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Iluka Resources Limited
Annual Report 2020

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FY2020 Annual Report · Iluka Resources Limited
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Annual Report

2020

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ABOUT ILUKA RESOURCES

lluka Resources Limited (Iluka) is an international mineral 
sands company with  expertise in exploration, project 
development, mining, processing, marketing and 
rehabilitation.

The company’s objective is to deliver sustainable value.

With over 60 years’ industry experience, Iluka is a 
leading global producer of zircon and the high grade 
titanium dioxide feedstocks rutile and synthetic rutile. In 
addition, the company has an emerging position in rare 
earth elements (rare earths).  Iluka’s products are used 
in an increasing array of applications including  home, 
workplace, medical, lifestyle and industrial uses.

PRODUCTS

With over 3,000 direct employees, the company has 
operations and projects in Australia and Sierra Leone; 
and a globally integrated marketing network.

Iluka conducts international exploration activities and 
is actively engaged in the rehabilitation of previous 
operations in the United States, Australia and Sierra 
Leone.

Listed on the Australian Securities Exchange (ASX) 
and headquartered in Perth. Iluka holds a 20% stake in 
Deterra Royalties Limited (Deterra), the largest ASX-listed 
resources focussed royalty company. 

TiO2

TITANIUM DIOXIDE

Zr

ZIRCON

Iluka is the largest producer of natural 
rutile and a major producer of synthetic 
rutile, which is an upgraded, value added 
form of ilmenite. Collectively, these 
products are referred to as high-grade 
titanium dioxide feedstocks, owing to 
their high titanium content. Primary uses 
include pigment (paints), titanium metal 
and welding.

Iluka is a leading global producer of 
zircon. Zircon is opaque; and heat, water, 
chemical and abrasion resistant. Primary 
uses include ceramics; refractory and 
foundry applications; and zirconium 
chemicals.

RARE EARTHS

OTHER PRODUCTS

Iluka has an emerging position in rare 
earths, which are contained in the mineral 
sands monazite and xenotime. Certain 
rare earths are considered a critical input 
across a number of rapidly evolving markets, 
including permanent magnets used in 
electric cars, wind turbines and electronics.

Iluka recovers and markets activated 
carbon and iron concentrate, which are 
produced as a part of the synthetic rutile 
process.

FORWARD LOOKING STATEMENT

This document contains certain statements which 
constitute “forward-looking statements”. While these 
forward-looking statements reflect Iluka’s expectations 
at the date of this report, they are not guarantees or 
predictions of future performance or statements of 
fact and readers are cautioned against relying on them. 
Further information regarding forward-looking statements 
in this Annual Report is provided on page 167.

This document contains non-IFRS financial measures 
including cash production costs, non-production costs, 
mineral sands EBITDA, Underlying Group EBITDA, EBIT, 
free cash flow, and net debt amongst others. These 
non-IFRS measures are not subject to audit or review, 
however, a reconciliation of the measures to Iluka’s 
statutory accounts is provided on page 33.

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      Iluka Resources Limited, Annual Report 2020

MINERAL SANDS PROCESS

1.  GEOLOGICAL SETTING

Mineral sands are heavy minerals found in sediments on, or near to, 
the surface of ancient beach, dune or river systems. Mineral sands 
include minerals such as rutile, ilmenite, zircon and the rare earth 
bearing minerals monazite and xenotime.

2.  MINING APPROACH

Mineral sands mining involves both dry mining and wet (dredge or 
hydraulic) operations. All of Iluka’s current mining operations use 
a dry mining approach. Mining units and wet concentrator plants 
separate ore from waste material and concentrate the heavy 
mineral sands.

3.  MINERAL SEPARATION

The heavy mineral concentrate is transported from the mine to a 
mineral separation plant for final product processing.

The plant separates the heavy minerals zircon, rutile, ilmenite, 
monazite and xenotime from one another in multiple stages by 
magnetic, electrostatic and gravity separation.

4.  SYNTHETIC RUTILE

Iluka also produces synthetic rutile from ilmenite that is 
upgraded by high temperature chemical processes.

5.  MARKETING

Iluka transports the final products of zircon, rutile, synthetic rutile, 
monazite and ilmenite to customers around the world.

6.   REHABILITATION

As mining progresses, mining pits are backfilled and covered 
with stockpiled soils that were removed at the start of the mining 
process. Rehabilitation is undertaken progressively to return land to 
a form similar to its pre-mining state and suitable for various uses 
including agricultural, pastoral and native vegetation.

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Iluka Resources Limited, Annual Report 2020      

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MINERAL SANDS & RARE EARTHS  
PART OF EVERYDAY LIFE

FABRICATION

AEROSPACE

Ship building | Welding

Titanium minerals are used to make welding 
electrodes for important end uses such as 
ship building and construction, as these 
electrodes produce high quality welds in an 
outdoor, windy environment.

Aircraft engines and frames |  Spacecrafts

Rare earths in alloying agents create high-
strength metals in aircraft engines. Zircon has 
a strong thermal stability and titanium metal 
has the highest strength to weight ratio of all 
metals. 

AUTOMOTIVE

HEALTHCARE

TECHNOLOGY

Engines  |  Paint  |  Electronics

Medical equipment

Electronics I Batteries 

Titanium, zircon and rare earths are 
required for vehicles in the brake linings/
pads, parking sensors, oxygen sensors, 
engine management systems, paint, 
catalytic converters, electrics and rubber 
products. Rare earths are used in catalytic 
converters and electric vehicles, enabling 
lighter and more efficient motors.

The anti-corrosive nature and 
biocompatibility of titanium makes it ideal 
for prosthetics, orthopaedic implants and 
medical instruments. Zirconia materials 
are highly desired for medical implants, 
and zirconium chemicals provide filtering 
function to home dialysis systems.

Rare earths are used in a range of modern 
technologies including smartphones, televisions, 
lasers, rechargeable batteries and computer hard 
drives. Zirconia materials are applied in various 
electronics, such as piezoelectric components 
which make smart phones “smart” through sensors, 
ultra-tough structural casings for mobile phones and 
watches, and new-generation of higher-capacity and 
safer solid-state batteries. 

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      Iluka Resources Limited, Annual Report 2020

ILUKA’S PRODUCTS ARE CRITICAL INPUTS TO THE MODERN ECONOMY. FROM PAINT AND TILES TO MEDICAL, 
LIFESTYLE, INDUSTRIAL AND RENEWABLE ENERGY TECHNOLOGIES, THE UNIQUE PROPERTIES OF TITANIUM DIOXIDE, 
ZIRCON AND RARE EARTHS ARE ESSENTIAL TO A WIDE VARIETY OF APPLICATIONS, PART OF EVERYDAY LIFE. 

SUSTAINABLE DEVELOPMENT 
TECHNOLOGIES

PHOTOCATALYTICS

INDUSTRIAL

Wind turbines  |  Electric vehicles |  Solar

Rare earths, particularly the high value elements 
neodymium and praseodymium, are essential for 
creating extremely strong permanent magnets 
used in motors for electric vehicles and wind 
turbines. Emerging solar cell technologies typically 
use titanium dioxide as the semiconductor doped 
with  zirconium to increase its efficiency. 

Desalination |  
Water and air purification 

The photocatalytic properties of TiO2 are used in 
self-cleaning windows, air and water purification 
systems, light emitting diodes and solar 
cells. Zirconium chemicals are used in water 
purification systems to remove pollutants, such 
as heavy metals.

Steel and glass production |  
Casting of parts and engines

Refractory linings and foundry castings 
utilise zircon in their manufacturing to 
provide chemical, thermal shock and 
corrosion resistance. 

CERAMICS

HOME APPLICATIONS

PIGMENTS & CONSTRUCTION

Tiles | Sanitary ware 

Zircon is hard wearing and 
water, heat, chemical and wear 
resistant making it ideal for use in 
ceramics and sanitary ware.

Cosmetics  |  Pharmaceuticals |  
Home appliances

Iluka products are used in light bulbs, dishes, 
glasses, clock parts, food colouring, ceramic 
knives, pans, toothpaste, antiperspirants and 
sunscreens, glass and faucets for taps. 

Paint  |  Plastic  |  Ceramics

Titanium dioxide provides UV and chemical 
resistance, preventing fading, peeling and 
cracking when used in paint coatings, inks and 
plastics. Zircon provides corrosion resistance 
to glassfibres applied to high-performance 
concrete for building construction, including 
3D-printed concrete structures.

Iluka Resources Limited, Annual Report 2020      

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WHERE WE OPERATE

OPERATIONS, RESOURCE DEVELOPMENT  
AND REHABILITATION ACTIVITIES

UNITED STATES

SIERRA LEONE

WESTERN AUSTRALIA

Rehabilitation

Sierra Rutile mining, concentrating  
and processing operations

Sembehun project

Rehabilitation 

Narngulu processing

Cataby mining and concentrating

Eneabba monazite processing

Capel synthetic rutile processing

Corporate support centre

Rehabilitation

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      Iluka Resources Limited, Annual Report 2020

SOUTH AUSTRALIA

VICTORIA

NEW SOUTH WALES

Jacinth-Ambrosia mining  
and concentrating

Atacama project

Rehabilitation

Wimmera project

Rehabilitation

Hamilton processing (idle)

Balranald project 

Iluka Resources Limited, Annual Report 2020      

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BUSINESS REVIEW 

2020 year in review  

Chairman's and Managing Director's review  

Board and Executive 

Financial summary 

Strategy and business model 

Financial and operational review  

Sustainability 

Business risks and mitigations 

FINANCIAL REPORT 

Results for announcement to the market 

Directors’ report 

Remuneration report 

Auditor’s independence declaration 

Financial statements 

Directors’ declaration 

Independent auditor’s report 

PHYSICAL, FINANCIAL AND CORPORATE INFORMATION 

Five year physical and financial summary 

Operating mines physical data 

Ore Reserves and Mineral Resources statement 

Shareholder and investor information 

Corporate information 

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ABOUT THIS REPORT

This Annual Report is a summary of Iluka Resources' and its subsidiaries' operations, 
activities and financial position as at 31 December 2020. Currency is expressed in 
Australian dollars (AUD) unless otherwise stated.

Iluka publishes annually a separate Sustainability Report, in accordance with the 
Global Reporting Initiative Framework. The 2020 Sustainability Report is expected to 
be published in April 2021 and will cover the company’s sustainability performance for 
the period 1 January to 31 December 2020.

Current and previous sustainability reports are available on the company’s website – 
www.iluka.com.

Iluka is committed to reducing the environmental footprint associated with the 
production of the Annual Report, and printed copies are only posted to shareholders 
who have elected to receive a printed copy.

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      Iluka Resources Limited, Annual Report 2020

2020 YEAR IN REVIEW

FINANCIALS

DETERRA ROYALTIES  
DEMERGER

$947m

MINERAL SANDS REVENUE

36%

MINERAL SANDS EBITDA MARGIN

$423m

CREATED AUSTRALIA’S LARGEST 
ASX-LISTED ROYALTY COMPANY

$2,247m

GAIN FROM DEMERGER

20% stake 

UNDERLYING GROUP EBITDA

RETAINED FOR FINANCIAL STRENGTH

$50m

NET CASH

 (as at 31 December 2020)

SALES AND MARKETS

PRODUCTION AND 
OPERATIONS

MAINTAINED PRICE 
STABILITY

OPERATIONAL CONFIGURATION 
ALIGNED TO MARKET CONDITIONS

MARKET DISCIPLINE IN 
CHALLENGING CONDITIONS

585kt  

Z/R/SR PRODUCTION

517kt

Z/R/SR  
SOLD

SUSTAINABILITY

44kt 

MONAZITE CONCENTRATE  
PRODUCED AND SHIPPED

2.8 

28% 

576 hectares  

TOTAL RECORDABLE 
INJURY FREQUENCY RATE

INDIGENOUS EMPLOYMENT 
AT JACINTH-AMBROSIA

LAND 
REHABILITATED

Mining Unit Plant, Jacinth-Ambrosia, South Australia

Iluka Resources Limited, Annual Report 2020      

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2020 YEAR IN REVIEW

DISCIPLINED FINANCIAL RESULT

MARKET CONDITIONS IMPACTED  
BY COVID-19

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Mineral sands revenue of $947 million, down 21%, as a 
result of the impact of the COVID-19 pandemic on key 
markets. 

Underlying mineral sands EBITDA was $342 million, 
reflecting Iluka’s financial, operational and market 
discipline.

Mining Area C royalty contributed $81 million.

Reported net profit after tax was $2,410 million, inclusive 
of $2,247 million gain from the demerger of Iluka’s royalty 
business. Underlying net profit after tax was $151 million.

Free cash flow was $36 million, incorporating $71 million 
in capital expenditure in 2020 and $166 million in tax 
payments, including a 2019 final tax payment of $98 
million made in the second half of 2020.

Reported net cash as at 31 December 2020  
was $50 million.

Iluka declared a full year dividend of 2 cents per share, fully 
franked, for 2020.

DETERRA ROYALTIES DEMERGER DELIVERED

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Demerger of royalty business completed in November 
to create Australia’s largest ASX-listed royalty company, 
Deterra Royalties.

Iluka’s existing shareholders received a 1:1 share 
distribution in Deterra; and Iluka retained a 20% stake in 
the new company to provide further financial strength.

Deterra’s cornerstone asset is a revenue based royalty 
over the BHP operated Mining Area C in Western Australia. 
Deterra plans to grow and diversify its portfolio. 

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The COVID-19 pandemic significantly affected global 
mineral sands end markets.  

Ceramic plants in China and Europe shut down early in 
the year in response to the pandemic, with operating 
rates down and a decline in end market demand. This 
market recovered modestly over the remainder of 
2020. Other zircon market segments had mixed results, 
reflecting exposure to consumables, automotive parts 
manufacturing and other component industries.

•  Weighted average zircon price (premium and standard) 
was US$1,319 per tonne, down 8% from Q4 2019, 
although stable throughout H2 and indicative of Iluka’s 
efforts to maintain pricing support through disciplined 
market participation.

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In titanium dioxide markets, pigment utilisation rates 
dropped in Q2 and planned pigment plant maintenance 
was brought forward. Demand for high grade feedstocks 
subsequently rebounded, with the paint market 
experiencing strong demand from DIY and professional 
paint segments. End markets for welding and titanium 
metal were impacted due to exposure to aeronautics and 
ship building. 

Synthetic rutile contracted sales were affected by a 
dispute with a major customer, resulting in significantly 
lower synthetic rutile sales volumes.

•  Weighted average rutile[1] price increased 7% to US$1,220 

per tonne. 

[1]  Excluding HYTI

Metallurgical Testing Facility, Capel, Western Australia
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      Iluka Resources Limited, Annual Report 2020

Iluka Laboratory, Capel, Western Australia

OPERATIONAL SETTINGS ADJUSTED 

GROWTH PROJECTS PROGRESSED  
TO DELIVER FUTURE VALUE

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Operational configuration set to balance zircon production 
in line with market conditions.

Production settings at the Narngulu mineral separation 
plant were adjusted, reducing global zircon supply by 
around 10%. 

In August, mining returned from Ambrosia to the Jacinth 
deposit, improving cash flow from lower operating costs 
and delaying future capital spend.

Record production performance from Synthetic Rutile Kiln 
2 (SR2) at Capel. Production from SR2 will be suspended 
for a period of three to six months from February 2021, to 
optimise inventory levels and minimise costs.

Sierra Rutile production hampered by downtime events 
and disruptions associated with COVID-19. Travel 
restrictions limited Iluka’s ability to maintain specialised skill 
sets typically provided by expatriate workers.

