Iluka Resources Förvaltning
Förvaltning kriterier kontrolleras 3/4
Iluka Resources VD är Tom Patrick O’Leary, utsedd i Sep 2016, har en mandatperiod på 9.75 år. totala årliga ersättningen är A$ 3.77M, bestående av 36.3% lön 63.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.38% av företagets aktier, värda A$ 11.37M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 6.3 år respektive 3.6 år.
Viktig information
Tom Patrick O’Leary
Verkställande direktör
AU$3.8m
Total ersättning
| VD-lön i procent | 36.30% |
| Anställning som VD | 9.8yrs |
| Ägande av VD | 0.4% |
| Ledningens genomsnittliga anställningstid | 6.3yrs |
| Styrelsens genomsnittliga mandatperiod | 3.6yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jun 16
ILU: Canaccord Downgrade And Higher Multiple Will Sustain Overvaluation Risk
The analyst price target for Iluka Resources has shifted to A$5.95 from A$5.00, with analysts pointing to updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E following recent research, including a downgrade from Canaccord. What’s in the News for Iluka Resources No specific recent news items for Iluka Resources were identified in the provided sources.
Uppdatering av berättelse • Jun 01
ILU: Rare Earths Refinery Progress And Dividend Reset Will Support Reappraisal
Analysts have adjusted their price target on Iluka Resources to A$9.00 from A$9.00, citing updated assumptions around revenue growth, profit margins and the stock's future P/E that align with more cautious recent Street research. What's in the News Iluka Resources reported a statutory net loss for FY25, which puts more focus on how the business manages costs and capital spending.
Uppdatering av berättelse • May 15
ILU: Fair Value View Will Hinge On Discount Assumptions And Dividend Outlook
Analysts have maintained their price target on Iluka Resources at A$7.95, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E that align with a more cautious stance following recent research commentary. Analyst Commentary Recent research around Iluka Resources has focused on how current assumptions for discount rates, revenue growth, profit margins and future P/E feed into the A$7.95 price target and a more cautious overall stance.Analysartikel • Apr 30
Growth Investors: Industry Analysts Just Upgraded Their Iluka Resources Limited (ASX:ILU) Revenue Forecasts By 15%
Iluka Resources Limited ( ASX:ILU ) shareholders will have a reason to smile today, with the analysts making...Uppdatering av berättelse • Apr 28
ILU: Fair Value View Will Depend On Mixed Ratings And Dividend Outlook
Analysts have adjusted their fair value estimate for Iluka Resources from A$7.25 to A$7.95, reflecting updated assumptions for revenue growth, profit margins and future P/E after a mix of recent upgrades and downgrades on the stock. Analyst Commentary Bullish Takeaways Bullish analysts see the higher fair value estimate of A$7.95 as aligned with their more constructive view on Iluka Resources’ ability to support current revenue assumptions over time.Uppdatering av berättelse • Apr 14
ILU: Dividend Timeline And Reaffirmed Earnings Outlook Will Support Reappraisal
Analysts have raised their price target on Iluka Resources to A$9.00 from A$9.00, reflecting updated views on revenue growth, profit margins and future P/E assumptions following recent research that has become more positive on the stock. Analyst Commentary Bullish Takeaways Bullish analysts highlight the reaffirmed A$9.00 price target as consistent with more constructive views on Iluka Resources' revenue profile and P/E assumptions.Uppdatering av berättelse • Mar 31
ILU: Higher Margins And Dividend Outlook Will Support Stronger Market Reappraisal
Analysts have lifted Iluka Resources' fair value estimate from A$8.47 to A$9.00, citing refreshed assumptions for revenue growth, profit margins and a lower future P/E that they see reflected in more constructive recent research, such as Macquarie's upgrade. Analyst Commentary Bullish analysts point to refreshed assumptions around Iluka Resources' revenue profile, profit margins and future P/E as key reasons behind higher fair value estimates and more constructive research coverage.Uppdatering av berättelse • Mar 17
