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ILU Shares Iluka Resources Limited

ASX · ASX
$5.14 +1.28% Prices as of close 2026-10-27

Last in our picks 2026-10-22 — not in the current list; analysis below is from that screen

Rare-earth refinery development adds substantial long-term value to established mineral-sands operations.

Future value: $8.80 (+69.56%) · 6-12 months

Signal breakdown

  • ▸Refinery financing and construction milestones provide near-term catalysts.
  • ▾Below 50-day MA (-17.16%)
  • ▾Near 52-week low (7.2% of range)
  • ▸~70% upside to price target

Is ILU a buy right now?

Trend: ILU is trading below the 50-day average (-15.82%), RSI 67 — neutral momentum, with a 3-month return of -11.01%.

Valuation & quality: Iluka Resources Limited trades on forward P/E -19.1, PEG 0.64, price-to-book 1.09; fundamentals show net margin -45.2%, return on equity -18.0%, revenue growth -21.1% year on year.

Analyst consensus: 10 analysts have a mean 12-month price target of A$7.93 (+54.5% vs the last close; range A$6.40 – A$10.00), consensus rating “buy”.

Income: trailing dividend yield 1.21%.

Our screen: BUY (score 2) — Rare-earth refinery development adds substantial long-term value to established mineral-sands operations.

Computed from end-of-day data; not personal advice.

12-month price chart

8.55 4.96 FebMarAprMayJunJulAugSepOct
Daily close, 2026-02-08 → 2026-10-27 (AUD). Range 4.96 – 8.55.

Monthly returns

Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Oct 26
+0.40%+19.20%-2.20%-10.50%-14.40%+13.40%-12.10%-14.80%

Fundamentals

Market cap
$2.21B
P/E (ttm)
-19.3
Forward P/E
-19.1
EPS (ttm)
$-0.96
Price / book
1.09
PEG
0.64
Beta
0.81
Net margin
-45.2%
ROE
-18.0%
Revenue growth
-21.1%
Revenue (ttm)
$893.5M
Free cash flow
$-411,312,512
Debt / equity
63%
Dividend yield
1.21%
52-wk range
$4.92 – $8.69
Volume
766,361
Avg volume (3m)
2,028,895

Analyst price target

Mean target
$7.94
Low
$6.40
High
$10.00
Analysts
10
Consensus
BUY

Technical signals

RSI (14)
66.5
vs 50-day MA
-15.82%
1-mo return
-13.55%
3-mo return
-11.01%
Volume z-score
-0.65

About Iluka Resources Limited

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. The company operates through Mineral Sands, Rare Earths, and Idle segments.

Sector: Basic Materials · Industry: Other Industrial Metals & Mining · Australia · 1,000 employees · Website

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General information only (Australia). This is general information, not financial product advice. It doesn't consider your objectives, financial situation or needs — consider its appropriateness and seek licensed advice before acting. Not a recommendation to buy or sell any financial product.

Market data from end-of-day feeds; AI-generated research for educational purposes only — not investment advice.