Iluka Resources Limited (ILU) - Research

$10.420 0.08 (0.77%)

ILU General Information +

ASX Code ILU
Website http://www.iluka.com
GICS Sub-Industry Diversified Metals & Mining
Market Cap ($M) 4,402
Current Price $10.420
Day High $10.540
Day Low $10.370
Last Close $10.340
Price Movement $0.08 ( 0.77% )
Prices as at 16:40, 18 Jun 2019
+Security prices are delayed by at least 20 minutes and are indicative only.

ILU Company Overview

Business Description

Iluka Resources Limited (ILU) is involved in the exploration, project development, operation, processing and marketing of mineral sands. Operations are located in Australia, Sierra Leone and the United States.

ILU Financial Summary

Year to Dec NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2020 F 333.82 79.10 -5.70% 13.17 40.00 3.84% 100.0%
2019 F 353.92 83.86 16.80% 12.43 40.00 3.84% 100.0%
2018 A 303.90 71.80 214.30% 14.07 29.00 2.87% 100.0%

ILU Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2018 A 2019 F 2020 F 2018 A 2019 F 2020 F 2018 A 2019 F 2020 F
BHP Group (BHP) $118,305M 0.4448 0.0675 0.1694 16.0910 15.0734 12.8904 3.98% 6.44% 5.59%
Iluka Resources (ILU) $4,369M 2.7345 0.1520 -0.1263 13.3179 11.5608 13.2327 2.80% 2.55% 2.93%
Mineral Resources (MIN) $2,727M 0.3237 -0.4633 1.0723 9.4303 17.5715 8.4790 4.48% 3.49% 6.02%
Rio Tinto (RIO) $38,555M 0.1465 0.3439 -0.1417 14.4242 10.7328 12.5044 7.50% 6.52% 5.53%
South32 (S32) $15,914M 0.2485 0.0747 -0.2397 8.5146 7.9230 10.4208 4.48% 5.92% 5.51%

ILU Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 2.14 12.50 3.96 0.00
Market 0.88 17.10 1.49 1.65
Sector 1.41 12.60 1.22 0.71

ILU Directors

Name Position Start Date
Mr Thomas (Tom) Joseph Patrick O'Leary Chief Executive Officer, Managing Director 13 Oct 2016
Mr Robert (Bob) James Cole Non-Executive Director 1 Mar 2018
Mrs Jennifer (Jenny) Anne Seabrook Non-Executive Director 21 May 2008
Mr James Hutchison Ranck Non-Executive Director 1 Jan 2013
Mr Marcelo Bastos Non-Executive Director 20 Feb 2014
Ms Susan (Susie) Corlett Non-Executive Director 1 Jun 2019
Mr Gregory John Walton Martin Non-Executive Director, Non-Executive Chairman 1 Jan 2013

ILU Management

Name Position
Adele Stratton Chief Financial Officer
Steve Wickham Chief Operating Officer Mineral Sands
Susan (Sue) Wilson Company Secretary
Matthew Blackwell Head of Marketing and Procurement
Simon Hay Head of Resource Development
Julian Andrews Head of Strategy, Planning and Business Development
Nigel Tinley Joint Company Secretary

ILU Substantial Shareholders

Holding Name
40,994,285 (9.71%) Sumitomo Mitsui Trust Holdings,Inc and its Subsidiaries
40,196,434 (9.52%) BlackRock Group
30,511,324 (7.22%) Schroder Investment Management Australia Limited
22,012,536 (5.21%) Paradice Investment Management Pty Ltd
21,596,240 (5.11%) National Australia Bank Limited
21,125,614 (5%) The Vanguard Group Inc.

ILU Calendar of Events

Date Event
13 April 2020 Report (Quarterly)
20 February 2020 Report (Annual)
20 February 2020 Report (Prelim)
24 January 2020 Report (Quarterly)
23 October 2019 Report (Quarterly)
16 August 2019 Report (Interim)
15 August 2019 Report (Interim)
23 July 2019 Report (Quarterly)

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