LIONTOWN LIMITED (LTR)
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LTR

LTR - LIONTOWN LIMITED

FNArena Sector : New Battery Elements
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: 2.82
Index: ASX200 | ASX300 | ALL-ORDS

Liontown is a lithium producer operating the Kathleen Valley lithium project in Western Australia.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.19

03 Sep
2026

-0.050

OPEN

$1.26

-4.03%

HIGH

$1.28

43,019,033

LOW

$1.18

TARGET
$1.508 26.8% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
LTR: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 3.1 9.2 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A 100.0% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 13.4 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
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx3.1
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx639.1 M
Book Value Per Share xxxxxxxxxxxxxxx46.3
Net Operating Cash Flow xxxxxxxxxxxxxxx170.3 M
Net Profit Margin xxxxxxxxxxxxxxx14.48 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx9.02 %
Return on Invested Capital xxxxxxxxxxxxxxx6.27 %
Return on Assets xxxxxxxxxxxxxxx5.01 %
Return on Equity xxxxxxxxxxxxxxx9.02 %
Return on Total Capital xxxxxxxxxxxxxxx2.83 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx36.2 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx61 M
Long Term Debt xxxxxxxxxxxxxxx443 M
Total Debt xxxxxxxxxxxxxxx505 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx561 M
Price To Book Value xxxxxxxxxxxxxxx3.64

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx134.0 M
Capex % of Sales xxxxxxxxxxxxxxx20.97 %
Cost of Goods Sold xxxxxxxxxxxxxxx554 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx37 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx11 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

0.4

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

01/09/2026

1

Outperform

$1.50

26.05%

Liontown's FY26 underlying earnings (EBITDA) of $147m were -$60m below the consensus estimate, according to Macquarie. Underlying profit of $14m was, however, ahead of the broker's expectation for a -$15m loss.

Confirmation that FY27 production guidance incorporates available ore inventories and disruption from expansion tie-ins is seen as a positive. Flexible offtake arrangements suggest to the analyst no third-party ore purchases should be required.

Macquarie's attention now turns to the Kathleen Valley 4Mtpa expansion, with a final investment decision (FID) targeted for 1Q27. Total expansion capex of around -$330m is forecast.

Outperform rating and $1.50 target retained.

FORECAST
Macquarie forecasts a full year FY27 dividend of 0.00 cents and EPS of 5.20 cents.
Macquarie forecasts a full year FY28 dividend of 0.00 cents and EPS of 14.60 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

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

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Jarden

02/09/2026

4

Underweight

$0.88

-26.05%

Jarden maintains an Underweight rating for Liontown with its target price decreased to $0.88 from $0.90 following a mixed FY26 result.

The analyst notes underlying EBITDA of $147m came in 21% ahead of Jarden's estimates but fell 21% short of consensus expectations.

Reported NPAT of $93m significantly beat forecasts due to the unexpected $113m full recognition of carry-forward tax losses from prior years.

Management maintained FY27 production guidance of 390kt to 440kt, though Jarden reduces forecast production to 398kt with costs expected to remain elevated during the first half.

The current share price implies a long-term spodumene concentrate price of US$1,450 per tonne, which Jarden assesses as screening more attractively than ASX-listed peers PLS Group ((PLS)) and IGO Ltd ((IGO)).
Access Extra Coverage Research History >

LTR STOCK CHART

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