LIONTOWN RESOURCES LIMITED (LTR)
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LTR

LTR - LIONTOWN RESOURCES 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

$1.145

30 Oct
2025

0.115

OPEN

$1.07

11.17%

HIGH

$1.16

19,778,159

LOW

$1.07

TARGET
$0.76 -33.6% downside
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FNARENA'S MARKET CONSENSUS FORECASTS
LTR: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 8.0 - 5.9 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
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

-0.7

No. Of Recommendations

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

Ord Minnett

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

5

xxxxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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UBS

29/10/2025

5

Sell

$0.80

-30.13%

Liontown Resources retained processing rates and grades over the September quarter, allowing for robust spodumene production of 87kt. This was better than consensus at 67kt, UBS observes, while Li2O was -5% below the expected 5.2%.

Realised price came in at US$700/t SC6 and all-in-sustaining-costs for sold products were $1,345/t, which resulted in negative operating cashflow of -$44m alongside delayed shipments.

Cash on hand stood at $420m, including the net proceeds from the equity raising of $363m.

A Sell rating is retained, with the stock price ahead of the analyst's target of 80c.

FORECAST
UBS forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -4.00 cents.
UBS forecasts a full year FY27 dividend of 0.00 cents and EPS of 3.00 cents.

Bell Potter

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

3

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

3

xxxx

$xx.xx

xx.xx%

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Jarden

06/10/2025

4

Underweight

$0.52

-54.59%

Jarden highlights from Liontown Resources' FY25 results and management call that FY26 is expected to be a "bridge" between two halves. The 1H26 is expected to have lower production and higher costs as the company works through stockpiles.

For FY26, the analyst forecasts underground mining rates of 1.8mtpa as larger stopes emerge from thicker ore zones. The underground mining rate is expected to rise to 2.8mtpa in FY28 with anticipated production of 518kt.

FY25 was characterised as a ramp-up year with peak capex investment at -$331m. The broker forecasts capex to fall in FY26 to -$115m against guidance of -$100m-$125m. FY27 is expected to be similar.

Mineral resource stood at 150mt at 1.33% Li2O and an ore reserve of 71.7mt at 1.32% Li2O.

Target price rises to 52c from 51c. No change to Underweight rating.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -4.50 cents.
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -1.20 cents.

Petra Capital

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Access Extra Coverage Research History >

LTR STOCK CHART

FNArena News on LTR

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