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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.
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.
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