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Delta Lithium Limited
(Sydney:DLI)
Delta Lithium Limited (DLI) vs. iShares MSCI Australia ETF (EWA)
Delta Lithium Limited Business Overview & Revenue Model
Delta Lithium Limited Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 0.00 | 1.41M | 0.00 | 0.00 | 0.00 | 0.00 |
| Gross Profit | -302.03K | 1.41M | -365.62K | -113.54K | -63.19K | 0.00 |
| EBITDA | -3.78M | -7.03M | -12.75M | -9.25M | -7.99M | -703.69K |
| Net Income | -3.51M | -3.68M | -12.49M | -8.54M | -8.06M | -704.86K |
Balance Sheet | ||||||
| Total Assets | 245.29M | 245.29M | 249.59M | 194.62M | 66.92M | 20.55M |
| Cash, Cash Equivalents and Short-Term Investments | 57.62M | 57.62M | 87.71M | 85.85M | 23.58M | 1.61M |
| Total Debt | 579.15K | 579.15K | 709.64K | 117.56K | 212.06K | 0.00 |
| Total Liabilities | 6.36M | 6.36M | 8.15M | 20.28M | 6.56M | 651.53K |
| Stockholders Equity | 238.93M | 238.93M | 241.44M | 174.34M | 60.36M | 19.90M |
Cash Flow | ||||||
| Free Cash Flow | -31.57K | -31.58M | -67.59M | -40.58M | -14.59M | -4.00M |
| Operating Cash Flow | -785.00 | -785.52K | -4.83M | -4.36M | -1.21M | -740.44K |
| Investing Cash Flow | -17.62M | -28.07M | -62.76M | -34.17M | -24.14M | -3.19M |
| Financing Cash Flow | 641.06K | 641.06K | 69.96M | 99.48M | 47.10M | 3.75M |
Delta Lithium Limited Technical Analysis
Delta Lithium Limited Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
56 Neutral | AU$179.34M | -49.02 | -1.53% | ― | ― | 71.98% | |
54 Neutral | AU$208.74M | -6.84 | -43.66% | ― | 46.74% | -47.98% | |
54 Neutral | AU$163.71M | -144.03 | -2.97% | ― | ― | 42.74% | |
53 Neutral | AU$239.55M | -20.83 | -7.66% | ― | ― | ― | |
51 Neutral | AU$153.63M | -36.00 | -27.81% | ― | ― | -35.98% | |
51 Neutral | AU$106.90M | -7.07 | -34.31% | ― | ― | 52.94% |
Delta Lithium Limited Corporate Events
Delta Lithium Limited has issued 131,250 fully paid ordinary shares following the conversion of an equivalent number of performance rights, with the new shares placed without a prospectus under exemptions in the Corporations Act. The company confirmed it is compliant with its continuous disclosure and financial reporting obligations, and stated there is no excluded information, signalling routine equity-based compensation and a standard-cleansing step that maintains transparency for existing and potential shareholders.
The most recent analyst rating on (AU:DLI) stock is a Hold with a A$0.33 price target. To see the full list of analyst forecasts on Delta Lithium Limited stock, see the AU:DLI Stock Forecast page.
Delta Lithium Limited has applied to the ASX for quotation of 131,250 new fully paid ordinary shares, following the exercise of options or conversion of other convertible securities, with an issue date of 26 January 2026. The additional share quotation modestly increases the company’s listed equity base, reflecting the utilisation of existing equity-linked instruments and signalling incremental shareholder dilution as Delta continues to structure its capital to support its ongoing activities in the fast-growing lithium market.
The most recent analyst rating on (AU:DLI) stock is a Hold with a A$0.33 price target. To see the full list of analyst forecasts on Delta Lithium Limited stock, see the AU:DLI Stock Forecast page.
Delta Lithium has reported further high-grade lithium drilling results from its advanced Mt Ida project, where an existing JORC mineral resource totals 14.8Mt at 1.2% Li2O with associated tantalum and rubidium, and downstream testwork has successfully produced 99.8% battery-grade lithium carbonate from a mica concentrate. At its Yinnetharra lithium and tantalum project, the company has defined a 21.9Mt resource at 1.0% Li2O and 39.4Mt at 102ppm Ta2O5, is more than halfway through a regional exploration program, and has intersected promising mineralisation at the Jameson prospect, while maintaining a strong funding position with $54 million in cash and substantial listed investments to support ongoing exploration and potential progression toward mining.
The most recent analyst rating on (AU:DLI) stock is a Hold with a A$0.29 price target. To see the full list of analyst forecasts on Delta Lithium Limited stock, see the AU:DLI Stock Forecast page.
Delta Lithium Limited reported a significant quarterly update highlighted by an upgraded Mineral Resource Estimate at its Mt Ida Lithium Project, now standing at 14.8 million tonnes at 1.21% Li2O with substantial tantalum and notably high-grade rubidium credits, including 7.7 million tonnes in the Measured and Indicated categories. The company has demonstrated that its whole-of-ore flotation flowsheet can recover about 90% of rubidium in the mica pre-float stage, positioning rubidium as a potential value-adding co-product that could materially enhance project economics amid rising global interest in the metal, which features on critical minerals lists in markets such as the United States and Japan. Mt Ida is fully permitted for both open pit and underground mining, and Delta is progressing downstream processing and vertical integration studies, while also benefitting from Ballard Mining’s intensive gold drilling at Mt Ida, which provides incremental lithium, tantalum and rubidium data at low cost and improves resource confidence. With a cash balance of $54 million and listed investments of around $108 million as at 31 December 2025, Delta says it is well positioned to advance Mt Ida, continue drilling at its Yinnetharra project to link and extend existing resources, and pursue further growth opportunities across its lithium portfolio.
