Iluka Resources 将来の成長
Future 基準チェック /56
Iluka Resources利益と収益がそれぞれ年間55.7%と28.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に5.6% 59.7%なると予測されています。
主要情報
55.7%
収益成長率
59.65%
EPS成長率
| Metals and Mining 収益成長 | 14.5% |
| 収益成長率 | 28.1% |
| 将来の株主資本利益率 | 5.62% |
| アナリストカバレッジ | Good |
| 最終更新日 | 18 May 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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$9.00, citing refreshed assumptions for revenue growth, profit margins and a lower future P/E that they see reflected in more constructive recent research, such as Macquarie's upgrade. Analyst Commentary Bullish analysts point to refreshed assumptions around Iluka Resources' revenue profile, profit margins and future P/E as key reasons behind higher fair value estimates and more constructive research coverage.
ナラティブの更新 • Mar 17
ILU: Elevated Margin Assumptions Will Sustain Overvaluation Risk Despite Recent Upgrade
Analysts have raised their A$ 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • Aug 21
These 4 Measures Indicate That Iluka Resources (ASX:ILU) Is Using Debt Extensively
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Jun 19
Iluka Resources Limited's (ASX:ILU) Low P/E No Reason For Excitement
With a price-to-earnings (or "P/E") ratio of 7.9x Iluka Resources Limited ( ASX:ILU ) may be sending very bullish...分析記事 • Mar 20
Is Iluka Resources (ASX:ILU) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jan 24
A Look At The Fair Value Of Iluka Resources Limited (ASX:ILU)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Iluka Resources fair value estimate is AU$6.47 Iluka...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 2,057 | 161 | 141 | 411 | 2 |
| 12/31/2027 | 1,179 | -186 | -434 | 162 | 2 |
| 12/31/2026 | 774 | -155 | -491 | 154 | 2 |
| 12/31/2025 | 1,015 | -288 | -920 | -57 | N/A |
| 9/30/2025 | 1,067 | -49 | -768 | -5 | N/A |
| 6/30/2025 | 1,118 | 190 | -616 | 47 | N/A |
| 3/31/2025 | 1,144 | 210 | -463 | 85 | N/A |
| 12/31/2024 | 1,170 | 231 | -311 | 123 | N/A |
| 9/30/2024 | 1,165 | 252 | -249 | 141 | N/A |
| 6/30/2024 | 1,160 | 273 | -187 | 159 | N/A |
| 3/31/2024 | 1,226 | 308 | -189 | 124 | N/A |
| 12/31/2023 | 1,291 | 343 | -192 | 90 | N/A |
| 9/30/2023 | 1,406 | 389 | -80 | 155 | N/A |
| 6/30/2023 | 1,522 | 435 | 32 | 221 | N/A |
| 3/31/2023 | 1,567 | 474 | 240 | 411 | N/A |
| 12/31/2022 | 1,611 | 513 | 449 | 602 | N/A |
| 9/30/2022 | 1,555 | 497 | 458 | 589 | N/A |
| 6/30/2022 | 1,499 | 482 | 468 | 576 | N/A |
| 3/31/2022 | 1,412 | 417 | 384 | 465 | N/A |
| 12/31/2021 | 1,325 | 353 | 301 | 355 | N/A |
| 9/30/2021 | 1,257 | 266 | 241 | 287 | N/A |
| 6/30/2021 | 1,188 | 179 | 180 | 218 | N/A |
| 3/31/2021 | 1,090 | 142 | 110 | 165 | N/A |
| 12/31/2020 | 992 | 105 | 41 | 112 | N/A |
| 6/30/2020 | 1,107 | -397 | 258 | 360 | N/A |
| 3/31/2020 | 1,171 | -368 | 192 | 341 | N/A |
| 12/31/2019 | 1,235 | -339 | 125 | 322 | N/A |
| 9/30/2019 | 1,310 | 18 | N/A | 341 | N/A |
| 6/30/2019 | 1,300 | 315 | N/A | 361 | N/A |
| 3/31/2019 | 1,327 | 309 | N/A | 494 | N/A |
| 12/31/2018 | 1,354 | 304 | N/A | 627 | N/A |
| 9/30/2018 | 1,281 | 170 | N/A | 581 | N/A |
| 6/30/2018 | 1,208 | 36 | N/A | 535 | N/A |
| 3/31/2018 | 1,144 | -68 | N/A | 474 | N/A |
| 12/31/2017 | 1,080 | -172 | N/A | 414 | N/A |
| 9/30/2017 | 1,018 | -228 | N/A | 384 | N/A |
| 6/30/2017 | 956 | -285 | N/A | 355 | N/A |
| 3/31/2017 | 868 | -254 | N/A | 242 | N/A |
| 12/31/2016 | 780 | -224 | N/A | 128 | N/A |
| 9/30/2016 | 817 | -106 | N/A | 124 | N/A |
| 6/30/2016 | 853 | 12 | N/A | 119 | N/A |
| 3/31/2016 | 868 | 33 | N/A | 174 | N/A |
| 12/31/2015 | 882 | 54 | N/A | 230 | N/A |
| 9/30/2015 | 841 | 0 | N/A | 237 | N/A |
| 6/30/2015 | 800 | -54 | N/A | 245 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: ILUは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.6% ) よりも高い成長率であると考えられます。
収益対市場: ILU今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。
高成長収益: ILU今後 3 年以内に収益を上げることが予想されます。
収益対市場: ILUの収益 ( 28.1% ) Australian市場 ( 6.1% ) よりも速いペースで成長すると予測されています。
高い収益成長: ILUの収益 ( 28.1% ) 20%よりも速いペースで成長すると予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: ILUの 自己資本利益率 は、3年後には低くなると予測されています ( 5.6 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 23:40 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Iluka Resources Limited 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25
| アナリスト | 機関 |
|---|---|
| Dale Koenders | Barrenjoey Markets Pty Limited |
| Fred Truong | Bell Potter |
| Chen Jiang | BofA Global Research |