ENTRY TO RARE EARTHS MARKET 

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First production of a 20% monazite-zircon concentrate 
at Eneabba, now the highest grade rare earths operation 
globally. Phase 1 involves a simple reclamation and 
screening of material stored in a former mining void. 

Revenue from other mineral sands increased 65% to 
$106 million largely as a result of first sales of monazite 
from Eneabba. Iluka shipped 44 thousand tonnes of mixed 
monazite-zircon concentrate for the year. 

Phase 2, currently under construction, to produce a 
dedicated monazite concentrate at 90%, suitable as direct 
feed to a rare earths refinery.

Iluka is actively exploring the potential for the downstream 
processing of rare earths in Australia.

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Pleasing progress on key technology projects in Australia 
– Balranald (mining); Wimmera (processing); and Eneabba 
(diversification).

Hydraulic mining method field trial at Sembehun in Sierra 
Leone delayed due to pandemic. The trial is now planned 
for completion in 2021.

SUSTAINABILITY PERFORMANCE

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Total recordable injury frequency rate decreased from  
2.9 to 2.8 with three less injuries than 2019.

Serious incidents or near hits classified as having the 
potential for a serious complex permanent disabling injury 
or fatality decreased from 76 to 61. This remains a key area 
of focus for continual safety improvement.

Implementation of COVID-19 site controls and the support 
of local initiatives maintained operational continuity 
across all Iluka sites. The company reported zero cases 
of infection at its Australian operations; and Sierra Rutile 
received approval for on-site COVID-19 quarantine and 
isolation facilities for staff as part of extensive safety 
measures.

No major environmental incidents.

576 hectares of land topsoiled and vegetated; and 
significant rehabilitation earthworks at various sites 
completed, contributing to future rehabilitation and 
mitigating Iluka’s closure liability.  

Ongoing activity to demolish redundant assets and  
clear former sites.

Inclusion in  2020 Australian Dow Jones Sustainability 
Index and FTSE4Good Index for leading sustainability 
performance.

Iluka Laboratory, Jacinth-Ambrosia, South Australia

Laboratory, Narngulu, Western Australia

Iluka Resources Limited, Annual Report 2020      

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CHAIRMAN'S AND MANAGING DIRECTOR'S REVIEW

Dear Shareholders,

2020 was a year like no other in Iluka’s history.

The COVID-19 pandemic, which was only in its very early stages 
when we last wrote to you, evolved to become the source of 
several unprecedented challenges for our business, as it did 
for many others. These challenges spanned substantial threats 
to operational and supply chain continuity, market demand, 
timetables for the development of major projects and the 
planned demerger of our royalty business.

Against this backdrop, Iluka delivered a disciplined performance, 
prioritising the safety of our people and communities; prudent 
management of the company’s financial position; execution 
of the demerger; and adjusting production settings in line 
with market conditions – preserving margins and, ultimately, 
the value of the mineral products we mine and process. That 
discipline is reflected in a number of significant achievements 
detailed throughout this year’s Annual Report.

Our financial result included:

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NPAT of $2.4 billion, inclusive of the non-cash, 
non-taxable reported profit associated with the demerger;

underlying group EBITDA of $423 million;

free cash flow of $36 million; and

a net cash position of $50 million as at 
31 December 2020.

Although the underlying result was modest by historical 
standards, it is nonetheless notable given the extraordinary 
circumstances in which it was attained. Iluka declared a full year 
dividend of 2 cents per share, fully franked.

DISCIPLINE IN DELIVERING SUSTAINABLE 
VALUE – DEMERGER OF ROYALTY BUSINESS

A major milestone was accomplished in November via the 
listing of Deterra Royalties on the ASX, with the Mining Area C 
(MAC) royalty as its foundational asset and Iluka retaining a 20% 
stake in the new company. This marked the culmination of a 
substantial programme of work following the announcement of 
our demerger plans in February. 

In liberating two fundamentally different businesses – each with 
high quality assets and promising futures – the demerger is 
expected to unlock long term value for shareholders, particularly 
given the increase in materiality and cash flows from the MAC 
royalty associated with BHP’s South Flank development.

The position of the royalty business within Iluka’s portfolio 
had been subject to ongoing internal consideration for many 
years. Iluka is first and foremost a mineral sands business, 
with our objective to deliver sustainable value. We have always 
been disciplined in pursuing this objective; and the decision 
to demerge the royalty business is a further expression of 
that discipline. Post demerger, Iluka and Deterra have been 
set up for success, each with the financial flexibility to pursue 
opportunities and deliver on their respective strategies. The 
external tumult of 2020 aside, both companies can look to the 
future with confidence.

SUSTAINABILITY DISCIPLINE

Safety is always our first focus at Iluka and we intensified our 
efforts in this area following a concerning rise in potentially 
serious incidents during 2019. A number of ‘back to basics’ 
initiatives were implemented, with several of these adapted 
and amplified in response to the additional health and safety 
challenges posed by the onset of the pandemic. The company 
achieved a 20% reduction in serious potential injuries which, 
while pleasing, remains a target for ongoing improvement and 
vigilance. Iluka’s total recordable injury frequency rate was 
steady at 2.8, compared to 2.9 the previous year. Continuity 
with respect to rehabilitation activities was maintained, with 576 
hectares of land topsoiled and vegetated at current and former 
mines sites. No major environmental incidents were recorded. 

MARKET AND OPERATIONAL DISCIPLINE

2020 saw market conditions for Iluka’s products split over 
sectors and quarters. For zircon, we experienced a significant 
drop in demand in Q1, initially as a result of COVID-19 related 
factory shutdowns in the Chinese ceramics industry. Key 
markets in Italy and Spain were also affected by the pandemic’s 
first wave. A modest recovery ensued over the second half, 
with increased purchasing most evident in Q4 – a traditionally 
subdued sales period. This resulted in total sales of 240 
thousand tonnes for the year, compared to 274 thousand 
tonnes in 2019.

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      Iluka Resources Limited, Annual Report 2020

Conditions for our high grade titanium dioxide feedstocks lagged 
zircon to some extent, with a solid first quarter followed by a 
period of deterioration in the pigment market; and recovery 
evident by year end. Iluka’s sales of synthetic rutile were 
impacted substantially by a contractual dispute with a major 
customer. While the dispute remains the subject of litigation, 
sales to this customer recommenced in accordance with the 
contract in January 2021.

Confronted with this volatility, Iluka took a number of  
measures encompassing:

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adjustments to production settings at the Narngulu mineral 
separation plant and Jacinth Ambrosia mine, reducing 
global zircon supply by approximately 10%;

implementation of a company-wide efficiency programme 
to improve business processes and cost effectiveness, and 
changes to the Iluka Executive;

protecting our contractual rights in relation to the supply of 
synthetic rutile; and

where possible, progressing planned key investments in the 
company’s future.

The subsequent pricing support we achieved as a result of these 
actions – maintaining prices across our core product suite – was 
an excellent outcome given COVID-19’s wide-ranging impacts 
on market sentiment.

Furthermore, that Iluka was able to maintain operational 
continuity in the face of the pandemic, particularly in Sierra 
Leone, was in no small part attributable to the dedication and 
sacrifices made by many of our people. Yet again, our Australian 
operations demonstrated their flexibility and adaptiveness, 
with the aforementioned production adjustments executed 
seamlessly, accompanied by a record production performance 
at Synthetic Rutile Kiln 2. Iluka’s Indigenous employment at  
Jacinth-Ambrosia approached 30%, a reflection of our strong 
working relationship with the Far West Coast people of South 
Australia.

The impact of the pandemic was considerably more severe in 
Sierra Leone than Australia and this too was reflected at the 
operational level. Sierra Rutile was hampered by a number of 
downtime events and reduced throughput, with lockdowns, 
quarantine and travel restrictions impeding Iluka’s ability to 
sustain specialised skillsets typically provided by expatriate 
resources. The significance of  maintaining operational continuity 
should not be underestimated, particularly given Sierra 
Rutile’s importance to the national economy and to the local 
communities in the vicinity of our operations.  Iluka invested 
around $3 million on measures to avoid having to suspend 
operations, including substantial health contributions to our local 
communities.

DEVELOPMENT AND  
DIVERSIFICATION DISCIPLINE

2020 also saw progress on important aspects of Iluka’s major 
project pipeline. A period of evolution in the mineral sands 
industry has been discernible for some time, with increasing 
depletion of the traditional deposits that have underpinned 
global production for many years. The strategic choice that 
follows is for companies to seek out new deposits in new 
jurisdictions; and/or pursue innovation at technically challenging 
deposits in mature jurisdictions. While Iluka’s portfolio has both 
types of projects, more progress was made in Australia than in 
Sierra Leone over the past year given the various travel and other 
restrictions in effect.

Of particular note are our key technology projects at Balranald 
(mining); Wimmera (processing); and Eneabba (diversification). 
Each of these developments is potentially transformative for 
Iluka and the industry and, while we still have some ground 
to cover, we are pleased by what has been achieved to date. 
Over the course of Q3, Iluka completed the third trial of the 
company’s novel underground mining technology at Balranald, 
which is aimed initially at commercialising two predominantly 
rutile deposits distinguished by both their quality and depth. 
At Wimmera, the focus of our feasibility work is on validating a 
processing solution that, although challenging, could unlock a 
multi decade source of zircon and rare earths if realised.

April marked Iluka’s entry into the rare earths market, with first 
production from Eneabba, which is now the world’s highest grade 
rare earths operation. First sales followed in June. Formerly a 
prodigious and historic mineral sands province, Eneabba’s quality 
from a rare earths perspective is less the result of geology than 
sound foresight on the part of Iluka’s antecedents. Monazite 
(a mineral containing rare earths) is produced as a by-product 
of our processing activities at Narngulu. Since the 1990s, this 
material has been stockpiled directly in a former mine void at 
Eneabba in anticipation that it would one day be regarded as 
valuable – that time is now upon us.

As is appropriate for a logical and significant diversification, Iluka 
is pursuing an incremental approach to Eneabba’s development. 
Phase 1, now in operation, is producing a mixed monazite-zircon 
concentrate, with the monazite fraction at approximately 20%. 
Phase 2, currently under construction, will see an upgrade to 
produce a dedicated monazite concentrate at approximately 
90%, suitable as a direct feed to a downstream rare earths 
refinery. First production from Phase 2 is expected in the first half 
of 2022. Additionally, Iluka is actively exploring the potential for 
the downstream processing of rare earths in Australia.

Of their many high value applications, some rare earths are 
essential for the production of permanent magnets, which are 
in turn used to produce the motors that power electric vehicles, 
generate power in wind turbines and in other sustainable 
development technologies. Demand across this supply chain is 
expected to grow substantially over coming years. As the world 
pursues widespread electrification, Iluka’s assets at Eneabba 
and potentially Wimmera provide the company a world class 
foundation from which to participate. Our emerging position 
brings with it several options for further development and 
shareholders can be assured these too will be pursued in a 
disciplined manner.

If 2020 has taught us anything, it is that nothing can be taken 
for granted. The external environment remains uncertain on 
any number of fronts; and 2021 will doubtless bring further 
challenges for the global economy and for business  generally. 
Regardless, over the past year your company undertook all 
appropriate steps to guide and shape its future. On behalf of the 
Board and Executive, we would like to pay tribute in particular 
to Iluka’s people for their steadfast efforts and commitment 
throughout a most unexpected 12 months. We also gratefully 
acknowledge the continuing interest and support of our 
shareholders, for whom we remain focused on our objective of 
delivering sustainable value.

Greg Martin
Chairman

Tom O'Leary
Managing Director and CEO

Iluka Resources Limited, Annual Report 2020      

11

BOARD OF DIRECTORS AND COMMITTEES 

GREG MARTIN

TOM O’LEARY

BEc, LLB, FAIM, MAICD 

LLB, BJuris

Chairman 
Independent Non-Executive Director
Joined Iluka 2013

Managing Director and  
Chief Executive Officer
Joined Iluka 2016

Murchison Metals, The Australian Gas 
Light Company, Santos, Western Power

Wesfarmers Chemicals; Energy & 
Fertilsers, Wesfarmers, Nikko, Nomura, 
Allen & Overy, Clayton Utz

JAMES (HUTCH) RANCK

MARCELO BASTOS 

BSE (Econ), FAICD 

BEng Mechanical (Hons, UFMG), MBA 
(FDC-MG), MAICD 

ROB COLE 

LLB (Hons), BSc

Independent Non-Executive Director 
Joined Iluka 2013

Independent Non-Executive Director 
Joined Iluka 2014

Independent Non-Executive Director 
Joined Iluka 2018

Elders, CSIRO, DuPont

Vale, BHP, MMG, Aurizon Holdings, 
Golder Associates, Golding Contractors, 
Anglo American PLC

Perenti, GLX Group, Synergy,  Southern 
Ports, St Bartholomew’s House, 
Woodside Petroleum, King & Wood 
Mallesons 

COMMITTEES

The Board of Directors comprises six 
non-executive Directors and one executive 
Director (the Managing Director). 

Audit and Risk Committee 

Chairman - Lynne Saint 

People and Performance Committee 

Chairman - James (Hutch) Ranck 

Nominations and Governance Committee 

Chairman - Greg Martin

SUSIE CORLETT

BSc (Geo Hons), GAICD, FAusIMM

LYNNE SAINT

BCom, GradDip Ed Studies, FCPA, Cert 
Business Administration, FAICD

Independent Non-Executive Director 
Joined Iluka 2019

Independent Non-Executive Director 
Joined Iluka 2019

Aurelia Metals, The Foundation for 
National Parks & Wildlife, Standard Bank, 
Macquarie Bank, Pacific Road Capital 
Management

Bechtel Group, Fluor Daniel,  
Placer Dome, NuFarm

12

      Iluka Resources Limited, Annual Report 2020

EXECUTIVE 

TOM O’LEARY

LLB, BJuris

Managing Director and  
Chief Executive Officer
Joined Iluka 2016

Wesfarmers Chemicals; Energy & 
Fertilsers, Wesfarmers, Nikko, Nomura, 
Allen & Overy, Clayton Utz

ADELE STRATTON 

MATTHEW BLACKWELL 

BA (Hons), FCA, GAICD 

Chief Financial Officer  
and Head of Development  
Joined Iluka 2011 

KPMG, Rio Tinto Iron Ore

BEng (Mech), Grad Dip (Tech Mgt), MBA, 
MAICD, MIEAust 

Head of Major Projects and Marketing 
Joined Iluka 2004 

Asia Pacific Resources, WMC Resources, 
Normandy Poseidon

ROB HATTINGH 

SUE WILSON

SARAH HODGSON 

MSc (Geochem), GAICD 

B Juris, LLB, FGIA, FCG, FAICD 

LLB, GAICD

Chief Development Officer,  
Sierra Rutile   
Joined Iluka 2008

Richards Bay Minerals, Exxaro

General Counsel and  
Company Secretary
Joined Iluka 2016

South32, Bankwest, Herbert Smith 
Freehills, Western Power

General Manager People  
and Sustainability 
Joined Iluka 2013

KPMG, Westpac, Mercer 

DANIEL MCGRATH 

SHANE TILKA 

BSc (Math)

BCom

Chief Technical Officer and  
Head of Rare Earths 
Joined Iluka 1993

General Manager,  
Australian Operations
Joined Iluka 2004

The Executive is structured to include 
eight senior leaders. Its responsibilities 
include achieving defined business 
and financial outcomes, capital 
deployment, business planning, 
identification and pursuit of appropriate 
growth opportunities, sustainability 
performance, promotion of diversity 
objectives and succession planning. 

