KUMBA IRON ORE LIMITED - Kumba production and sales report for the six months ended 30 June 2026

What this filing means

A beaten-down share finding its footing. Kumba's H1 production fell 3% and sales 1% versus the prior year, dragged by Kolomela, but the key signal is that full-year guidance of 31–33 Mt production and 35–37 Mt sales is maintained unchanged — a reaffirmation of targets against a stock that had sold off sharply into the print. The market was positioned for continued weakness; this detailed report gives it a reason to reconsider, even if the underlying H1 miss is real and the path to full-year del…