Lynas Rare Earths Limited

ASX:LYC 株式レポート

時価総額：AU$15.6b

Lynas Rare Earths 将来の成長

Future 基準チェック /56

Lynas Rare Earths利益と収益がそれぞれ年間28.9%と20.8%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19.7% 28.9%なると予測されています。

主要情報

28.9%

収益成長率

28.89%

EPS成長率

Metals and Mining 収益成長12.2%
収益成長率20.8%
将来の株主資本利益率19.68%
アナリストカバレッジ

Good

最終更新日08 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Sep 03

LYC: US Supply Chain Expansion And Policy Support Will Drive Future Upside

Analysts have trimmed their price target on Lynas Rare Earths from A$23.00 to A$22.50, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Lynas Rare Earths Lynas Rare Earths reported annual net profit after tax of A$222.4 million for the year ended 30 June, compared with A$8 million a year earlier, according to recent company results coverage.
ナラティブ更新 • Aug 19

LYC: Sector Policy Support And Full Operations Will Drive Rare Earth Upside

Analysts have reduced their price target for Lynas Rare Earths to A$23.0 from A$26.0, reflecting updated assumptions for the discount rate, revenue growth, profit margins and future P/E multiples. What’s in the News for Lynas Rare Earths The Pentagon is assessing whether to cancel an A$80 million equivalent conditional loan to ReElement Technologies that is linked to a wider A$1.4b critical minerals program, according to Bloomberg.
ナラティブ更新 • Aug 05

LYC: Western Supply Contracts And Policy Support Will Drive Undervalued Outlook

Analysts have trimmed their price target on Lynas Rare Earths to A$18.28 from A$19.86, reflecting slightly lower assumptions for revenue growth and profit margins, a modestly higher discount rate, and near-unchanged future P/E expectations. What’s in the News for Lynas Rare Earths The Pentagon is debating whether to scrap an A$80 million conditional loan offer to ReElement Technologies, according to Bloomberg, which highlights ongoing policy focus on reducing reliance on China for critical minerals that also affects companies such as Lynas Rare Earths.
ナラティブ更新 • Jul 21

LYC: Malaysian Magnet Expansion And Rich Multiple Will Limit Future Upside

The consensus analyst price target for Lynas Rare Earths has edged lower from about A$10.25 to around A$10.00. This reflects updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E expectations that analysts see as better aligning the stock with current fundamentals.
新しいナラティブ • Jul 12

Should we LYC Lynas? A Rare Opportunity?

At A$11.226 per share, Lynas Rare Earths (ASX: LYC) appears reasonably valued when considering its existing operations, recently completed expansion work and stronger rare earth pricing. With approximately 1.01 billion shares on issue, the assessed price values the company’s shares at around A$11.3 billion.
ナラティブ更新 • Jul 07

LYC: Regulatory Delays In Malaysia Will Restrain Future Rare Earth Upside

Lynas Rare Earths' analyst price target has shifted from A$9.99 to A$10.25 as analysts adjust assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Lynas Rare Earths Lynas Rare Earths is receiving increased attention as demand and prices for neodymium and praseodymium (NdPr) recover, with the company highlighted as a major producer of separated rare earths outside China and a key supplier for electric vehicles, wind turbines, and other technologies.
ナラティブ更新 • Jun 23

LYC: Long Dated Supply Contracts And Operational Issues Will Cap Rare Earth Upside

Analysts have made a small adjustment to Lynas Rare Earths' fair value estimate, with the target moving from A$10.03 to about A$10.00. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples.
ナラティブ更新 • Jun 05

LYC: Offtake Floor And Western Contracts Will Shape Fairly Valued Outlook

Analysts have lifted their price target for Lynas Rare Earths to A$24, reflecting the revised Lynas JARE agreement that secures a 5,000tpa NdPr offtake at a US$110/kg floor while still leaving capacity for higher return Western contracts. What's in the News The Pentagon is debating a US$80m conditional loan offer to ReElement Technologies, according to Bloomberg, as part of a wider US$1.4b critical minerals package aimed at reducing reliance on China for rare earth supply, with Lynas Rare Earths listed among companies involved in rare earth development and mining (Bloomberg via periodicals).
ナラティブ更新 • May 21

LYC: Long Dated Offtake Floor And Western Options Will Shape Outlook

Analysts have nudged their fair value estimate for Lynas Rare Earths slightly higher to about A$19.86 per share, reflecting updated assumptions on discount rate, revenue growth, profit margins and future P/E following the revised Lynas JARE agreement. The agreement includes a 5,000tpa NdPr offtake to 2038 at a US$110/kg floor, with scope for additional Western offtakes.
新しいナラティブ • May 12

