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Iluka Resources Limited (AU:ILU)
ASX:ILU
ILU Stock Chart & Stats
AU$5.30
-AU$0.05(-0.96%)
At close: 4:00 PM EST
AU$5.30
-AU$0.05(-0.96%)
Day’s Range― - ―
52-Week RangeAU$3.14 - AU$9.48
Previous CloseN/A
Volume1.35M
Average Volume (3M)3.47M
Market Cap
AU$2.27B
Enterprise ValueAU$2.93B
Total Cash (Recent Filing)AU$191.00M
Total Debt (Recent Filing)AU$730.30M
Price to Earnings (P/E)―
Beta1.89
Next Earnings
Aug 25, 2026EPS Estimate
-0.13Next Dividend Ex-DateN/A
Dividend Yield1.04%
Share Statistics
EPS (TTM)-0.03
Shares Outstanding429,703,920
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$6.03Price Target Upside13.84% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Diversified Product Mix & End MarketsIluka's product diversity across zircon, rutile and synthetic rutile exposes it to multiple industrial end markets (ceramics, refractories, TiO2 pigment). This reduces reliance on any single commodity cycle and supports more stable long-term revenue streams when end-market demand is steady.
Position In Rare Earths DevelopmentStrategic exposure to rare earths downstream processing offers structural optionality beyond mineral sands. Downstream capability can capture higher-margin value chains and diversify revenue drivers, creating a multi-year growth pathway if projects progress and markets for rare earths remain robust.
Sizeable Equity Base And Historical Cash/EBITDA ResilienceDespite 2025 setbacks, a sizeable equity base and prior periods of strong free cash flow provide a buffer versus peers. Continued positive EBITDA in 2025 indicates underlying operational cash generation potential that can support recovery plans and capital allocation once commodity cycles improve.
Bears Say
Shift To Net Loss And Margin CompressionThe swing to a net loss and compressed gross and operating margins signals structural pressure on profitability. Persistently weaker margins reduce retained earnings and limit reinvestment capacity, making it harder to fund growth, sustain dividends, or weather further commodity downturns without corrective action.
Severe Cash Generation DeteriorationNegative operating and free cash flow materially weaken the company's self-funding ability, increasing reliance on external financing or asset monetization. Over a multi-month horizon this constrains capital expenditure, project development (including rare earths), and increases execution and liquidity risk.
Rising Leverage And Reduced Financial FlexibilityHigher debt and a deteriorating debt-to-equity profile reduce financial flexibility and raise refinancing and interest burden risk. With returns on equity turned negative, incremental leverage amplifies downside in prolonged commodity weakness and limits strategic options like M&A or large capex.
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$3.14 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$2.27B.
When is Iluka Resources Limited’s upcoming earnings report date?
Iluka Resources Limited’s upcoming earnings report date is Aug 25, 2026 which is in 187 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$0.02 which represents an annual dividend yield of 1.04%. See more information on Iluka Resources Limited dividends here
What is Iluka Resources Limited’s EPS estimate?
Iluka Resources Limited’s EPS estimate is -0.13.
How many shares outstanding does Iluka Resources Limited have?
Iluka Resources Limited has 429,703,920 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 5.094%.
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
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
AU$6.03 (13.84% Upside)
AU$6.03 (13.84% Upside)
Blogger Sentiment
Bullish
AU:ILU Sentiment 91%
Sector Average ―
Sector Average ―
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
28.38%
12-Months-Change
Fundamentals
Return on Equity
7.84%
Trailing 12-Months
Asset Growth
23.94%
Trailing 12-Months
Company Description
Iluka Resources Limited
Iluka Resources Limited engages in the exploration, project development, mining, processing, marketing, and rehabilitation of mineral sands. The company operates through Jacinth-Ambrosia/Mid West, Cataby/South West, Sierra Rutile, and United States/Murray Basin segments. It produces zircon; titanium dioxide products of rutile and synthetic rutile; and ilmenite, as well as activated carbon and iron concentrate products. The company also engages in the exploration of rare earths elements, such as monazite and xenotime. Its products are used in technology, construction, medical, lifestyle and industrial applications. It has operations in Australia, China, rest of Asia, Europe, the Americas, and internationally. The company was formerly known as Westralian Sands Limited and changed its name to Iluka Resources Limited in May 1999. Iluka Resources Limited was incorporated in 1954 and is headquartered in Perth, Australia.
ILU Company Deck
ILU Earnings Call
Q4 2026
0:00 / 0:00
ILU Stock 12 Month Forecast
Average Price Target
AU$6.03
▲(13.84% Upside)
Technical Analysis
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Options Prices
Currently, No data available
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