Iluka Resources Limited, Annual Report 2020      

13

FINANCIAL SUMMARY

MINERAL SANDS 
REVENUE

UNDERLYING  
MINERAL SANDS 
EBITDA

MINING AREA C 
EBITDA

UNDERLYING 
GROUP EBITDA

$947m

$342m

$81m

$423m

$m

$m

$m

$m

1,244 

1,193 

1,018 

947 

726

545

531

342 

301

44% 45%

36%

103

30%

14%

85

81

60

56

48

600 616

423

361

151

16 17 18 19 20

16

17

18

19

20

16

17

18

19

20

16 17 18

19

20

Underlying group 
EBITDA was $423 million, 
demonstrating Iluka’s 
discipline in the face of 
unprecedented challenges 
posed by COVID-19. 

The Mining Area C royalty 
contributed $81 million 
EBITDA in 2020, representing 
100% of royalty receipts to 
the September quarter, prior 
to the demerger of Deterra 
Royalties and subsequent 
earnings from Iluka’s 20% 
stake in Deterra Royalties 
during the December quarter. 

EBITDA

EBITDA margin

Underlying mineral sands 
EBITDA was $342 million.

Iluka adjusted zircon 
operational settings in 
response to the uncertain 
market conditions, including 
changes to settings at the 
Narngulu mineral separation 
plant and a return to mining 
at the Jacinth deposit from 
Ambrosia.

Despite the challenging 
market conditions, minerals 
sands continued to generate 
strong EBITDA margins at 
36% (2019: 45%).

Mineral sands revenue was $947 
million in 2020, down 21% from 2019. 
Z/R/SR sales volumes were down 
24% and average revenue per tonne 
declined 2%.

Zircon sales volumes declined 13% 
to 240 thousand tonnes with markets, 
particularly ceramics, impacted by 
COVID-19 shutdowns in the first 
half. Despite a subsequent, gradual 
recovery, demand remained down 
on the previous year. Iluka’s weighted 
average zircon price was down only 
8% from Q4 2019 as a result of 
efforts to ensure pricing stability in 
uncertain market conditions. 

High grade titanium feedstock 
markets experienced a decrease in 
demand in the second quarter of 
2020 though rebounded strongly. 
Synthetic rutile sales were lower 
largely due to a contractual dispute 
with major customer, Chemours. 
The decline in rutile sales reflects 
production constraints. Iluka’s 
weighted average rutile price 
increased 7% from 2019 due to 
ongoing market tightness.

Ilmenite and other revenue increased 
65% to $106 million, including 
the commencement of sales of 
monazite-zircon concentrate from 
Eneabba, with 44 thousand tonnes 
shipped in 2020.

14

      Iluka Resources Limited, Annual Report 2020

Rehabilitation site, Gingin, Western Australia

NET PROFIT  
AFTER TAX

FREE CASH 
FLOW

$2,410m

$36m

NET CASH 
(DEBT)

$50m

ROE AND 
ROC

ROE 284% 
ROC 311%

$m

$m

$m

%

2,410

322

304

32%

17%

2

43

50

311

284

304

(224)

(172)

(300)

140

(183)

47

36

(506)

54
32

7

(25)

(17)

(12)

(18)

(20)

16 17 18 19 20

16 17 18 19 20

16 17 18 19 20

16 17 18 19 20

Reported net profit after 
tax was $2,410 million. This 
result includes the $2,247 
million gain on sale from the 
demerger of Iluka’s royalty 
business, completed in 
November.

Underlying net profit after tax 
was $151 million (2019: $279 
million).  

Free cash flow was $36 
million. Operating cash flow 
was $184 million reflecting 
the impact of COVID-19 on 
mineral sands markets. Iluka 
also continued to progress 
the innovative Balranald field 
trial at a cost of $34 million 
in 2020.

Cash flow contribution from 
the Mining Area C royalty was 
$92 million.

Capital expenditure was 
$71 million, down from 
$198 million in 2019. The 
lower spend reflects both 
completion of major projects 
in 2019 and COVID-19 
related travel restrictions 
hampering Iluka’s ability 
to progress some site-
based aspects of projects, 
particularly in Sierra Leone.

Total tax payments of $166 
million include a $98 million 
2019 final tax payment paid 
in the second half of 2020. 

Net Cash (Debt)

Gearing %

Return on equity

Return on capital

As at  31 December 2020, 
Iluka reported a net cash 
position of $50 million, up 
from $43 million net cash as 
at 31 December 2019.

Reported return on equity of 
284% and return on capital of 
311%, both encompassing 
the gain from the demerger 
of Deterra Royalties.

Underlying return on equity of 
19.2% and return on capital 
of 36.0% are excluding 
the demerger of Deterra 
Royalties (but including Sri 
Lanka impairment and IFC 
Put Option).

Iluka prioritised maintenance 
of a strong balance sheet, 
with a focus on managing 
operational settings in line 
with market conditions, 
minimising costs and 
reducing discretionary 
spending, while also 
maintaining operational 
continuity and progressing 
growth projects.

Iluka Resources Limited, Annual Report 2020      

15

BALANCE SHEET 

As at 31 December 2020, Iluka had total debt facilities of $500 million and net cash 
of $50 million. The company has a Multi Optional Facility Agreement (MOFA), which 
comprises a series of committed five-year unsecured bilateral revolving credit facilities 
with several domestic and foreign institutions. The facilities are denominated in both 
AUD and USD, and mature in 2024. 

Drawings under the MOFA at 31 December 2020 were $38 million (2019: $56 million). 
Of the above interest-bearing liabilities, $38 million is subject to an effective weighted 
average floating interest rate of 1.5% (2019: 3.1%). Note 21 of Iluka’s Financial Report 
provides details of the maturity profile and interest rate exposure.

NET DEBT, GEARING AND  
DEBT FACILITIES

DEBT FACILITIES 
MATURITY PROFILE

Gearing %

500

100

80

60

40

20

0

618

519

500

43

50

2

0

0
0
0
21 22 23 24 25

$m

1000

800

600

400

200

0

-200

-400

-600

1,015

695

32%

17%

(183)

(506)

16

17

18

19

20

Debt facilities $m

Net cash (debt)

Gearing (%)

16

      Iluka Resources Limited, Annual Report 2020

Synthetic Rutile Kiln 2, North Capel, Western Australia

DIVIDEND FRAMEWORK 

Iluka’s dividend framework is to pay a minimum of 40% of free cash flow not required 
for investing or balance sheet activity. The company also seeks to distribute the 
maximum franking credits available. This framework is unchanged following the 
demerger of Deterra. 

Iluka declared a full year dividend of 2 cents per share, fully franked, for 2020. This is 
consistent with the company’s dividend framework, after adjusting for the voluntary 
refund of the JobKeeper subsidy which will occur in 2021.

HEDGING 

Iluka manages a component of its foreign exchange risk via a foreign exchange 
hedging program.  US$98.4 million in foreign exchange collar contracts in relation to 
expected USD revenue, predominantly from contracted sales to 31 December 2022, 
remain open as at 31 December 2020.  

The following hedging contracts matured during the year:

• 

• 

US$63.6 million in foreign exchange forward contracts at a weighted average rate 
of 70.7 cents; and

US$94.7 million in foreign exchange collar contracts consisting of US$94.7 million 
of bought AUD call options with weighted average strike prices of 78.4 cents and 
US$94.7 million of sold AUD put options with weighted average strike prices of 
68.6 cents.  

No further hedging was undertaken in 2020.  

Note 22 of Iluka’s Financial Report provides details of Iluka’s open hedge contracts at 
31 December 2020.

Iluka Resources Limited, Annual Report 2020      

17

STRATEGY AND BUSINESS MODEL 

THE ILUKA PLAN

OUR CORE 

We are an
INTERNATIONAL MINERAL SANDS COMPANY
with expertise in  
exploration, development, mining,  
processing, marketing and  
rehabilitation.

OUR VALUES

Act with 
INTEGRITY

Demonstrate
RESPECT

Show 
COURAGE

Take 
ACCOUNTABILITY

COLLABORATE

OUR DIRECTION
- 
 LONGER TERM

GROW WHERE WE  
CAN ADD VALUE

Mineral Sands opportunities 
 and diversification

OUR 
DIRECTION  
-  
NEAR TERM

DELIVER TO  
GROW OUR 
FUTURE

EXECUTE  
our projects
EXCEL   
in our core
MATURE 
 our options

OUR PURPOSE

DELIVER 
SUSTAINABLE 
VALUE

Iluka’s purpose is to deliver 
sustainable value. The company 
aims to achieve this by:

• 

• 

• 

• 

protecting the safety, health and 
wellbeing of our employees;

optimising shareholder returns 
through prudent capital 
management and allocation;

developing a robust business 
that can maintain and grow 
returns over time;

providing a competitive offering 
to our customers;

•  managing our impact on the 

environment;

• 

• 

supporting the communities in 
which we operate; and

building and maintaining an 
engaged, diverse and capable 
workforce.

OUR VALUES

INTEGRITY
RESPECT
COURAGE
ACCOUNTABILITY
COLLABORATION

18

      Iluka Resources Limited, Annual Report 2020

 
DELIVER TO GROW 
OUR FUTURE

SAFETY OF PEOPLE  
AND COMMUNITIES

PRUDENT FINANCIAL 
MANAGEMENT

DEMERGER OF BUSINESS 
– LISTING OF DETERRA 
ROYALTIES

ADJUSTMENTS TO 
PRODUCTION SETTINGS

GROW WHERE WE 
CAN ADD VALUE

The COVID-19 pandemic was the source of several unprecedented challenges for Iluka’s 
business in 2020. These challenges spanned substantial threats to operational and 
supply chain continuity, market demand, timetables for the development of major projects 
and the planned demerger of the company’s royalty business.

In response, Iluka prioritised the safety of its people and communities; prudent 
management of the company’s financial position; adjusting production settings in line 
with market conditions; and execution of the MAC royalty demerger. Iluka delivered a 
disciplined performance against these priorities, as reflected in the company’s financial 
result.

Protecting the safety, health and wellbeing of Iluka’s employees is the company’s 
enduring and highest priority. The implementation of protective measures in response 
to COVID-19 enabled Iluka to maintain operational continuity in both Australia and Sierra 
Leone. Measures included  site-specific, risk-based Infectious Disease Management 
Plans; and extensive mental health programmes and support. 

Iluka invested around $3 million to avoid a suspension of operations in Sierra Leone, 
which included significant health contributions to local communities. This encompassed 
funding to disseminate COVID-19 safety educational messages; and donations of 
medical supplies and personal protective equipment. The operation also received 
approval for on-site COVID-19 quarantine and isolation facilities, in addition to the 
progression of faster in-house polymerase chain reaction (PCR) testing capabilities. 

Iluka’s ongoing focus on maintaining a strong balance sheet saw the company end 
2020 in a net cash position of $50 million. Free cash flow was $36 million, incorporating 
investment of $71 million in capital expenditure and payment of $166 million in tax. Iluka 
declared a full year dividend of 2 cents per share, fully franked.

The company received $13.6 million in JobKeeper subsidies from the Australian 
Government following a significant decline in zircon demand and associated revenue in 
Q1. Given Iluka’s subsequent financial performance, the company has decided to return 
this voluntarily, which will occur in 2021.

Iluka is also implementing an efficiency programme to ensure business improvement and 
cost effectiveness; and has made changes to the Iluka Executive.  

The demerger of Iluka’s royalty business was completed in November and resulted in the 
creation of Australia’s largest ASX-listed royalty company, Deterra Royalties. Deterra has  
the Mining Area C (MAC) royalty as its foundational asset, with Iluka retaining a 20% stake 
in the new company. The demerger is expected to unlock significant value and enables 
the Board and management of each company to focus on their distinct growth strategies.

Iluka’s operational flexibility enabled the company to preserve margins across its core 
product suite throughout a period of uncertainty and market instability. Production 
adjustments at both the Narngulu mineral separation plant in Western Australia and 
Jacinth-Ambrosia mine in South Australia, reduced global zircon supply by approximately 
10%. Mine planning adjustments at Jacinth-Ambrosia also resulted in improved cash flow, 
lower operating costs, and deferred capital spend. Narngulu has the ability to return to 
normal production settings quickly, as and when required.  

Iluka also made important progress on key aspects of its major project pipeline in 
Australia. The company entered the rare earths market with first sales from the world’s 
highest grade rare earths operation at Eneabba in Western Australia. The third trial (T3) 
of Iluka’s innovative underground mining technology was completed successfully at 
Balranald in New South Wales. At the Wimmera deposit in Victoria, work focussed on 
validating a zircon processing solution that could unlock a multi-decade source of zircon 
and rare earths. 

Progress was more challenging in Sierra Leone as a result of travel and other restrictions 
associated with the pandemic. Centred on one of the largest and highest quality known 
rutile deposits in the world, all field work at the Sembehun project was suspended. A field 
trial of an alternative hydraulic mining method is planned for commencement in H1 2021.

Iluka Resources Limited, Annual Report 2020      

19

FINANCIAL AND 
OPERATIONAL REVIEW

Cataby, Western Australia

20

      Iluka Resources Limited, Annual Report 2020

In this section

PROJECT PIPELINE

SALES AND MARKETS

PRODUCTION AND OPERATIONS

PROJECTS

EXPLORATION

Iluka Resources Limited, Annual Report 2020      

21

FINANCIAL AND OPERATIONAL REVIEW

INCOME STATEMENT ANALYSIS 

$ million

Z/R/SR revenue

Ilmenite and other revenue

Mineral sands revenue

Cash costs of production

Inventory movement - cash 

Restructure and idle capacity charges

Government royalties

Marketing and selling costs

Asset sales and other income

Major projects, exploration and innovation

Corporate and other costs

Foreign exchange 

Underlying mineral sands EBITDA

EBITDA from discontinued operations

Share of profit in associate

Underlying Group EBITDA

Depreciation and amortisation

Inventory movement - non-cash 

Rehabilitation costs for closed sites

Demerger transaction costs

Gain on demerger of Deterra Royalties

Gain on change of ownership of 
Deterra Royalties

Gain on remeasurement of IFC Put Option

Impairment of Sri Lanka interests

Write-down of Sierra Rutile Limited

Group EBIT

Net interest and bank charges

Rehabilitation unwind and other finance costs

 Profit before tax

Tax expense

Profit for the period (NPAT)

Average AUD/USD rate for the period (cents)

22

      Iluka Resources Limited, Annual Report 2020

2020

841.0

106.0

947.0

(558.7)

142.3

(20.9)

(22.3)

(27.7)

(1.5)

(62.3)

(54.6)

0.7

342.0

81.0

0.1

423.1

(184.8)

39.9

7.2

(13.3)

1,808.1

452.0

19.4

(12.4)

-

2,539.2

(7.1)

(26.6)

2,505.5

(95.5)

2,410.0

69.1

2019

1,128.7

64.4

1,193.1

(539.6)

63.4

(19.7)

(39.4)

(35.0)

(3.5)

(42.2)

(48.0)

1.8

530.9

85.1

-

616.0

(163.2)

15.5

(3.2)

-

-

-

-

-

(414.3)

50.8

(13.8)

(38.0)

(1.0)

(298.7)

(299.7)

69.5

% change

(25.5)

64.6

(20.6)

(3.5)

124.4 

(6.1)

43.4

20.9

57.1

(47.6)

(13.8)

(61.1)

(35.6)

(4.8)

-

(31.3)

(13.2)

157.4

-

-

-

-

-

-

-

-

48.6

30.0

-

68.0

-

(0.6)

MOVEMENT IN UNDERLYING NPAT

$ million

NPAT

Non-recurring adjustments:

Rehabilitation for closed sites - Total (post tax)

Sri Lanka exploration impairment

Derecognition of SRL Tax assets

Write-down of Sierra Rutile Limited

Put Option revaluation (post tax)

MAC Demerger Gain (net of transactions costs)

Underlying NPAT

300

250

200

(31)

m
$

150

279

(98)

23

6

5

2020

2,410.0 

5.0 

(12.4)

- 

- 

19.4 

2,246.8 

151.2

2019

(299.7)

(2.2)

- 

(161.9)

(414.3)

- 

- 

% change

- 

- 

- 

- 

- 

- 

- 

278.7 

(45.7)

100

50

0

9
1
0
2
r
e
b
m
e
c
e
D
1
3

10

17

7

11

(91)

(20)

(4)

(7)

e
c
i
r
P

l

o
V

i

x
M

X
F

r
e
h
t
o
&
m

l
I

S
G
O
C

t
i
n
U

r
e
h
t
O
&
e
d

l

I

j

s
t
c
e
o
r
P
r
o
a
M

j

C
A
M

p
r
o
C

t
n

I

r
e
h
t
o
&
d
n
w
n
U

i

s
e
i
t
l
a
y
o
R
t
n
e
m
n
r
e
v
o
G

45

x
a
T

151

0
2
0
2
c
e
D
1
3

Sales commentary is contained on pages 24-25.

