)
Visual21 Nov 2025
Data center suppliers
Iluka Resources (ILU) investor relations material
Iluka Resources Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary16 Oct, 2025
Executive summary
Q3 2025 zircon/rutile/synthetic rutile production totaled 124kt, with 40kt zircon sand and 58kt synthetic rutile; SR2 operated at full capacity ahead of planned idling in December 2025.
Zircon sales reached 44kt in Q3, with a weighted average price of US$1,615/t, matching guidance; year-to-date zircon sales up 5% year-over-year.
Synthetic rutile sales were 10kt in Q3; sales guidance withdrawn due to market uncertainty.
Suspension of SR2 and Cataby mine from December 2025 for 6–12 months expected to reduce net cash costs by $150 million in 2026.
Commissioning at Balranald project on track for Q4 2025; Eneabba rare earths refinery construction accelerated.
Financial highlights
Q3 2025 Z/R/SR revenue was $212 million, down from $280 million in Q3 2024; year-to-date Z/R/SR revenue at $648 million, down 16.1% year-over-year.
Mineral sands revenue for Q3 2025 was $232 million, down from $298 million in Q3 2024.
Unit cash production costs for Z/R/SR produced increased 7.9% year-over-year to $1,271/t.
Net debt as of 30 September 2025: $256 million for mineral sands, $447 million non-recourse for rare earths.
Outlook and guidance
Synthetic rutile sales guidance withdrawn due to market uncertainty and subdued demand.
Sufficient inventory to meet customer requirements in 2026 despite production suspensions.
Balranald project commissioning expected in Q4 2025; Eneabba refinery to be commissioned in 2027.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Iluka Resources earnings date
Q4 202518 Feb, 2026
Next Iluka Resources earnings date
Q4 202518 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Iluka Resources Limited is an international mineral sands company with over 70 years of experience in the mineral sands industry. Specializing in the exploration, project development, mining, processing, marketing, and rehabilitation of mineral sands, Iluka is a leading global producer of zircon and high-grade titanium dioxide feedstocks, including rutile and synthetic rutile. Iluka's expertise spans the entire value chain, from exploration and resource development to mining and processing. The company is headquartered in Perth, Australia, and its shares are listed on the ASX.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage