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Visual22 Oct 2025
Epiroc's cash spent on M&A
Iluka Resources (ILU) investor relations material
Iluka Resources H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary18 Aug, 2025
Executive summary
Revenue reached $558 million in H1 2025 with a 39% EBITDA margin, despite global economic uncertainty and lower realised prices for key products.
Net profit after tax was $92 million, down 31% year-over-year, with strong zircon sales offset by lower prices and higher costs.
Major capital projects, including Eneabba rare earths refinery and Balranald, progressed on schedule with $402 million in group capital expenditure.
Interim dividend of 2 cents per share, fully franked, reflecting significant capital investment.
Ongoing global economic uncertainty, trade disputes, and supply chain fragility continue to impact demand, especially for mineral sands.
Financial highlights
Underlying mineral sands EBITDA was $218 million, with a 39% margin, and group EBIT was $148 million, both down year-over-year.
Operating cash flow was $115 million, a 39% decrease from H1 2024, with free cash outflow of $361 million and net debt rising to $502 million.
Cash capital expenditure totaled $402 million, including $223 million for mineral sands and $179 million for Eneabba.
Interim dividend of 2 cents per share declared, payable in September 2025.
Net tangible assets per share increased to $4.39.
Outlook and guidance
Full-year production guidance for zircon in concentrate achieved in H1, with an additional 30,000 tonnes expected in H2.
Balranald commissioning remains on track for H2 2025, with mining to commence in Q4 and first heavy mineral concentrate expected this year.
Synthetic rutile sales expected to be weighted towards the second half of the year.
Guidance for total capital expenditure on Eneabba refinery remains at $1.7–1.8 billion.
Well positioned to respond to market restocking with $1.2 billion in product inventory.
Assess impact of tariffs on zircon supply.
Explain drivers for net debt increase.
Update on Balranald commissioning schedule.
What's the expected zinc production in H2?
Eneabba: How much contingency remains?
Discuss strategy for heavy rare earth contracting.
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Next Iluka Resources earnings date
Q3 202529 Oct, 2025
Next Iluka Resources earnings date
Q3 202529 Oct, 2025
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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.
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