Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Australia
/
Materials
Create a narrative
Iluka Resources Community
ASX:ILU Community
1
Narratives
written by author
1
Comments
on narratives written by author
65
Fair Values set
on narratives written by author
Create a narrative
Community Investing Ideas
Iluka Resources
Popular
Undervalued
Overvalued
Iluka Resources
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
Key Takeaways Strategic investments in rare earths and zircon projects enhance Iluka's growth prospects amid high demand and supply constraints, boosting revenue potential. Cost optimization and favorable tariff conditions improve Iluka's net margins, increase demand for titanium products, and support financial stability.
View narrative
AU$6.02
FV
0.2% undervalued
intrinsic discount
8.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
44
users have followed this narrative
12 days ago
author updated this narrative
Your Valuation for
ILU
ILU
Iluka Resources
Your Fair Value
AU$
Current Price
AU$6.01
19.5% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-339m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue AU$2.1b
Earnings AU$408.3m
Advanced
Set Fair Value