Lynas Rare Earths to Shine with 281% Future P/E Surge

The Strategic Verdict Lynas Rare Earths occupies a singular, indispensable niche within the global industrial economy as the only significant producer of separated rare earth materials outside of the People’s Republic of China. In an era defined by the "de-risking" of critical mineral supply chains, Lynas serves as the primary gateway for North American, European, and East Asian manufacturers seeking assured provenance.
ナラティブ更新 • May 01

LYC: Long Term Offtake Floor And Western Upside Will Shape Future Returns

Analysts have nudged their fair value estimate for Lynas Rare Earths to about A$19.81 per share, supported by the revised Lynas JARE deal that secures 5,000tpa NdPr to 2038 at a A$110/kg floor while keeping capacity available for potential higher returning Western offtakes. Analyst Commentary Analysts are focusing on how the revised Lynas JARE agreement might influence long term earnings visibility, capital allocation, and exposure to rare earth pricing.
ナラティブ更新 • Apr 16

LYC: Long Dated NdPr Floor Pricing Will Restrain Rare Earth Upside

Analysts have lifted their price target for Lynas Rare Earths to A$24, highlighting the revised Lynas JARE deal that locks in 5,000tpa NdPr to 2038 at a US$110/kg floor and allows for additional production to be sold into potentially higher return Western contracts. Analyst Commentary The revised Lynas JARE agreement, with 5,000tpa of NdPr contracted to 2038 at a US$110/kg floor, sits at the center of current analyst discussions.
ナラティブ更新 • Apr 02

LYC: Revised Offtake Floor Price And Full Operations Will Support Rare Earth Upside

Analysts have lifted their price target on Lynas Rare Earths to A$26.00, citing the revised Lynas JARE offtake deal with its A$110/kg NdPr floor price and the capacity for additional higher return Western contracts as key supports for the updated assumptions on margins and valuation multiples. Analyst Commentary Bullish analysts are highlighting the revised Lynas JARE offtake deal and the company's operating position as key supports for more constructive views on the stock.
ナラティブ更新 • Mar 18

LYC: Long Term Offtake Floor Price Will Support Yet Constrain Future Upside

The analyst fair value estimate for Lynas Rare Earths has shifted from A$16.65 to A$19.20 as analysts factor in the revised Lynas JARE offtake agreement, a secured NdPr floor price of $110/kg, and expectations for higher earnings potential from ramped production and future Western offtake capacity. Analyst Commentary Bullish Takeaways Bullish analysts point to the revised Lynas JARE offtake agreement, which secures 5,000 tpa of NdPr at a $110/kg floor price to 2038, as a key support for earnings visibility and valuation confidence.
新しいナラティブ • Mar 13

Lynas Rare Earths Will Continue to Surge Alongside The Transition To a Green Future

Lynas Rare Earths is the only fully integrated rare earth producer outside of China, with demand underpinned by its critical role in electric vehicles, wind turbines, and defence technologies. The company has recently strengthened its strategic positioning through a partnership with U.S.-based Noveon Magnetics, the only American manufacturer of sintered rare earth magnets.
新しいナラティブ • Mar 07

Lynas Rare Earths: Owning the Policy-Backed Growth Regime, Not Just the Ore Body.

Synopsis & Business Model: A Strategic Bottleneck, Not Just a Miner Lynas Rare Earths is best understood as a vertically integrated critical-minerals utility rather than a conventional cyclical miner. It operates one of the world’s highest‑grade rare earth deposits at Mt Weld in Western Australia, with ore concentrated on site and then processed through its cracking and leaching facility in Kalgoorlie and its separation and refining plant in Gebeng, Malaysia.
ナラティブ更新 • Mar 04

LYC: Full Operations And Offtake Agreements Will Limit Upside At Current Levels

Analysts have lifted their price target for Lynas Rare Earths from A$15.87 to about A$16.65, reflecting updated assumptions for fair value, discount rate, growth and margins as they factor in ramped-up production and new offtake agreements. Analyst Commentary Bullish Takeaways Bullish analysts point to Lynas Rare Earths' position as a leading producer of separated rare earths outside China as an important support for the updated fair value assumptions.
新しいナラティブ • Mar 04

China-threatening vital rare earth supplier, LYC.

