Cautionary Announcement: Update regarding Supply Agreement discussions with Kumba Iron Ore Limited (“Kumba”) ArcelorMittal South Africa Limited Registration number: 1989/002164/06 Share code: ACL ISIN: ZAE 000134961 (“ArcelorMittal South Africa”) CAUTIONARY ANNOUNCEMENT: UPDATE REGARDING SUPPLY AGREEMENT DISCUSSIONS WITH KUMBA IRON ORE LIMITED (“KUMBA”) Shareholders were previously advised that the Sishen Iron Ore Company (Pty) Ltd (“SIOC”) and ArcelorMittal South Africa (collectively “the Parties”) had reached agreement on the basis of the new interim pricing agreement governing the terms and conditions on which SIOC will sell iron ore to ArcelorMittal South Africa from the Sishen Mine with effect from 1 January 2013 until 31 December 2013 or until the conclusion of the legal processes in relation to the 2001 Sishen Supply Agreement (whichever is sooner). Pursuant to the objective of ensuring long term stability and security of iron ore supply, shareholders are advised that discussions are underway on the possibility of a new supply agreement for iron ore from Kumba’s mines including Sishen and Thabazimbi. Shareholders are advised to exercise caution when dealing in ArcelorMittal South Africa’s securities until a further announcement is made. 27 September 2013 Sponsor to ArcelorMittal South Africa Deutsche Securities (SA) Proprietary Limited For further information please contact: Themba Hlengani Manager: Corporate Communications Tel: (016) 889 2425 or 083 440 0158 Date: 27/09/2013 08:30:00 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.