Lynas Rare Earths Limited

OTCPK:LYSD.Y Stock Report

Market Cap: US$12.6b

Lynas Rare Earths Management

Management criteria checks 4/4

We currently do not have sufficient information about the CEO.

Key information

Pol Le Roux

Chief executive officer

AU$1.9m

Total compensation

CEO salary percentage42.68%
CEO tenureno data
CEO ownership0.03%
Management average tenure5.5yrs
Board average tenure7.3yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Pol Le Roux's remuneration changed compared to Lynas Rare Earths's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025n/an/a

AU$82m

Sep 30 2025n/an/a

AU$45m

Jun 30 2025AU$2mAU$831k

AU$8m

Mar 31 2025n/an/a

AU$29m

Dec 31 2024n/an/a

AU$51m

Sep 30 2024n/an/a

AU$68m

Jun 30 2024AU$2mAU$829k

AU$85m

Mar 31 2024n/an/a

AU$142m

Dec 31 2023n/an/a

AU$200m

Sep 30 2023n/an/a

AU$255m

Jun 30 2023AU$2mAU$756k

AU$311m

Mar 31 2023n/an/a

AU$422m

Dec 31 2022n/an/a

AU$534m

Sep 30 2022n/an/a

AU$537m

Jun 30 2022AU$1mAU$513k

AU$541m

Mar 31 2022n/an/a

AU$407m

Dec 31 2021n/an/a

AU$273m

Sep 30 2021n/an/a

AU$215m

Jun 30 2021AU$973kAU$467k

AU$157m

Mar 31 2021n/an/a

AU$87m

Dec 31 2020n/an/a

AU$17m

Sep 30 2020n/an/a

-AU$1m

Jun 30 2020AU$799kAU$402k

-AU$19m

Compensation vs Market: Pol's total compensation ($USD1.35M) is below average for companies of similar size in the US market ($USD14.46M).

Compensation vs Earnings: Pol's compensation has been consistent with company performance over the past year.

CEO

Pol Le Roux

no data
Tenure
AU$1,946,943
Compensation

Mr. Pol Le Roux serves as Interim Chief Executive Officer at Lynas Rare Earths Limited since July 01, 2026. He had been Vice President of Downstream at Lynas Rare Earths Limited (formerly known as Lynas Co...

Leadership Team

NamePositionTenureCompensationOwnership
Pol Le Roux
Interim Chief Executive Officerno dataAU$1.95m0.031%
$ 4.0m
Gaudenz Sturzenegger
Chief Financial Officer11.7yrsAU$1.25m0.070%
$ 8.8m
Sarah Leonard
General Counsel & Company Secretary5.5yrsAU$1.04m0.0056%
$ 705.6k
Chris Jenney
Vice President Sales & Market Development1.6yrsAU$1.54m0.0038%
$ 476.8k
Mashal Ahmad
Vice President of Malaysia13.7yrsAU$994.10k0.018%
$ 2.3m
Daniel Havas
Vice President of Strategy & Investor Relationsno datano datano data
Mimi Afza
Vice President of People & Culture11.7yrsAU$544.19kno data
Ivo Polovineo
Consultant5.3yrsAU$68.33kno data
Jennifer Parker
Vice President of Corporate Affairsno datano datano data
5.5yrs
Average Tenure

Experienced Management: LYSD.Y's management team is seasoned and experienced (5.5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
John Humphrey
Independent Non-Executive Chairman9.2yrsAU$379.93k0.0072%
$ 908.0k
Philippe Etienne
Independent Non-Executive Director11.5yrsAU$231.36k0.0077%
$ 973.7k
John Beevers
Non-Executive Director3.2yrsAU$206.28k0.0030%
$ 378.1k
Vanessa Guthrie
Independent Non-Executive Director5.8yrsAU$225.79k0.0017%
$ 209.9k
Grant Murdoch
Independent Non-Executive Director8.8yrsAU$236.94k0.016%
$ 2.1m
Kathleen Bozanic
Non-Executive Directorless than a yearno datano data
7.3yrs
Average Tenure
67.5yo
Average Age

Experienced Board: LYSD.Y's board of directors are considered experienced (7.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 11:14
End of Day Share Price 2026/07/06 00:00
Earnings2025/12/31
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lynas Rare Earths Limited is covered by 32 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dale KoendersBarrenjoey Markets Pty Limited
Daniel MorganBarrenjoey Markets Pty Limited
Mollie UrquhartBarrenjoey Markets Pty Limited