Iluka Resources Management
Management Kriterienprüfungen 3/4
Iluka Resources CEO ist Tom Patrick O’Leary , ernannt in Sep 2016, hat eine Amtszeit von 9.92 Jahren. Die jährliche Gesamtvergütung beträgt A$3.77M , bestehend aus 36.3% Gehalt und 63.7% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.38% der Aktien des Unternehmens, im Wert von A$9.99M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 6.5 Jahre bzw. 3.9 Jahre.
Wichtige Informationen
Tom Patrick O’Leary
Geschäftsführender
AU$3.8m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 36.30% |
| Amtszeit als Geschäftsführer | 10yrs |
| Eigentum des Geschäftsführers | 0.4% |
| Durchschnittliche Amtszeit des Managements | 6.5yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 3.9yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Aug 15
ILU: Upgraded Rating And Higher Multiple Will Shape Balanced Risk Outlook
Analysts have lifted their price target for Iluka Resources to A$6.90 from A$5.95, citing updated assumptions on future revenue growth, profit margins and P/E expectations, along with recent supportive research that includes an A$8.45 target from the Street. What’s in the News for Iluka Resources No major recent news items for Iluka Resources have been identified based on the sources provided.
Neues Narrative • Jul 12
ILU-ked For a Rare Find
At A$8.395 per share, Iluka Resources (ASX: ILU) appears reasonably valued when considering its existing mineral sands business, its 20% interest in Deterra Royalties and the progress already made on the Eneabba rare earths refinery. With approximately 430 million shares on issue, the assessed price values Iluka’s shares at around A$3.61 billion.Narrative-Update • Jun 16
ILU: Canaccord Downgrade And Higher Multiple Will Sustain Overvaluation Risk
The analyst price target for Iluka Resources has shifted to A$5.95 from A$5.00, with analysts pointing to updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E following recent research, including a downgrade from Canaccord. What’s in the News for Iluka Resources No specific recent news items for Iluka Resources were identified in the provided sources.
Narrative-Update • Jun 01
ILU: Rare Earths Refinery Progress And Dividend Reset Will Support Reappraisal
Analysts have adjusted their price target on Iluka Resources to A$9.00 from A$9.00, citing updated assumptions around revenue growth, profit margins and the stock's future P/E that align with more cautious recent Street research. What's in the News Iluka Resources reported a statutory net loss for FY25, which puts more focus on how the business manages costs and capital spending.
Narrative-Update • May 15
ILU: Fair Value View Will Hinge On Discount Assumptions And Dividend Outlook
Analysts have maintained their price target on Iluka Resources at A$7.95, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E that align with a more cautious stance following recent research commentary. Analyst Commentary Recent research around Iluka Resources has focused on how current assumptions for discount rates, revenue growth, profit margins and future P/E feed into the A$7.95 price target and a more cautious overall stance.Analyseartikel • Apr 30
Growth Investors: Industry Analysts Just Upgraded Their Iluka Resources Limited (ASX:ILU) Revenue Forecasts By 15%
Iluka Resources Limited ( ASX:ILU ) shareholders will have a reason to smile today, with the analysts making...Narrative-Update • Apr 28
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.Narrative-Update • Apr 14
ILU: Dividend Timeline And Reaffirmed Earnings Outlook Will Support Reappraisal
Analysts have raised their price target on Iluka Resources to A$9.00 from A$9.00, reflecting updated views on revenue growth, profit margins and future P/E assumptions following recent research that has become more positive on the stock. Analyst Commentary Bullish Takeaways Bullish analysts highlight the reaffirmed A$9.00 price target as consistent with more constructive views on Iluka Resources' revenue profile and P/E assumptions.Narrative-Update • Mar 31
ILU: Higher Margins And Dividend Outlook Will Support Stronger Market Reappraisal
Analysts have lifted Iluka Resources' fair value estimate from A$8.47 to A$9.00, citing refreshed assumptions for revenue growth, profit margins and a lower future P/E that they see reflected in more constructive recent research, such as Macquarie's upgrade. Analyst Commentary Bullish analysts point to refreshed assumptions around Iluka Resources' revenue profile, profit margins and future P/E as key reasons behind higher fair value estimates and more constructive research coverage.Narrative-Update • Mar 17
ILU: Elevated Margin Assumptions Will Sustain Overvaluation Risk Despite Recent Upgrade
