Iluka 2026 Half Year Results Presentation

• Construction of Eneabba rare earths refinery is 60% complete with capital estimate reaffirmed at $1.7-1.8 billion
• Balranald project commissioned with two mining rigs operational and ramp-up continuing
• Mineral sands revenue of $433 million with underlying Group EBITDA at $53 million
• Fully franked interim dividend of 3 cents per share, in line with dividend framework

Iluka Resources Ltd reported its 2026 half-year results, highlighting key developments in its rare earths and mineral sands projects. The Eneabba rare earths refinery construction is 60% complete, with a capital estimate reaffirmed at $1.7-1.8 billion. The Balranald project has been commissioned, with two mining rigs operational and ongoing ramp-up efforts. Mineral sands revenue for the period was $433 million, with underlying Group EBITDA at $53 million. The company also announced a fully franked interim dividend of 3 cents per share, in line with its dividend framework.

Iluka Resources reaffirms capital estimate for Eneabba rare earths refinery at $1.7-1.8 billion

Iluka Resources expects continued progress in the Eneabba rare earths refinery construction and Balranald project ramp-up, with further developments anticipated in the second half of 2026.