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2026-11-06
◂ Monitor ILU ASX

ILUKA RESOURCES LIMITED

Producer · Others · Rare Earths · Iron Ore · AU Rating locked: sign in to view v8 · ilu-20261024t200334-full
Last 2026-11-06
A$5.93
1D
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1M
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YTD
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1Y
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Upside
Locked: sign in to view
Mkt cap
A$2.6B
EV
A$4B
Cash
—
Debt
A$1.2B
2 newer ASX announcements not yet reflected in this valuation

Price, volume & events

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Event calendar · next 12 months

5 events
TimingEventCategoryConfidenceMaterialityInvestor relevance
2026-10-13 to 2026-12-31 (issuer window)Balranald final-product ramp and recovery evidenceProductionCompany GuidedHighDetermine whether extraction/recovery improvements and HMC shipment deliver saleable zircon/rutile.
2026-10-13 to 2026-12-31 (issuer window)H2 synthetic rutile contract deliveriesEconomic ArrangementCompany GuidedHighRemaining73ktmostlyQ4tests inventorymonetisation and customercredit.
2027-01-01 to 2027-10-13 (issuer window)Iluka further Eneabba equity contributionsFinancingCompany GuidedHigh214mremainingtotalthroughH12028;onlystartwithinthiscalendar,notall214mduein2027.
2027-01-01 to 2027-10-13 (issuer window)Eneabba mineral commissioningConstruction Or CommissioningCompany GuidedHighFirstfeedandlight/heavyseparationperformance testscaleup;2027windowclippedto12monthcalendar,notpromisedOctobercompletion.
2027-01-01 to 2027-06-30 (issuer window)Wimmera DFS Board considerationStudyCompany GuidedHighSourcebackedcosts/returns/fundingwillenableoptiontobevalued.

Executive roster

As of 2026-10-13Background checks ▸

Annual2025 namedleadership/secretaries plus2026interim/transcript; ASXissuerlistreviewedthrough24September withlaterchanges confinedtononexecutivedirectors. No replacement inferred.

ExecutiveTitleNormalized roleAppointedSources
Tom O’LearyManaging Director and Chief Executive OfficerExecutive Director · Chief Executive—2025 Annual Report (including Appendix 4E)
Adele StrattonChief Financial Officer and Head of DevelopmentFinance · Senior Management—2025 Annual Report (including Appendix 4E)
Matthew BlackwellHead of Projects and Sales and MarketingCommercial · Senior Management—2025 Annual Report (including Appendix 4E)
Shane TilkaChief Operating Officer, Australian OperationsOperations—2025 Annual Report (including Appendix 4E)
Sarah HodgsonHead of People and SustainabilitySenior Management—2025 Annual Report (including Appendix 4E)
Daniel McGrathHead of Rare EarthsOperations · Technical—2025 Annual Report (including Appendix 4E)
Colin NexhipChief Technology OfficerTechnical—2025 Annual Report (including Appendix 4E)
Ben MartinCompany SecretaryCompany Secretary—2025 Annual Report (including Appendix 4E)
Nigel TinleyCompany SecretaryCompany Secretary—2025 Annual Report (including Appendix 4E)
Luke WoodgateGeneral Manager, Investor Relations and Corporate AffairsCommercial—Half year results transcript

devCoverage status: Complete As Disclosed