Shared on 15 May 26

ILU: Fair Value View Will Hinge On Discount Assumptions And Dividend Outlook

The market’s view of Iluka hinges on a couple of judgement calls: how tough you want to be about risk, and how much confidence you have in its ability to deliver projects on time and on budget. There’s also fresh focus on its dividend, which signals how much cash the business is comfortable returning to shareholders right now.

23 views

Shared on 28 Apr 26

Fair value Increased 9.59%

ILU: Fair Value View Will Depend On Mixed Ratings And Dividend Outlook

Analysts have adjusted their fair value estimate for Iluka Resources from A$7.25 to A$7.95, reflecting updated assumptions for revenue growth, profit margins and future P/E after a mix of recent upgrades and downgrades on the stock. Analyst Commentary Bullish Takeaways Bullish analysts see the higher fair value estimate of A$7.95 as aligned with their more constructive view on Iluka Resources’ ability to support current revenue assumptions over time.

11 views

Shared on 20 Jan 26

Fair value Decreased 2.62%

ILU: Fair Value View Will Rely On Stronger Margins And P/E

Analysts have nudged their price target for Iluka Resources slightly lower to A$7.25 from A$7.45, citing updated assumptions that pair more moderate revenue growth with a higher profit margin outlook, as well as a richer future P/E multiple. Valuation Changes Fair Value Estimate: reduced slightly to A$7.25 from A$7.45, reflecting a modest adjustment to the overall valuation.

22 views

Shared on 06 Jan 26

ILU: Stable Fair Value And Margins Will Support Future Upside

Analysts have made a small adjustment to their price target on Iluka Resources, reflecting updated views on discount rate, profit margin and forward P/E assumptions, while keeping their core fair value estimate steady at A$7.45. Valuation Changes Fair Value: Core fair value estimate remains unchanged at A$7.45 per share.

14 views

Shared on 16 Dec 25

Fair value Increased 0.68%

ILU: Project Commissioning Confidence Will Drive Future Upside Despite Utilization Risks

Analysts have nudged their price target for Iluka Resources slightly higher, with fair value rising from about A$7.40 to A$7.45. They cite greater confidence in project commissioning and ramp up after recent site visits, even as they remain cautious on utilization and profitability.

17 views

Shared on 02 Dec 25

ILU: Project Ramp-Up Will Improve Outlook While Utilization Risks Persist

Iluka Resources' analyst price target has increased from A$6.15 to A$6.65, with analysts citing improved confidence in project ramp-up, while maintaining ongoing caution about utilization rates. Analyst Commentary Following recent site visits and project assessments, analysts have provided updated perspectives on Iluka Resources’ outlook.

29 views

Shared on 18 Nov 25

Fair value Increased 0.89%

ILU: Project Ramp-Up Progress Will Drive Confidence In Future Performance

Iluka Resources’ analyst price target has increased modestly to A$7.40 from A$7.33, as analysts note greater confidence in project ramp-up. However, they remain cautious on near-term utilization and growth.

21 views

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.

32 views

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.

2 views

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.

0 views

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.

4 views

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.

4 views

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.

6 views

Shared on 01 May 25

Fair value Decreased 1.46%

5 views

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