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Iluka Resources Limited (ILKAY) Q4 2025 Earnings Call Transcript

Seeking Alpha
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Iluka Resources reported Q4 2025 results in February 2026, reiterating prior guidance with minimal updates since its January pre-report. CEO Tom O’Leary emphasized awaiting post-Chinese New Year market clarity for zircon and titanium dioxide feedstock demand. Zircon sales for Q1 2026 reached 41,000 tonnes of sand and 11,000 tonnes in concentrate, reflecting incremental contract progress amid stable industry conditions. No major shifts were announced in production or pricing strategies. Key industry factors—Rio Tinto’s titanium feedstock review, global pigment capacity cuts, and Chinese antidumping duties—remain unchanged as drivers of market uncertainty. Iluka continues monitoring these for operational adjustments. Executives highlighted North America’s coating season as a critical demand indicator for titanium feedstocks, with outcomes expected to shape 2026 pricing and supply decisions. The call focused on analyst questions, with no new strategic initiatives unveiled. Leadership reaffirmed cautious optimism pending macroeconomic and sector-specific developments.
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SA Transcripts158.46K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Iluka Resources Limited (ILKAY) Q4 2025 Earnings Call February 17, 2026 5:00 PM EST Company Participants Tom O'Leary - MD, CEO & DirectorAdele Stratton - CFO & Head of Development Conference Call Participants Paul Young - Goldman Sachs Group, Inc., Research DivisionRahul Anand - Morgan Stanley, Research DivisionGlyn Lawcock - Barrenjoey Markets Pty Limited, Research DivisionAustin Yun - Macquarie ResearchChen Jiang - BofA Securities, Research DivisionDim Ariyasinghe - UBS Investment Bank, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to Iluka Resources FY 2025 Results. [Operator Instructions] Please be advised that this call is being recorded. I would now like to hand the conference over to your first speaker today, Tom O'Leary, Managing Director of Iluka Resources. Please go ahead. Tom O'LearyMD, CEO & Director Good morning. I have Adele Stratton and Luke Woodgate with me in Sydney this morning. Thanks for joining us. I'll keep my opening short, and then we'll go straight to questions. The full result that was published this morning was really pre-reported and discussed at our quarterly review back on 29 January a few weeks ago. While there's been some incremental progress since then the key takeaways are the same.

In Mineral Sands, we expect to have greater clarity around the market outlook post Chinese New Year for zircon and the head of the North American coating season for titanium dioxide feedstocks. Since we last spoke, we've maintained prior and locked in some additional contracted zircon sales, which for the first quarter, now stand at 41,000 tonnes of sand and 11,000 tonnes of zircon in concentrate. All of the industry developments I outlined at the quarterly. Rio Tinto's review of its titanium feedstocks business, the rationalization of global pigment capacity, the impact of antidumping duties on Chinese exports and the operational settings adopted by

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