ILU: Elevated Margin Assumptions Will Sustain Overvaluation Risk Despite Recent Upgrade
Analysts have raised their A$ price target for Iluka Resources by A$5, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E, along with more constructive recent research sentiment on the stock. Analyst Commentary Recent research on Iluka Resources reflects a mix of optimism and caution, with some analysts highlighting upside scenarios while others stress valuation and execution risks.Uppdatering av berättelse • Mar 03
ILU: Demanding Margin Assumptions Will Drive Overvaluation Concerns Going Forward
Analysts have lifted their price target on Iluka Resources to A$5.00 from A$5.00, supported by updated assumptions for higher revenue growth, stronger profit margins and a lower future P/E multiple reflected in recent research such as Macquarie's upgrade. Analyst Commentary While the latest research includes more constructive assumptions on Iluka Resources, some bearish analysts are still flagging key risks that could cap upside for the shares.Uppdatering av berättelse • Feb 17
ILU: Tighter Assumptions And Execution Risks Will Define A Fairly Valued Outlook
Analysts have raised their price target on Iluka Resources to A$5.00 from A$5.00, reflecting updated assumptions around discount rates, revenue growth and future P/E, while maintaining their existing fair value assessment. Analyst Commentary While the latest price target of A$5.00 keeps the stated fair value intact, some research commentary highlights areas where expectations could come under pressure if things do not go to plan.Uppdatering av berättelse • Feb 03
ILU: Higher Required Returns And Execution Risks Will Shape Balanced Outlook
Analysts have trimmed their fair value estimate for Iluka Resources from A$5.30 to A$5.00, citing updated assumptions around growth, margins, and future P/E as key drivers of the change. Analyst Commentary While some research has turned more constructive on Iluka Resources, the recent trim in fair value to A$5.00 highlights that not all analysts are fully comfortable with the current risk and reward profile.Uppdatering av berättelse • Jan 20
ILU: Fair Value View Will Rely On Stronger Margins And P/E
Analysts have nudged their price target for Iluka Resources slightly lower to A$7.25 from A$7.45, citing updated assumptions that pair more moderate revenue growth with a higher profit margin outlook, as well as a richer future P/E multiple. Valuation Changes Fair Value Estimate: reduced slightly to A$7.25 from A$7.45, reflecting a modest adjustment to the overall valuation.Analysartikel • Jan 15
Iluka Resources Limited's (ASX:ILU) Price Is Right But Growth Is Lacking After Shares Rocket 26%
Those holding Iluka Resources Limited ( ASX:ILU ) shares would be relieved that the share price has rebounded 26% in...Uppdatering av berättelse • Jan 06
ILU: Stable Fair Value And Margins Will Support Future Upside
Analysts have made a small adjustment to their price target on Iluka Resources, reflecting updated views on discount rate, profit margin and forward P/E assumptions, while keeping their core fair value estimate steady at A$7.45. Valuation Changes Fair Value: Core fair value estimate remains unchanged at A$7.45 per share.Uppdatering av berättelse • Dec 16
ILU: Project Commissioning Confidence Will Drive Future Upside Despite Utilization Risks
Analysts have nudged their price target for Iluka Resources slightly higher, with fair value rising from about A$7.40 to A$7.45. They cite greater confidence in project commissioning and ramp up after recent site visits, even as they remain cautious on utilization and profitability.Uppdatering av berättelse • Dec 02
ILU: Project Ramp-Up Will Improve Outlook While Utilization Risks Persist
Iluka Resources' analyst price target has increased from A$6.15 to A$6.65, with analysts citing improved confidence in project ramp-up, while maintaining ongoing caution about utilization rates. Analyst Commentary Following recent site visits and project assessments, analysts have provided updated perspectives on Iluka Resources’ outlook.Analysartikel • Nov 27
