Valuation: Lynas Rare Earths Limited

Market Cap 1.67TCr 1.19TCr 1.03TCr 963.4Cr 877.48Cr 1.65TCr 1,13700Cr 11TCr 4.43TCr 57TCr 4.47TCr 4.37TCr 1,89500Cr P/E 2026 *
67.3x
P/E 2027 * 27.5x
Enterprise Value 1.57TCr 1.12TCr 963.81Cr 904.21Cr 823.57Cr 1.55TCr 1,06700Cr 11TCr 4.15TCr 53TCr 4.19TCr 4.1TCr 1,77900Cr EV / Sales 2026 *
15.6x
EV / Sales 2027 * 9.3x
Free-Float
88.73%
Yield 2026 *
-
Yield 2027 * 0.35%
1 day-2.77%
1 week+15.20%
Current month+36.12%
1 month+21.83%
3 months+4.55%
6 months+17.33%
Current year+61.31%
1 week 11.46
Extreme 11.46
13.4
1 month 9.52
Extreme 9.52
13.4
Current year 8.24
Extreme 8.235
15.75
1 year 8.08
Extreme 8.08
16.18
3 years 3.55
Extreme 3.55
16.18
5 years 3.55
Extreme 3.55
16.18
10 years 0.35
Extreme 0.35
16.18
Manager TitleAgeSince
Chief Executive Officer - 01/07/2026
Director of Finance/CFO - 01/03/2014
Investor Relations Contact - -
Director TitleAgeSince
Director/Board Member - 01/01/2015
Chairman 70 10/10/2023
Director/Board Member 73 30/10/2017
Change 5-day change 1-year change 3-year change Capi.($)
-2.77%+15.20% - - 1.17TCr
+0.28%-2.91%+9.69%+81.89% 2.29TCr
+1.59%+2.28%+14.70%+142.63% 1.17TCr
-1.71%+6.13%-19.66%+172.35% 1.05TCr
+1.09%+0.92%+4.23%+105.62% 621.13Cr
-5.23%+0.24%+21.56%+88.40% 489.44Cr
+0.24%-1.38%-1.55%-10.38% 204.51Cr
-13.53%+7.83%-73.15%-71.60% 188.4Cr
-9.31%+2.89%+97.05%+320.13% 101.55Cr
0.00%+10.26%-2.27%-14.00% 93Cr
Average +1.83%+7.97%+5.62%+90.56% 688.62Cr
Weighted average by Cap. +0.16%+4.92%+4.43%+106.25%

Financials

2026 *2027 *
Net sales 100.79Cr 72Cr 62Cr 58Cr 53Cr 99Cr 6.85TCr 680.45Cr 266.64Cr 3.43TCr 269.07Cr 263.25Cr 11TCr 165.45Cr 117.65Cr 101.57Cr 95Cr 87Cr 163.19Cr 11TCr 1.12TCr 437.72Cr 5.64TCr 441.71Cr 432.14Cr 19TCr
Net income 25Cr 18Cr 15Cr 14Cr 13Cr 24Cr 1.68TCr 166.5Cr 65Cr 840.04Cr 66Cr 64Cr 2.79TCr 61Cr 43Cr 37Cr 35Cr 32Cr 60Cr 4.14TCr 411.22Cr 161.14Cr 2.07TCr 162.61Cr 159.09Cr 6.9TCr
Net Debt -102.78Cr -73Cr -63Cr -59Cr -54Cr -101.37Cr -6.99TCr -693.87Cr -271.9Cr -3.5TCr -274.38Cr -268.44Cr -12TCr -134.62Cr -96Cr -83Cr -78Cr -71Cr -132.78Cr -9.15TCr -908.87Cr -356.15Cr -4.59TCr -359.4Cr -351.62Cr -15TCr
Logo Lynas Rare Earths Limited
Lynas Rare Earths Limited is an Australia-based company, which is engaged in integrated mining of rare earth minerals in Australia and mineral processing in Australia and Malaysia, and development of rare earth deposits. The Company’s operations include Mt Weld, Lynas Malaysia, Kalgoorlie and Lynas USA. It focuses on developing the Mt Weld resource, which includes ongoing exploration, production of mixed rare earths concentrates, and an expansion project to increase concentrate feedstock production to support 12,000 tons per annum of finished NdPr oxide. The Lynas Malaysia advanced materials plant is located on a 100-hectare site in the Gebeng Industrial Estate, a purpose-built petrochemical industry zone near Kuantan, on the east coast of Malaysia. Its rare earths processing facility in Kalgoorlie undertakes value-added processing of rare earths and produces Mixed Rare Earths Carbonate (MREC) which is shipped to Lynas Malaysia for separation into individual rare earth products.
Employees
47
Date Price Change Volume
14/26/14 $11.70 +0.34% 1,56,174
13/26/13 $11.66 -1.85% 1,24,017
12/26/12 $11.88 +1.80% 2,89,298
11/26/11 $11.67 -0.09% 1,78,229
10/26/10 $11.68 +0.86% 1,81,260
Trader
Investor
Global
Quality
ESG MSCI
-
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
14
Last Close Price
16.62AUD
Average target price
18.28AUD
Spread / Average Target
+10.00%

Quarterly revenue - Rate of surprise