Iluka Resources Ltd (ILU)

Currency in AUD
7.010
-0.040(-0.57%)
Closed·
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Fair Value
Day's Range
6.7607.010
52 wk Range
4.9209.480
Key Statistics
Bid/Ask
6.90 / 7.03
Prev. Close
7.05
Open
6.9
Day's Range
6.76-7.01
52 wk Range
4.92-9.48
Volume
2.74M
Average Volume (3m)
2.41M
1-Year Change
14.3556%
Fair Value
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Fair Value Upside
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ILU Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
8.025
Upside
+14.48%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts do not anticipate the company will be profitable this year

Iluka Resources Ltd News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Buy

Analyst Ratings

7 Buy
3 Hold
0 Sell
Ratings:
10 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 8.025
(+14.48% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
UBS
Hold6.65-5.14%5.25MaintainAug 20, 2026
JPMorgan
Hold6.90-1.57%6.80MaintainJul 29, 2026
Canaccord
Buy7.50+6.99%8.45MaintainJul 29, 2026
JPMorgan
Hold6.80-3.00%7.10MaintainJul 07, 2026
JPMorgan
Hold7.10+1.28%7.30MaintainJun 24, 2026

Iluka Resources Ltd Earnings Call Summary for H1/2026

  • Iluka posted AUD 247M operating cash flow and AUD 200M free cash flow in H1; net debt fell 42% to AUD 273M, aided by stronger zircon pricing.
  • Balranald mine hit commissioning milestone with first shipment due September; full production targeted for 2027 amid ongoing ramp-up challenges.
  • Eneabba rare earths refinery 60% complete, on track for 2027 commissioning; AUD 1.7-1.8B capital budget maintained with Export Finance backing.
  • Zircon prices expected to hold near AUD 1,760/tonne through year-end; management cited supply constraints from competitor disruptions and Indonesia policy.
  • Wimmera feasibility study delayed to H1 2027; CEO noted improving geopolitical backdrop for rare earths strengthens strategic position.
Last Updated: 08/19/2026, 09:06 AM
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Earnings

Latest Release
Aug 18, 2026
EPS / Forecast
-- / 24.00
Revenue / Forecast
286M / --
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS -0.94%
Dividend Yield
0.71%
Industry Median 3.76%
Annualized payout
0.05
Paid unevenly
5-Years Growth
-15.59%
Growth Streak

ILU Income Statement

Compare ILU to Peers and Sector

Metrics to compare
ILU
Peers
Sector
Relationship
P/E Ratio
−7.5x−1.2x4.4x
PEG Ratio
0.020.000.00
Price/Book
1.5x2.2x1.6x
Price / LTM Sales
3.4x2.7x1.3x
Upside (Analyst Target)
17.0%12.9%36.3%
Fair Value Upside
Unlock−5.3%1.9%Unlock

Iluka Resources Limited engages in the exploration, project development, mining, processing, marketing, and rehabilitation of mineral sands in Australia, China, rest of Asia, Europe, the Americas, and internationally. The company operates through Mineral Sands, Rare Earths, and Idle segments. It produces zircon; titanium dioxide products of rutile and synthetic rutile; and ilmenite, as well as activated carbon, gypsum, and iron concentrate products. The company also engages in the exploration of rare earths elements, such as neodymium, praseodymium, didymium, dysprosium, terbium, samarium, europium, gadolinium, holmium, erbium, thulium, ytterbium, lutetium, yttrium, lanthanum, cerium, monazite, and xenotime. Its products are used in technology, construction, medical, lifestyle, defense, and industrial applications. 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.

Employees
1000
Market
Australia

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
179.62M41.66%1.24B
Other Institutional Investors
153.69M35.65%1.07B
Public Companies & Retail Investors
97.81M22.69%677.85M
Total
431.13M100.00%2.99B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
State Street Investment Management7.81%33,655,611233,233
Van Eck Associates Corporation6.22%26,823,526185,887

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FAQ

What Is the Iluka Resources (ILU) Stock Price Today?

The Iluka Resources stock price today is 7.010 AUD.

What Stock Exchange Does Iluka Resources Trade On?

Iluka Resources is listed and trades on the Sydney Stock Exchange.

What Is the Stock Symbol for Iluka Resources?

The stock symbol for Iluka Resources is "ILU."

Does Iluka Resources Pay Dividends? What’s The Current Dividend Yield?

The Iluka Resources dividend yield is 0.86%.

What Is the Iluka Resources Market Cap?

As of today, Iluka Resources market cap is 3.020B AUD.

What Is Iluka Resources's Earnings Per Share (TTM)?

The Iluka Resources EPS (TTM) is -0.945.

When Is the Next Iluka Resources Earnings Date?

Iluka Resources will release its next earnings report on Oct 06, 2026.

From a Technical Analysis Perspective, Is ILU a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Neutral.

How Many Times Has Iluka Resources Stock Split?

Iluka Resources has split 1 times.

How Many Employees Does Iluka Resources Have?

Iluka Resources has 1000 employees.

What is the current trading status of Iluka Resources (ILU)?

As of Aug 22, 2026, Iluka Resources (ILU) is trading at a price of 7.010 AUD, with a previous close of 7.050 AUD. The stock has fluctuated within a day range of 6.760 AUD to 7.010 AUD, while its 52-week range spans from 4.920 AUD to 9.480 AUD.

What Is Iluka Resources (ILU) Price Target According to Analysts?

The average 12-month price target for Iluka Resources is 8.025 AUD, with a high estimate of 9.5 AUD and a low estimate of 6.65 AUD. 7 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an +14.48% Upside potential.
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