Royal Sandur Group in a Nutshell Ancillary Coke & Energy and Ferroalloys Contributing to business resilience and financial performance Emerging Strong Balance Disciplined Integrated Player Sheet Capital Allocation Merchant miner to specialty stee
Slide 24: Capital Market Snapshot
sandurgroup.com sand urg rou p.com 23 Ca pit a l Ma r ke t Sn a psh o t Capital Market Snapshot ₹164 Current Market Price S H A R E HO L D I N G S U M M A R Y ₹273/153 (IN %) 52 Week High/Low ₹7,982 Crore 23.22 Market Capitalization Public 2.56 FII + DII 48.61 Crore Shares Outstanding 74.22 Promoter
Slide 25: Long-Term Value Creation
sandurgroup.com sand urg rou p.com 24 L on g -T er m Va lu e Cr e a t io n Long-Term Value Creation 11 9, 5 09 SANDUMA (MCAP) 7,911 SENSEX (#) 7,129 BALANCE SHEET 8,349 MANAGEMENT 10 9, 5 09 6,911 5,872 99 , 50 9 5,911 89 , 50 9 4,911 3,176 79 , 50 9 2,776 3,911 77,415 69 , 50 9 73,651 2,911 71,948
Slide 26: Safe Harbor
Safe Harbor This document which has been prepared by The Sandur Manganese & Iron Ores Limited (the “Company”, “SMIORE”), THE SAND UR solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or MANGANESE subscribe any securities, and shall not form the
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