• Kumba Iron Ore maintained 2026 production guidance at 31–33 million tonnes, with sales near the upper end of 35–37 million tonnes.
• Third-quarter production fell 19% to 7,500,000 tonnes as Sishen’s planned plant shutdown supported the UHDMS project tie-in.
• Waste mining guidance fell to 175–190 million tonnes from 180–195 million tonnes, reflecting lingering rain-related constraints at Kolomela.
• Capital expenditure guidance remains ZAR 13.2 billion–14.2 billion; the ZAR 11.2 billion UHDMS project’s main tie-in remains on track for year-end completion.
• C1 unit cost guidance remains approximately USD 45 per tonne, subject to the Middle East conflict’s impact on key input costs.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Kumba Iron Ore Ltd. published the original content used to generate this news brief on October 20, 2026, and is solely responsible for the information contained therein.