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: N/A
Index: ASX200 | ASX300 | ALL-ORDS

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

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.225

31 Aug
2026

0.030

OPEN

$1.15

2.51%

HIGH

$1.27

51,060,567

LOW

$1.15

TARGET
$1.492

-0.04 change from previous day

 21.8% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
LTR: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx N/A 10.5 xxx
DPS (cps) xxx N/A 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 11.9 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: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 N/A

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 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

0.4

No. Of Recommendations

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

Morgans

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Bell Potter

01/09/2026

1

Buy

$1.90

55.10%

Liontown Resources' FY26 underlying earnings (EBITDA) of $147m came in below Bell Potter's $222m forecast, reflecting the ongoing ramp-up of Kathleen Valley. Profit of $14m was ahead of the broker's -$3m forecast.

Attention now turns to a final investment decision (FID) in late September on expanding Kathleen Valley throughput from 2.8Mtpa to 4.0Mtpa and concentrate capacity to more than 700ktpa.

It's believed Liontown's valuation has lagged the recovery in lithium prices, even as the Kathleen Valley ramp-up has become increasingly de-risked.

The broker retains its Buy rating and $1.90 target.

FORECAST
Bell Potter forecasts a full year FY27 dividend of 0.00 cents and EPS of 13.10 cents.
Bell Potter forecasts a full year FY28 dividend of 0.00 cents and EPS of 15.20 cents.

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

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

01/08/2026

1

Buy

$1.90

55.10%

Canaccord Genuity maintains a Buy rating for Liontown with its target price lowered to $1.90 from $2.55 following the release of fourth-quarter operational results.

Fourth-quarter concentrate production at Kathleen Valley reached 103kt SC5.1 at an all-in sustaining cost of $1,314/t, bringing full-year FY26 production within the guided range of 365kt to 450kt.

Quarterly sales of 108kt generated an average realised price of $2,182/t, leaving the company with $246m in net cash at period end.

Management guidance for FY27 projects 390kt to 440kt in concentrate production at unit costs of $1,050/t to $1,250/t, reflecting a slower underground ramp-up and higher capital expenditure requirements of -$320m to -$370m.

Model revisions reduce forecast FY27 EBITDA to $739m and free cash flow to $152m, though the analyst retains an optimistic long-term view ahead of an upcoming final investment decision on scaling processing capacity to 4Mtpa.

FORECAST
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 14.00 cents.
Access Extra Coverage Research History >

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