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Iluka Resources Limited ( (AU:ILU) ) has shared an update.
Iluka Resources Limited reported a production of 124kt of zircon/rutile/synthetic rutile in Q3 2025, with significant sales of zircon and synthetic rutile. However, due to market uncertainties, sales guidance for synthetic rutile has been withdrawn. The company is advancing its Balranald project and Eneabba rare earths refinery, while also planning to suspend production at its SR2 processing facility and Cataby mine due to subdued market demand. This suspension is expected to result in a net cash cost reduction of $150 million in 2026. Despite challenging macroeconomic conditions, Iluka remains well-positioned to respond to potential improvements in demand.
The most recent analyst rating on (AU:ILU) stock is a Hold with a A$7.10 price target. To see the full list of analyst forecasts on Iluka Resources Limited stock, see the AU:ILU Stock Forecast page.
More about Iluka Resources Limited
Iluka Resources Limited is a company operating in the mineral sands industry, primarily focusing on the production of zircon, rutile, and synthetic rutile. The company is involved in mining operations at sites such as Jacinth-Ambrosia and Cataby, and is also expanding into the rare earths sector with projects like the Eneabba refinery.
Average Trading Volume: 5,457,109
Technical Sentiment Signal: Buy
Current Market Cap: A$3.98B
For detailed information about ILU stock, go to TipRanks’ Stock Analysis page.

