LIONTOWN LIMITED (LTR)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

LTR

LTR - LIONTOWN LIMITED

FNArena Sector : New Battery Elements
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: -31.07
Index: ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.595

30 Dec
2025

-0.080

OPEN

$1.62

-4.78%

HIGH

$1.63

21,181,921

LOW

$1.57

TARGET
$1.202 -24.7% downside
OTHER COMPANIES IN THE SAME SECTOR
A11 . A4N . AGY . ASN . BKT . BSX . CXO . DLI . ELV . EMN . GL1 . GLN . GT1 . INR . LEL . LKE . NMT . NVX . PLS . PSC . RNU . SRL . SYR . TLG . VR8 . VUL . WC8 . WIN . WR1 .
FNARENA'S MARKET CONSENSUS FORECASTS
LTR: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 8.0 - 4.0 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
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-8.0
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx297.6 M
Book Value Per Share xxxxxxxxxxxxxxx23.9
Net Operating Cash Flow xxxxxxxxxxxxxxx-11.1 M
Net Profit Margin xxxxxxxxxxxxxxx-64.95 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-28.62 %
Return on Invested Capital xxxxxxxxxxxxxxx-17.08 %
Return on Assets xxxxxxxxxxxxxxx-13.11 %
Return on Equity xxxxxxxxxxxxxxx-28.62 %
Return on Total Capital xxxxxxxxxxxxxxx-14.11 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-341.8 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 xxxxxxxxxxxxxxx373 M
Long Term Debt xxxxxxxxxxxxxxx458 M
Total Debt xxxxxxxxxxxxxxx831 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx156 M
Price To Book Value xxxxxxxxxxxxxxx2.93

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx330.7 M
Capex % of Sales xxxxxxxxxxxxxxx111.13 %
Cost of Goods Sold xxxxxxxxxxxxxxx449 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx35 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx1 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

-0.2

No. Of Recommendations

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

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Macquarie

xx/xx/xxxx

5

xxxxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Citi

25/11/2025

5

Sell

$0.50

-68.65%

Citi undertook sensitivities across IGO, Pilbara Minerals and Liontown Resources, given recent volatile but rising SC6 prices.

In the broker's view, IGO screens cheapest and most defensive, with the lowest implied breakeven SC6 price of US$1,340/t vs Pilbara's  US$1,400 and Liontown's US$1,540, and the lowest cash costs at Greenbushes.

Liontown offers the most leverage to modest SC6 upside because it’s the highest-cost producer. In a stronger bull case (SC6 of around US$1,600/t and growth projects delivered), Pilbara shows the greatest upside via the P2000 Project, trading on the lowest P/NAV at 0.70x.

The broker's order of preference is IGO and Pilbara over Liontown.

Sell for Liontown Resources with unchanged target of 50c.

FORECAST
Citi forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -7.90 cents.
Citi forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -2.70 cents.

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgans

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
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

Jarden

xx/xx/xxxx

4

xxxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Canaccord Genuity

28/10/2025

3

Hold

$1.10

-31.03%

Liontown Resources' 1Q26 production of 87kt SC5.0 beat Canaccord Genuity's forecast of 84kt and consensus of 70kt, with recoveries slightly above expectations.

Cost (AISC) of $1,354/t was better than the broker's $1,407/t estimate, driven by higher production. Sales, however, missed slightly as shipping delays impacted timing.

The company maintained FY26 guidance. The broker's production model is weighted to 2H 43:57, with cash costs estimated to fall by over -25% as underground ramps up.

Hold. Target unchanged at $1.10.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -4.00 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 3.00 cents.
Access Extra Coverage Research History >

LTR STOCK CHART

FNArena News on LTR

1
Rudi’s View: AI, Small Caps & Resources In 2026

Dec 18 2025 - Rudi's View
2
Weekly Ratings, Targets, Forecast Changes – 12-12-25

Dec 15 2025 - Weekly Reports
3
Rudi’s View: Copper, Aluminium & Technology (!)

Dec 11 2025 - Rudi's View
4
Material Matters: Lithium, Rare Earths & Gold

Nov 27 2025 - Commodities
5
Weekly Ratings, Targets, Forecast Changes – 14-11-25

Nov 17 2025 - Weekly Reports

Latest New Battery Elements News

1
Are Markets Ready For Today’s Model-T Moment?

Nov 24 2025 - Australia
2
Valuation vs Sentiment For Pilbara Minerals

Oct 28 2025 - Commodities
3
Roaring Twenties 2.0: AI & Clean-Energy Transformations Shaping Global Markets

Aug 11 2025 - International
4
Lithium’s Bringing Excitement Back

Jul 24 2025 - Technicals
5
Liontown Resources: Going Underground

Mar 20 2025 - Commodities
6
Material Matters: Lithium’s Debate Continues

Jan 17 2025 - Commodities
7
The Lithium Transition – A Recap Of 2024 & Thoughts On 2025

Jan 13 2025 - Commodities
8
In Brief: Lithium, Brazilian Rare Earths & Fineos

Oct 18 2024 - Weekly Reports
9
Patriot Battery Minerals: The Long Game

Jul 22 2024 - Commodities
10
Awaiting The Next Lithium Upswing

Jul 17 2024 - Feature Stories