Lynas Rare Earths (ASX: LYC): A Leveraged Bet on Rare Earth Prices and Supply Chain Diversification Key Takeaways Lynas Rare Earths is the largest producer of separated rare earths outside China , making it strategically important in the global push to diversify critical mineral supply chains. Neodymium-Praseodymium (NdPr) oxide drives the majority of Lynas’ revenue , and earnings are highly sensitive to its price.
ナラティブ更新 • Feb 18

LYC: Full Operations And Offtake Agreements Are Expected To Support Fairly Valued Outlook

Analysts have nudged their fair value estimate for Lynas Rare Earths slightly higher from A$15.77 to A$15.87, citing expectations that full operations, a production ramp up and new offtake agreements can support earnings and cash flow over time. Analyst Commentary Bullish Takeaways Bullish analysts highlight that full operations are now underway, which they see as an important step for Lynas to translate its asset base into more consistent production and earnings.
ナラティブ更新 • Feb 04

LYC: Full Operations And Offtake Agreements Will Drive Rare Earth Upside

Analysts have lifted their fair value estimate for Lynas Rare Earths from A$17.50 to about A$26.00, pointing to the company’s position as a leading non China rare earths producer, the ramp up of full operations and new offtake agreements, as well as exploration upside highlighted in recent research. Analyst Commentary Recent research has turned more positive on Lynas Rare Earths, with several bullish analysts highlighting the company’s role as a major producer of separated rare earths outside China, the completion of construction, and the move to full operations.
ナラティブ更新 • Jan 21

LYC: Full Operations And Offtake Ramp Will Test Stretch Rare Earth Expectations

Analysts have nudged their Lynas Rare Earths price targets higher into the mid A$16 to high A$17 range, pointing to fresh Buy ratings, an Outperform initiation, and a slightly adjusted discount rate alongside updated assumptions for revenue growth, margins, and future P/E as full operations and new offtake agreements come through. Analyst Commentary Recent research on Lynas Rare Earths has leaned positive, with several firms either initiating or upgrading ratings while setting price targets in the mid A$16 to high A$17 range.
ナラティブ更新 • Jan 07

LYC: Execution Risks On Project Pipeline Will Pressure Overextended Earnings Expectations

Narrative Update Analysts have lifted their price target for Lynas Rare Earths to A$17.80 from A$16.60, citing what they view as an attractive entry point after the recent share pullback and potential exploration upside from recent drilling results. Analyst Commentary Recent research has highlighted two key angles on Lynas Rare Earths.
ナラティブ更新 • Dec 23

LYC: Rare Earth Price Normalization Will Pressure Overextended Earnings Expectations

Analysts have raised their price target on Lynas Rare Earths by about A$2 to the mid-A$17 range, citing recent upgrades to Buy, an attractive entry point after a 25% pullback in the share price, and significant exploration upside from new drilling results. Analyst Commentary Recent research updates have highlighted a more constructive stance on Lynas Rare Earths, with price targets in the mid A$17 range framed against a backdrop of heightened volatility in rare earth prices.
ナラティブ更新 • Dec 09

LYC: Exploration Upside Is Expected To Drive Returns Amid Supply Chain Realignment

Lynas Rare Earths’ consensus analyst price target has been raised by A$0.68 to A$15.77, as analysts cite the recent share price pullback and significant exploration upside from drilling results as key drivers of their upgraded outlook. Analyst Commentary Analyst sentiment has turned more constructive following the recent share price pullback, with upgraded ratings and higher price targets reflecting growing confidence in Lynas Rare Earths’ medium term growth profile.
ナラティブ更新 • Nov 25

LYC: Upgrades And Exploration Momentum Will Offset Supply Chain Uncertainties Ahead

Analysts have raised their price target for Lynas Rare Earths from A$15.94 to A$16.44, citing discounted share prices as well as optimistic expectations for exploration growth and improved profitability metrics. Analyst Commentary Recent analyst reports provide fresh perspectives on Lynas Rare Earths' outlook, highlighting both optimism for growth and potential areas of caution.
ナラティブ更新 • Nov 08

LYC: Profit Margins Will Improve Amid Global Rare Earth Supply Chain Shifts

Analysts have raised their price target for Lynas Rare Earths from $15.69 to $15.94. This update reflects improved profit margin expectations and minor upgrades to growth forecasts.
ナラティブ更新 • Oct 25

Western Government Spending And China Tensions Will Sustain Rare Earth Demand Expectations

Analysts have raised their price target for Lynas Rare Earths from $14.23 to $15.69 per share. They cite a slightly lower discount rate and modest improvements in revenue growth and profit margin forecasts as reasons for the increase.
ナラティブ更新 • Oct 11

