Pilbara Minerals

Alternative Chemistries And Export Controls Will Erode Lithium Demand

AnalystLowTarget

Not Invested

Consensus Narrative from 17 Analysts

Published

28 Jun 25

Updated

09 Aug 25

AnalystLowTarget's Fair Value

AU$1.10

100.0% overvalued

09 Aug

AU$2.20

-24.1%

14.0%

Author's Valuation

AU$1.1

100.0% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

AU$1.1

100.0% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

14.54%

Metals and Mining revenue growth rate

2.38%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

7.19%

Calculation

AU$239.95m

Earnings '28

17.01x

PE Ratio '28

AU$4.08b

Market Cap '28

AU$4.08b

Market Cap '28

3.02b

No. shares '28

AU$1.35

Share Price '28

AU$1.35 Share Price '28

Discounted to 2025 @ 7.13% p.a.

AU$1.10

Fair Value '25