ILUKA RESOURCES LIMITED (ILU)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

ILU - ILUKA RESOURCES LIMITED

FNArena Sector : Mineral Sands
Year End: December
GICS Industry Group : Materials
Debt/EBITDA: 0.07
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

Iluka Resources is an Australian mining company specialising in mineral sands exploration and production. It is the world's largest producer of zircon, titanium dioxide, rutile and synthetic rutile. The company has been listed in some form since 1962.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$6.91

30 Nov
2023

-0.040

OPEN

$6.98

-0.58%

HIGH

$7.00

3,043,398

LOW

$6.77

TARGET
$8.88 28.5% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ADN . BSE . IMA . SFX . STA . VHM .
FNARENA'S MARKET CONSENSUS FORECASTS
ILU: 1
Title FY21
Actual		 FY22
Actual		 FY23
Forecast		 FY24
Forecast
EPS (cps) xxx 144.0 70.8 xxx
DPS (cps) xxx 90.0 6.5 xxx
EPS Growth xxx 66.6% - 50.8% xxx
DPS Growth xxx 100.0% - 92.7% xxx
PE Ratio xxx N/A 9.6 xxx
Dividend Yield xxx N/A 1.0% xxx
Div Pay Ratio(%) xxx 62.5% 9.2% xxx

Dividend yield today if purchased 3 years ago: 16.76%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 13.18

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

Last ex-div: 01/09 - ex-div 3c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx144.0
DPS All xxxxxxxxxxxxxxx90.0
Sales/Revenue xxxxxxxxxxxxxxx1,611.3 M
Book Value Per Share xxxxxxxxxxxxxxx446.4
Net Operating Cash Flow xxxxxxxxxxxxxxx637.2 M
Net Profit Margin xxxxxxxxxxxxxxx32.10 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx29.66 %
Return on Invested Capital xxxxxxxxxxxxxxx28.99 %
Return on Assets xxxxxxxxxxxxxxx17.25 %
Return on Equity xxxxxxxxxxxxxxx29.66 %
Return on Total Capital xxxxxxxxxxxxxxx38.11 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx337.8 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 201720182019202020212022
Short-Term Debt xxxxxxxxxxxxxxx9 M
Long Term Debt xxxxxxxxxxxxxxx54 M
Total Debt xxxxxxxxxxxxxxx63 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx522 M
Price To Book Value xxxxxxxxxxxxxxx2.13

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201720182019202020212022
Capex xxxxxxxxxxxxxxx152.6 M
Capex % of Sales xxxxxxxxxxxxxxx9.47 %
Cost of Goods Sold xxxxxxxxxxxxxxx643 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx285 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx470 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

0.3

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Citi

20/10/2023

1

Buy

$10.20

47.61%

Sales of zircon/rutile were down -54% for Iluka Resources in the Sep Q from the Jun Q and -19% below Citi's forecast, impacted by ongoing weakness in China's property and construction markets.

The company's kilns are now offline for maintenance until January and Iluka will sell down inventories. Production was down -23% in the quarter.

Citi has downgraded its 2023 earnings forecast on lower zircon sales but increased 2024 on rutile prices holding up. Buy and $10.20 target retained.

FORECAST
Citi forecasts a full year FY23 EPS of 70.50 cents.
Citi forecasts a full year FY24 EPS of 81.70 cents.

UBS

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$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 >

ILU STOCK CHART

FNArena News on ILU

1
ESG Focus: The Little Big Things – 23-11-2023

Nov 23 2023 - ESG Focus
2
Australian Broker Call *Extra* Edition – Oct 27, 2023

Oct 27 2023 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Oct 26, 2023

Oct 26 2023 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Oct 12, 2023

Oct 12 2023 - Daily Market Reports
5
Australian Broker Call *Extra* Edition – Aug 29, 2023

Aug 29 2023 - Daily Market Reports

Latest Mineral Sands News

1
Heightened Prospects For Iluka Resources

Apr 26 2021 - Australia
2
Brokers Tick Iluka’s Review But Doubt Outlook

Nov 06 2019 - Australia
3
Strong Outlook For Iluka Despite Soft Start

Apr 17 2019 - Australia
4
Iluka Enjoying Strong Pricing Trend In 2018

Jul 25 2018 - Australia
5
2018 Looks Bright For Iluka Resources

Jan 30 2018 - Australia
6
Iluka Beats All Forecasts

Jul 25 2017 - Australia
7
Weekly Ratings, Targets, Forecast Changes

Jan 23 2017 - Weekly Reports
8
Iluka Raises Rutile Profile, But Will It Pay?

Dec 14 2016 - Australia
9
More Favourable Outlook For Mineral Deposits

Aug 01 2016 - Small Caps
10
Material Matters: 2016 Outlook, Precious & Base Metals, Iron Ore And Steel

Apr 11 2016 - Commodities