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ILU: Project Ramp-Up Will Improve Execution As Utilization Risks Persist

Published
23 Apr 25
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
8.4%
7D
-8.7%

Author's Valuation

AU$7.3313.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 3.04%

Analysts have modestly raised their price target for Iluka Resources from A$7.11 to A$7.33 per share. They cite improved confidence in project ramp-up, but maintain a cautious outlook on utilization rates.

Shared on 17 Oct 25

Fair value Increased 6.61%

Analysts have raised their price target for Iluka Resources from A$6.67 to A$7.11. They cite improved confidence in project ramp-up and stronger profit margins, despite slightly tempered revenue growth expectations.

Shared on 03 Oct 25

Fair value Increased 4.34%

Analysts have increased their price target for Iluka Resources from $6.40 to $6.67. This change reflects improved profit margin forecasts after their latest review.

Shared on 18 Sep 25

Fair value Decreased 4.29%

Iluka Resources’ consensus price target has been revised downward as analysts respond to a notable drop in net profit margin and a higher forecasted P/E multiple, indicating lower profitability expectations and a reduced fair value from A$6.68 to A$6.40. What's in the News Iluka Resources announced an ordinary fully paid dividend of AUD 0.020 per security for the six months ended June 30, 2025.

Shared on 21 Aug 25

Fair value Increased 11%

The notable upward revision in Iluka Resources' price target primarily reflects significantly improved revenue growth forecasts and a marked decline in the future P/E multiple, resulting in an increased consensus fair value from A$6.02 to A$6.50. Valuation Changes Summary of Valuation Changes for Iluka Resources The Consensus Analyst Price Target has risen from A$6.02 to A$6.50.

Shared on 29 Jul 25

Fair value Increased 8.87%

The upward revision in Iluka Resources' Consensus Analyst Price Target reflects improved sentiment driven by higher expected revenue growth and a notable increase in the future P/E multiple, lifting fair value to A$6.02. Valuation Changes Summary of Valuation Changes for Iluka Resources The Consensus Analyst Price Target has risen from A$5.53 to A$6.02.

Shared on 01 May 25

Fair value Decreased 1.46%