ILU.AX Iluka Resources
Rare-earth refinery under construction
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
ILU.AX · price with what management and the data said
Timeline: management commentary, data & earnings
0 eventsNo dated commentary yet for this stock.
Latest headlines
Auto-updated daily- Iluka Resources (ASX:ILU) Shares Could Be Worth More On Sales2026-10-17
- Iluka Resources Ltd (ILKAF) (H1 2026) Earnings Call Highlights: Debt Reduction and Strategic ...2026-08-19
- Iluka Secures A$1.65 Billion Rare Earths Loan as Shares Drop2026-06-24
- Iluka Lands First Rare Earths Offtake Deal With Global Automaker2026-06-23
- Analysts Just Shipped A Captivating Upgrade To Their Iluka Resources Limited (ASX:ILU) Estimates2026-04-23
- Iluka signs 18-year rare earth supply deal with VHM2026-07-03
About Iluka Resources
Website ↗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 it…
China controls most rare-earth separation and magnet production and has used export licensing. Every motor, robot and drone depends on it.
What would prove us wrong. Weakens if non-China separation and magnet plants reach nameplate on schedule.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| MP MP Materials | US rare-earth mine and magnet plant | $37.91 | −1.03% | −22.4% | −25.0% | |
| LYC.AX Lynas Rare Earths | Largest non-China rare-earth separator | A$11.27 | +5.23% | −20.8% | −9.4% | |
| 600111.SS China Northern Rare Earth | Largest light rare-earth producer | ¥36.29 | −0.66% | −1.2% | −21.1% | |
| NEO.TO Neo Performance Materials | Magnet plant in Estonia | C$24.80 | +1.81% | −23.4% | +61.0% | |
| USAR USA Rare Earth | US magnet manufacturing | $9.16 | −1.77% | −39.6% | −23.0% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.