Overvaluation Will Persist As Western Government Spurs Rare Earth Demand

Analysts have raised their price target for Lynas Rare Earths from $13.12 to $14.23. They cited improved revenue growth forecasts and a slight adjustment in discount rates.
ナラティブ更新 • Sep 27

Overvaluation Will Persist As Western Government Spurs Rare Earth Demand

Consensus analyst expectations for Lynas Rare Earths remain largely stable, with only marginal changes in both future P/E ratio and discount rate, resulting in a slight increase in the fair value estimate from A$12.88 to A$13.12. What's in the News G7 and EU are considering implementing price floors and export taxes to promote rare earth production outside China, potentially benefiting Lynas Rare Earths (Reuters, 2025-09-24).
ナラティブ更新 • Sep 11

Overvaluation Will Persist As Western Government Spurs Rare Earth Demand

The marginal increase in Lynas Rare Earths’ consensus analyst price target to A$12.88 reflects improving fundamentals, with a lower future P/E and rising net profit margin. What's in the News The White House is considering guaranteeing a minimum price for U.S. rare earths to support domestic production and counter China’s dominance, with Lynas Rare Earths among the companies involved in these discussions (Reuters, 2025-07-31).
ナラティブ更新 • Aug 27

Mt Weld And Malaysia Expansion Will Secure Rare Earth Supply

The upward revision in Lynas Rare Earths’ price target reflects improved sentiment, driven by a higher consensus revenue growth forecast and a lower future P/E, resulting in a new analyst price target of A$10.25. What's in the News The White House is considering guaranteeing a minimum price for U.S. rare earth producers, including Lynas Rare Earths, to boost domestic production and reduce reliance on China (Reuters, 2025-07-31).
User avatar
新しいナラティブ • Dec 17

Mt Weld Expansion And Market Diversification To Propel Rare Earths Revenue Growth

Strategic asset management and production alignment position Lynas to maximize future margins, enhancing revenue and net margins as prices recover.

業績と収益の成長予測

ASX:LYC - アナリストの将来予測と過去の財務データ ( )AUD Millions
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
6/30/20292,5411,0768441,23311
6/30/20282,0798326781,00613
6/30/20271,65157646470713
6/30/2026978222141319N/A
3/31/2026847152-3224N/A
12/31/202571682-146129N/A
9/30/202563645-236117N/A
6/30/20255578-327104N/A
3/31/202552029-37492N/A
12/31/202448351-42079N/A
9/30/202447368-48257N/A
6/30/202446385-54435N/A
3/31/2024534142-523118N/A
12/31/2023604200-502200N/A
9/30/2023672255-356294N/A
6/30/2023739311-209387N/A
3/31/202385742210490N/A
12/31/2022975534230592N/A
9/30/2022948537252526N/A
6/30/2022920541274460N/A
3/31/2022761407218356N/A
12/31/2021601273163251N/A
9/30/2021545215169233N/A
6/30/2021489157175215N/A
3/31/20214088785116N/A
12/31/202032717-416N/A
9/30/2020316-1824N/A
6/30/2020305-192032N/A
3/31/202033424N/A67N/A
12/31/201936468N/A102N/A
9/30/201936476N/A103N/A
6/30/201936483N/A104N/A
3/31/201935852N/A92N/A
12/31/201835321N/A79N/A
9/30/201836437N/A99N/A
6/30/201837453N/A118N/A
3/31/201835939N/AN/AN/A
12/31/201734325N/A107N/A
9/30/201730012N/A71N/A
6/30/2017257-1N/A34N/A
3/31/2017235-2N/AN/AN/A
12/31/2016212-3N/A4N/A
9/30/2016202-49N/A4N/A
6/30/2016191-94N/A4N/A
3/31/2016182-88N/A-3N/A
12/31/2015173-81N/A-9N/A
9/30/2015159-100N/A-21N/A

アナリストによる今後の成長予測

収入対貯蓄率: LYCの予測収益成長率 (年間28.9% ) は 貯蓄率 ( 3.8% ) を上回っています。

収益対市場: LYCの収益 ( 28.9% ) はAustralian市場 ( 11.2% ) よりも速いペースで成長すると予測されています。

高成長収益: LYCの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: LYCの収益 ( 20.8% ) Australian市場 ( 5.3% ) 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: LYCの収益 ( 20.8% ) 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: LYC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 ( 19.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/10 12:46
終値2026/09/10 00:00
収益2026/06/30
年間収益2026/06/30

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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

Lynas Rare Earths Limited 13 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。23

アナリスト機関
Daniel MorganBarrenjoey Markets Pty Limited
Regan BurrowsBell Potter
Chen JiangBofA Global Research