Iluka Resources Ltd

ILU: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Mineral Sands Market Likely to Recover While Rare-Earth Refinery Is an Option on Higher Prices

Jon Mills

Aug 20, 2025

Business Strategy and Outlook

Iluka is a global mineral sands miner. Major mines are Jacinth-Ambrosia in South Australia and Cataby in Western Australia. Relatively low operating costs for zircon are supported by Jacinth-Ambrosia, but its reserve life is less than a decade. Like the industry, Iluka is facing a declining grade profile at its mines, but a constrained outlook for supply should support prices.

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Iluka Resources Ltd

Mineral Sands Market Likely to Recover While Rare-Earth Refinery Is an Option on Higher Prices

Business Strategy and Outlook

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