Iluka Resources Future Growth

Future criteria checks 2/6

Iluka Resources is forecast to grow earnings and revenue by 8.9% and 13.4% per annum respectively. EPS is expected to grow by 8.9% per annum. Return on equity is forecast to be 9.2% in 3 years.

Key information

8.9%

Earnings growth rate

8.9%

EPS growth rate

Metals and Mining earnings growth	14.4%
Revenue growth rate	13.4%
Future return on equity	9.2%
Analyst coverage	Good
Last updated	28 May 2024

Recent future growth updates

Recent updates

Is Iluka Resources (ASX:ILU) A Risky Investment?

Mar 20

A Look At The Fair Value Of Iluka Resources Limited (ASX:ILU)

Jan 24

Iluka Resources Limited (ASX:ILU) Looks Inexpensive But Perhaps Not Attractive Enough

Jan 03

Iluka Resources (ASX:ILU) Has A Pretty Healthy Balance Sheet

Oct 20

Iluka Resources (ASX:ILU) Is Reducing Its Dividend To A$0.03

Aug 28

News Flash: 8 Analysts Think Iluka Resources Limited (ASX:ILU) Earnings Are Under Threat

Aug 25

Here's Why We Think Iluka Resources (ASX:ILU) Is Well Worth Watching

Jun 20

We Think Iluka Resources (ASX:ILU) Can Manage Its Debt With Ease

Apr 03

We Ran A Stock Scan For Earnings Growth And Iluka Resources (ASX:ILU) Passed With Ease

Mar 16

Iluka Resources' (ASX:ILU) Upcoming Dividend Will Be Larger Than Last Year's

Feb 26

Do Iluka Resources' (ASX:ILU) Earnings Warrant Your Attention?

Nov 28

Here's Why We Think Iluka Resources (ASX:ILU) Might Deserve Your Attention Today

Jun 29

Iluka Resources Limited's (ASX:ILU) Earnings Are Not Doing Enough For Some Investors

Apr 02

Iluka Resources Limited (ASX:ILU) Shares Could Be 24% Below Their Intrinsic Value Estimate

Jul 14

Is Iluka Resources (ASX:ILU) A Risky Investment?

Jun 14

Iluka Resources Limited (ASX:ILU) Shares Could Be 41% Below Their Intrinsic Value Estimate

Mar 19

Is Iluka Resources (ASX:ILU) Using Too Much Debt?

Feb 26

Iluka Resources (ASX:ILU) Has Compensated Shareholders With A 51% Return On Their Investment

Jan 22

Iluka Resources (ASX:ILU): Are Investors Overlooking Returns On Capital?

Jun 28

Earnings and Revenue Growth Forecasts

ASX:ILU - Analysts future estimates and past financials data (AUD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	1,499	318	142	552	3
12/31/2025	1,445	320	-482	437	4
12/31/2024	1,288	240	-385	361	4
12/31/2023	1,336	343	-192	90	N/A
9/30/2023	1,433	389	-80	155	N/A
6/30/2023	1,545	435	32	221	N/A
3/31/2023	1,589	474	240	411	N/A
12/31/2022	1,620	513	449	602	N/A
9/30/2022	1,559	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	61	341	N/A
6/30/2019	1,300	315	-2	361	N/A
3/31/2019	1,327	309	156	494	N/A
12/31/2018	1,354	304	315	627	N/A
9/30/2018	1,281	170	344	581	N/A
6/30/2018	1,208	36	373	535	N/A
3/31/2018	1,144	-68	347	474	N/A
12/31/2017	1,080	-172	321	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
3/31/2015	796	-58	N/A	256	N/A
12/31/2014	792	-62	N/A	268	N/A
9/30/2014	799	-33	N/A	210	N/A
6/30/2014	806	-4	N/A	152	N/A
3/31/2014	830	7	N/A	91	N/A
12/31/2013	853	19	N/A	30	N/A
9/30/2013	861	71	N/A	96	N/A
6/30/2013	868	123	N/A	162	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: ILU's forecast earnings growth (8.9% per year) is above the savings rate (2.3%).

Earnings vs Market: ILU's earnings (8.9% per year) are forecast to grow slower than the Australian market (13.9% per year).

High Growth Earnings: ILU's earnings are forecast to grow, but not significantly.

Revenue vs Market: ILU's revenue (13.4% per year) is forecast to grow faster than the Australian market (5.3% per year).

High Growth Revenue: ILU's revenue (13.4% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: ILU's Return on Equity is forecast to be low in 3 years time (9.2%).

Iluka Resources Future Growth

Future criteria checks 2/6

Key information

Recent future growth updates

Consensus EPS estimates fall by 25%

Consensus EPS estimates increase by 12%

Consensus EPS estimates fall by 20%

Price target decreased by 11% to AU$9.85

Consensus EPS estimates fall by 10%

Consensus EPS estimates increase by 15%

Recent updates

Insufficient new directors

Is Iluka Resources (ASX:ILU) A Risky Investment?

