Kumba Iron Ore Limited Price & Performance (KIROY)

Kumba Iron Ore reported a 6% increase in sales volumes for Q1 2025, benefiting from enhanced rail transport. Despite a 3% dip in production, the company maintained its annual guidance for both output and costs. The average realized export price rose to $98 per wet metric tonne, outpacing the benchmark.12

Kumba Iron Ore’s stock is rated ‘Hold’ by analysts, who set an average target price 11% above the current level. While the company’s returns on capital have declined over five years, recent operational improvements and higher sales prices offer some optimism for future performance.34

Anglo American’s ongoing portfolio transformation is underpinned by Kumba Iron Ore’s solid Q1 showing, with improved sales due to better rail logistics. The group is progressing with divestments in platinum, coal, and nickel, aiming to emerge as a leaner, higher-margin enterprise by year-end.56