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← CockpitCompetitor Analysis › LIN.AX Lindian Resources LimitedOpen in the cockpit ↗

Lindian Resources LimitedLIN.AXCompetitor analysis, valuation and peers

Australia · AUD·Materials›Other Metals/Minerals
Momentum laggard 3
Mkt cap
$481M
US dollars, full cap
Free float
62%
of shares outstanding
$/day
$3.05M
20-day average traded
P/B
2.83×
price to book
ROE
-21.0%
delivered
Implied ROE
13.0%
what the price asks
Next earnings
126 days
12 Mar 2027
Close · AUDA$0.38
1D-10.7%
1W-9.6%
1M-19.4%
3M-51.3%
6M-49.7%
YTD-9.6%
1Y+22.9%
ATR %9.2%
52w lowhigh63.4% off high

What Lindian Resources does

No business profile yet.

Lindian Resources at a glance

Size Lindian Resources (LIN.AX) is an Australia Materials company (Other Metals/Minerals) with a market value of $481M, the 266th largest of 316 Australia companies the cockpit tracks. Shares closed at A$0.38 on 6 Nov 2026.

Performance Over six months the shares fell 49.7%, against -33.8% for the median peer and +4.1% for the Australia market (cap-weighted) — 4th lowest of 21 in its peer set.

Valuation It trades at 2.83× book value against a peer median of 1.33× (4th most expensive of 21).

Price implies The share price implies a return on equity of about 13.0%; Lindian Resources delivers -21.0%, so the price asks more than the business earns today.

Next results Next results expected around 12 Mar 2027 (exchange calendar; dates can move).

Relative performance

507510012511 May 202611 Aug 20266 Nov 2026Peer median 65LIN.AX 51
Six months, rebased to 100: Lindian Resources against the median of its 20 peers (local-currency closes).

Lindian Resources financials

Reported figures in AUD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
RevenueA$0A$0A$0A$0A$0
Revenue growth—————
Gross profit-A$226,041-A$226,041-A$135,309-A$13,207-A$113,721
EBITDA-A$17.8M-A$17.8M-A$9.81M-A$5.54M-A$6.26M
Net income-A$31.8M-A$31.8M-A$9.22M-A$4.78M-A$7.73M
Free cash flow-A$75.5M-A$75.5M-A$7.28M-A$4.04M-A$3.10M
Capital expenditureA$80.5MA$80.5MA$4.90MA$24.3MA$21.8M
Total debtn/aA$378,025A$198,147A$0A$0

Quarterly statements and history in the cockpit →

Lindian Resources competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-60%-40%-20%0%-30%-20%-10%0%GSM002593ECOR002066MOILLXFR99363833DYL600382CXOELVIPI5009300056001396PMET001296CAMLNICULIN.AX6-month return →1-month return →
Up and to the right = strong over both horizons. Lindian Resources is the large dot.

Fundamentals: return on equity against price-to-book

-60%-40%-20%0%20×40×60×GSM002593ECOR002066MOILLXFR3833CXOIPI300056PMETCAMLNICULIN.AXReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Lindian Resources is the large dot.

Capital: ROE delivered against the ROE the price implies

-50%0%50%-50%0%50%GSM002593002066MOILCXOELV300056CAMLNICULIN.AXROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Lindian Resources is the large dot.

Lindian Resources competitors and peer comparison

How Lindian Resources compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Lindian Resources against its 20 peers (data as of 6 Nov 2026)
MeasureLIN.AXPeer medianRank in peer set
1-month return-19.4%-13.1%8th lowest of 21
6-month return-49.7%-33.8%4th lowest of 21
Return on equity-21.0%4.1%4th lowest of 21
Price / book2.83×1.33×4th most expensive of 21
ROE the price implies13.0%13.1%10th least demanding of 21
ROE delivered-21.0%4.0%4th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Lindian Resources LIN.AXAustralia$481M-50%n/a-21%2.83×13.0%-21.0%
Ferroglobe GSMUnited States$477M-37%+4%4%0.61×7.8%3.9%
Xiamen Sunrise 002593.SZChina$485M-25%+5%6%1.29×8.4%6.2%
Ecora Royalties ECOR.LUnited Kingdom$475M-4%+168%11%0.97×10.7%11.0%
Ruitai Materials Technology 002066.SZChina$489M-40%-1%-21%5.77×48.5%-21.1%
Moil MOIL.NSIndia$465M-32%+3%11%1.55×20.5%10.7%
Luxfer LXFRUnited States$463M+11%-9%4%2.09×18.6%4.2%
Ximei Resources 9936.HKHong Kong$461M-40%+52%16%1.52×6.5%16.0%
Xinjiang Xinxin Mining Industry 3833.HKHong Kong$457M-39%+20%7%0.55×8.2%6.7%
Deep Yellow DYL.AXAustralia$510M-57%n/a2%1.11×16.0%2.1%
Guangdong Mingzhu 600382.SSChina$512M-36%-6%1%1.15×7.3%1.3%
Core Lithium CXO.AXAustralia$516M-35%n/a-9%1.98×22.8%-8.5%
Elevra Lithium ELV.AXAustralia$445M-74%-8%9%0.61×13.1%9.4%
Intrepid Potash IPIUnited States$443M-13%+5%2%0.84×9.0%2.1%
Gloria Material Technology 5009.TWOTaiwan$527M-15%+3%8%0.95×3.5%7.9%
Xiamen Zhongchuang Environmental Technology 300056.SZChina$434M-32%-12%-112%63.87×721.1%-111.9%
Shanghai Re.fine Environment Sci-tech 001396.SZChina$433M-42%+4%8%2.00×21.2%7.7%
PMET Resources PMET.TOCanada$431M-56%n/a-3%1.38×13.1%-3.0%
Chongqing Changjiang River Moulding Material (Group) 001296.SZChina$430M-16%-1%5%1.54×12.9%4.7%
Central Asia Metals CAML.LUnited Kingdom$430M-17%+23%-14%0.97×15.0%-13.8%
Magna Mining NICU.TOCanada$429M-15%+299%-63%5.56×71.4%-63.0%

Questions

Which companies are Lindian Resources's closest peers?
The cockpit's peer set: Ferroglobe (GSM), Xiamen Sunrise (002593.SZ), Ecora Royalties (ECOR.L), Ruitai Materials Technology (002066.SZ), Moil (MOIL.NS), Luxfer (LXFR), Ximei Resources (9936.HK), Xinjiang Xinxin Mining Industry (3833.HK).
Is Lindian Resources expensive compared with its peers?
On price / book it trades at 2.83× against a peer median of 1.33×, 4th most expensive of 21 in its peer set. The share price implies a return on equity of about 13.0%; Lindian Resources delivers -21.0%, so the price asks more than the business earns today.
How has Lindian Resources stock performed?
Over six months to 6 Nov 2026 the shares returned -49.7% against -33.8% for the median peer; over one year +22.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.