ILUKA RESOURCES LIMITED (ILU)
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ILU - ILUKA RESOURCES LIMITED

FNArena Sector : Mineral Sands
Year End: December
GICS Industry Group : Materials
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

$9.55

05 Aug
2022

-0.100

OPEN

$9.67

-1.04%

HIGH

$9.71

1,995,384

LOW

$9.41

TARGET
$11.49 20.3% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
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FNARENA'S MARKET CONSENSUS FORECASTS
ILU: 1
Title FY20
Actual
FY21
Actual
FY22
Forecast
FY23
Forecast
EPS (cps) xxx 86.4 130.1 xxx
DPS (cps) xxx 24.0 34.7 xxx
EPS Growth xxx - 84.9% 50.5% xxx
DPS Growth xxx - 95.1% 44.6% xxx
PE Ratio xxx N/A 7.3 xxx
Dividend Yield xxx N/A 3.6% xxx
Div Pay Ratio(%) xxx 27.8% 26.7% xxx

Dividend yield today if purchased 3 years ago: 2.85%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

2.51

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: 08/03 - ex-div 12c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201620172018201920202021
EPS Basic xxxxxxxxxxxxxxx86.4
DPS All xxxxxxxxxxxxxxx24.0
Sales/Revenue xxxxxxxxxxxxxxx1,558.9 M
Book Value Per Share xxxxxxxxxxxxxxx377.5
Net Operating Cash Flow xxxxxxxxxxxxxxx369.7 M
Net Profit Margin xxxxxxxxxxxxxxx23.41 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201620172018201920202021
Return on Capital Employed xxxxxxxxxxxxxxx25.30 %
Return on Invested Capital xxxxxxxxxxxxxxx24.61 %
Return on Assets xxxxxxxxxxxxxxx13.70 %
Return on Equity xxxxxxxxxxxxxxx25.30 %
Return on Total Capital xxxxxxxxxxxxxxx35.25 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx260.7 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

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EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.6

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Credit Suisse

21/07/2022

1

Outperform

$10.70

12.04%

Iluka Resources had a "solid" June quarter according to analysts at Credit Suisse, with production from both zircon and synthetic rutile coming in above consensus forecasts.

Inflationary pressures led to higher cash costs offset, while the sell off in inventories for zircon, rutile and synthetic rutile boost sales to 20% above consensus, notes the broker.

FY22 earnings forecast upgrades of 22% from Credit Suisse reflect higher June quarter sales and an increase in zircon prices for the Sept quarter.

The broker sees the -28% fall in the shares from the April high as discounting the macro concerns, with the shares seen offering value at current levels.

The price target is lowered to $10.70 from $13.20 and an Outperform rating is retained.

FORECAST
Credit Suisse forecasts a full year FY22 dividend of 52.00 cents and EPS of 123.00 cents.
Credit Suisse forecasts a full year FY23 dividend of 37.00 cents and EPS of 90.00 cents.

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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ILU STOCK CHART