Arafura Rare Earths Limited (ARU.AX)
Perth, WA, AU
Headquartered in Perth, Australia, Arafura Rare Earths Limited is engaged in the exploration and development of mineral properties across the Australian continent. The company's core business centers on the output of rare earth products, particularly neodymium-praseodymium and mixed middle-heavy rare earth oxides. Its principal asset is the Nolans project, a significant rare earths-phosphate-uranium-thorium deposit located in Australia's Northern Territory, which provides its key neodymium and praseodymium offerings. In addition to its primary operations, the firm also handles mining activities, associated infrastructure development, and comprehensive social and environmental feasibility studies. Founded in 1997, the company changed its name from Arafura Resources Limited to Arafura Rare Earths Limited in October 2022.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | -7.02% | -26.39% | +1.92% | -1.85% | -1.85% | +60.61% | -28.38% | +70.97% | +489.15% | +48.48% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Industrial Materials: +4.8%—
-
EPS growth Industrial Materials: +16.2%— Q4'25: +87.1% (vs Q4'23)
-
FCF margin FCF growth · Industrial Materials: +3.3%—
-
EBIT margin Industrial Materials: +3.1%—
-
ROIC Industrial Materials: +2.2%-16.7% Q4'25: -49.1% (vs Q4'23)
-
Share dilution Industrial Materials: -0.2%+10.4% Q4'25: +50.5% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Industrial Materials: 0.52×-0.01× Q4'25: 0.00× (vs Q4'23)
| Metric |
Jun 2015 actual |
Jun 2019 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 3 Rev. Ana. 3 EPS Ana. |
Jun 2027 2 Rev. Ana. 3 EPS Ana. |
Jun 2028 3 Rev. Ana. 3 EPS Ana. |
Jun 2029 1 Rev. Ana. 1 EPS Ana. |
Jun 2030 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
615.3K
est: 1.02B (-99.9%)
|
—
est: 1.02B (-100.0%)
|
—
est: 5.38M (-100.0%)
|
—
|
733.3K
733.3K – 733.3K
|
102.90M
102.90M – 102.90M
+13,931.8% YoY
|
20.7K
20.7K – 20.7K
-100.0% YoY
|
258.00M
258.00M – 258.00M
+1,243,873.0% YoY
|
863.00M
863.00M – 863.00M
+234.5% YoY
|
| EBITDA |
-5.26M
|
-5.49M
|
-92.51M
|
-19.74M
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
| EBIT |
-4.22M
|
-6.30M
|
-100.92M
|
-20.39M
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
| Net Income |
-4.21M
est: 8.19M (-151.4%)
|
-5.85M
est: 8.19M (-171.5%)
|
-101.0K
est: -100.97M (+99.9%)
|
-19.24M
est: -51.78M (+62.8%)
|
-8.15M
-8.15M – -8.15M
+84.3% YoY
|
-8.15M
-8.15M – -8.15M
+0.0% YoY
|
-8.15M
-8.24M – -8.05M
0.0% YoY
|
24.44M
24.44M – 24.44M
+400.0% YoY
|
56.21M
56.21M – 56.21M
+130.0% YoY
|
| SGA |
2.97M
|
6.02M
|
5.8K
|
6.55M
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
| EPS |
-0.01
est: 0.00 (-356.7%)
|
-0.01
est: 0.00 (-249.3%)
|
—
est: -0.04 (+100.0%)
|
-0.01
est: -0.02 (+62.7%)
|
0.00
0.00 – 0.00
+84.3% YoY
|
0.00
0.00 – 0.00
+0.0% YoY
|
0.00
0.00 – 0.00
+0.0% YoY
|
0.01
0.01 – 0.01
+400.0% YoY
|
0.02
0.02 – 0.02
+130.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-28 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-27 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-26 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-25 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-21 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-20 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-19 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-18 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-15 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-14 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-13 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-12 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-11 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-08 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-07 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-06 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-05 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-04 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-01 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-30 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-29 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-28 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-27 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-24 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Sprott Rare Earths Ex-China ETF REXC | 3.41% | 1.31M | 0.65% |
| 2 | iShares S&P/ASX Small Ordinaries ETF ISO.AX | 0.31% | 274.6K | 0.55% |
| 3 | Vanguard MSCI Australian Small Companies Index ETF VSO.AX | 0.21% | 1.66M | 0.30% |
| 4 | Sprott Critical Materials ETF SETM | 0.21% | 1.16M | 0.65% |
| 5 | KraneShares Electric Vehicles & Future Mobility Index ETF KARS | 0.16% | 127.4K | 0.72% |
| 6 | iShares MSCI Global Metals & Mining Producers ETF PICK | 0.05% | 1.04M | 0.39% |
| 7 | iShares Defense Industrials Act IDEF | 0.04% | 1.84M | 0.55% |
| 8 | State Street SPDR S&P International Small Cap ETF GWX | 0.04% | 372.6K | 0.40% |
| 9 | Vanguard Australian Shares Index ETF VAS.AX | 0.04% | 6.51M | 0.07% |
| 10 | Avantis International Small Cap Equity ETF AVDS | 0.03% | 89.1K | 0.30% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Darryl Cuzzubbo Mast | MD, Chief Executive Officer & Executive Director | 700.7K | male |
| Tommie Van der Walt | Chief Projects Officer | 562.6K | — |
| Peter Sherrington | Chief Financial Officer | 511.7K | male |
| Catherine Huynh | Company Secretary | — | female |
| Penelope Stonier | Chief Corporate Affairs Officer | — | — |
| Matthew Foy AGIA FCIS | Joint Company Secretary | — | male |
| Fiona Blakely | Chief People Officer | — | female |
| Lewis Lowe | Financial Controller | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for ARU.AX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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