New major risk - Revenue and earnings growth

Upcoming dividend of AU$0.04 per share

Consensus EPS estimates fall by 25%

Final dividend reduced to AU$0.04

Full year 2023 earnings: EPS and revenues exceed analyst expectations

Iluka Resources Limited, Annual General Meeting, May 07, 2024

A Look At The Fair Value Of Iluka Resources Limited (ASX:ILU)

Consensus EPS estimates increase by 12%

Iluka Resources Limited to Report Fiscal Year 2023 Results on Feb 21, 2024

Iluka Resources Limited (ASX:ILU) Looks Inexpensive But Perhaps Not Attractive Enough

Atlantic Strategic Minerals acquired Package of Mineral Sands Assets in Virginia, USA from Iluka Resources Limited (ASX:ILU).

Consensus EPS estimates fall by 20%

Iluka Resources (ASX:ILU) Has A Pretty Healthy Balance Sheet

Iluka Resources Limited to Report Q3, 2023 Results on Oct 19, 2023

Iluka Resources (ASX:ILU) Is Reducing Its Dividend To A$0.03

News Flash: 8 Analysts Think Iluka Resources Limited (ASX:ILU) Earnings Are Under Threat

Price target decreased by 11% to AU$9.85

Iluka Resources Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended June 30, 2023, Payable on September 27, 2023

Consensus EPS estimates fall by 10%

Here's Why We Think Iluka Resources (ASX:ILU) Is Well Worth Watching

We Think Iluka Resources (ASX:ILU) Can Manage Its Debt With Ease

We Ran A Stock Scan For Earnings Growth And Iluka Resources (ASX:ILU) Passed With Ease

Upcoming dividend of AU$0.20 per share at 4.4% yield

Iluka Resources' (ASX:ILU) Upcoming Dividend Will Be Larger Than Last Year's

Full year 2022 earnings released: EPS: AU$1.22 (vs AU$0.86 in FY 2021)

Iluka Resources Limited to Report Fiscal Year 2022 Results on Feb 21, 2023

Iluka Resources Limited to Report Q4, 2022 Results on Jan 25, 2023

Do Iluka Resources' (ASX:ILU) Earnings Warrant Your Attention?

Independent Non-Executive Chairman recently bought AU$131k worth of stock

Iluka Resources Limited Announces Dividend for the Period of Six Months Ended 30 June 2022, Payable on 30 September 2022

Upcoming dividend of AU$0.25 per share

First half 2022 earnings released: EPS: AU$0.68 (vs AU$0.31 in 1H 2021)

Iluka Resources Limited Announces Fully Franked Dividend for the Six Months Ended June 30, 2022, Payable on September 30, 2022

Investor sentiment improved over the past week

Consensus EPS estimates increase by 15%

Here's Why We Think Iluka Resources (ASX:ILU) Might Deserve Your Attention Today

Iluka Resources Limited to Report First Half, 2022 Results on Aug 24, 2022

Investor sentiment deteriorated over the past week

Independent Non-Executive Director recently bought AU$60k worth of stock

Iluka Resources Limited Announces Board Approval of the Eneabba Rare Earths Refinery

Iluka Resources Limited's (ASX:ILU) Earnings Are Not Doing Enough For Some Investors

Here's Why I Think Iluka Resources (ASX:ILU) Is An Interesting Stock

Upcoming dividend of AU$0.12 per share

Iluka Resources' (ASX:ILU) Upcoming Dividend Will Be Larger Than Last Year's

Full year 2021 earnings: EPS and revenues exceed analyst expectations

Iluka Resources Limited Announces Ordinary Fully Paid Fully Franked Dividend for the Six Months Ended December 31, 2021, Payable on April 7, 2022

Now 22% undervalued

Iluka Resources Limited Announces Chairman Succession

Iluka Resources Limited, Annual General Meeting, Apr 13, 2022

Iluka Resources Limited to Report Fiscal Year 2021 Results on Feb 24, 2022

Is Iluka Resources (ASX:ILU) A Risky Investment?

General Counsel & Company Secretary Susan Wilson has left the company

General Counsel & Company Secretary Susan Wilson has left the company

Independent Non-Executive Director recently bought AU$216k worth of stock

Upcoming dividend of AU$0.12 per share

Investor sentiment improved over the past week

Consensus EPS estimates increase to AU$0.61

Price target increased to AU$8.21

Iluka Resources Limited (ASX:ILU) Shares Could Be 24% Below Their Intrinsic Value Estimate

Is Iluka Resources (ASX:ILU) A Risky Investment?

Independent Non-Executive Director has left the company

Independent Non-Executive Director recently bought AU$100k worth of stock

Iluka Resources Limited (ASX:ILU) Shares Could Be 41% Below Their Intrinsic Value Estimate

Iluka Resources Limited Appoints Andrea Sutton as Independent Non-Executive Director, Subject to Regulatory Approvals

Independent Non-Executive Director recently bought AU$75k worth of stock

Upcoming Dividend of AU$0.02 Per Share

Price target raised to AU$6.82