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LTR: Rising Earnings Multiples Will Increase Downside Risk For Shares

Update shared on 25 Nov 2025

Fair value Increased 22%
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AnalystConsensusTarget's Fair Value
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1Y
111.2%
7D
-8.0%

Analysts have raised their price target for Liontown Resources from $0.78 to $0.95 per share, citing stronger revenue growth expectations and improved profit margins in their updated forecasts.

What's in the News

  • Liontown Resources Limited appointed Greg Jason as Chief Financial Officer, effective from 18 December 2025 (Key Developments).
  • Greg Jason brings 25 years of international business experience across mining, resources, automotive, financial services, defence, and logistics (Key Developments).
  • Greg previously served as CFO and Head of Joint Ventures at Pilbara Minerals and CFO of TLEA, the Tianqi Lithium and IGO joint venture, in 2024 (Key Developments).
  • The company expressed gratitude to outgoing Interim CFO Graeme Pettit for his strong financial leadership since July 2025 (Key Developments).

Valuation Changes

  • Fair Value Estimate has increased from A$0.78 to A$0.95 per share, reflecting higher analyst confidence in the company’s outlook.
  • Discount Rate has declined slightly from 8.12% to 8.01%, indicating a marginally lower risk profile assigned by analysts.
  • Revenue Growth Forecast has risen modestly from 41.53% to 42.21%.
  • Net Profit Margin projection climbed from 17.06% to 17.90% in the latest update.
  • Future P/E Ratio forecast has increased from 24.12x to 27.45x, which suggests higher expected earnings multiples.

Disclaimer

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