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U.S. COMPANY FILING

NATIONAL STEEL CO — Form 6-K filed 2026-09-29

Filed: 2026-09-29Company: NATIONAL STEEL COTicker: SIDExchange: NYSEForm: 6-KReport period: 2026-09-30SEC accession: 0001292814-26-004734Event: guidanceMateriality: 8

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CSN announced that its subsidiary CSN Mineração temporarily reduced lower-grade iron ore production at the Pires Complex dry processing plant, citing more challenging market conditions including pressure from higher freight costs. Consequently, the company revised its 2026 production and third-party ore purchase volume guidance from 45.0–47.0 Mt to 39.0–41.0 Mt, and its 2026 C1 cash cost guidance from US$22.0–23.5/ton to US$25.0–26.0/ton. The measure may be reversed at any time with no material impact if market conditions support stronger margins.

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