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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$3.05B
Enterprise ValueAU$3.58K
Total Cash (Recent Filing)AU$45.70M
Total Debt (Recent Filing)AU$1.14B
Price to Earnings (P/E)―
Beta2.19
Next Earnings
Feb 23, 2027EPS Estimate
-0.18Next Dividend Ex-DateN/A
Dividend Yield0.72%
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$7.62Price Target Upside29.32% 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
Cash Generation And Debt ReductionStrong first-half cash generation and a substantial reduction in mineral sands net debt improve financial flexibility. This provides greater capacity to fund projects, absorb operating volatility and reduce dependence on external financing.
Zircon Pricing StrengthHigher contracted pricing supports revenue quality and margins in the core mineral sands business. Supply tightness from disruptions and lower exports may provide a durable pricing tailwind, although demand and supply conditions remain important.
Rare Earths Growth PlatformCommercial agreements strengthen the rare earths development pipeline by supporting future demand and feedstock access. They also diversify Iluka beyond traditional mineral sands and could improve the strategic value of the Eneabba refinery.
Bears Say
Weak Earnings And Cash Flow TrendThe sharp reversal from prior profitability and positive cash generation signals meaningful earnings volatility. Persistently weaker margins or renewed cash burn could constrain investment, increase funding needs and reduce resilience through the cycle.
Balranald Ramp-Up RiskDelayed ramp-up extends the period before Balranald can deliver its planned production contribution. Ongoing commissioning issues could raise unit costs, defer cash returns and increase execution risk across the broader growth program.
Demand And Synthetic Rutile UncertaintyUneven end-market demand and idled synthetic rutile capacity can weigh on volumes, asset utilisation and fixed-cost absorption. Uncertain restart timing also limits operating leverage and makes the product mix more dependent on zircon performance.
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$3.05B.
When is Iluka Resources Limited’s upcoming earnings report date?
Iluka Resources Limited’s upcoming earnings report date is Feb 23, 2027 which is in 187 days.
How were Iluka Resources Limited’s earnings last quarter?
Iluka Resources Limited released its earnings results on Aug 18, 2026. The company reported -AU$0.056 earnings per share for the quarter, beating the consensus estimate of -AU$0.096 by AU$0.04.
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 0.72%. See more information on Iluka Resources Limited dividends here
What is Iluka Resources Limited’s EPS estimate?
Iluka Resources Limited’s EPS estimate is -0.18.
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$0.056 in its last earnings report, beating expectations of -AU$0.096. Following the earnings report the stock price went down -2.257%.
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
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9
10
Analyst Consensus
Moderate Buy
Average Price Target:
AU$7.62 (29.32% Upside)
AU$7.62 (29.32% Upside)
Blogger Sentiment
Bullish
AU:ILU Sentiment 71%
Sector Average 63%
Sector Average 63%
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
0.72%
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 Company Deck
ILU Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented several strong operational and financial positives: robust cash generation, a 42% reduction in mineral sands net debt, successful milestones at Balranald and substantial progress at the Eneabba refinery (60% complete and on-budget), plus initial rare earths commercial agreements. Offsetting these were notable execution challenges at Balranald that delayed consistent extraction rates, a statutory loss driven by inventory movements and idle charges, idled synthetic rutile capacity with uncertain restart timing, and mixed end-market demand (particularly in China). On balance, the positive cash, balance-sheet and commercial progress materially outweigh the operational and timing headwinds, but execution risks and demand softness warrant continued monitoring.View all AU:ILU earnings summariesILU Stock 12 Month Forecast
Average Price Target
AU$7.62
▲(29.32% Upside)