The Australian dollar remained steady in 2020, with an average 
exchange rate of 69.1 cents compared to 69.5 cents in 2019. The 
Group has hedging contracts to assist in managing exchange rate 
exposure, which are detailed on page 126 of this report. Foreign 
exchange impacts on operating costs, mainly those related to 
Sierra Rutile operations, are included in the overall movement in 
unit cost of goods sold.

Cash costs of production increased by $19 million despite 
lower finished goods production volumes. Mining at all operations 
continued throughout the year, with production settings reduced 
at the final stage of finished goods production at the Narngulu 
mineral separation plant. 

Australian operations increased to $730 per tonne from $650 
per tonne due to higher material movements as a result of lower 
ore grades at Jacinth-Ambrosia (2020: 4% HM ore grade; 2019: 
6% HM ore grade) combined with higher cost synthetic rutile 
production as the ilmenite feed transitioned to Cataby ilmenite.

Idle and restructure costs reflect ongoing maintenance and 
land management costs for idle plant and operations at Eneabba, 
Tutunup South, Murray Basin and the United States, as well as 
restructure costs in Australia.

The International Finance Corporation (IFC) increased its interest 
in Sierra Rutile in November 2020 to 10% and the Put Option was 
revalued following the negotiations, resulting in a reduction in the 
liability of $19 million.

The Cataby mine operated for a full 12 months (compared with 
only 8 months in 2019) and the Synthetic Rutile Kiln 2 also 
operated for a full year, with 16% higher production. This led 
to $34 million higher costs in the Southwest/Cataby business 
unit. Shifts in the mine plan at Jacinth-Ambrosia and changes 
in production settings at the Narngulu mineral separation plant 
resulted in lower overall production as the Group managed 
inventory levels, with $31 million lower costs at that operation.  
Sierra Rutile was operating all 4 mining units throughout the year 
resulting in marginally higher heavy mineral concentrate (HMC) 
produced. Sierra Rutile suffered from increased maintenance and 
unplanned outage events, along with additional costs to manage 
the COVID-19 pandemic.

Unit cost of goods sold increased to $1,032 per tonne 
compared to $889 per tonne in 2019. This reflected a cost of 
US$1,455 per tonne at Sierra Rutile, up from US$1,175 per tonne 
in 2019, due to higher cash costs of production from unplanned 
maintenance, higher costs in managing COVID-19 and lower 
production volumes. 

Corporate cost increases arose from restructure and redundancy 
costs as activities and personnel were streamlined to increase 
efficiency in Australia. 

Major projects, exploration, and innovation included the 
conclusion of the Balranald T3 field trials which were expensed as 
research and development as new mining methods were explored 
to open new areas of extraction. Government royalties decreased 
on lower assessable sales volumes.

Tax expense had an effective tax rate of 4% as the gain on the 
demerger of Deterra was a non-taxable event. Adjusting for the 
gain, the effective tax rate was 39%, driven by Sierra Leone’s 
minimum tax rate of 3.5% of Sierra Rutile’s revenue. The corporate 
tax rate applicable in the main operating jurisdictions of Australia 
and Sierra Leone remained at 30%.

Iluka Resources Limited, Annual Report 2020      

23

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
FINANCIAL AND OPERATIONAL REVIEW

SALES AND MARKETS

ZIRCON

RUTILE[1]

SYNTHETIC 
RUTILE

ILMENITE

MONAZITE

Sales volumes (kt)

Sales volumes (kt)

Sales volumes (kt)

Sales volumes (kt)

Sales volumes (kt)

380

379

339

264

233

200

274

240

172

162

244

215

207

187

225

203

256

44

116

171

16 17 18 19 20

16

17

18

19

20

16

17

18

19

20

16

17

18

19

20

16

17

18

19

20

18

0 0

0

0

Notes:
[1] Includes HYTI

Zircon

Iluka’s zircon sales profile in 2020 reflected the challenging and 
evolving market conditions over the course of the year. 

Zircon sales in the first half of 2020 were significantly impacted 
by lockdowns associated with COVID-19. Ceramics account 
for over half of zircon use around the world and some of the 
largest ceramic producing countries, including China, Spain and 
Italy, all halted production over various periods in H1. However, 
with easing of restrictions, operating rates at customer plants 
gradually increased over H2, though total demand remained 
down on previous years. 

Demand for zircon in the foundry market was also considerably 
less in 2020, with the idling of car manufacturing plants in every 
region and a marked reduction of consumer goods exports 
from China. The zircon chemicals market experienced mixed 
conditions over the year with periods of strong demand for 
Chinese exports from the United States and Japan, followed 
by a short period of inventory build and then rundown.  The 
refractory and fused zirconia markets, though not immune from 
impacts of lower demand globally, were relatively stable.

Overall, consumer inventories remained low throughout the year 
as businesses preserved cash in the uncertain environment. It 
is anticipated that consumers will have to increase purchasing 
to build stock to a safe level and support production.

Mindful of both short-term challenges and the longer-term 
opportunities, Iluka adjusted its product mix. This resulted in 
sales of zircon sand remaining at levels similar to 2019 and 
proportionally lower sales of zircon in concentrate. Iluka sold 
187 thousand tonnes of zircon sand, down a very modest 2% 
from 2019. Overall, 2020 zircon sales of 240 thousand tonnes 
(including zircon in concentrate) were 12% lower than 2019 
sales. 

Iluka’s weighted average price for zircon premium and standard 
in 2020 was US$1,319 per tonne, down 8% from Q4 2019. This 
was considered a solid result given the market conditions and 
Iluka’s efforts to preserve margins. 

24

      Iluka Resources Limited, Annual Report 2020

High-Grade Titanium Feedstocks

High grade titanium feedstocks markets serviced by Iluka, 
including the pigment, welding and titanium sponge markets, 
experienced a rapid slowdown in demand associated with the 
COVID-19 pandemic in Q2.  Pigment plants reduced capacity 
utilisation and many brought forward planned maintenance. 
Over the remainder of 2020, the pigment industry rebounded 
strongly, bolstered by strong DIY and professional paint 
demand. Pigment plant utilisation rates have gradually 
increased as a result.

The welding market remained strong despite the global 
pandemic, buoyed by increased government stimulus measures 
and infrastructure spending in emerging economies, especially 
in South East Asia and India.  Titanium sponge producers 
outside of China continue to experience the impacts of reduced 
demand from the aerospace industry.

Iluka’s synthetic rutile product is largely sold under multi-year 
contracts. Iluka announced in June 2020, that it had issued 
a Notice of Default to a major synthetic rutile customer, 
Chemours. Following this, Iluka commenced proceedings 
against Chemours for breach of contract regarding failure to 
take or pay for scheduled shipments in May and July. Chemours 
took no further synthetic rutile shipments in 2020. 

Full year rutile sales of 162 thousand tonnes were also down 
from 2019 reflecting production constraints at Sierra Rutile.  
Iluka’s weighted average price of rutile (excluding HYTI and TIC) 
in 2020 was US$1,220 per tonne, up 7% from 2019.

Monazite

Iluka commenced sales of a 20% monazite concentrate in 
H1 2020, following completion of Eneabba Phase 1. The 
sales contract includes a fixed price which is commercial in 
confidence.

The Board approved Eneabba Phase 2 in August 2020, which 
produces a 90% monazite concentrate. No sales contracts are 
in place for that offtake.

 
 % OF TOTAL 2020 MINERAL SANDS SALES REVENUE

31%

EUROPE

AMERICAS

8%

MIDDLE 
EAST

5%

33%

CHINA 

ASIA

23%

Weighted Average Received Prices – US$/t FOB

Zircon (premium and standard)
Zircon (all products)1
Rutile (excluding HYTI and TIC)2
Synthetic rutile3

Notes:

2020

1,319

1,217

1,220

-

2019

1,487

1,380

1,142

-

2018

1,351

1,321

952

-

2017

2016

958

940

790

-

810

773

716

-

(1)

(2)

(3)

Zircon prices reflect the weighted average price for zircon premium, zircon standard and zircon-in-concentrate. The prices for each product vary 
considerably, as does the mix of such products sold period to period. In 2020, the split of zircon sand and concentrate by zircon sand-equivalent 
was approximately: 78%,22% (2019: 70%,30%).

Included in rutile sales volumes reported elsewhere in this Annual Report are lower titanium dioxide products, HYTI and titanium-in-concentrate 
(TIC). HYTI that typically has a titanium dioxide content of 70 to 91%. This product sells at a lower price than rutile, which typically has a titanium 
dioxide content of 95%. 2020 full year sales of the lower grade HYTI material were 29% of rutile sales (2019: 23%).

Iluka’s synthetic rutile sales are, in large part, underpinned by commercial offtake arrangements. The terms of these arrangements, including the 
pricing arrangements are commercial in confidence and as such not disclosed by Iluka. Synthetic rutile, due to its lower titanium dioxide content 
than rutile, is priced lower than natural rutile.

Iluka Resources Limited, Annual Report 2020      

25

FINANCIAL AND OPERATIONAL REVIEW

PRODUCTION AND OPERATIONS

AUSTRALIA

AUSTRALIA

SIERRA 
LEONE

Iluka’s operational configuration in 2020 was based on settings 
in line with market conditions; minimising costs and improving 
cash flow.

Synthetic Rutile Kiln 2 (SR2) at Capel, Western Australia, 
delivered  record annual production of 227 thousand tonnes of 
synthetic rutile. 

In April, Iluka announced changes to its Australian operational 
settings in response to the impact of COVID-19 on mineral 
sands markets. At the Narngulu mineral separation plant in 
Western Australia, the amended settings reduced expected 
zircon production for the year by around 110 thousand tonnes. 
The plant retained its flexibility to return to full production 
settings when required. In 2020, Narngulu processed 367 
thousand tonnes of material to produce 134 thousand tonnes 
of zircon and 47 thousand tonnes of rutile. 

The Eneabba operation in Western Australia began production 
in April. Phase 1 of the operation consists of reclamation and 
screening of a strategic monazite stockpile, stored from Iluka’s 
historic mineral processing operations. The first shipment of a 
mixed monazite-zircon concentrate left Geraldton port in June, 
ahead of schedule. Operations continued on a campaign basis, 
with 44 thousand tonnes of concentrate being shipped.

SIERRA LEONE

At Jacinth-Ambrosia in South Australia, the mine plan was 
adjusted with mining returned to Jacinth from Ambrosia in 
August. This change improved cash flow with lower operating 
costs, including a lower strip ratio. Unit costs were also lowered 
due to less heavy mineral concentrate haulage and pumping 
distance to the concentrator. The adjustment also deferred 
capital spend required for future tailings facilities. The operation 
produced 357 thousand tonnes of heavy mineral concentrate 
for the year. 

Sierra Rutile faced a number of challenges in 2020. Iluka 
focussed on the health and safety of its employees and local 
communities, providing additional assistance in managing 
the local impacts of the COVID-19 pandemic where possible. 
COVID-19 controls were implemented at all locations and 
operations were able to continue throughout the year, however 
disruptions and travel restrictions hampered Iluka’s ability to 
maintain specialised skillsets typically provided by expatriate 
resources. 

Iluka’s Cataby mine in Western Australia was fully operational, 
producing 520 thousand tonnes of heavy mineral concentrate. 
Of this, 345 thousand tonnes of magnetic material (mainly 
ilmenite) was trucked to Capel for further processing and 
upgrading to synthetic rutile, and 164 thousand tonnes of 
non-magnetic material was transported to the Narngulu mineral 
separation for processing to final products (zircon and rutile). 

The operation produced 120 thousand tonnes of rutile (down 
from 137 thousand tonnes in 2019). Output was affected by 
a number of downtime events, leading to lower mining and 
processing throughputs. 

26

      Iluka Resources Limited, Annual Report 2020

ZIRCON

RUTILE[1]

SYNTHETIC 
RUTILE

ILMENITE

MONAZITE

Production volumes (kt)

Production volumes (kt)

Production volumes (kt)

Production volumes (kt)

Production volumes (kt)

347

349

312

322

302

211

185

184

173

163

118

220

211

196

227

456

448

395

329

319

44

16

17

18

19

20

16

17

18

19

20

16

17

18

19

20

16

17

18

19

20

16

17

18

19

20

0

0 0

0

Notes:
[1] Includes HYTI

Heavy mineral concentrate (HMC) produced and processed 

HMC produced

HMC processed

Cash costs

Cash costs of production 
Unit cash production cost per tonne Z/R/SR produced1

Unit cost of goods sold per tonne Z/R/SR sold

Jacinth-Ambrosia / Mid west

Cataby / South west

Australia Total

Sierra Rutile

Total

Notes:
(1) Cash cost of production excluding by-products, divided by Z/R/SR production

Mineral sands operations results

kt

kt

$m

$/t

$/t

2020

1,182

1,008

2020

558.7

918

592

915

730

2,015

1,032

Revenue

EBITDA

EBIT

$ million

Jacinth-Ambrosia /Mid west

Cataby / South west

Idle Ops

SRL

Support and corporate

Elimination - interco sales

Total

2020

389.0

300.4

34.5

223.1

0.0

0.0

947.0

2019

482.7

414.2

(38.6)

257.6

-

(12.3)

1,193.1

2020

270.2

163.1

10.1

26.4

(141.0)

0.0

328.8

2019

343.3

220.6

4.0

63.3

(88.6)

(2.1)

530.9

2020

245.5

120.1

11.0

(40.8)

2,203.4

0.0

2,539.2

2019

1,087

961

% change

8.7

4.9

2019

% change

539.6

753

473

816

650

1,692

889

3.4

21.9

25.1

12.2

12.2

19.1

16.1

2019

330.2

172.7

(4.3)

(427.6)

(36.7)

(2.1)

50.8

Iluka Resources Limited, Annual Report 2020      

27

FINANCIAL AND OPERATIONAL REVIEW

OPERATIONS 

JACINTH-AMBROSIA/MID WEST

Production volumes

Zircon

Rutile

Total Z/R production

Ilmenite

Total saleable production

HMC produced

HMC processed

Unit cash cost of production - Z/R/SR

Mineral sands revenue

Cash costs of production

Inventory movement - cash

Restructure, idle capacity and other non-production costs

Government royalties

Marketing and selling costs

EBITDA

Depreciation and amortisation

Inventory movement - non-cash

Rehabilitation costs for closed sites

EBIT

2020

2019

% change

kt

kt

kt 

kt

kt

kt

kt

$/t

$m

$m

$m

$m

$m

$m

$m

$m

$m

$m

$m

114.9 

24.5 

139.4 

67.7 

207.1 

357 

232 

940 

389.0 

(131.0)

26.7 

(3.2)

(6.4)

(4.9)

270.2 

(36.2)

9.8 

1.7 

245.5 

260.2 

31.2 

291.4 

107.0 

398.4 

558 

455 

557 

482.7 

(162.3)

57.8 

(2.4)

(23.6)

(8.9)

343.3 

(28.9)

14.2 

1.6 

330.2 

(55.8)

(21.5)

(52.2)

(36.7)

(48.0)

(36.1)

(49.0)

(68.8)

(19.4)

19.3

(53.8)

33.3

72.9

44.9

(21.3)

(25.3)

31.0

6.2 

(25.7)

Lower market demand resulted in a 10% increase in inventories 
held to $260 million at year end and lower mineral sands 
revenue. 

