IPERIONX LIMITED (IPX)
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IPX

IPX - IPERIONX LIMITED

FNArena Sector : Industrial Metals
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: -0.11
Index: ASX200 | ASX300 | ALL-ORDS

IperionX is developing an integrated US titanium business spanning mineral extraction, recycled feedstock and advanced titanium manufacturing.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.83

30 Jul
2026

-0.260

OPEN

$3.00

-8.41%

HIGH

$3.01

3,548,590

LOW

$2.81

TARGET
$5.60

-2.65 change from previous day

 97.9% upside
OTHER COMPANIES IN THE SAME SECTOR
ABR . AIS . CHN . COB . DVP . EQR . JMS . LMG . MTM . OMH . WA1 .
FNARENA'S MARKET CONSENSUS FORECASTS
IPX: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 18.4 - 24.9 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 18/11 - (franking Ex-Div. 3c)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-18.4
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx0.0 M
Book Value Per Share xxxxxxxxxxxxxxx44.1
Net Operating Cash Flow xxxxxxxxxxxxxxx-33.7 M
Net Profit Margin xxxxxxxxxxxxxxx-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-50.09 %
Return on Invested Capital xxxxxxxxxxxxxxx-48.56 %
Return on Assets xxxxxxxxxxxxxxx-44.87 %
Return on Equity xxxxxxxxxxxxxxx-50.09 %
Return on Total Capital xxxxxxxxxxxxxxx-53.62 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-59.8 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx1 M
Long Term Debt xxxxxxxxxxxxxxx5 M
Total Debt xxxxxxxxxxxxxxx6 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx84 M
Price To Book Value xxxxxxxxxxxxxxx10.77

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx37.5 M
Capex % of Sales xxxxxxxxxxxxxxx-
Cost of Goods Sold xxxxxxxxxxxxxxx4 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx57 M
Research & Development xxxxxxxxxxxxxxx16 M
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Bell Potter

31/07/2026

1

Speculative Buy

$5.60

97.88%

IperionX has potential to disrupt the incumbent titanium supply chain through materially lowering production costs and manufacturing waste, Bell Potter asserts.

The company continues to scale its manufacturing business amid a strengthening US market that is increasingly focused on domestic supply chains of critical minerals.

The June quarter ended with cash of US$35.2m and the company has raised US$50m in equity subsequently as well as receiving a US$2.4m government program reimbursement.

Bell Potter reduces its target to $5.60 from $8.25, driven by increased project risking and tapering of ramp-up assumptions. Speculative Buy.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -24.90 cents.
Bell Potter forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -8.20 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

25/06/2026

1

Speculative Buy

$9.20

225.09%

Canaccord Genuity maintains a Speculative Buy rating for IperionX with its target price increased to $9.20 following a structural risk de-escalation across core downstream manufacturing lines.

Continuous round-the-clock operations at the Virginia industrial campus target an initial titanium powder production milestone of 200tpa by end-2026 before expanding up to 1,400tpa by late 2027.

The analyst notes shifting near-term focus toward higher-value manufactured components like aerospace brackets and robotics parts carries potential to secure excellent long-term operating margins of up to 80%.

Parallel development parameters stand optimised by a newly finalised definitive study on the Titan Critical Minerals Project in Tennessee to secure standalone upstream feedstock supply integration optionality.

Strategic regional positioning is further reinforced by the neighboring Camden mining asset consolidation to lower aggregate pre-strip mining outlays and overall commercial execution risk.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -16.00 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -3.00 cents.
Access Extra Coverage Research History >

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