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: -31.07
Index: ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.48

09 Dec
2025

-0.035

OPEN

$1.52

-2.31%

HIGH

$1.55

17,513,143

LOW

$1.46

TARGET
$1.16 -21.6% 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 - 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

Macquarie

xx/xx/xxxx

5

xxxxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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Ord Minnett

14/11/2025

3

Upgrade to Hold from Sell

$1.25

-15.54%

Ord Minnett has sharply increased its lithium price forecasts, up 225% for 2026 for lithium spodumene to US$3,250/t and 86% for 2027 to US$2,325/t, following stronger-than-expected ESS and solid EV demand.

The broker notes ESS battery shipments have surged, prompting a 45% lift to its 2026 estimates to 840GWh and to 1010GWh in 2027, supported by improving economics, grid-arbitrage opportunities and policy incentives.

EV sales expectations are slightly trimmed for 2025 due to US/China policy impacts, but the broker notes global growth remains strong.  2026 growth is expected to slow to 15%, though commercial EV adoption is seen adding upside risk to lithium demand.

Overall, the broker expects the lithium market surplus to shrink sharply in 2025 to 1% and move into deficit by 2026-27 as demand growth (26%) overtakes supply growth (23%).

Target price for Liontown Resources rises to $1.25 from $0.75. Rating upgraded to Hold from Sell.

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

5

xxxx

$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

Jarden

xx/xx/xxxx

4

xxxxxxxxxxx

$xx.xx

xx.xx%

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Canaccord Genuity

28/10/2025

3

Hold

$1.10

-25.68%

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
Material Matters: Lithium, Rare Earths & Gold

Nov 27 2025 - Commodities
2
Weekly Ratings, Targets, Forecast Changes – 14-11-25

Nov 17 2025 - Weekly Reports
3
Australian Broker Call *Extra* Edition – Nov 04, 2025

Nov 04 2025 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Nov 03, 2025

Nov 03 2025 - Daily Market Reports
5
Australian Broker Call *Extra* Edition – Oct 20, 2025

Oct 20 2025 - Daily Market Reports

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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
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Jul 22 2024 - Commodities
10
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Jul 17 2024 - Feature Stories