Does Iluka Resources (ASX:ILU) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Uppdatering av berättelse • Nov 18
ILU: Project Ramp-Up Progress Will Drive Confidence In Future Performance
Iluka Resources’ analyst price target has increased modestly to A$7.40 from A$7.33, as analysts note greater confidence in project ramp-up. However, they remain cautious on near-term utilization and growth.Uppdatering av berättelse • Nov 01
ILU: Project Ramp-Up Will Improve Execution As Utilization Risks Persist
Analysts have modestly raised their price target for Iluka Resources from A$7.11 to A$7.33 per share. They cite improved confidence in project ramp-up, but maintain a cautious outlook on utilization rates.Uppdatering av berättelse • Oct 17
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
Analysts have raised their price target for Iluka Resources from A$6.67 to A$7.11. They cite improved confidence in project ramp-up and stronger profit margins, despite slightly tempered revenue growth expectations.Analysartikel • Oct 10
Iluka Resources Limited (ASX:ILU) Stock Catapults 35% Though Its Price And Business Still Lag The Market
Despite an already strong run, Iluka Resources Limited ( ASX:ILU ) shares have been powering on, with a gain of 35% in...Uppdatering av berättelse • Oct 03
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
Analysts have increased their price target for Iluka Resources from $6.40 to $6.67. This change reflects improved profit margin forecasts after their latest review.Uppdatering av berättelse • Sep 18
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
Iluka Resources’ consensus price target has been revised downward as analysts respond to a notable drop in net profit margin and a higher forecasted P/E multiple, indicating lower profitability expectations and a reduced fair value from A$6.68 to A$6.40. What's in the News Iluka Resources announced an ordinary fully paid dividend of AUD 0.020 per security for the six months ended June 30, 2025.Uppdatering av berättelse • Aug 21
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
The notable upward revision in Iluka Resources' price target primarily reflects significantly improved revenue growth forecasts and a marked decline in the future P/E multiple, resulting in an increased consensus fair value from A$6.02 to A$6.50. Valuation Changes Summary of Valuation Changes for Iluka Resources The Consensus Analyst Price Target has risen from A$6.02 to A$6.50.Analysartikel • Jul 11
Iluka Resources Limited's (ASX:ILU) Price Is Right But Growth Is Lacking After Shares Rocket 30%
Iluka Resources Limited ( ASX:ILU ) shares have continued their recent momentum with a 30% gain in the last month...Analysartikel • Apr 25
We Discuss Why Iluka Resources Limited's (ASX:ILU) CEO Compensation May Be Closely Reviewed
Key Insights Iluka Resources' Annual General Meeting to take place on 2nd of May CEO Tom Patrick O’Leary's total...
Ny berättelse • Apr 23
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
Strategic investments in rare earths and zircon projects enhance Iluka's growth prospects amid high demand and supply constraints, boosting revenue potential.Analysartikel • Apr 09
Iluka Resources Limited (ASX:ILU) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough
To the annoyance of some shareholders, Iluka Resources Limited ( ASX:ILU ) shares are down a considerable 25% in the...Analysartikel • Apr 08
Is Iluka Resources (ASX:ILU) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysartikel • Mar 18
Are Iluka Resources Limited (ASX:ILU) Investors Paying Above The Intrinsic Value?
Key Insights Using the Dividend Discount Model, Iluka Resources fair value estimate is AU$3.26 Current share price of...Analysartikel • Feb 21
Iluka Resources (ASX:ILU) Is Paying Out A Dividend Of A$0.04
Iluka Resources Limited's ( ASX:ILU ) investors are due to receive a payment of A$0.04 per share on 28th of March...Analysartikel • Feb 20
Analyst Estimates: Here's What Brokers Think Of Iluka Resources Limited (ASX:ILU) After Its Full-Year Report
