LIONTOWN LIMITED (LTR)
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LTR

LTR - LIONTOWN LIMITED

FNArena Sector : New Battery Elements
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: -31.07
Index: ASX200 | ASX300 | ALL-ORDS

Liontown is a lithium producer operating the Kathleen Valley lithium project in Western Australia.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.18

07 Aug
2026

0.100

OPEN

$1.12

9.26%

HIGH

$1.19

48,435,217

LOW

$1.11

TARGET
$1.708 44.8% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
LTR: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 8.0 - 0.1 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 -0.8-0.62.0-1.0-2.8-8.0
DPS All 0.00.06.20.00.00.0
Sales/Revenue 1.5 M0.6 M0.0 M0.0 M0.0 M297.6 M
Book Value Per Share 0.40.721.320.431.823.9
Net Operating Cash Flow -15.8 M-8.2 M-47.0 M-16.4 M-47.0 M-11.1 M
Net Profit Margin -855.23 %-1,761.18 %----64.95 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed -394.76 %-105.63 %17.01 %-4.85 %-10.64 %-28.62 %
Return on Invested Capital -390.31 %-105.10 %17.01 %-4.29 %-7.24 %-17.08 %
Return on Assets -228.80 %-92.98 %16.26 %-3.89 %-6.36 %-13.11 %
Return on Equity -394.76 %-105.63 %17.01 %-4.85 %-10.64 %-28.62 %
Return on Total Capital -390.18 %-109.67 %-21.44 %-6.58 %-6.72 %-14.11 %
Free Cash Flow ex dividends -15.9 M-8.3 M-60.3 M-249.0 M-712.7 M-341.8 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 0 M0 M0 M1 M7 M373 M
Long Term Debt 0 M0 M0 M120 M454 M458 M
Total Debt 0 M0 M0 M121 M461 M831 M
Goodwill - Gross ------
Cash & Equivalents - Generic 5 M13 M453 M305 M123 M156 M
Price To Book Value 27.56114.714.9513.862.852.93

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex 0.1 M0.1 M13.3 M232.7 M665.7 M330.7 M
Capex % of Sales 8.15 %15.50 %---111.13 %
Cost of Goods Sold --0 M0 M1 M449 M
Selling, General & Admin. Exp & Other 14 M12 M51 M34 M59 M35 M
Research & Development ------
Investments - Total 0 M2 M1 M1 M1 M1 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

0.6

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

30/07/2026

1

Outperform

$1.70

44.07%

Liontown delivered a weak fourth quarter, Macquarie observes. Recoveries improved to 63% but remained below expectations and reflected continued processing of open-cut stockpiles. FY27 guidance is targeting production of 390-440,000t of spodumene concentrate, largely in line with expectations.

Unit costs are more than 10% above forecasts at $1,050-$1,250/t. The company has flagged a shift in its underground development strategy to a greater focus on productivity and flexibility of operations, and the broker expects this will drive higher sustaining capital requirements over the medium term.

EPS estimates are reduced by -79% for FY26 and -32% for FY27. Outperform retained. Target is reduced to $1.70 from $2.30.

FORECAST
Macquarie forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.50 cents.
Macquarie forecasts a full year FY27 dividend of 0.00 cents and EPS of 9.70 cents.

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

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

Jarden

xx/xx/xxxx

4

xxxxxxxxxxx

$xx.xx

xx.xx%

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Canaccord Genuity

01/08/2026

1

Buy

$1.90

61.02%

Canaccord Genuity maintains a Buy rating for Liontown with its target price lowered to $1.90 from $2.55 following the release of fourth-quarter operational results.

Fourth-quarter concentrate production at Kathleen Valley reached 103kt SC5.1 at an all-in sustaining cost of $1,314/t, bringing full-year FY26 production within the guided range of 365kt to 450kt.

Quarterly sales of 108kt generated an average realised price of $2,182/t, leaving the company with $246m in net cash at period end.

Management guidance for FY27 projects 390kt to 440kt in concentrate production at unit costs of $1,050/t to $1,250/t, reflecting a slower underground ramp-up and higher capital expenditure requirements of -$320m to -$370m.

Model revisions reduce forecast FY27 EBITDA to $739m and free cash flow to $152m, though the analyst retains an optimistic long-term view ahead of an upcoming final investment decision on scaling processing capacity to 4Mtpa.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -4.00 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 14.00 cents.
Access Extra Coverage Research History >

LTR STOCK CHART

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