Analysts have raised their A$ price target for Iluka Resources by A$5, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E, along with more constructive recent research sentiment on the stock. Analyst Commentary Recent research on Iluka Resources reflects a mix of optimism and caution, with some analysts highlighting upside scenarios while others stress valuation and execution risks.Narrative-Update • Mar 03
ILU: Demanding Margin Assumptions Will Drive Overvaluation Concerns Going Forward
Analysts have lifted their price target on Iluka Resources to A$5.00 from A$5.00, supported by updated assumptions for higher revenue growth, stronger profit margins and a lower future P/E multiple reflected in recent research such as Macquarie's upgrade. Analyst Commentary While the latest research includes more constructive assumptions on Iluka Resources, some bearish analysts are still flagging key risks that could cap upside for the shares.Narrative-Update • Feb 17
ILU: Tighter Assumptions And Execution Risks Will Define A Fairly Valued Outlook
Analysts have raised their price target on Iluka Resources to A$5.00 from A$5.00, reflecting updated assumptions around discount rates, revenue growth and future P/E, while maintaining their existing fair value assessment. Analyst Commentary While the latest price target of A$5.00 keeps the stated fair value intact, some research commentary highlights areas where expectations could come under pressure if things do not go to plan.Narrative-Update • Feb 03
ILU: Higher Required Returns And Execution Risks Will Shape Balanced Outlook
Analysts have trimmed their fair value estimate for Iluka Resources from A$5.30 to A$5.00, citing updated assumptions around growth, margins, and future P/E as key drivers of the change. Analyst Commentary While some research has turned more constructive on Iluka Resources, the recent trim in fair value to A$5.00 highlights that not all analysts are fully comfortable with the current risk and reward profile.Narrative-Update • Jan 20
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.Analyseartikel • Jan 15
Iluka Resources Limited's (ASX:ILU) Price Is Right But Growth Is Lacking After Shares Rocket 26%
Those holding Iluka Resources Limited ( ASX:ILU ) shares would be relieved that the share price has rebounded 26% in...Narrative-Update • Jan 06
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.Narrative-Update • Dec 16
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.Narrative-Update • Dec 02
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.Analyseartikel • Nov 27
Does Iluka Resources (ASX:ILU) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Narrative-Update • Nov 18
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.Narrative-Update • Nov 01
ILU: Project Ramp-Up Will Improve Execution As Utilization Risks Persist
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.Narrative-Update • Oct 17
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
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.Analyseartikel • Oct 10
Iluka Resources Limited (ASX:ILU) Stock Catapults 35% Though Its Price And Business Still Lag The Market
Despite an already strong run, Iluka Resources Limited ( ASX:ILU ) shares have been powering on, with a gain of 35% in...Narrative-Update • Oct 03
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
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.Narrative-Update • Sep 18
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
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.Narrative-Update • Aug 21
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
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.Analyseartikel • Jul 11
Iluka Resources Limited's (ASX:ILU) Price Is Right But Growth Is Lacking After Shares Rocket 30%
Iluka Resources Limited ( ASX:ILU ) shares have continued their recent momentum with a 30% gain in the last month...Analyseartikel • Apr 25
We Discuss Why Iluka Resources Limited's (ASX:ILU) CEO Compensation May Be Closely Reviewed
Key Insights Iluka Resources' Annual General Meeting to take place on 2nd of May CEO Tom Patrick O’Leary's total...
Neues Narrative • Apr 23
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
Strategic investments in rare earths and zircon projects enhance Iluka's growth prospects amid high demand and supply constraints, boosting revenue potential.Analyseartikel • Apr 09
Iluka Resources Limited (ASX:ILU) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough
To the annoyance of some shareholders, Iluka Resources Limited ( ASX:ILU ) shares are down a considerable 25% in the...Analyseartikel • Apr 08
Is Iluka Resources (ASX:ILU) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Mar 18
Are Iluka Resources Limited (ASX:ILU) Investors Paying Above The Intrinsic Value?
