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ILU Stock Chart & Stats
AU$5.89
-AU$0.06(-1.02%)
At close: 4:00 PM EDT
AU$5.89
-AU$0.06(-1.02%)
Day’s Range― - ―
52-Week RangeAU$4.92 - AU$9.48
Previous CloseN/A
Volume1.41M
Average Volume (3M)3.47M
Market Cap
AU$2.61B
Enterprise ValueAU$3.58K
Total Cash (Recent Filing)AU$45.70M
Total Debt (Recent Filing)AU$1.14B
Price to Earnings (P/E)―
Beta1.98
Next Earnings
Aug 19, 2026EPS Estimate
-0.1Next Dividend Ex-DateN/A
Dividend Yield0.82%
Share Statistics
EPS (TTM)-0.67
Shares Outstanding431,195,000
10 Day Avg. Volume4,199,919
30 Day Avg. Volume3,471,630
Financial Highlights & Ratios
PEG Ratio0.04
Price to Book (P/B)1.20
Price to Sales (P/S)2.45
P/FCF Ratio-2.77
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
AU$7.38Price Target Upside25.35% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)-0.28
Revenue Forecast (FY)AU$803.34M
Bulls Say, Bears Say
Bulls Say
Rare‑earth Refinery PositioningEneabba’s positioning as one of few non‑China separated‑oxide refineries is a durable strategic advantage. It diversifies supply for customers, aligns with US/Australia industrial policy tailwinds, and supports multi‑year demand for separated REOs if offtakes and funding are secured.
Balranald Ramp‑up To ProductionA successful Balranald ramp provides near‑term production growth and product optionality, underpinning medium‑term revenue potential. Operational progress reduces single‑project execution risk, improves product mix and supports sustained cash generation once investment‑case rates are maintained.
Liquidity, Hedging And Lower 2026 Cash DeploymentA stronger liquidity buffer, FX hedges and a >A$600m reduction in planned 2026 cash spend materially lower near‑term funding pressure. This improves execution optionality for projects and gives management flexibility to weather demand volatility while projects reach commissioning.
Bears Say
Weak Cash Generation In 2025A reversal to negative operating and free cash flow materially erodes internal funding for growth and puts reliance on external liquidity. Over a multi‑quarter horizon this raises refinancing and capital‑allocation risk, constraining reinvestment and dividend capacity until cash generation normalises.
Eneabba Offtake And Funding UncertaintyEneabba’s economics and remaining government funding hinge on satisfactory offtakes. Without binding contracts pricing and revenue visibility remain uncertain, which could delay funding tranches, elevate financing costs or force scope/timing changes that impair long‑term returns.
Elevated Finished‑goods Inventory RelianceHigh finished‑goods stock means near‑term cash generation depends on inventory drawdown rather than ongoing margin improvement. Prolonged weak demand or price softness could force discounting, extend cash‑conversion cycles and stress working capital, reducing durable cash generation.
Iluka Resources Limited News
ILU FAQ
What was Iluka Resources Limited’s price range in the past 12 months?
Iluka Resources Limited lowest share price was AU$4.92 and its highest was AU$9.48 in the past 12 months.
What is Iluka Resources Limited’s market cap?
Iluka Resources Limited’s market cap is AU$2.61B.
When is Iluka Resources Limited’s upcoming earnings report date?
Iluka Resources Limited’s upcoming earnings report date is Aug 19, 2026 which is in 14 days.
How were Iluka Resources Limited’s earnings last quarter?
Iluka Resources Limited released its earnings results on Feb 17, 2026. The company reported -AU$0.03 earnings per share for the quarter, beating the consensus estimate of -AU$0.173 by AU$0.143.
Is Iluka Resources Limited overvalued?
According to Wall Street analysts Iluka Resources Limited’s price is currently Undervalued.
Does Iluka Resources Limited pay dividends?
Iluka Resources Limited pays a Semiannually dividend of AU$0.03 which represents an annual dividend yield of 0.82%. See more information on Iluka Resources Limited dividends here
What is Iluka Resources Limited’s EPS estimate?
Iluka Resources Limited’s EPS estimate is -0.1.
How many shares outstanding does Iluka Resources Limited have?
Iluka Resources Limited has 431,195,000 shares outstanding.
What happened to Iluka Resources Limited’s price movement after its last earnings report?
Iluka Resources Limited reported an EPS of -AU$0.03 in its last earnings report, beating expectations of -AU$0.173. Following the earnings report the stock price went up 5.1%.
Which hedge fund is a major shareholder of Iluka Resources Limited?
Currently, no hedge funds are holding shares in AU:ILU
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Iluka Resources Limited Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
AU$7.38 (25.35% Upside)
AU$7.38 (25.35% Upside)
Blogger Sentiment
Bullish
AU:ILU Sentiment 71%
Sector Average 69%
Sector Average 69%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
28.38%
12-Months-Change
Fundamentals
Return on Equity
0.82%
Trailing 12-Months
Asset Growth
16.16%
Trailing 12-Months
Company Description
Iluka Resources Limited
Headquartered in Perth, Australia, and established in 1954, Iluka Resources Limited is deeply involved in all facets of the mineral sands industry. This encompasses the exploration, development, extraction, processing, marketing, and subsequent rehabilitation of mining sites. The company's operations span several key regions, including Jacinth-Ambrosia/Mid West, Cataby/South West, Sierra Rutile, and the United States/Murray Basin segments. Its core product portfolio features zircon, titanium dioxide minerals like rutile and synthetic rutile, and ilmenite, alongside activated carbon and iron concentrate. Beyond its primary offerings, Iluka also actively explores for rare earth elements such as monazite and xenotime. These diverse products are crucial components in a wide array of applications across technology, construction, medicine, lifestyle goods, and industrial sectors. With a global footprint, Iluka maintains operations across Australia, China, the broader Asian continent, Europe, the Americas, and other international markets. The company, which was originally incorporated as Westralian Sands Limited, rebranded to Iluka Resources Limited in May 1999.
ILU Stock 12 Month Forecast
Average Price Target
AU$7.38
▲(25.35% Upside)