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ILU Stock Chart & Stats
AU$7.19
-AU$0.06(-1.02%)
At close: 4:00 PM EDT
AU$7.19
-AU$0.06(-1.02%)
Day’s Range― - ―
52-Week RangeAU$4.92 - AU$9.48
Previous CloseN/A
Volume1.41M
Average Volume (3M)1.93M
Market Cap
AU$2.61B
Enterprise ValueAU$4.28K
Total Cash (Recent Filing)AU$50.60M
Total Debt (Recent Filing)AU$1.28B
Price to Earnings (P/E)―
Beta2.15
Next Earnings
Feb 23, 2027EPS Estimate
-0.18Next Dividend Ex-DateN/A
Dividend Yield0.99%
Share Statistics
EPS (TTM)-0.95
Shares Outstanding431,195,000
10 Day Avg. Volume1,685,096
30 Day Avg. Volume1,932,007
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$7.61Price Target Upside5.82% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)-0.17
Revenue Forecast (FY)AU$902.82M
Bulls Say, Bears Say
Bulls Say
Cash Generation And Debt ReductionStrong first-half operating and free cash flow materially improved financial flexibility, while the 42% debt reduction lowers balance-sheet pressure. If maintained, this cash generation can support project funding, reduce reliance on external capital, and strengthen resilience through commodity-cycle volatility.
Rare Earths Commercial DevelopmentInitial offtake and supply agreements provide commercial validation for Iluka’s rare earths strategy and help establish future feedstock and customer relationships. This can broaden the company’s product base beyond traditional mineral sands and support longer-term growth as refining capacity develops.
Eneabba Project ProgressProgress toward commissioning a large rare earths refinery represents a potentially important strategic expansion for Iluka. Construction completion and budget reaffirmation reduce some development uncertainty, while future refining capability could increase product value and diversify earnings over time.
Bears Say
Profitability DeteriorationThe sharp reversal to losses and lower margins indicates that earnings remain vulnerable to weaker realized conditions, product mix, and operating costs. This reduces internally generated funding for growth and makes future results more dependent on operational recovery and market improvement.
Balranald Ramp-up DelaysDelayed ramp-up at Balranald postpones the project’s contribution to production and cash flow while extending the period of commissioning and execution risk. Reaching target extraction rates only through 2027 leaves less near-term operating buffer if further technical issues emerge.
Idled Synthetic Rutile CapacityIdled synthetic rutile capacity limits available production and creates uncertainty over how contracted commitments will be serviced across the year. Restart decisions tied to market conditions also make capacity utilization and earnings less predictable, particularly while demand remains uneven.
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 Feb 23, 2027 which is in 156 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 0.99%. 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 -2.252%.
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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10
Analyst Consensus
Moderate Buy
Average Price Target:
AU$7.61 (5.82% Upside)
AU$7.61 (5.82% Upside)
Blogger Sentiment
Bullish
AU:ILU Sentiment 71%
Sector Average 66%
Sector Average 66%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
3.51%
12-Months-Change
Fundamentals
Return on Equity
0.99%
Trailing 12-Months
Asset Growth
5.04%
Trailing 12-Months
Learn more about TipRanks Smart Score
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$7.61
▲(5.82% Upside)