CSN MINERAÇÃO

CSN Mineração reported revenue of $3.78 billion for Q1 2026 (expectation $3.77 billion) and earnings per share of $0.1226 (forecast $0.1251). Production rose to 10 million tonnes (+6.7%) and adjusted EBITDA margin improved to 44.9%, despite difficult weather conditions. Net income was BRL 222 million, and the share price fell 2.07% after the release. The company confirmed its 2026 outlook (45–47 million tonnes) and plans dividend payments of BRL 768 million. » More on de.investing.com

CSN Mineração reported record sales volumes for Q4 and the full year 2025 (45.8 million t for the year, 11.9 million t in Q4), beating revenue and profit forecasts. Adjusted EBITDA rose to R$6,448 million and net margins remained robust despite higher costs; Q4 net income climbed strongly sequentially, but the annual result was weighed down by currency effects. The company increased 2025 investments (Capex R$2,365 million), acquired an additional 11.92% of MRS Logística, reduced net debt and approved dividend payments for 2026, while advancing the P15 project as a growth driver. » More on de.investing.com

CSN Mineração reported record production (11.9 mln t) and shipments (12.4 mln t) for Q3 2025, which, together with higher iron ore prices, lifted adjusted EBITDA to R$1,991m (45.2% margin) and net profit to R$696m. Net revenue rose sharply to R$4,405m; costs and CAPEX increased but were more than offset by margin improvement. The company shows solid liquidity (R$13.6bn) and negative net debt (-0.59x) and expects 2026 production of 43.5–47.5 mln t, while the market reacted mutedly despite the numbers. » More on de.investing.com