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News Base «Madan Nameh“: The shares of Mobarakeh Steel, symbolized as Foolad, have yielded significant returns to their shareholders over the past five months since reopening following enemy attacks. This time, as with previous occasions, the share’s return was rooted in the company’s financial performance. Despite production interruptions and the commencement of reconstruction operations, the statistics published on Codal indicated that company operations were progressing concurrently. These reports were well received by analysts and shareholders, boosting investor confidence.
An examination of Mobarakeh Steel’s operational record ending October 22, 2026, shows a direct comparison between October’s tonnage and the cumulative seven-month performance across each category, revealing the company’s strategic pivot from selling intermediate products to maximizing production and supply of final steel sheets. Mathematically, each month should average approximately 14.28% (one-seventh) of the seven-month total, but the tonnage distribution in October was markedly asymmetric and favored the downstream value chain.
Production Surge and Value Chain Strengthening
Signs of production improvement were identifiable in September in the hot rolled coil category but became entirely evident and observable in October.
- Acceleration in Hot Rolling and Billet Production: In October, nearly one-quarter of the total seven-month production of hot products (24.38% of 1,206 thousand tons) and billets (24.53% of 89.68 thousand tons) was realized in this single month. This indicates Mobarakeh Steel’s success in accelerating production pace and overcoming summer energy constraints.
- Cold Rolled and Coated Sheets Surpass Annual Average: In cold rolled (17.46%) and coated products (17.39%), over one-sixth of total seven-month production occurred in October, exceeding the linear average of one-seventh (14.28%).
- Material Rotation in the Internal Supply Chain: For the pellet category, out of 1,648 thousand tons of sellable seven-month production, only 35 thousand tons (2.12% or about one-forty-seventh) were recorded in October, and sellable sponge iron production in October fell to zero. This is because the entire output from these two units was directly consumed within the company’s internal production cycle during October.
Sales Spring in October
Mobarakeh Steel also performed strongly in October sales, reaching 1.256 million tons sold that month.
- Hot Rolled Products: Out of total seven-month sales of 1,256 thousand tons (1,109 thousand tons domestic and 147 thousand tons exports), 306 thousand tons (267 thousand tons domestic and 39 thousand tons exports) were sold in October. Thus, nearly one-quarter (24.36%) of total seven-month hot rolled coil sales occurred in October (24.08% of domestic sales and 26.53% of exports for this product).
- Cold Rolled Products: Out of 695.1 thousand tons of seven-month sales (676 thousand tons domestic and 19.1 thousand tons exports), 125 thousand tons (123 thousand tons domestic and 2 thousand tons exports) were sold in October, equating to 17.98% (close to one-fifth) of the seven-month total in this category.
- Coated Products: From 138 thousand tons of total seven-month sales (132 thousand tons domestic and 6 thousand tons exports), 24 thousand tons (23 thousand tons domestic and 1 thousand tons exports) were sold in October, exactly 17.39% (more than one-sixth) of the seven-month total sales.
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Billets (Slabs): During the first seven months, 216 thousand tons of billets (132 thousand tons domestic and 84 thousand tons exports) were sold, but October sales included only 16 thousand tons domestic. Accordingly, October sales represented merely 7.41% (about one-thirteenth) of total seven-month billet sales. Given the increase in steel sheet production, this intermediate product has also been utilized in the production cycle.
Irasin