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Iluka Resources
Iluka Resources (ILU) investor relations material
Iluka Resources Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU earnings summary28 Jan, 2026
Executive summary
Full year 2025 zircon/rutile/synthetic rutile (Z/R/SR) production reached 559kt, exceeding guidance due to higher zircon-in-concentrate (ZIC) output from optimized processing at multiple facilities.
Mineral sands revenue for 2025 was $976 million, with Q4 revenue at $276 million; trade receivables stood at $267 million at year-end.
A comprehensive cost review in Q4 2025 led to a reduction of approximately 120 roles, targeting $36 million in savings for 2026.
Financial highlights
Full year 2025 Z/R/SR production was 559kt, up 12.7% year-over-year; sales were 475kt, nearly flat from 2024.
Mineral sands revenue declined 13.5% year-over-year to $976 million.
Unit cash costs of production for Z/R/SR were $1,054/t, 18.8% lower than 2024, reflecting higher ZIC output.
Net debt at 31 December 2025 was $473 million for mineral sands and $584 million for rare earths.
Operating cash flow for 2025 was $61 million, down from $252 million in 2024.
Outlook and guidance
2026 production assumes SR2 and Cataby remain idle, with flexibility to restart SR2 if market conditions improve.
Balranald production to ramp up through H1 2026; lower cash costs expected due to idling of certain operations.
Contracted 35kt of zircon sand sales for Q1 2026 at Q4 2025 prices; customers remain cautious with lean inventories.
Eneabba refinery: Funding strategy for remaining capex
Wimmera zircon: Market strategy for 60% non-ceramic
Explain 2026 unit cash cost increase to $1,585/t
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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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