Lower demand for zircon also resulted in lower volumes of HMC 
transported from the mine to the Narngulu mineral separation 
plant.

Cash costs of production reduced due to changes in the mine 
plan, with mining returned to Jacinth from Ambrosia in August. 
This change improved cash flow with lower operating costs, 
including a lower strip ratio. Costs were also lowered due to less 
heavy mineral concentrate haulage and pumping distance to 
the concentrator. The adjustment also deferred capital spend 
required for future tailings facilities. The operation produced 
357 thousand tonnes of heavy mineral concentrate for the year.

Government royalties for Jacinth-Ambrosia are predominantly 
calculated on a mine gate departure, with lower movements of 
HMC reducing the royalty payable.

Gross margin remained robust at 66%, down from 75%  
in 2019.

28

      Iluka Resources Limited, Annual Report 2020

CATABY/SOUTH WEST

Production volumes

Zircon

Rutile

Synthetic rutile

Total Z/R/SR production

Ilmenite - saleable and upgradeable

Total saleable production

HMC produced

HMC processed

Unit cash cost of production - Z/R/SR

Mineral sands revenue

Cash costs of production

Inventory movement - cash

Restructure, idle capacity and other non-production costs

Government royalties

Marketing and selling costs

Asset sales and other income

EBITDA

Depreciation and amortisation

Inventory movement - non-cash

Rehabilitation costs for closed sites

EBIT

2020

2019

% change

kt

kt

kt

kt 

kt

kt

kt

kt

$/t

$m

$m

$m

$m

$m

$m

$m

$m

$m

$m

$m

$m

58.8 

27.9 

227.4 

314.1 

342.4 

656.5 

520 

483 

739 

300.4 

(232.2)

112.6 

(3.3)

(6.8)

(7.7)

0.1 

163.1 

(72.3)

29.1 

0.2 

120.1 

53.5 

15.6 

196.2

265.3 

152.4 

417.7 

240 

217 

747 

414.2 

(198.1)

24.9 

(6.8)

(4.2)

(9.4)

- 

220.6 

(54.0)

6.2 

(0.1)

172.7 

9.9 

78.8 

15.9 

18.4 

124.7 

57.2 

116.5 

122.5 

(2.9)

(27.5)

(17.2) 

339.8 

51.5

61.9 

18.1

- 

(26.1)

(33.9) 

354.8 

-

(30.5)

Mineral sands revenue of $300 million decreased 28% on 
lower synthetic rutile sales largely reflecting the contractual 
dispute with Chemours.

Restructure and idle costs related to holding costs for idle and 
closed operations in the Southwest, along with restructuring 
activities. 

Cash costs of production increased, with a full year of mining 
at Cataby (mine commenced in April 2019) as well as higher 
synthetic rutile production, with Synthetic Rutile Kiln 2 achieving 
record production following the 45 day major maintenance 
undertaken in 2019 to reset the kiln for its next 4 year campaign.

Inventories increased to $294 million as Cataby recorded a full 
year of production, coupled with reduced sales, also reflected in 
the change in inventory movements year on year.

Increased Cataby production resulted in increased charges 
for government royalties on increased kiln feed to produce 
synthetic rutile.

Depreciation and amortisation increased to reflect a full 12 
months charge at the Cataby mine (only 9 months in 2019).

Gross margin remained steady at 46% (2019: 47%).

Iluka Resources Limited, Annual Report 2020      

29

FINANCIAL AND OPERATIONAL REVIEW

OPERATIONS 

SIERRA RUTILE 

Production volumes

Zircon

Rutile

Total Z/R production

Ilmenite

Total production

HMC produced

HMC processed

Unit cash cost of production - Z/R/SR

Mineral sands revenue

Cash costs of production

Inventory movement - cash

Restructure, idle capacity and other non-production costs

Government royalties

Marketing and selling costs

Asset sales and other income

EBITDA

Depreciation and amortisation

Inventory movement - non-cash

Rehabilitation and holding costs for closed sites

Write-down expense

EBIT

2020

2019

% change

kt

kt

 kt

kt

kt

kt

kt

$/t

$m

$m

$m

$m

$m

$m

$m

$m

$m

$m

$m

$m

$m

6.6 

120.2 

126.8 

45.8 

172.6 

306 

293 

1,450 

        223.1 

(183.8)

7.7 

(5.3)

(8.6)

(3.4)

(3.3)

26.4 

(72.2)

1.9 

3.1 

- 

(40.8)

8.5 

137.2 

145.7 

59.2 

204.9 

288 

290 

1,185 

257.6 

(172.6)

(7.9)

1.2 

(10.7)

(3.7)

(0.6)

63.3 

(74.6)

(2.0)

- 

(414.3)

(427.6)

(22.4)

(12.4)

(13.0)

(22.6)

(15.8)

6.1

1.2

22.3

(13.4)

(6.5)

-

-

19.6

8.1

-

(58.3)

3.2

-

-

-

-

Mineral sands revenue decreased 13% on lower rutile sales as 
constrained production limited available product for sale.

Other non-production costs reflected additional expenses for 
managing Sierra Rutile’s COVID-19 pandemic response.

Sierra Rutile was operating all 4 mining units throughout the 
year resulting in marginally higher HMC produced. Sierra Rutile 
suffered from increased maintenance and unplanned outage 
events, resulting in increased cash costs of production.

30

      Iluka Resources Limited, Annual Report 2020

IDLE OPERATIONS (UNITED STATES/MURRAY BASIN)

Production volumes

Zircon

Mineral sands revenue

Cash costs of production

Inventory movement - cash

Restructure, idle capacity and other non-production costs

Government royalties

Marketing and selling costs

Asset sales and other income

EBITDA

Depreciation and amortisation

Inventory movement - non-cash

Rehabilitation and holding costs for closed sites

EBIT

2020

2019

% change

4.9 

34.5 

(11.7)

(4.7)

(9.1)

(0.5)

(0.2)

1.8 

10.1 

(0.4)

(0.9)

2.2 

11.0 

- 

- 

38.6 

(6.5)

(11.4)

(11.6)

(0.9)

(1.3)

(2.9)

4.0 

(0.6)

(3.0)

(4.7)

(4.3)

(10.6)

80.0

58.8

21.6

44.4

84.6

-

170.0 

33.3

70.0

-

-

kt

$m

$m

$m

$m

$m

$m

$m

$m

$m

$m

$m

$m

Discontinued and idle operations reflect rehabilitation 
obligations in the United States (Florida and Virginia) and certain 
idle assets in Australia (Murray Basin). Production in 2020 
represented sale of remnant stockpiles in the United States. 

The United States successfully sold its remaining inventory in 
the year and the Murray Basin continues to hold $2 million of 
inventory. 

Cash costs of production were largely driven by activities 
associated with product transportation and processing costs 
for the remnant stockpiles.

Restructure and idle costs reflect regional management and 
holding costs following closure of operations and care and 
maintenance of idled assets. These costs decreased by 22% 
in 2020 but are expected to continue to be broadly consistent 
until all stockpiles are diminished, and rehabilitation is complete.

Rehabilitation costs reflected a decrease in the United States 
rehabilitation provision, with changes for closed sites taken 
directly to profit and loss. While the rehabilitation programme for 
the Virginia operation continues to be discussed with regulators, 
positive early indications resulted in a minor reduction of the 
rehabilitation provision in the year.

Iluka Resources Limited, Annual Report 2020      

31

FINANCIAL AND OPERATIONAL REVIEW

MOVEMENT IN NET (DEBT) CASH

Movement in net debt ($million)

H1 2019

H2 2019

H1 2020

H2 2020

Opening net cash (debt)

Operating cash flow

MAC royalty

Exploration

Interest (net)

Tax

Capital expenditure

Proceeds from changes in SRL ownership interests

Government grants

Principal element of lease payments AASB 16

Asset sales

Share purchases

Free cash flow

Dividends

Net cash flow

Exchange revaluation of USD net debt

Amortisation of deferred borrowing costs

Increase in net cash/(debt)

Closing net cash/(debt)

1.8

179.9

30.4

(5.0)

(2.9)

(143.9)

(145.0)

28.5

-

(4.0)

1.8

(5.0)

(65.2)

(79.6)

(144.8)

1.8

(0.3)

(143.3)

(141.5)

(141.5)

228.2

48.1

(6.3)

(2.8)

(3.5)

(52.5)

-

-

(4.1)

0.2

(2.4)

204.9

(20.3)

184.6

1.1

(0.9)

184.8

43.3

43.3

96.7

41.6

(5.5)

(1.0)

(39.4)

(49.6)

-

4.3

(4.8)

3.9

-

46.2

(32.6)

13.6

5.5

(0.3)

18.8

62.1

62.1

87.1

50.6

(4.5)

(1.5)

(125.3)

(21.6)

-

9.6

(4.5)

1.2

-

(9.9)

-

(9.9)

(1.6)

(0.3)

(11.9)

50.2

Net cash increased to $50.2 million as a disciplined approach 
to cash management was adopted while the COVID-19 
crisis unfolded, with reduced capital and other expenditures 
preserving cash balances.

Operating cash flow of $183.8 million was a 55% decrease 
from 2019 due to lower underlying EBITDA from weaker market 
conditions as COVID-19 impacted key industries.

Cash flows from discontinued operations from the MAC 
royalty were lower due to the demerger of Deterra Royalties in 
November 2020, though royalties collected until the demerger 
benefitted from rising iron ore prices throughout the year.

Iluka invested $71 million on capital developments during 
2020, including planned mine development at Cataby; 
completing Eneabba Phase 1 and commencing Phase 2; 
progressing Sembehun study options; early works on other 
development options; and sustaining capital at Australian sites 
and at Sierra Rutile. 

No dividend was paid in September. Iluka declared a full year 
dividend of 2 cents per share, fully franked, will be paid on 8 April 
2021.

32

      Iluka Resources Limited, Annual Report 2020

Narngulu, Western Australia

NON-IFRS FINANCIAL INFORMATION

This document uses non-IFRS financial information including underlying mineral sands EBITDA, underlying Group EBITDA and Group 
EBIT which are used to measure both Group and operational performance. Non-IFRS measures are unaudited but derived from 
audited accounts. All currency shown in the Annual Report is expressed in Australian dollars, unless otherwise indicated.

2020

JA/MW

C/SW US/MB

SRL

Expl & 
Oth

Corp

Mineral sands revenue

389.0 

300.4 

AASB 15 freight revenue

20.6 

8.5 

34.5 

6.1 

223.1 

(0.0)

7.8 

- 

(139.4)

(145.8)

(30.5)

(204.5)

(73.9)

Expenses

Mining Area C

Share of profit in associate

FX

Corporate costs

EBITDA

- 

- 

- 

- 

- 

- 

- 

- 

270.2 

163.1 

Depreciation and amortisation

(36.2)

(72.3)

Inventory movement  
- non-cash

9.8 

29.1 

- 

- 

- 

- 

10.1 

(0.4)

(0.9)

- 

- 

- 

- 

- 

- 

- 

- 

1.9 

Rehabilitation for closed sites

1.7 

0.2 

2.2 

3.1 

Mineral 
Sands

947.0 

43.0 

(594.1)

- 

0.1 

0.7 

- 

- 

- 

- 

0.1 

0.7 

(54.6)

(54.6)

MAC

Group

- 

- 

- 

947.0 

43.0 

(594.1)

81.0 

81.0 

- 

- 

- 

0.1 

0.7 

(54.6)

26.4 

(73.9)

(53.8)

342.1 

81.0 

423.1 

(72.2)

(0.3)

(3.1)

(184.5)

(0.3)

(184.8)

- 

- 

- 

- 

- 

- 

39.9 

7.2 

2,246.8 

2,246.8 

19.4 

19.4 

(12.4)

- 

(12.4)

- 

- 

- 

- 

- 

39.9 

7.2 

2,246.8 

19.4 

(12.4)

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

- 

245.5 

120.1 

11.0 

(40.8)

(86.6)

2,209.3 

2,458.5 

80.7 

2,539.2 

(1.0)

(2.5)

(0.5)

(2.8)

(0.1)

(11.1)

(0.2)

(10.2)

- 

- 

(5.3)

(7.1)

- 

(26.6)

- 

- 

(7.1)

(26.6)

Demerger Gain

Gain on re-measurement  
of Put Option

Impairment

EBIT  

Net interest costs

Rehab unwind and other 
finance costs

Profit Before tax

242.0 

116.8 

Segment result

242.0 

116.8 

(0.2)

(0.2)

(51.2)

(86.6)

2,204.0 

2,424.8 

80.7 

2,505.5 

(51.2)

n/a

n/a

307.4

80.7 

388.1 

Iluka Resources Limited, Annual Report 2020      

Capel, Western Australia

33

Cataby, Western Australia

FINANCIAL AND 
OPERATIONAL REVIEW

PROJECTS

ENEABBA 

The company develops and progressively 
gates projects towards execution subject to: (i) 
improving confidence and satisfaction with the 
risk-return attributes, (ii) continued strategic 
alignment, and (iii) sequencing to take advantage 
of economic and market outlook.

In 2020, travel restrictions associated with 
COVID-19 hampered access to some sites. 
Nevertheless, material progress was made on a 
number of projects, as outlined here. 

ENEABBA
WESTERN AUSTRALIA

DEVELOPMENT STAGE

Project Execution

The Eneabba project in Western Australia involves the 
extraction, processing and sale of a strategic stockpile rich 
in monazite (a mineral containing rare earths) and zircon. This 
stockpile is stored in a mining void resulting from Iluka’s historic 
mineral sands operations at Eneabba.

Phase 1 of the project, involving a simple reclamation and 
screening of the stockpile to produce a 20% monazite-zircon 
concentrate, began production in April 2020. The first shipment 
of material occurred ahead of schedule in June. Eneabba is now 
the highest grade rare earths operation globally.

Phase 2, involving the upgrade to a 90% monazite concentrate, 
was approved by the Board in August and has progressed in 
line with plans over the remainder of the year. The concentrate 
produced during Phase 2 will be a direct feed to a rare earths 
refinery. 

Iluka is actively exploring the potential for the downstream 
processing of rare earths in Australia.

