Trading statement for the twelve months ended 31 December 2012 Kumba Iron Ore Limited A member of the Anglo American plc group (Incorporated in the Republic of South Africa) (Registration number 2005/015852/06) JSE Share code: KIO ISIN: ZAE000085346 ("Kumba" or "the Company") TRADING STATEMENT FOR THE TWELVE MONTHS ENDED 31 DECEMBER 2012 Kumba is currently finalising its results for the twelve months ended 31 December 2012 ("the period"), which will be released on SENS on or about 12 February 2013. Headline earnings and basic earnings for the period are likely to be between R11,650 million and R12,450 million, with headline earnings per share ("HEPS") and earnings per share ("EPS") to be between R36.30 and R38.80. Headline earnings and basic earnings reported for the 12 months ended 31 December 2011 (as released on SENS on 9 February 2012) ("the comparative period") were R17,048 million and R17,042 million respectively while HEPS and EPS reported for the comparative period were R53.13 and R53.11 respectively. The decrease in earnings is largely attributable to a decrease in export iron ore prices in the period and the impact on production following the illegal strike at Sishen Mine. The financial information on which this trading statement is based has not been reviewed and reported on by the Company’s external auditors. Pretoria 16 January 2013 Sponsor RAND MERCHANT BANK (A division of FirstRand Bank Limited) Date: 16/01/2013 08:00:00 Produced by the JSE SENS Department. The SENS service is an information dissemination service administered by the JSE Limited ('JSE'). The JSE does not, whether expressly, tacitly or implicitly, represent, warrant or in any way guarantee the truth, accuracy or completeness of the information published on SENS. The JSE, their officers, employees and agents accept no liability for (or in respect of) any direct, indirect, incidental or consequential loss or damage of any kind or nature, howsoever arising, from the use of SENS or the use of, or reliance on, information disseminated through SENS.