Alurion Resources Limited

A$0.37As of Sun 8 Nov 2026, 12:00 UTC

ASX:ALUMaterials

Country Australia

PE (Fwd) •••

TSR 10Y CAGR —

Div yield —

ROE —

Other Industrial Metals & Mining

Beta (5Y) —

PE TTM —

TSR TTM —

Mkt cap A$90.18M

ROIC —

SE Grade™

Value

Quality

Moat

Consensus

Reference

$0.386

4.23%

173.37%

Hold 9|5|11|7|6

TTM

FYE 31 Dec AUD

FY2016

FY2017

FY2018

FY2019

FY2020

FY2021

FY2022

FY2023

FY2024

FY2025

FY2026E

Trend

10Y

Peers

4.842

Revenue$M

12.60

13.20

13.55

13.86

14.31

14.79

15.69

16.36

17.08

18.01

5.363

4.70%

4.00%

25.13

Revenue growth%

28.49

30.85

29.23

29.66

28.87

31.56

30.74

29.65

27.70

29.36

24.50

29.65

29.50

27.28

Gross margin%

26.70

26.12

25.33

28.22

30.66

29.34

31.17

28.98

28.80

30.11

4.42

29.34

28.89

10.11

Operating margin%

13.55

11.24

12.33

12.95

11.36

9.44

10.86

8.39

7.82

8.04

2.54

8.39

11.05

28.36

Net margin%

7.95

5.73

3.25

6.03

8.86

11.68

11.00

8.57

11.18

9.95

17.78

11.00

8.71

22.89

P/E ratio (avg)x

34.96

37.58

39.01

41.98

42.25

40.21

38.04

43.14

44.20

42.60

23.28

42.60

41.10

10.73

EV/EBITx

39.30

41.43

39.24

34.55

35.01

37.51

37.53

37.74

33.80

36.72

19.18

37.51

37.52

13.94

FCF yield (avg)%

26.11

25.68

26.38

25.77

25.41

25.75

26.92

24.83

23.62

21.13

18.03

24.83

25.72

4.79

FCF margin%

16.04

15.34

15.90

17.35

20.02

19.03

20.18

18.00

18.02

19.27

26.70

19.03

18.01

1.601

FCF / Net incomex

1.635

1.447

1.554

1.476

1.604

1.728

1.635

1.464

1.461

1.503

0.297

1.503

1.528

13.55

ROIC%

25.98

25.90

27.74

28.71

29.74

27.38

28.84

28.57

27.57

26.98

13.71

27.57

27.66

5.86

Return on equity%

17.40

15.51

17.79

16.41

18.84

19.19

17.16

15.27

12.78

13.08

17.99

15.27

16.78

29.55

Return on assets%

6.75

5.76

3.53

2.22

1.10

0.40

2.24

0.40

2.76

25.83

0.40

2.23

0.03

EPS$

0.02

0.03

0.04

5.42%

3.24%

—

8.83

EPS growth%

2.48

2.65

1.39

0.40

1.58

3.60

3.59

5.60

5.48

5.85

24.73

5.48

3.12

0.03

Bookvalue per sh$

0.02

(0.86%)

2.67%

—

0.01

FCF per share$

0.01

0.02

0.03

7.87%

9.71%

—

0.04

Dividend per sh$

0.01

0.02

9.69%

8.45%

—

6.13

Div yield (avg)%

20.89

20.49

17.69

18.19

17.49

16.72

14.32

11.70

13.44

14.66

13.21

14.32

17.11

9.75

Payout ratio%

20.52

17.85

17.70

18.15

15.85

15.01

12.43

9.85

10.89

13.27

16.75

12.43

15.43

247.3

Shares (diluted)M

247.9

268.0

248.6

263.2

249.1

216.7

201.8

205.4

217.9

224.3

248.3

(2.07%)

(0.90%)

27.18

Buyback yield%

2.51

2.92

1.82

0.65

0.40

2.97

3.05

3.61

29.33

2.97

2.17

1.374

D/E ratiox

1.461

1.494

1.450

1.551

1.508

1.690

1.887

1.970

2.274

2.322

1.795

1.970

1.620

7.542

Enterprise value$M

8.380

9.059

8.791

9.147

9.497

9.532

9.348

8.711

8.916

8.381

8.632

(2.47%)

0.60%

14.42

LT debt$M

5.765

5.105

4.680

5.016

4.980

4.677

4.159

4.620

4.435

4.655

4.469

(1.34%)

(1.91%)

Peers (US$66.96M)

Cap (US$)

Lotus Resources Limited

67.63M

—

Aldoro Resources…

65.26M

—

Canyon Resources…

65.15M

—

Afarak Group SE

66.92M

—

Capital

TTM

10Y

Leveragex

5.658

0.300

0.314

EBIT/Intx

1.352

0.319

0.227

Own earn%

171.13

(126.73)

(123.42)

Sh yield%

33.31

16.49

18.08

Owners

Insiders/Inst%

13.11

63.71

Short interest%

1.23

SBC / revenue%

3.87

Record

10Y

Profitable years

10/10

Revenue growth years

10/10

EPS growth years

10/10

Dividend streakyrs

Op margin range%

8–14

$1 testx

−0.1

Incr. ROIC%

Alurion Resources Limited, a mineral development company, engages in the exploration of rare earth elements and critical minerals in Brazil. It operates Amargosa project that comprises 46 mining rights covering an area of 748 square kilometers located in the Amargosa District, Bahia, Brazil. The company was incorporated in 2025 and is based in Sydney, Australia.

Growth vs revenue

Latest

Trend

10Y CAGR

Rel growth

Revenue

$18.01M

4.00%

1.00×

Cost of revenue

$12.17M

4.41%

1.04×

Operating expenses

$4.004M

3.65%

0.97×