34

      Iluka Resources Limited, Annual Report 2020

BALRANALD 

WIMMERA 

CATABY 

BALRANALD
NEW SOUTH WALES

WIMMERA
VICTORIA

DEVELOPMENT STAGE

Preliminary Feasibility Study

DEVELOPMENT STAGE

Preliminary Feasibility Study

Wimmera is a large-scale, fine-grained heavy mineral sands 
deposit in the Victorian Murray Basin with the potential to 
support the long term supply of ceramic-grade zircon and rare 
earths. The project aims to apply innovative mineral processing 
to overcome technical challenges associated with impurities 
in the zircon. If  successful, this approach would enable the 
development of other similar challenging projects in the region. 

Project work in 2020 focussed on validating a processing 
solution to remove impurities and produce a ceramic 
grade zircon that would be eligible for the ceramics market. 
Environmental baseline studies were also progressed.

Balranald and Nepean are two rutile-rich deposits in the 
northern Murray Basin, New South Wales. Owing to their 
relative depth, Iluka is assessing the potential to develop these 
deposits via a novel, internally developed, underground mining 
technology. 

In 2020, Iluka undertook a third technology trial (T3) to 
determine whether the technology is economically viable. 
Field activities were delayed in the first half of the year due to 
COVID-19 related travel restrictions, however the trial was able 
to commence in Q3 and fieldwork was completed in Q4. 

The trial confirmed the effectiveness of the underground mining 
method and validated key elements of the mining unit design, 
such as materials of construction that have thwarted previous 
attempts to mine for extended periods of time. Attempts to 
undertake continuous backfilling of tailings into the mining void 
were not successful. This is not considered a fatal flaw, as the 
more traditional on-surface placement is a low-risk alternative.  

Work has commenced to scope the Definitive Feasibility Study 
(DFS) and the company is targeting a decision on whether to 
proceed with a DFS in mid-2021.

Iluka Resources Limited, Annual Report 2020      

35

FINANCIAL AND OPERATIONAL REVIEW

PROJECTS

SEMBEHUN MINE

SR KILN 1 

SEMBEHUN MINE
SIERRA LEONE

SR KILN 1 RESTART  
AND SOUTH WEST DEPOSITS, 
WESTERN AUSTRALIA

DEVELOPMENT STAGE

DEVELOPMENT STAGE

Scoping Study / Preliminary Feasibility Study

Definitive Feasibility Study

The Sembehun group of deposits are situated 20 to 30 
kilometres north-west of the existing Sierra Rutile operations. 
Sembehun is one of the largest and highest quality known 
rutile deposits in the world. Iluka is focussed on determining an 
approach which balances the risk and reward associated with 
the development of Sembehun and has commenced a process 
to identify third parties willing to invest in the next phase of 
Sierra Rutile’s growth. 

Study work in 2019 identified a potentially suitable alternative 
mining method, hydraulic mining. A field trial was planned 
for the first half of 2020, however, in response to COVID-19 
restrictions, all field work was suspended. For much of the 
year project work focussed on progressing critical preliminary 
feasibility study activities that protected the project schedule 
but did not require site access or significant third-party 
interaction.

Iluka is progressing plans to undertake a field trial of hydraulic 
mining at the current mining area in early 2021. 

The Synthetic Rutile Kiln 1 (SR1) is located adjacent to Iluka’s 
operational SR2 kiln. Refurbishing SR1 represents a low capital 
expenditure, low risk opportunity to produce up to an additional 
110ktpa of high grade synthetic rutile. The project to restart the 
kiln is execute ready. Initiation is subject to securing satisfactory 
commercial arrangements, ilmenite feedstock and the market 
outlook.

Iluka retains a number of tenements in south west Western 
Australia containing chloride ilmenite suitable as a feedstock 
to the synthetic rutile kilns. A preliminary feasibility study to 
develop these sites has begun. Any development, or re-start of 
SR1, will be subject to market conditions. 

36

      Iluka Resources Limited, Annual Report 2020

ATACAMA

PUTTALAM QUARRY

ATACAMA
SOUTH AUSTRALIA

PUTTALAM QUARRY
SRI LANKA

DEVELOPMENT STAGE

Preliminary Feasibility Study

Atacama is a satellite deposit located approximately five 
kilometres from Ambrosia. The deposit has the potential to 
supplement and extend zircon production at Jacinth-Ambrosia 
and also provide a meaningful supply of ilmenite (nearly two 
thirds of valuable mineral assemblage at Atacama relates to 
ilmenite) by utilising existing infrastructure.  

Viability of the project is dependent on a processing solution 
which enables upgrading or selling of ilmenite; work continues 
to validate a processing route.

Puttalam Quarry (PQ) is a large, predominantly sulphate 
ilmenite deposit, located in the Puttalam District of Sri Lanka, 
approximately 170 kilometres from the capital Colombo.

Iluka’s exploration lease covering the PQ Resource 
(approximately 333Mt) expired in September 2020. At the 
time, outstanding key approvals prevented Iluka from lodging 
an application to convert the exploration lease to an Industrial 
Mining License. The write down of the PQ Resource has been 
reflected in Iluka’s 2020 Ore Reserves and Mineral Resources 
Statement and Iluka recorded an associated impairment charge 
of $12 million. 

Iluka retains an interest in Sri Lanka, with step-in rights that can 
be exercised if progress is made on a number of key areas to 
further the development of deposits in Sri Lanka.

Iluka Resources Limited, Annual Report 2020      

37

2020 PROJECT PIPELINE

REGION AND 
MINERAL RESOURCE 1

ASSESS

Scoping Study

SELECT

Preliminary Feasibility Study

EUCLA BASIN

345Mt @ 4.8% HM for 16.6 Mt in Situ HM

MURRAY BASIN

195Mt @ 17.2% HM for 33.4Mt in Situ HM 1

MID WEST /  
SOUTH WEST WA

986Mt @ 5.6% HM for 54.9Mt in Situ HM

SIERRA LEONE

715Mt @ 1.1% Rutile for 7.9Mt in Situ Rutile

ATACAMA

WIMMERA

BALRANALD

SEMBEHUN

SOUTH WEST 
DEPOSITS

STAGE DESCRIPTION:

Determine what it could be

Determine what it should be

ESTIMATE ACCURACY RANGE: 
(AT END OF PHASE)

-30% to +60%

-15% to +30%

The Mineral Resource information on this indicative growth pipeline summary is extracted from the company’s previously published statements and are available 
at: www.iluka.com.au. Iluka confirms that it is not aware of any new information or data that materially affects the information included in the original market 
announcements and, in the case of estimates of Mineral Resources or Ore Reserves, that all material assumptions and technical parameters underpinning 
the estimates in the relevant market announcement continue to apply and have not materially changed. Iluka confirms that the form and context in which 
the Competent Person’s findings are presented have not been materially modified from the original market announcement. All Mineral Resource figures are 
estimates. This table should be read in conjunction with the disclaimers and compliance statement on page 167.

38

      Iluka Resources Limited, Annual Report 2020

Cataby, Western Australia

DEVELOP

EXECUTE

PRODUCE

Definitive Feasibility Study

Project Execution

Operate and Maximise

SR1 KILN 
RESTART

ENEABBA 
(PHASE 2)

JACINTH-
AMBROSIA

ENEABBA 
(PHASE 1)

CATABY

LANTI

GANGAMA

Determine what it will be

Deliver the project

Extract value

-10% to +15%

n/a

n/a

No Resource estimate

Resource estimate

Reserve estimate

Other

Iluka Resources Limited, Annual Report 2020      

39

FINANCIAL AND OPERATIONAL REVIEW

EXPLORATION

Growing and improving the quality of Iluka’s Mineral 
Resource and Ore Reserves is integral to the company’s 
ability to deliver sustainable value. 

Exploration opportunity assessment is managed 
through a structured, stage-gated process considering a 
combination of technical and economic factors, taking a 
risk-weighted approach. 

Near Mine exploration seeks to add value in areas 
adjacent to existing assets, where synergies can 
deliver additional value through mine life extension 
or progressive development. New Mine exploration 
focusses on identifying new high quality mineralisation 
that can deliver a new operation and longer term growth. 

Please refer to the Ore Reserves and Mineral Resources 
Statement section for changes and updates to 
Resources on page 157.

GENERATION AND  
EXTERNAL OPPORTUNITIES 

Travel restrictions impacted activities throughout 2020, 
limiting Iluka’s ability to complete field work and testing 
on existing and newly identified opportunities. The 
company focussed on completing a comprehensive 
review of opportunities within Australia and the United 
States jurisdictions to augment the existing project 
pipeline. More than 100 opportunities were reviewed, 
identifying a number of high priority prospects. 
Substantial areas of exploration access are being sought, 
with tenure applications submitted over approximately 
4,300km2. A structured review program is currently 
ongoing covering other global jurisdictions. 

AUSTRALIA 

Prior to travel limitations impacting the ability to 
complete on-ground work, substantial near mine and 
new mine exploration programs were completed in 
Western Australia, South Australia, Victoria and New 
South Wales. 

At Cataby, 9,341m were completed in 209 drill holes to 
improve confidence, expand existing Resources and 
support mining operations. 

At Jacinth, in the northern extension of the main deposit, 
1,221m in 58 drill holes were completed to infill existing 
data and improve Resource confidence ahead of mining. 

At Wimmera, 4,429m in 144 drill holes were completed, 
focussed on specific geological and metallurgical 
definition as part of the on-going preliminary feasibility 
study. 

Regional exploration was carried out in the Balranald 
district to test new mineralisation targets, with 1,361m 
completed in 14 drill holes.  

A total of 1,791 km2 of new tenure was granted during 
the year providing new access for exploration, with 
budget and plans developed to progress work. 

UNITED STATES

Following the implementation of detailed COVID-19 risk 
management plans, Iluka was able to progress one of 
several regional scale new mine opportunities. A total of 
2,109m from 46 drill holes were completed. 

The exploration review also identified a number of 
priority opportunities in the United States and work is 
progressing to secure access and implement exploration 
processes during 2021. 

40
40

      Iluka Resources Limited, Annual Report 2020
      Iluka Resources Limited, Annual Report 2020

CANADA 

SIERRA LEONE

Early in 2020, Iluka, with its Canadian joint venture 
partner Societe d’Exploration Miniere Vior Inc (now 
renamed Vior Inc), continued to explore for high-grade 
rutile bearing ilmenite bodies. A total of 9 diamond holes 
for 1,515m were drilled based on 7 geophysical targets. 
Vior made an announcement on the 20 May in respect 
of this programme. Analysis of the core and results have 
been extensively delayed due to laboratory closures 
related to COVID-19, with results expected during  
Q1 2021. 

Infill drilling of existing resources within both Area 1 and 
the Sembehun project continued throughout the year. 
A total of 10,200m of drilling was completed in both 
Area 1 (current operational area) and Area 5 (Sembehun) 
in 1,177 drilling holes, including a combination of 
hollow flight auger and aircore drilling. This focussed 
on improving the geological models, collecting 
metallurgical and geometallurgical data and improving 
Resource confidence as part of the ongoing Life of Mine 
programme and Sembehun Feasibility process. 

Granted tenement position  
as at 31 December 2020

Tenement applications  
as at 31 December 2020

Region 

Eucla Basin, (SA)

Murray Basin (NSW & VIC)

Perth Basin (WA)

Other - Australia (QLD)

Sierra Leone

Sri Lanka

Other - International

Total 

Approx. square 
kilometres

Region 

Approx. square 
kilometres

10,427

Eucla Basin (SA & WA)

3,650

574

1,791

559

105

0

Murray Basin (NSW & VIC)

Perth Basin (WA)

Other - Australia (QLD)

Sierra Leone

Sri Lanka

Other - International

17,106

Total

4,072

874

268

0

858

0

0

6,072

Exploration and Geology Expenditure 2020 – $9.4M

Administration + Other
$1.1M, 12%

Australian Exploration
$3.1M, 33%

International 
Exploration
$0.1M, 1%

Operations & 
Project Support
$2.2M, 23%

US + Canada
$2.9M, 31%

Iluka Resources Limited, Annual Report 2020      

41

FINANCIAL AND OPERATIONAL REVIEW

SUSTAINABILITY

CLIMATE CHANGE

• 

Iluka recognises that the physical and transitional 
impacts of climate change may affect its assets, 
productivity, supply chains and markets. Several 
opportunities are available and the risks identified are 
broadly within the company’s control, with the overall 
risk presented by climate manageable. Iluka understands 
that close monitoring and continued focus on this is 
important. 

Iluka is committed to the Paris Agreement objectives 
and accepts the Intergovernmental Panel on Climate 
Change (IPCC) assessment of climate change science. 
During 2020, Iluka progressed the implementation of the 
recommendations of the Task Force For Climate Related 
Disclosures (TCFD), building on the analysis of physical 
risks undertaken in 2019. The company undertook an 
assessment of the key transition risks which may impact 
its business. A response is being developed and a group 
of metrics and targets identified.

In year one of the TCFD work, Iluka had an external 
review (by KPMG) to ascertain whether climate-related 
risks could be recorded and addressed under Iluka’s 
risk management approach. The strategic risk register 
records and describes mitigations and plans in relation 
to climate related risks that extend out to 10 years. 
Risks beyond this period will be recorded as emerging 
risks. Risks related to the physical risk assessment, and 
which are apparent from year one, are now identified and 
addressed at the group and site level. 

Furthermore, as the world manages and adapts to the 
impacts of climate change, Iluka produces critical mineral 
products that both support and facilitate this transition.

• 

• 

End uses for the company’s mineral sands products 
include sustainable development applications 
in renewable energy technologies, water and air 
purification and catalytic converters, among others.

For its titanium dioxide business, Iluka operates 
almost exclusively in the very high-grade segment 
of the market, with the products rutile and synthetic 
rutile each containing titanium content in excess of 
90%. Pigment is the most prominent application for 
titanium dioxide; and the quality of Iluka’s products 
enables our pigment customers to operate their 
plants more efficiently, with less impact on the 
environment.

42

      Iluka Resources Limited, Annual Report 2020

Iluka has an emerging position in rare earths. Of 
their many high value applications, some rare earths 
(neodymium and praseodymium in particular) are 
essential for the production of permanent magnets, 
which are in turn used to produce the motors that 
power electric vehicles, generate power in wind 
turbines and in other sustainable development 
technologies. Demand across this supply chain is 
expected to grow substantially over coming years 
as the world pursues widespread electrification. 
Iluka’s assets at Eneabba and Wimmera have the 
potential to play a significant role in the global 
supply of rare earths as essential building blocks for 
a low carbon future.

GOVERNANCE

The Board Charter stipulates that the Board is required 
to conduct an annual review of climate-related risks and 
approve climate-related disclosures. Duties also extend 
to measuring and reviewing Iluka’s performance against 
climate change and sustainability targets.  

In 2020 the Board was provided an update on Iluka’s 
roadmap to implementing the recommendations of the 
TCFD, together with an overview of scenario analysis 
used to identify climate-related transition risks and 
opportunities. 

RISK MANAGEMENT

Iluka’s scenario analysis, aligned to the TCFD, included 
three climate scenarios: 1.5°C, to reflect rapid 
decarbonisation; a 2°C-3°C, to reflect delayed action; 
and >3°C, to reflect minimal action on climate change. 
Physical risks associated with a >3°C ‘business as usual’ 
scenario was detailed in Iluka’s 2019 Sustainability 
Report.