The most recent analyst rating on (AU:DLI) stock is a Hold with a A$0.29 price target. To see the full list of analyst forecasts on Delta Lithium Limited stock, see the AU:DLI Stock Forecast page.
Delta Lithium Limited has announced a change in the director’s interest, specifically regarding the issuance of performance rights. The company issued 1,300,000 performance rights to director James Croser under the Delta Lithium Employee Incentive Plan, following shareholder approval at the recent AGM. This change reflects the company’s ongoing efforts to align management incentives with shareholder interests.
The most recent analyst rating on (AU:DLI) stock is a Buy with a A$0.35 price target. To see the full list of analyst forecasts on Delta Lithium Limited stock, see the AU:DLI Stock Forecast page.
Delta Lithium Limited has announced the issuance of 1,766,667 performance rights as part of an employee incentive scheme. This move is likely to enhance employee engagement and align their interests with the company’s growth objectives, potentially strengthening Delta Lithium’s position in the competitive lithium market.
The most recent analyst rating on (AU:DLI) stock is a Buy with a A$0.35 price target. To see the full list of analyst forecasts on Delta Lithium Limited stock, see the AU:DLI Stock Forecast page.
Delta Lithium Limited held its Annual General Meeting on November 27, 2025, where all proposed resolutions were successfully carried. Key resolutions included the adoption of the Remuneration Report, re-election of a director, approval of a 10% placement facility, and renewal of proportional takeover provisions, indicating strong shareholder support and strategic positioning for future growth.
The most recent analyst rating on (AU:DLI) stock is a Buy with a A$0.35 price target. To see the full list of analyst forecasts on Delta Lithium Limited stock, see the AU:DLI Stock Forecast page.
Delta Lithium Limited’s recent AGM presentation highlighted the extensive experience of its board members, emphasizing their expertise in mining, corporate governance, and strategic growth. This announcement underscores the company’s strong leadership and strategic positioning in the mining industry, potentially enhancing stakeholder confidence and operational effectiveness.
The most recent analyst rating on (AU:DLI) stock is a Buy with a A$0.35 price target. To see the full list of analyst forecasts on Delta Lithium Limited stock, see the AU:DLI Stock Forecast page.
Delta Lithium Limited’s recent AGM highlighted its strategic focus on expanding its resource base despite a softer lithium market. The company has made significant progress at its Yinnetharra project with ongoing drilling campaigns and recent acquisitions of adjacent projects. Additionally, the successful demerger of Ballard Mining and the IPO of its gold mineral rights have strengthened Delta’s balance sheet, positioning it well for future growth. The company maintains a strong cash balance and remains open to acquisitions that align with its strategic goals.
The most recent analyst rating on (AU:DLI) stock is a Buy with a A$0.35 price target. To see the full list of analyst forecasts on Delta Lithium Limited stock, see the AU:DLI Stock Forecast page.
Delta Lithium Limited has a market capitalization of A$147 million and holds A$55 million in cash, with an enterprise value of A$92 million. The company’s major shareholders include Mineral Resources, Idemitsu, and Hancock Prospecting, indicating strong backing from significant industry players. This financial positioning and shareholder structure suggest a stable foundation for future growth and potential expansion in the lithium market.
The most recent analyst rating on (AU:DLI) stock is a Buy with a A$0.35 price target. To see the full list of analyst forecasts on Delta Lithium Limited stock, see the AU:DLI Stock Forecast page.
Delta Lithium Limited has updated the Mineral Resource Estimate (MRE) for its Mt Ida Lithium Project, now including a significant rubidium resource alongside lithium and tantalum. The project is fully permitted for open pit and underground mining, and the inclusion of rubidium is expected to enhance the project’s economics by adding a new revenue stream. The company is conducting downstream processing and vertical integration studies, with positive initial results. The ongoing gold drilling by Ballard Mining is providing additional data, increasing resource confidence and aiding in the de-risking of the project.
The most recent analyst rating on (AU:DLI) stock is a Buy with a A$0.35 price target. To see the full list of analyst forecasts on Delta Lithium Limited stock, see the AU:DLI Stock Forecast page.
Delta Lithium Limited announced a change in the director’s interest, specifically regarding Nader El Sayed’s indirect interest through Nameo Pty Ltd. The announcement detailed the cancellation of 250,000 performance rights due to unmet performance hurdles, leaving El Sayed with 250,000 performance rights, 2,751,284 fully paid ordinary shares, and 1,000,000 unlisted options. This change reflects internal adjustments in the company’s executive compensation structure, potentially impacting stakeholders’ perception of performance incentives and corporate governance.
The most recent analyst rating on (AU:DLI) stock is a Buy with a A$0.35 price target. To see the full list of analyst forecasts on Delta Lithium Limited stock, see the AU:DLI Stock Forecast page.
Delta Lithium Limited has announced a change in the interest of its director, James Croser, involving the cancellation of 250,000 performance rights due to unmet performance hurdles. This adjustment in securities does not alter the number of fully paid ordinary shares held by the director, maintaining the company’s operational stability and reflecting its ongoing commitment to performance-based incentives.
The most recent analyst rating on (AU:DLI) stock is a Buy with a A$0.35 price target. To see the full list of analyst forecasts on Delta Lithium Limited stock, see the AU:DLI Stock Forecast page.