NIC Share Price Performance
AU$0.96
0.47 (94.95%)
50.5% undervalued intrinsic discount
AU$1.95
Fair Value
Price AU$0.96
AnalystHighTarget AU$1.95
AnalystConsensusTarget AU$1.18
AnalystLowTarget AU$0.65
Fair ValueAU$1.95
Share Pricen/a
Nickel Industries Limited Stock Price
- 3 Narratives written by author
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- 106 Fair Values set on narratives written by author
NIC Community Narratives
AN
Fair Value AU$1.95 50.5% undervalued intrinsic discount
Battery-grade Nickel Output Will Fuel Global EV Expansion
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Fair Value AU$1.18 18.0% undervalued intrinsic discount
Hengjaya Ramp-Up And ENC HPAL Will Fuel Nickel Potential
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AN
Fair Value AU$0.65 48.5% overvalued intrinsic discount
Falling Nickel Demand And Rising ESG Costs Will Harm Margins
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Hengjaya Ramp-Up And ENC HPAL Will Fuel Nickel Potential
Key Takeaways Expanded production capacity, vertical integration, and a shift to higher-margin products position the company for sustained revenue and margin growth amid robust nickel demand. Enhanced ESG performance and involvement in conservation and local projects reduce regulatory risks and broaden the customer base for long-term earnings stability.Read more
500
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AN
AU$1.18
18.0% undervalued intrinsic discount
Fair Value
Profit Margin
17.57%
Future PE
9.03x
Price in 2029
AU$1.53
Battery-grade Nickel Output Will Fuel Global EV Expansion
Key Takeaways Shifting to high-purity nickel and sustainable practices positions the company to secure premium contracts and outperform peers amid tightening environmental regulations. Rapid production expansions with effective cost control create strong opportunities for significant long-term revenue and earnings growth in the EV battery supply chain.Read more
99
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AN
AU$1.95
50.5% undervalued intrinsic discount
Fair Value
Profit Margin
21.96%
Future PE
9.69x
Price in 2029
AU$2.52
Falling Nickel Demand And Rising ESG Costs Will Harm Margins
Key Takeaways Demand for primary nickel is threatened by new battery technologies, recycled supply, and global regulatory changes, shrinking profitable markets for Nickel Industries. Operational costs and risk exposure are rising due to stricter environmental standards, heavy reliance on Indonesian assets, and higher capital requirements for growth.Read more
35
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AN
AU$0.65
48.5% overvalued intrinsic discount
Fair Value
Profit Margin
16.73%
Future PE
5.89x
Price in 2028
AU$0.81
Trending Discussion
Recently Updated Narratives
AN
NIC: Revised Commodity Price Decks Will Support Future Earnings Reset Narrative
Fair Value: AU$1.18 18.0% undervalued intrinsic discount
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AN
NIC: Higher Commodity Price Decks Will Support Stronger Future Upside
Fair Value: AU$1.95 50.5% undervalued intrinsic discount
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AN
Falling Nickel Demand And Rising ESG Costs Will Harm Margins
Fair Value: AU$0.65 48.5% overvalued intrinsic discount
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Snowflake Analysis
Nickel Industries Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -0.013
- 17.04%
- -3.46%
- 49.9%
About NIC
- Founded
- 2007
- Employees
- n/a
- CEO
- WebsiteView website
Nickel Industries Limited engages in nickel ore mining, nickel pig iron, cobalt, and nickel matte production activities. It also produces mixed hydroxide precipitate for use in the electric vehicle supply chain. The company was formerly known as Nickel Mines Limited and changed its name to Nickel Industries Limited in June 2022. The company was incorporated in 2007 and is based in Sydney, Australia.