Cross-functional workshops were conducted covering 
Iluka’s entire value chain (including both upstream supply 
chains and downstream customers). For each risk or 
opportunity identified, Iluka has selected a series of 
signposts that will indicate a change in impact on our 
business. The company will continue to monitor these 
signposts to guide its climate strategy.

Iluka’s Material Transition Risks

Risk Type

Description

Response

Policy and legal

A price on carbon will impact the cost 
of production and operations, as well as 
downstream production costs for Iluka’s 
customers.

Iluka will assess the feasibility of implementing 
an internal price on carbon to monitor the impact 
of a carbon price on operations and future 
capital projects.

Reputation

Investor and key stakeholder reputational risk 
may materialise if Iluka fails to manage key 
ESG issues such as land assets, emissions 
strategies, or other climate-related risks.

Technology

Assets may become ‘stranded’ in a rapid 
transition to a low-carbon economy.

Iluka continues to respond to queries from 
investors relating to our climate-related risks 
and commitments.  The company is continually 
working to improve disclosures and to support 
increased understanding of the impact of both 
climate change risks and opportunities on the 
business. 

Iluka completes assessments as part of the 
project evaluation process to understand the 
impact of future scenarios on the life of an asset. 
Where applicable, this will include carbon pricing 
and other climate-related risks.

Iluka’s Material Transition Opportunities

Description

Response

Opportunity 
Type

Energy Source

Increased use of  
renewable energy

Resource 
Efficiency

Utilisation of by-products

Markets

Improved market position due to lower 
whole-of-life emissions

Iluka has an opportunity to work with renewable 
energy generators to reduce overall emissions 
footprint through the utilisation of clean energy. 
End use applications of Iluka’s mineral sands 
and rare earth products are critical in renewable 
energy technologies; including permanent 
magnets essential for the construction of wind 
turbines; and in emerging solar cell technologies.

Iluka maintains stockpiles of by-products which 
may experience an increase in demand in a 
low-carbon economy.  The company continues 
to support research and development into 
increased use for these products.

Iluka has a continued focus on providing 
high-quality products to its customers. These 
products allow our customers to produce a 
lower whole-of-life emissions footprint for final 
goods when compared to lower quality products. 
Demonstrated through Iluka’s titanium products, 
their high quality enables pigment customers to 
operate their plants with greater efficiency.  End 
use applications of Iluka’s products are critical in 
growing sectors such as electric vehicles, water 
and air purification, and catalytic converters. 

Iluka Resources Limited, Annual Report 2020      

43

FINANCIAL  
AND OPERATIONAL 
REVIEW

SUSTAINABILITY 

METRICS AND TARGETS

Iluka has begun a process to identify 
internal metrics for each of the company’s 
material climate-related risks and 
opportunities. As the company develops 
its response, it is expected that targets will 
be established and published.

Iluka’s 2020 Sustainability Report will be 
released in April 2021. 

HUMAN RIGHTS AND MODERN 
SLAVERY

Iluka progressed its Modern Slavery Work 
Programme, implementing a governance 
framework and commencing vendor risk 
assessments and modern slavery and 
human rights training. The company has 
continued to participate in the resource 
and energy industries’ modern slavery 
group, working  collaboratively on the 
development of measures to support 
compliance with the Australian modern 
slavery legislation. Iluka plans to release 
its first Modern Slavery Statement in 
2021.

ABORIGINAL ENGAGEMENT  
AND CULTURAL HERITAGE

Iluka acknowledges the special 
connection that Indigenous peoples have 
with land and seeks to build constructive 
and authentic relationships. Relationships 
with Iluka’s Aboriginal stakeholders extend 
from Board level through to day-to-day 
relationships at our operational sites. 
Indigenous employment at Iluka’s Jacinth-
Ambrosia operation in South Australia 
approached 30% in 2020, a reflection of 
the strong working relationship between 
the Far West Coast people and Iluka.

At any location where cultural heritage is 
identified, engagement is undertaken and 
a Cultural Heritage Management Plan is 
implemented to ensure the protection of 
sites and artefacts. 

To develop internal capability to 
build and maintain strong, effective 
relationships with Aboriginal groups, 
Iluka has commenced the development 
of an Aboriginal cultural awareness 
and engagement programme, which 
commenced at the end of January 2021.

44

      Iluka Resources Limited, Annual Report 2020

ZIRCON AND HIGH GRADE TITANIUM DIOXIDE 
PRODUCTS (RUTILE AND SYNTHETIC RUTILE) 
HAVE WIDE RANGING ENVIRONMENTAL 
BENEFITS; FROM LOWER ENVIRONMENTAL 
IMPACTS IN PRODUCTION COMPARED TO 
ALTERNATIVES, TO THE ENHANCEMENT OF 
VARIOUS END-USE APPLICATIONS AND THEIR 
SUSTAINABILITY. 

LOWER GLOBAL WARMING POTENTIAL [1]

Zircon has approximately a 16% lower Global Warming Potential 
than alumina, the main alternative product, when used as 
ceramic whitener and opacifier in porcelain stoneware tile 
production. Using zircon generates lower overall environmental 
impacts in production versus alumina, over a range of 
environmental indicators. 

LOWER PRODUCT ENVIRONMENTAL 
FOOTPRINT [5]

TiO2 pigment is used in approximately 95% of paints; and is 
the main end-use of Iluka’s rutile and synthetic rutile products. 
Paints with high TiO2 pigment content have the highest opacity, 
meaning fewer coats of paint are needed. The closest potential 
alternative opacifier is around 35% less effective, requiring 
a higher raw material demand and producing greater waste 
generation. 

REDUCE AIR POLLUTION [5]

Specialty TiO2 pigments are helping to reduce air pollution 
through photocatalysis on the surface of buildings; converting 
nitrogen oxides into harmless soluble nitrate salts which wash 
away in rain. Zirconium (derived from zircon) is used as a dopant 
to further increase the photocatalytic activity of TiO2 in air 
quality improvement. 

ESSENTIAL IN THE CONSTRUCTION OF  
WIND TURBINES AND ELECTRIC VEHICLES [6]

High value rare earth elements (rare earths) such as neodymium 
(Nd) and praseodymium (Pr), are the key inputs required to 
produce high strength permanent magnets. These ultra-strong, 
long life magnets are essential in the production of the motors 
and generators that power electric vehicles and wind turbines.  
Other rare earths such as Terbium (Tb) and Dysprosium (Dy) 
can be used to improve the performance in some of these 
applications. 

HIGHER ENGINE EFFICIENCY AND LOWER 
VEHICLE EMISSIONS [2] [3] [8] [9]

Zirconia oxygen sensors are essential in ensuring top 
performance outcomes from modern car engines. The oxygen 
sensors avoid fuel wastage and enhance environmentally-
friendly operation. Also, zirconia together with rare earth 
compounds are used as sub-catalysts and catalyst supports 
in emissions reduction of carbon monoxide, hydrocarbons, 
nitrogen oxides and other toxic substances.

Rare earths are also used in automotive catalytic converters 
for gasoline and diesel powered vehicles to convert harmful 
pollutants in the vehicle’s exhaust stream into less harmful 
emissions.

GREATER EFFICIENCY FOR NUCLEAR ENERGY 
AND ZERO GREENHOUSE EMISSIONS [1][4] [10]

Zirconium-containing alloys are widely used across structural 
components in the nuclear industry. The alloys offer excellent 
corrosion and irradiation creep resistance, as well as low 
neutron-absorption, critical for increasing the efficiency of the 
nuclear reactor. Nuclear power plant operations produce zero 
greenhouse gas emissions. 

REDUCE URBAN HEAT ISLAND EFFECT [7] [5]

Zircon-containing tiles used as a building envelope, could 
improve a building’s thermal comfort as zircon increases the 
tiles solar reflectance index. Ceramics with zircon-containing 
glazes are also able to reduce maintenance costs compared to 
other ‘cool materials’ thanks to its high chemical and abrasion 
resistance. TiO2 pigments in paint applied to the surfaces of 
buildings and ‘cool roofs’ can also help to reduce heat build-up. 
TiO2 pigment has a very high refractive index, reflecting the heat 
generated by the rays of the sun

Source:
[1] Zircon Industry Association [zircon-association.org]
[2] CO2 Meter [CO2Meter.com]
[3]. ABMARC [fcai.com.au]
[4] World Nuclear Association [world-nuclear.org]
[5] TDMA [tdma.info]
[6] Journal of Cleaner Production [sciencedirect.com]
[7] Institute of Materials, Minerals and Mining [IOM3.org]
[8] US Environmental Protection Agency [epa.gov]
[9] Journal of Physics: Conference Series [iopscience.iop.org]
[10] World Nuclear Association [www.world-nuclear.org]

Iluka Resources Limited, Annual Report 2020      

45

BUSINESS RISK AND MITIGATION

The identification and management of risk is fundamental to 
achieving Iluka’s objective to deliver sustainable value. The 
company is committed to managing risk in a proactive and 
effective manner. Iluka’s Risk Management Policy is supported 
by a risk management framework which is aligned to the 
International Standard for risk management, ISO 31000. 
This framework provides a whole of business approach to 
the management of risks and sets out the process for the 
identification, assessment, monitoring, review and reporting of 
risk to facilitate the achievement of our plans and objectives. 
The Board, through the Board Charter, delegates responsibility 
for identifying and managing risks and implementing effective 
controls to management. Management reports to the Board 
those risks which could have a material impact on the  business. 
The Audit and Risk Committee assists the Board with regard 
to oversight of the company’s risk management practices. 
Through its risk management framework Iluka seeks to:

• 

• 

• 

• 

• 

• 

• 

• 

• 

apply a structured and systematic risk management 
process across the Group;

embed a culture of risk awareness by integrating risk 
management into business activities and processes; 

identify, assess and manage risks in a structured and 
systematic manner; 

enable prudent risk taking in line with business objectives 
and strategies; 

establish and monitor the effectiveness of controls in line 
with agreed risk tolerances; 

ensure material risks are effectively identified, 
communicated and appropriately elevated to Executives 
and to the Board; 

implement appropriate insurance risk retention and 
transfer strategies;

assess regularly the effectiveness  of the risk management 
processes  and controls; and

continue to fulfill risk management governance 
requirements. 

Iluka applies a structured and systematic approach to assess 
the consequence of risk in areas such as injury, illness, 
community, environment, compliance, financial, company 
objectives and reputation. Company risks, and how they are 
being managed, are reviewed and updated by the Executive 
regularly and the company’s risk profile is provided to the Board 
for endorsement twice yearly. 

Set out below are the key risk areas that could have a material 
impact on the company. The nature and potential impact of 
risks changes over time. The risks described below are not 
the only risks that Iluka faces and, whilst reasonable effort is 
made to identify and manage material risks, additional risks not 
currently known or detailed below may adversely affect future 
performance. Emerging risk is a standing Board agenda item. 
Risks identified through this process are incorporated into the 
Iluka Corporate Plan development.

46

      Iluka Resources Limited, Annual Report 2020

HEALTH AND SAFETY RISKS 

Iluka faces risks relating to the health and safety of its workforce 
and it is the company’s top priority to manage the wellbeing 
of both employees and contractors. Iluka has continued to 
manage the resultant COVID-19 related risks through the 
implementation of targeted protective measures. Iluka works 
actively to protect the health and safety of its people by 
identifying and taking appropriate action to eliminate workplace 
fatalities, life-changing injuries, minimise injuries and illnesses 
through the delivery of effective training, capturing accurate 
safety statistics, conducting thorough incident investigations 
and sharing learnings.

SUSTAINING OPERATIONS RISKS 

Maintaining a pipeline of Ore Reserves and projects in order 
to sustain operations is a key focus for Iluka.  The success of 
exploration activity and project delivery is critical to sustain 
operational production profiles.  Tailings dam management is 
an ongoing Executive and Board focus at Iluka across all of its 
mines. Iluka has dedicated geotechnical resources and draws 
on external tailings and dam management experts to continue 
to improve designs and monitoring activities to reflect best 
practice. Annual reviews are conducted of the company’s 
resources and reserves, asset integrity, short and long term 
planning, geotechnical and hydrogeological modelling. 

ATTRACTING AND RETAINING KEY  
PEOPLE RISKS 

Attracting and retaining key personnel is a priority and Iluka 
has plans in place to develop and deliver ongoing training 
and leadership capability building combined with succession 
planning and talent management processes.

PROJECT DEVELOPMENT RISKS 

Iluka regularly assesses its ability to enhance its production 
profile or extend the economic life of deposits through the 
development of new projects within its portfolio. A failure to 
develop and operate projects in accordance with expectations 
could negatively impact results of operations and the 
company’s financial position. Risks to major development 
projects include the ability to acquire and/or obtain appropriate 
access to property, regulatory approvals, supply chain 
risks, construction and commissioning risks. There are also 
technology risks associated with some projects; for example, 
the new unconventional mineral sands mining approach 
planned for the Balranald deposit in New South Wales and the 
Wimmera project in Victoria. A structured capital process and 
project delivery framework is utilised to facilitate successful 
project development to manage risks associated with bringing 
new projects into operation. 

PRODUCTION DEMAND AND PRICE RISKS 

FINANCIAL RISKS 

Iluka is subject to fluctuations in global economic conditions, 
customer demand and end-use markets. The demand for 
Iluka’s products may be sensitive to a wide range of factors 
most of which are outside of the company’s control such as 
changes in the global economy, adverse changes in pigment or 
ceramic markets, or changes that reduce the level of feedstock 
required by our customers (substitution or thrifting). The prices 
for products are also subject to these market conditions. 
The company’s approach to these risks is to adopt pricing 
strategies that promote sustainability (of demand and pricing) 
and where appropriate to seek offtake agreements that support 
project capital returns, and to adjust production settings and 
inventory levels in the context of market demand.

CYBER RISKS

Iluka takes a risk-based approach to manage cyber security with 
a focus on ensuring good practice across standard processes.  
Iluka leverages leading frameworks such as National Institute of 
Standards and Technology (NIST) and guidance from Australian 
Government’s Cyber Security Centre.   Iluka has a range of 
measures to manage cyber security risk including:  

•

•

•

•

•

•

a cybersecurity strategy program as part of Iluka’s overall 
IT strategy; 

clear responsibilities with a centralised IT function and 
dedicated capability of a cyber team; 

governance reporting and regular assurance including 
external audits, penetration testing, and assessment 
against standards and leading guidance such as the 
Australian Cyber Security Centre Essential Eight;

a focus on ‘good basics’ including awareness and 
training, patching, accurate asset and software registers, 
authentication controls, management of change, physical 
access controls to critical centres and servers and cyber 
risk reviews; 

a range of technical platforms and controls from leading 
providers; and 

cyber response plan including post incident review 
processes with root cause analysis.

The Sierra Rutile operation has a stand-alone separate IT 
environment and team, including locally set and managed cyber 
controls.  

Iluka faces risks relating to the cost of and access to funds, 
movement in interest rates and foreign exchange rates (refer 
Note 21 in financial statements). Iluka maintains policies which 
define appropriate financial controls and governance which 
seek to ensure financial risks are fully recognised, managed and 
recorded in a manner consistent with: 

•

•

•

the financial risk appetite and delegations as set by Iluka’s 
Board; 

generally accepted industry practice and corporate 
governance standards; and 

shareholder expectations of a mineral sands producer. 

Where Iluka has entered into long term contracts with fixed 
or floor prices (i.e. hedged the commodity price), Iluka will 
consider the management of the risks related to movements 
in foreign exchange rates by entering into appropriate hedging 
arrangements.  Any hedging is conducted in accordance 
with Iluka’s risk tolerances and policies including appropriate 
approvals. 

