Valuation: Lynas Rare Earths Limited

Market Cap 1.26TCr 886.4Cr 795.28Cr 735.27Cr 665.91Cr 1.24TCr 84TCr 8.79TCr 3.5TCr 44TCr 3.33TCr 3.26TCr 1,40200Cr P/E 2027 *
23x
P/E 2028 * 15.7x
Enterprise Value 1.14TCr 805.29Cr 722.5Cr 667.98Cr 604.97Cr 1.13TCr 77TCr 7.99TCr 3.18TCr 40TCr 3.02TCr 2.96TCr 1,27400Cr EV / Sales 2027 *
7.01x
EV / Sales 2028 * 5.2x
Free-Float
88.6%
Yield 2027 *
0.68%
Yield 2028 * 0.76%
1 day+1.88%
1 week+11.99%
Current month-7.85%
1 month-6.56%
3 months-9.61%
6 months-35.24%
Current year+2.45%
1 week 10.69
Extreme 10.69
12.81
1 month 10.69
Extreme 10.69
13.87
Current year 10.69
Extreme 10.69
22.37
1 year 10.69
Extreme 10.69
22.37
3 years 5.49
Extreme 5.49
22.37
5 years 5.49
Extreme 5.49
22.37
10 years 0.54
Extreme 0.54
22.37
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
Date Insider Type Main position Quantity % Market Cap. Importance
08/12/25 Sell

Chief Executive Officer

2,80,000 0.0278%
08/12/25 Sell

Chief Executive Officer

11,000 0.0011%
08/12/25 Sell

Chief Executive Officer

38,688 0.0038%
Change 5-day change 1-year change 3-year change Capi.($)
+1.84%+11.99%-16.59%+80.27% 825.42Cr
+0.45%-1.03%-30.47%+71.05% 1.92TCr
+0.58%-3.55%+13.15%+83.84% 1.82TCr
+2.05%-1.45%+17.02%+260.39% 982.13Cr
+0.17%-6.02%-10.37%+129.75% 929.47Cr
+0.55%-2.39%+24.06%+191.16% 770.58Cr
+0.46%+3.95%-36.77%+148.85% 727.9Cr
-0.91%-5.55%-17.61%+61.96% 653.13Cr
+2.28%-.--%-.--%-.--% 608.32Cr
+2.11%-1.68%-11.99%+109.96% 553.15Cr
Average +0.96%+0.49%-6.96%+113.72% 978.57Cr
Weighted average by Cap. +0.85%+0.12%-6.89%+111.20%

Financials

2027 *2028 *
Net sales 163.14Cr 114.85Cr 103.04Cr 95Cr 86Cr 161.2Cr 11TCr 1.14TCr 453.69Cr 5.72TCr 430.99Cr 421.89Cr 18TCr 207.67Cr 146.19Cr 131.16Cr 121.27Cr 109.83Cr 205.19Cr 14TCr 1.45TCr 577.51Cr 7.29TCr 548.6Cr 537.02Cr 23TCr
Net income 56Cr 39Cr 35Cr 33Cr 30Cr 55Cr 3.75TCr 390.21Cr 155.42Cr 1.96TCr 147.64Cr 144.53Cr 6.22TCr 84Cr 59Cr 53Cr 49Cr 44Cr 83Cr 5.61TCr 584.5Cr 232.81Cr 2.94TCr 221.16Cr 216.49Cr 9.32TCr
Net Debt -115.23Cr -81Cr -73Cr -67Cr -61Cr -113.85Cr -7.73TCr -804.5Cr -320.44Cr -4.04TCr -304.4Cr -297.97Cr -13TCr -179.77Cr -126.55Cr -113.54Cr -104.97Cr -95Cr -177.62Cr -12TCr -1.26TCr -499.91Cr -6.31TCr -474.89Cr -464.87Cr -20TCr
Projected Income Statement - Annual - Lynas Rare Earths Limited
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
1,156
Date Price Change Volume
29/26/29 A$12.74 +1.80% 40,90,636
28/26/28 A$12.51 +7.29% 77,60,868
27/26/27 A$11.66 +3.46% 64,28,823
26/26/26 A$11.27 +5.23% 81,20,087
23/26/23 A$10.71 -5.89% 84,68,690
Trader
Investor
Global
Quality
ESG MSCI
AA
MarketScreener Ratings - Lynas Rare Earths Limited
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
12
Last Close Price
12.51AUD
Average target price
17.24AUD
Spread / Average Target
+37.77%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Lynas Rare Earths Limited