Iluka Resources Limited (ILU.AX)
Basic Materials · ASX · Australia
Fundamentals
Valuation and ratings
Iluka Resources Limited trades at AUD5.83, which is 17% above the AUD4.81 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 35 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
ILU.AX dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | AUD0.030 | 1 |
| 2025 | AUD0.060 | 2 |
| 2024 | AUD0.080 | 2 |
| 2023 | AUD0.230 | 2 |
| 2022 | AUD0.370 | 2 |
| 2021 | AUD0.140 | 2 |
| 2020 | AUD0.080 | 1 |
| 2019 | AUD0.240 | 2 |
| 2018 | AUD0.350 | 2 |
| 2017 | AUD0.060 | 1 |
| 2016 | AUD0.220 | 2 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
ILU.AX earnings and analyst estimates
Recommendation mix, 10 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
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. It produces zircon; titanium dioxide products of rutile and synthetic rutile; and ilmenite, as well as activated carbon, gypsum, and iron concentrate products. The company also engages in the exploration of rare earths elements, such as neodymium, praseodymium, didymium, dysprosium, terbium, samarium, europium, gadolinium, holmium, erbium, thulium, ytterbium, lutetium, yttrium, lanthanum, cerium, monazite, and xenotime. Its products are used in technology, construction, medical, lifestyle, defense, and industrial applications. The company was formerly known as Westralian Sands Limited and changed its name to Iluka Resources Limited in May 1999. Iluka Resources Limited was incorporated in 1954 and is headquartered in Perth, Australia.
Common questions
Is Iluka Resources Limited (ILU.AX) undervalued?
Against our discounted cash flow estimate of AUD4.81, ILU.AX at AUD5.83 is 17% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Does Iluka Resources Limited (ILU.AX) pay a dividend?
Yes. Iluka Resources Limited yields 0.82% at the current share price. It has paid AUD0.050 per share over the trailing twelve months. It has paid a dividend in each of the last 15 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
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Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.