Last week saw the newest full-year earnings release from Iluka Resources Limited ( ASX:ILU ), an important milestone in...Analysartikel • Dec 02
Here's Why Iluka Resources (ASX:ILU) Has A Meaningful Debt Burden
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysartikel • Nov 11
Insufficient Growth At Iluka Resources Limited (ASX:ILU) Hampers Share Price
With a price-to-earnings (or "P/E") ratio of 8.4x Iluka Resources Limited ( ASX:ILU ) may be sending very bullish...Analysartikel • Aug 21
These 4 Measures Indicate That Iluka Resources (ASX:ILU) Is Using Debt Extensively
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Analysartikel • Jun 19
Iluka Resources Limited's (ASX:ILU) Low P/E No Reason For Excitement
With a price-to-earnings (or "P/E") ratio of 7.9x Iluka Resources Limited ( ASX:ILU ) may be sending very bullish...Analysartikel • Mar 20
Is Iluka Resources (ASX:ILU) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Dec 31 2025 | AU$4m | AU$1m | -AU$288m |
| Sep 30 2025 | n/a | n/a | -AU$49m |
| Jun 30 2025 | n/a | n/a | AU$190m |
| Mar 31 2025 | n/a | n/a | AU$210m |
| Dec 31 2024 | AU$4m | AU$1m | AU$231m |
| Sep 30 2024 | n/a | n/a | AU$252m |
| Jun 30 2024 | n/a | n/a | AU$273m |
| Mar 31 2024 | n/a | n/a | AU$308m |
| Dec 31 2023 | AU$4m | AU$1m | AU$343m |
| Sep 30 2023 | n/a | n/a | AU$389m |
| Jun 30 2023 | n/a | n/a | AU$435m |
| Mar 31 2023 | n/a | n/a | AU$474m |
| Dec 31 2022 | AU$3m | AU$1m | AU$513m |
| Sep 30 2022 | n/a | n/a | AU$497m |
| Jun 30 2022 | n/a | n/a | AU$482m |
| Mar 31 2022 | n/a | n/a | AU$417m |
| Dec 31 2021 | AU$3m | AU$1m | AU$353m |
| Sep 30 2021 | n/a | n/a | AU$266m |
| Jun 30 2021 | n/a | n/a | AU$179m |
| Mar 31 2021 | n/a | n/a | AU$142m |
| Dec 31 2020 | AU$1m | AU$1m | AU$105m |
| Jun 30 2020 | n/a | n/a | -AU$397m |
| Mar 31 2020 | n/a | n/a | -AU$368m |
| Dec 31 2019 | AU$3m | AU$1m | -AU$339m |
Ersättning vs marknad: Tom s total kompensation ($USD 2.60M ) är över genomsnittet för företag av liknande storlek på Australian marknaden ($USD 1.50M ).
Ersättning vs inkomst: Ersättningen från Tom har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Tom Patrick O’Leary (63 yo)
9.8yrs
Anställning
AU$3,774,315
Kompensation
Mr. Thomas Joseph Patrick O’Leary, B.Juris, L.L.B also known as Tom, has been the Chief Executive Officer and Managing Director of Iluka Resources Limited since September 5, 2016. He joined Iluka Resources...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| MD, CEO & Director | 9.8yrs | AU$3.77m | 0.38% A$ 11.4m | |
| CFO & Head of Development | 7.8yrs | AU$1.63m | 0.059% A$ 1.8m | |
| Chief Operating Officer of Mineral Sands | 2.4yrs | AU$1.44m | 0.043% A$ 1.3m | |
| Chief Technology Officer | 3.4yrs | inga uppgifter | inga uppgifter | |
| Group Manager of Corporate Affairs & Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Head of Rare Earths | no data | inga uppgifter | inga uppgifter | |
| Joint Company Secretary | 13yrs | inga uppgifter | inga uppgifter | |
| Company Secretary | 4.8yrs | inga uppgifter | inga uppgifter |
6.3yrs
Genomsnittlig anställningstid
Erfaren ledning: ILU s ledningsgrupp är erfaren och erfaren ( 6.3 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| MD, CEO & Director | 9.7yrs | AU$3.77m | 0.38% A$ 11.4m | |
| Independent Non-Executive Director | 2yrs | AU$178.24k | 0.0068% A$ 202.0k | |
| Independent Non-Executive Director | 5.3yrs | AU$252.48k | 0.011% A$ 324.2k | |
| Independent Non-Executive Director | 7yrs | AU$198.36k | 0.0060% A$ 177.9k | |
| Independent Non-Executive Chairman | 1.1yrs | AU$232.71k | 0.023% A$ 690.1k | |
| Director | less than a year | inga uppgifter | inga uppgifter |
3.6yrs
Genomsnittlig anställningstid
58.5yo
Genomsnittlig ålder
Erfaren styrelse: ILU s styrelse anses vara erfaren ( 3.6 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/27 20:02 |
| Aktiekurs vid dagens slut | 2026/06/26 00:00 |
| Intäkter | 2025/12/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Iluka Resources Limited bevakas av 25 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Dale Koenders | Barrenjoey Markets Pty Limited |
| Fred Truong | Bell Potter |
| Chen Jiang | BofA Global Research |