Earnings release
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ILUKA RESOURCES LIMITED ( ASX : ILU ) AUSTRALIAN SECURITIES EXCHANGE NOTICE 19 August 2026 2026 Half Year Results ILUKA Key features Safety • Total Recordable Injury Frequency Rate at 3.3 ( FY 2025 : 3.5 ) • Serious Potential Incident Frequency Rate 1.8 ( FY 2025 : 0.6 ) Revenue driven by zircon sales volumes and higher prices Strong cash flow generation and reduction in mineral sands net debt Balranald mine : commissioned ; both mining rigs operational ; magnetic and non - magnetic heavy mineral concentrate produced on specification ; ramp up continuing , with focus on improving extraction rates and recoveries . First final product to be produced in H2 Eneabba rare earths refinery : progressing on schedule and budget ; construction 60 % complete ; inaugural offtake agreement executed ; long term feedstock positioned strengthened . Commissioning in 2027 2026 interim dividend of 3 cents per share fully franked Key financials Mineral sands revenue $ 433m ( HY 2025 : $ 558m ) Mineral sands operating cash flow $ 247m ( HY 2025 : $ 115m ) Mineral sands free cash flow $ 200m ( HY 2025 : $ ( 192 ) m ) Mineral sands net debt $ 273m ( 31 December 2025 : $ 473m ) Half year results webcast 9:00 am ( AEST ) 19 August 2026 Participants must register through the webcast link below Participant pre - registration link : lluka Resources HY 2026 results Instructions will be provided in the confirmation email received upon registering . This release uses non - IFRS information including , for example EBITDA and net debt . Refer to slide 31 of the accompanying ASX release , 2026 Half Year Results presentation , for a reconciliation of these items to relevant statutory measures . Iluka Resources Limited • ABN 34 008 675 018 • Level 17 240 St Georges Terrace Perth WA 6000 GPO Box U1988 Perth WA 6845 • T +61 8 9360 4700 • F +61 8 9360 4777 • www.iluka.com