ILU Share Price Performance
AU$7.71
1.89 (32.47%)
8.4% overvalued intrinsic discount
AU$7.11
Fair Value
Price AU$7.71
AnalystConsensusTarget AU$7.11
AnalystLowTarget AU$5.30
Fair ValueAU$7.11
Share PriceAU$7.71
8.4% overvalued intrinsic discount
Iluka Resources Limited Stock Price
- 2 Narratives written by author
- 1 Comments on narratives written by author
- 85 Fair Values set on narratives written by author
ILU Community Narratives
AN
Fair Value AU$7.11 8.4% overvalued intrinsic discount
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
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Fair Value AU$5.3 45.5% overvalued intrinsic discount
Rising Costs And Depleting Reserves Will Erode Long-Term Profitability
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Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
Key Takeaways Strategic investments in rare earths and zircon projects enhance Iluka's growth prospects amid high demand and supply constraints, boosting revenue potential. Cost optimization and favorable tariff conditions improve Iluka's net margins, increase demand for titanium products, and support financial stability.
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AN
AU$7.11
8.4% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
16.67% p.a.
Profit Margin
10.12%
Future PE
21.12x
Share price in 2028
AU$8.81
Rising Costs And Depleting Reserves Will Erode Long-Term Profitability
Key Takeaways Increased regulatory costs and resource depletion are expected to erode margins and weigh on long-term profitability and cash flow. Structural changes in material demand and concentrated customer exposure heighten risks to revenue growth and project returns.
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AN
AU$5.3
45.5% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
10.41% p.a.
Profit Margin
18.77%
Future PE
9.92x
Share price in 2028
AU$6.5
Snowflake Analysis
Iluka Resources Limited Key Details
About ILU
- Founded
- 1954
- Employees
- 1000
- CEO
- WebsiteView website
Iluka Resources Limited engages in the exploration, project development, mining, processing, marketing, and rehabilitation of mineral sands in Australia, China, rest of Asia, Europe, the Americas, and internationally. It operates through Mineral Sands, Rare Earths, and Idle segments. The company produces zircon; titanium dioxide products of rutile and synthetic rutile; and ilmenite, as well as activated carbon, gypsum, and iron concentrate products. It also engages in the exploration of rare earths elements, such as monazite and xenotime. Its products are used in technology, construction, medical, lifestyle, defense, and industrial applications. The company was formerly known as Westralian Sands Limited and changed its name to Iluka Resources Limited in May 1999. Iluka Resources Limited was incorporated in 1954 and is headquartered in Perth, Australia.
