LOTUS RESOURCES LIMITED (LOT)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

LOT

LOT - LOTUS RESOURCES LIMITED

FNArena Sector : Uranium
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: -0.02
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.57

21 Apr
2026

0.015

OPEN

$1.58

0.96%

HIGH

$1.61

1,480,702

LOW

$1.55

TARGET
$3.45 119.7% upside
OTHER COMPANIES IN THE SAME SECTOR
1AE . AEE . AGE . AKN . ASN . BKY . BMN . BOE . BSN . C29 . CXO . CXU . DEV . DYL . EL8 . EL8 . ERA . HAR . I88 . KOB . LAM . MEU . NXG . ORP . PDN . PEN . SLX . TOE . WCN .
FNARENA'S MARKET CONSENSUS FORECASTS
LOT: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 7.4 - 17.4 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 © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-7.4
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx0.0 M
Book Value Per Share xxxxxxxxxxxxxxx115.2
Net Operating Cash Flow xxxxxxxxxxxxxxx-10.3 M
Net Profit Margin xxxxxxxxxxxxxxx-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-7.50 %
Return on Invested Capital xxxxxxxxxxxxxxx-7.49 %
Return on Assets xxxxxxxxxxxxxxx-6.14 %
Return on Equity xxxxxxxxxxxxxxx-7.50 %
Return on Total Capital xxxxxxxxxxxxxxx-10.42 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-68.1 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 xxxxxxxxxxxxxxx0 M
Long Term Debt xxxxxxxxxxxxxxx0 M
Total Debt xxxxxxxxxxxxxxx0 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx76 M
Price To Book Value xxxxxxxxxxxxxxx1.95

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx63.4 M
Capex % of Sales xxxxxxxxxxxxxxx-
Cost of Goods Sold xxxxxxxxxxxxxxx1 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx18 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 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

1.0

No. Of Recommendations

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

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

Macquarie

17/03/2026

1

Outperform

$2.75

75.16%

Macquarie highlights acid and diesel disruptions in the Middle East are viewed as risks to Lotus Resources' ramp up at Kayelekera as the Strait of Hormuz is the key to stabilising the supply chain of sulphuric acid.

Lotus' acid plant reconstruction is "practically complete" and pressure testing was successful, the analyst states, with cold commissioning started and hot commissioning targeted for April.

First uranium is expected to ship in 2Q2026. EPS forecasts are downgraded by -171% for FY26 on higher pre-production costs and lower U308 sales.

The stock is rated Outperform and target price is lowered by -8% to $2.75.

FORECAST
Macquarie forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -32.40 cents.
Macquarie forecasts a full year FY27 dividend of 0.00 cents and EPS of 23.80 cents.

Bell Potter

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$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

1

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

09/04/2026

1

Buy

$3.10

97.45%

Canaccord Genuity maintains a Speculative Buy rating on Lotus Resources with a $3.10 price target following a fire in the drying and packaging area of the Kayelekera Uranium Mine.

The incident has resulted in a three-week suspension of processing, prompting the broker to lower near-term production forecasts and increase operating cost assumptions.

While commissioning of the new acid plant is deferred until production resumes, the facility is expected to eventually streamline logistics and eliminate costly sulphuric acid imports.

The broker continues to view steady-state production of approximately 200,000 lbs per month as achievable by the June quarter of 2026.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -27.40 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 5.10 cents.
Access Extra Coverage Research History >

LOT STOCK CHART

FNArena News on LOT

1
Uranium Week: Sprott Joins Risk On Rally

Apr 21 2026 - Weekly Reports
2
Uranium Week: Buyers Turn To Term Market

Apr 14 2026 - Weekly Reports
3
Australian Broker Call *Extra* Edition – Apr 09, 2026

Apr 09 2026 - Daily Market Reports
4
Uranium Week: Fog Of War Drives Uncertainty

Mar 31 2026 - Weekly Reports
5
Uranium Week: Risk Off Frustrates

Mar 24 2026 - Weekly Reports

Latest Uranium News

1
Uranium Week: Sprott Joins Risk On Rally

Apr 21 2026 - Weekly Reports
2
Uranium Week: Buyers Turn To Term Market

Apr 14 2026 - Weekly Reports
3
Deep Yellow Shares Ready For New Highs

Apr 07 2026 - Technicals
4
Uranium Week: Fog Of War Drives Uncertainty

Mar 31 2026 - Weekly Reports
5
Uranium Week: Risk Off Frustrates

Mar 24 2026 - Weekly Reports
6
Uranium Week: Paladin Upgraded

Mar 17 2026 - Weekly Reports
7
Uranium Week: NexGen Energy A Key Pick

Mar 10 2026 - Weekly Reports
8
Paladin Poised For Another Big Breakout

Mar 03 2026 - Technicals
9
Uranium Week: Prices Reset Lower In February

Mar 03 2026 - Weekly Reports
10
Uranium Week: Burgeoning SuperCycle

Feb 24 2026 - Weekly Reports