Iluka Resources Limited (ASX:ILU)
Australia flag Australia · Delayed Price · Currency is AUD
7.82
+0.23 (3.03%)
Jun 19, 2026, 4:10 PM AEST

Iluka Resources Stock Forecast

Stock Price Forecast

According to 10 analysts polled by S&P Global, Iluka Resources stock has a consensus rating of "Buy" and an average price target of $8.07. The average 1-year stock price forecast is 3.20% higher than the current stock price, while the lowest is $5.25 (-32.86%) and the highest is $9.00 (+15.09%).

Price Target: $8.07 (+3.20%)
Analyst Consensus: Buy
TargetLowAverageMedianHigh
Price$5.25$8.07$8.40$9.00
Change-32.86%+3.20%+7.42%+15.09%
* Price targets were last updated on May 20, 2026.

Analyst Ratings

The average analyst rating for Iluka Resources stock is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.

Recommendation Trends

RatingJan '26Feb '26Mar '26Apr '26May '26Jun '26
Strong Buy434344
Buy122211
Hold433555
Sell000000
Strong Sell111000
Total10910101010

Latest Forecasts

AnalystFirmRatingRatingActionPrice TargetUpsideDate
UBS
UBS
Hold
Maintains
$5.25
HoldMaintains$5.25-32.86%May 20, 2026
Ord Minnett
Ord Minnett
Buy
Upgrades
$8.00$9.00
BuyUpgrades$8.00$9.00+15.09%May 18, 2026
Unknown Analyst
Macquarie
No rating
Macquarie
Buy
Maintains
$8.40
BuyMaintains$8.40+7.42%Apr 23, 2026
Morgan Stanley
Morgan Stanley
Buy
Maintains
$7.90$7.95
BuyMaintains$7.90$7.95+1.66%Apr 23, 2026
Canaccord Genuity
Canaccord Genuity
Hold
Downgrades
$6.55$8.10
HoldDowngrades$6.55$8.10+3.58%Apr 22, 2026
More Analyst Ratings

Financial Forecast

Revenue This Year
774.01M
from 1.02B
Decreased by -23.77%
Revenue Next Year
1.18B
from 774.01M
Increased by 52.28%
EPS This Year
-0.28
from 0.18
EPS Next Year
-0.34
from -0.28
Fiscal YearFY 2021FY 2022FY 2023FY 2024FY 2025FY 2026
Period EndingDec 31, 2021Dec 31, 2022Dec 31, 2023Dec 31, 2024Dec 31, 2025Dec 31, 2026
Revenue
1.33B1.61B1.29B1.17B1.02B774.01M
Revenue Growth
33.56%21.57%-19.88%-9.35%-13.24%-23.77%
Gross Profit
778.50M1.05B791.60M662.90M526.40M28.64M
Gross Margin
58.74%64.86%61.32%56.64%51.84%3.70%
Operating Income
486.80M683.60M416.80M285.00M-41.50M-27.29M
Net Income
364.90M584.50M342.60M231.30M-288.40M-154.75M
EPS
----0.18-0.28
Dividend / Share
0.240.450.070.080.050.06
Dividend Growth
-87.50%-84.44%14.29%-37.50%15.62%
Free Cash Flow
349.75M413.66M-21.84M-189.88M-410.25M-491.09M
No. Analysts
-----2
EPS and Forward PE are based on non-GAAP adjusted numbers. Financial currency is AUD.

Revenue Forecast

Revenue202620272028
High802.2M
Avg774.0M
Low745.8M

Revenue Growth

Revenue Growth202620272028
High
-21.0%
Avg
-23.8%
Low
-26.5%

EPS Forecast

EPS202620272028
High-0.09
Avg-0.28
Low-0.52

EPS Growth

EPS Growth202620272028
High-
Avg-
Low-