Key Insights Using the Dividend Discount Model, Iluka Resources fair value estimate is AU$3.26 Current share price of...Analyseartikel • Feb 21
Iluka Resources (ASX:ILU) Is Paying Out A Dividend Of A$0.04
Iluka Resources Limited's ( ASX:ILU ) investors are due to receive a payment of A$0.04 per share on 28th of March...Analyseartikel • Feb 20
Analyst Estimates: Here's What Brokers Think Of Iluka Resources Limited (ASX:ILU) After Its Full-Year Report
Last week saw the newest full-year earnings release from Iluka Resources Limited ( ASX:ILU ), an important milestone in...Analyseartikel • Dec 02
Here's Why Iluka Resources (ASX:ILU) Has A Meaningful Debt Burden
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • Nov 11
Insufficient Growth At Iluka Resources Limited (ASX:ILU) Hampers Share Price
With a price-to-earnings (or "P/E") ratio of 8.4x Iluka Resources Limited ( ASX:ILU ) may be sending very bullish...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -AU$404m |
| Mar 31 2026 | n/a | n/a | -AU$346m |
| Dec 31 2025 | AU$4m | AU$1m | -AU$288m |
| Sep 30 2025 | n/a | n/a | -AU$49m |
| Jun 30 2025 | n/a | n/a | AU$190m |
| Mar 31 2025 | n/a | n/a | AU$210m |
| Dec 31 2024 | AU$4m | AU$1m | AU$231m |
| Sep 30 2024 | n/a | n/a | AU$252m |
| Jun 30 2024 | n/a | n/a | AU$273m |
| Mar 31 2024 | n/a | n/a | AU$308m |
| Dec 31 2023 | AU$4m | AU$1m | AU$343m |
| Sep 30 2023 | n/a | n/a | AU$389m |
| Jun 30 2023 | n/a | n/a | AU$435m |
| Mar 31 2023 | n/a | n/a | AU$474m |
| Dec 31 2022 | AU$3m | AU$1m | AU$513m |
| Sep 30 2022 | n/a | n/a | AU$497m |
| Jun 30 2022 | n/a | n/a | AU$482m |
| Mar 31 2022 | n/a | n/a | AU$417m |
| Dec 31 2021 | AU$3m | AU$1m | AU$353m |
| Sep 30 2021 | n/a | n/a | AU$266m |
| Jun 30 2021 | n/a | n/a | AU$179m |
| Mar 31 2021 | n/a | n/a | AU$142m |
| Dec 31 2020 | AU$1m | AU$1m | AU$105m |
| Jun 30 2020 | n/a | n/a | -AU$397m |
| Mar 31 2020 | n/a | n/a | -AU$368m |
| Dec 31 2019 | AU$3m | AU$1m | -AU$339m |
Vergütung im Vergleich zum Markt: TomDie Gesamtvergütung ($USD2.69M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Australian ($USD1.77M).
Entschädigung vs. Einkommen: TomDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Tom Patrick O’Leary (63 yo)
10yrs
Amtszeit
AU$3,774,315
Vergütung
Mr. Thomas Joseph Patrick O’Leary, B.Juris, L.L.B also known as Tom, has been the Chief Executive Officer and Managing Director of Iluka Resources Limited since September 5, 2016. He joined Iluka Resources...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| MD, CEO & Director | 10yrs | AU$3.77m | 0.38% A$ 10.0m | |
| CFO & Head of Development | 8.1yrs | AU$1.63m | 0.059% A$ 1.6m | |
| Chief Operating Officer of Mineral Sands | 2.7yrs | AU$1.44m | 0.043% A$ 1.1m | |
| Chief Technology Officer | 3.7yrs | keine Daten | keine Daten | |
| Group Manager of Corporate Affairs & Investor Relations | no data | keine Daten | keine Daten | |
| Head of Rare Earths | no data | keine Daten | keine Daten | |
| Joint Company Secretary | 13.3yrs | keine Daten | keine Daten | |
| Company Secretary | 5yrs | keine Daten | keine Daten |
6.5yrs
Durchschnittliche Betriebszugehörigkeit
Erfahrenes Management: Das Managementteam von ILU ist erfahren und erfahren (durchschnittliche Amtszeit von 6.5 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| MD, CEO & Director | 9.9yrs | AU$3.77m | 0.38% A$ 10.0m | |
| Independent Non-Executive Director | 2.3yrs | AU$178.24k | 0.0068% A$ 177.4k | |
| Independent Non-Executive Director | 5.5yrs | AU$252.48k | 0.011% A$ 284.8k | |
| Independent Non-Executive Director | 7.3yrs | AU$198.36k | 0.0060% A$ 156.2k | |
| Independent Non-Executive Chairman | 1.3yrs | AU$232.71k | 0.023% A$ 605.9k | |
| Director | less than a year | keine Daten | keine Daten |
3.9yrs
Durchschnittliche Betriebszugehörigkeit
59yo
Durchschnittliches Alter
Erfahrener Vorstand: ILUDie Vorstandsmitglieder gelten als erfahren (3.9 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/18 05:43 |
| Aktienkurs zum Tagesende | 2026/09/18 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Iluka Resources Limited wird von 25 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Dale Koenders | Barrenjoey Markets Pty Limited |
| Fred Truong | Bell Potter |
| Chen Jiang | BofA Global Research |