LOTUS RESOURCES LIMITED (LOT)
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LOT

LOT - LOTUS RESOURCES LIMITED

FNArena Sector : Uranium
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: -0.02
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.325

25 Mar
2026

0.120

OPEN

$1.30

9.96%

HIGH

$1.33

7,665,123

LOW

$1.28

TARGET
$3.45 160.4% upside
OTHER COMPANIES IN THE SAME SECTOR
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FNARENA'S MARKET CONSENSUS FORECASTS
LOT: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 7.4 - 17.4 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-7.4
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx0.0 M
Book Value Per Share xxxxxxxxxxxxxxx115.2
Net Operating Cash Flow xxxxxxxxxxxxxxx-10.3 M
Net Profit Margin xxxxxxxxxxxxxxx-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-7.50 %
Return on Invested Capital xxxxxxxxxxxxxxx-7.49 %
Return on Assets xxxxxxxxxxxxxxx-6.14 %
Return on Equity xxxxxxxxxxxxxxx-7.50 %
Return on Total Capital xxxxxxxxxxxxxxx-10.42 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-68.1 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx0 M
Long Term Debt xxxxxxxxxxxxxxx0 M
Total Debt xxxxxxxxxxxxxxx0 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx76 M
Price To Book Value xxxxxxxxxxxxxxx1.95

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx63.4 M
Capex % of Sales xxxxxxxxxxxxxxx-
Cost of Goods Sold xxxxxxxxxxxxxxx1 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx18 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Macquarie

17/03/2026

1

Outperform

$2.75

107.55%

Macquarie highlights acid and diesel disruptions in the Middle East are viewed as risks to Lotus Resources' ramp up at Kayelekera as the Strait of Hormuz is the key to stabilising the supply chain of sulphuric acid.

Lotus' acid plant reconstruction is "practically complete" and pressure testing was successful, the analyst states, with cold commissioning started and hot commissioning targeted for April.

First uranium is expected to ship in 2Q2026. EPS forecasts are downgraded by -171% for FY26 on higher pre-production costs and lower U308 sales.

The stock is rated Outperform and target price is lowered by -8% to $2.75.

FORECAST
Macquarie forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -32.40 cents.
Macquarie forecasts a full year FY27 dividend of 0.00 cents and EPS of 23.80 cents.

Bell Potter

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

03/03/2026

1

Speculative Buy

$3.90

194.34%

Management at Lotus Resources is managing wet season disruptions at Kayelekera, with Canaccord Genuity noting recent plant testing achieved nameplate throughput and 85% recovery.

The company remains on track to reach a 200k/month production run-rate in the June quarter, with the broker also noting the balance sheet has been reinforced post a $76m capital raising.

Ore stockpiles total around 1.4Mt at 695ppm, including 156kt at 917ppm, highlight the analysts, while acid supply logistics have been stabilised ahead of acid plant completion in March.

The broker updates its model for a higher long-term uranium price of US$110/lb from US$90/lb, adjusts for the capital raising and assumes first sales revenue in 2H of 2026. There was pro-forma cash of $145m at December 31.

Canaccord retains a Speculative Buy rating and raises its target price to $3.90 from $3.60.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -21.60 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 15.20 cents.
Access Extra Coverage Research History >

LOT STOCK CHART

FNArena News on LOT

1
Uranium Week: Risk Off Frustrates

Mar 24 2026 - Weekly Reports
2
Uranium Week: Paladin Upgraded

Mar 17 2026 - Weekly Reports
3
Uranium Week: NexGen Energy A Key Pick

Mar 10 2026 - Weekly Reports
4
Australian Broker Call *Extra* Edition – Mar 03, 2026

Mar 03 2026 - Daily Market Reports
5
Uranium Week: Prices Reset Lower In February

Mar 03 2026 - Weekly Reports

Latest Uranium News

1
Uranium Week: Risk Off Frustrates

Mar 24 2026 - Weekly Reports
2
Uranium Week: Paladin Upgraded

Mar 17 2026 - Weekly Reports
3
Uranium Week: NexGen Energy A Key Pick

Mar 10 2026 - Weekly Reports
4
Paladin Poised For Another Big Breakout

Mar 03 2026 - Technicals
5
Uranium Week: Prices Reset Lower In February

Mar 03 2026 - Weekly Reports
6
Uranium Week: Burgeoning SuperCycle

Feb 24 2026 - Weekly Reports
7
Uranium Week: Yellow Cake Raises US$110m

Feb 17 2026 - Weekly Reports
8
Uranium Week: Volatility Kicks Up A Gear

Feb 10 2026 - Weekly Reports
9
Uranium Week: Back Above US$100lb

Feb 03 2026 - Weekly Reports
10
Uranium Week: No Shortage Of Bullish Sentiment

Jan 27 2026 - Weekly Reports