GROWTH RISKS 

To deliver sustainable value, Iluka attempts to generate growth 
options through exploration, innovation, project development 
and appropriate external growth opportunities. Evaluating 
growth opportunities requires prudent risk taking as part of 
a disciplined process of project selection and evaluation to 
maximise the opportunity, achieve the desired outcomes, and 
manage the associated risks to the company. This includes 
applying the company’s established disciplines and systems 
to evaluate growth opportunities and assess their potential 
value and impact considering a range of modifying factors and 
assumptions.

GLOBAL ECONOMIC UNCERTAINTY RISK 

Iluka operates in a context of global economic uncertainty. 
Contributing factors currently include subdued economic 
growth, trade tensions and the impact of COVID-19 on resultant 
product demand. The company maintains a strong business 
focus to detect and respond to changes in demand which 
inform changes to the operational settings of Iluka’s assets.

Iluka Resources Limited, Annual Report 2020      

47

BUSINESS RISK AND MITIGATION

GOVERNMENT AND REGULATORY RISK 

ENVIRONMENTAL RISKS 

International activities have increased Iluka’s exposure to 
country risks. New or evolving regulations and international 
standards are outside the company’s control and are often 
complex and difficult to predict. The potential development 
of international opportunities can be jeopardised by changes 
to fiscal or regulatory regimes, adverse changes to tax laws, 
difficulties in interpreting or complying with local laws, material 
differences in sustainability standards and practices, or 
changes to existing political, judicial or administrative policies 
and changing community expectations. Risks in the locations 
in which Iluka operates could include terrorism, civil unrest, 
judicial activism, community challenge or opposition, regulatory 
investigation, nationalisation, protectionism, renegotiation 
or nullification of existing contracts, leases, permits or other 
agreements, imposts, restrictions on repatriation of earnings  
or capital and changes in laws and policy, as well as other 
unforeseeable risks.  If any of the company’s operations are 
affected by one or more of these risks, it could have a material 
adverse effect on its assets in those countries, as well as Iluka’s 
overall operating results, financial condition and prospects. 

ANTI-BRIBERY AND CORRUPTION RISK 

Iluka’s business activities and operations are located in 
jurisdictions with varying degrees of political and judicial 
stability, including some countries with a relatively high inherent 
risk with regards to bribery and corruption. This exposes Iluka to 
the risk of unauthorised payments or offers of payments to or 
by employees, agents or distributors that could be in violation 
of applicable anti-corruption laws. Risks also include possible 
delays or disruptions resulting from a refusal to make so-called 
facilitation payments or any other form of benefit inconsistent 
with Iluka policy or applicable laws. Iluka has a clear Anti-bribery 
and Corruption Policy, and internal controls and procedures to 
protect against such risks, including training and compliance 
programmes for its employees, agents and distributors. 
However, there is no assurance that such controls, policies, 
procedures or programmes will protect Iluka from potentially 
improper or criminal acts. Violations of anti-corruption laws or 
regulations may result in criminal or civil sanctions and adverse 
publicity. 

COMMUNITY/SOCIAL EXPECTATIONS RISK 

Iluka operates in different jurisdictions with varying community, 
heritage and social laws and expectations which are addressed 
through dedicated internal resources to deal with these issues. 
Community expectations are continually evolving and Iluka 
can best manage these through the development of robust 
strategies, maintaining strong relationships with communities 
and delivering on its commitments.

Iluka is committed to leading practice in environmental 
management as outlined in the Iluka Health, Safety, Environment 
and Community Policy. Leading practice is based upon 
current community expectations, applicable legislation and 
regulatory standards, all of which change over time. With 
increasing government and public sensitivity to environmental 
sustainability, environmental regulation is becoming more 
stringent. Iluka could be subject to increasing environmental 
responsibility and liability, including laws and regulations 
dealing with air quality, water and noise pollution and other 
discharges of materials into the environment, plant and wildlife 
protection, the reclamation and restoration of its properties, 
greenhouse gas emissions, storage, treatment and disposal 
of wastes and the effects of its business on the water table 
and groundwater quality. Sanctions for non-compliance with 
these laws and regulations may include administrative, civil and 
criminal penalties, revocation of permits, reputational issues, 
increased licence conditions and corrective action orders.  
Historic operations or disposal methods by the company or 
its predecessor companies, although materially compliant 
with regulatory requirements at the time, may be subject to 
increased or new environmental standards which require 
additional remediation. The company monitors these risks as 
part of the ongoing remediation of its former operational sites. 

BUSINESS INTERRUPTIONS RISK 

Circumstances may arise which preclude sites from operating 
including natural disaster, material disruption to Iluka’s logistics 
chain, critical plant failure or industrial action. 

The company undertakes regular reviews for mitigation of 
property and business continuity risks. Iluka utilised the 
company’s Crisis and Emergency Management Processes 
to manage the COVID-19 outbreak and to conduct detailed 
site-based risk assessments, procedures and processes, 
and minimise the health, safety and business impacts. 
The Emergency Management Processes and COVID-19 
Management Plans are still fully active in Sierra Leone to protect 
the health and safety of Iluka’s employees and the communities 
in which it operates. Appropriate business plans, policies and 
training exercises at Iluka sites provide support to mitigate 
the company’s risk. Iluka also maintains a prudent insurance 
programme that may offset a portion of the financial impact of a 
major business interruption event. 

SUSTAINABILITY RISK 

Iluka’s safety, health, environmental, people and community 
performance expectations are clearly articulated in its policies 
which are overseen by the Board. The company's Sustainability 
Report contains further information on Iluka's operating 
conditions,  as well as elements of the business strategy. 
This document (for the 2019 year), as well as other company 
information, is available on Iluka’s website www.iluka.com. 
The Iluka Sustainability Report in respect to the 2020 year, is 
planned for release in April 2021.

48

      Iluka Resources Limited, Annual Report 2020

CLIMATE CHANGE RISK 

Iluka is committed to managing its climate change risks and 
taking advantage of associated business opportunities. The 
company is committed to the Paris Agreement objectives 
and accepts the Intergovernmental Panel on Climate Change 
(IPCC) assessment of climate change science. Iluka is taking 
steps to implement the recommendations made by the Task 
Force on Climate related Financial Disclosures (TCFD) over a 
three-year period. This has included the company assessing 
the potential physical and transition climate risks and 
opportunities which may impact its operations.

Physical risks may include:

• 

• 

• 

• 

• 

decreased rainfall and prolonged drought;

increased number of very hot days and heatwaves;

less frequent, but more intense rainfall;

reduced access to consumables; and

reduced availability of water.

Transition risks may include:

• 

• 

• 

the implementation of a carbon price;

investor and key stakeholder reputational risk; and

stranded asset risk for equipment and machinery.

Transition opportunities may include:

• 

• 

• 

increased utilisation of renewable energy by sites;

increased utilisation of by-products; and

Improved market position due to higher demand for 
products, due to lower whole-of-life emissions, and 
due to increased demand for rare earths as a result of 
global shift toward renewable power generation and 
electrification.

Iluka Resources Limited, Annual Report 2020      

49

DELIVER 
SUSTAINABLE 
VALUE

50

      Iluka Resources Limited, Annual Report 2020

FINANCIAL REPORT AND 
REMUNERATION REPORT 

Results for announcement to the market 

Directors’ report 

Remuneration report 

Auditor’s independence declaration 

Financial statements 

Consolidated statement of profit or loss
and other comprehensive income 

Consolidated balance sheet 

Consolidated statement of changes in equity 

Consolidated statement of cash flows 

Notes to the consolidated financial statements 

Directors’ declaration 

Independent auditor’s report 

52

53

63

87

88

89

91

92

93

94

145

146

Iluka Resources Limited, Annual Report 2020      

51

RESULTS FOR ANNOUNCEMENT TO THE MARKET

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

For the year ended 31 December 2020
RESULTS FOR ANNOUNCEMENT TO THE MARKET

Provided below are the results for announcement to the market in accordance with Australian Securities
Exchange (ASX) Listing Rule 4.2A and Appendix 4E for the consolidated entity Iluka Resources Limited and its
controlled entities for the year ended 31 December 2020 (the 'financial year') compared with the year ended 31
December 2019 (the 'comparative year').

All currencies shown in this report are Australian dollars unless otherwise indicated.

Revenue from ordinary activities - continuing operations
Net profit after tax for the period from ordinary activities - continuing operations
Net profit after tax for the period attributable to equity holders of the parent

Down 19.7% to $990.6m
Up to $103.5m
Up to $2,411.9m

Dividends
2020 final: 2 cents per ordinary share (100% franked) to be paid in April 2021
2019 final: 8 cents per ordinary share (100% franked) paid in April 2020
Demerger dividend of $1,808.1 million, distributed in November 2020

Key ratios
Basic profit/(loss) per share (cents) - continuing operations
Diluted profit/(loss) per share (cents) - continuing operations
Free cash flow per share (cents)¹
Return on Equity²
Net tangible assets per share ($)

2020
24.5
24.4
5.2
283.7
3.03

2019
(71.0)
(71.0)
33.0
(26.6)
1.63

¹Free cash flow is determined as cash flow before refinance costs, proceeds/repayment of borrowings and dividends paid in
the year.

²Calculated as Net Profit/(Loss) after Tax (NPAT) for the year as a percentage of average monthly shareholder's equity over the
year.

Commentary on the consolidated results and outlook are set out in the Operating and Financial Review section of
the Directors' Report.

Dividend Reinvestment Plan (DRP)

The current Dividend Reinvestment Plan (DRP) was approved by the Board of Directors, effective for all dividends
from the 2017 final dividend onwards. Under the plan, eligible shareholders can reinvest either all or part of their
dividend payments into additional fully paid Iluka shares. The DRP remains active for the 2020 final dividend.

The Directors have determined that no discount will apply for the DRP in respect of the 2020 final dividend.
Shares allocated to shareholders under the DRP for the 2020 final dividend will be allocated at an amount equal
to the average of the daily volume weighted average market price of ordinary shares of the Company traded on
the ASX over the period of 10 trading days commencing on 15 March 2021. The last date for receipt of election
notices for the DRP is 11 March 2021.

Independent auditor's report

The Consolidated Financial Statements upon which this Appendix 4E is based have been audited.

52

52

      Iluka Resources Limited, Annual Report 2020

DIRECTORS’ REPORT

For the year ended 31 December 2020
DIRECTORS' REPORT

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

The directors present their report on the Group consisting of Iluka Resources Limited (the 'Company') and the
entities it controlled at the end of, or during, the year ended 31 December 2020.

The information appearing on pages 14 to 49 forms part of the Directors' Report for the financial year ended 31
December 2020 and is to be read in conjunction with the following information:

DIRECTORS

The following individuals were directors of Iluka Resources Limited during the whole of the financial year and up
to the date of the report, unless otherwise stated:

G Martin
T O'Leary
M Bastos
R Cole
S Corlett
J Ranck
L Saint
J Seabrook (retired 9 April 2020)

DIRECTORS' PROFILES

Name:
Qualifications:
Age:
Role:
Appointed:
Independent:

Greg Martin
BEc, LLB, FAIM, MAICD
61
Chairman and Non-executive Director
January 2013
Yes

Current positions:
• Chairman of the Board
• Nominations and Governance Committee - Chairman
• People and Performance Committee - Member

Relevant skills and experience:
Greg contributes to Iluka 40 years’ experience in the utilities, financial services , energy and energy related
infrastructure sectors in Australia, New Zealand and internationally.

Greg held the position of Managing Director and Chief Executive Officer of The Australian Gas Light Company for
five years. After AGL, Greg joined Challenger Financial Services Group as Chief Executive,
Infrastructure,
principally engaged in the management of predominantly European and North and South American infrastructure
investments.

Greg is a previous Non-Executive Director of Energy Developments Limited and the Australian Energy Market
Operator Limited; Chairman of the Royal Botanic Gardens & Domain Trust of New South Wales; and Deputy
Chairman of the Australian Gas Association. Greg also previously served as inaugural Chairman of the Energy
Supply Association of Australia. He is also a past member of the Business Council of Australia and Committee
for the Economic Development of Australia.

53

Iluka Resources Limited, Annual Report 2020      

53

DIRECTORS’ REPORT

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Other relevant directorships and offices (current and recent):
• Prostar Investments (Australia) Ply Ltd - Non-executive Chairman (retired December 2017)
• Sydney Desalination Plant Pty Ltd - Non-executive Chairman (retired July 2019)
• Coronado Global Resources Inc. - Non-executive Chairman (retired February 2019)
• Western Power Corporation - Non-executive Deputy Board Chair (appointed April 2015)
• Spark Infrastructure - Non-executive Director (appointed January 2017)
• Santos Limited - Non-executive Director (retired August 2017)
• Cosmos Capital Limited - Non-executive Chairman (appointed July 2020)
• Hunter Water Corporation - Non-executive Chair (appointed January 2021)

Name:
Qualifications:
Age:
Role:
Appointed:
Independent:

Tom O'Leary
LLB, BJuris
57
Managing Director
October 2016
No

Relevant skills and experience:
Tom contributes to Iluka more than 30 years’ experience in executive management, business development and
investment banking in the energy and banking sectors.

Tom was previously Managing Director of Wesfarmers Chemicals, Energy & Fertilisers having been appointed to
the role in 2010. Tom joined Wesfarmers in 2000 in a Business Development role and was then appointed
Managing Director, Wesfarmers Energy, in 2009. Prior to joining Wesfarmers, Tom worked in London for 10 years
in finance law, investment banking and private equity. Tom holds a law degree from The University of Western
Australia and has completed the Advanced Management Program at Harvard Business School.

Other relevant directorships and offices (current and recent):
• Clontarf Foundation - Non-executive Director (appointed June 2006)
• Edith Cowan University Council - Non-executive Member (retired June 2017)

Name:
Qualifications:
Age:
Role:
Appointed:
Independent:

Marcelo Bastos
BEng Mechanical (Hons, UFMG), MBA (FDC-MG), MAICD
57
Non-executive Director
February 2014
Yes

Current positions:
• Audit and Risk Committee - Member
• Nominations and Governance Committee - Member

Relevant skills and experience:
Marcelo contributes to Iluka more than 35 years’ of operational and project experience in the mining industry
across numerous commodities and geographies, particularly in Australia, Africa and South America.

Marcelo has extensive experience in major projects development and operation, and company management in
the metals and mining industry. Marcelo was formerly the Chief Operating Officer of the global resources
company, MMG Limited, with responsibility for its global operations.

Prior to MMG, Marcelo held senior executive positions with BHP and Vale, including CEO BHP Billiton Mitsubishi
Alliance (BMA), President of BHP’s Nickel West, President of Cerro Matoso and Nickel Americas, and Vale
Director of Copper Operations. Marcelo is a former Member of the Western Australia Chamber of Mines and
Energy and served as Vice President of the Queensland Resources Council.

54

54

      Iluka Resources Limited, Annual Report 2020

DIRECTORS’ REPORT

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Other relevant directorships and offices (current and recent):
• Golder Associates - Non-executive Director (appointed July 2017)
• Aurizon Holdings Limited - Non-executive Director (appointed November 2017)
• OZ Minerals Limited - Non-executive Director (retired April 2019)
• Anglo American PLC - Non-executive Director (appointed April 2019)

Name:
Qualifications:
Age:
Role:
Appointed:
Independent:

Rob Cole
LLB (Hons), BSc
58
Non-executive Director
March 2018
Yes

Current positions:
• Nominations and Governance Committee - Member
• People and Performance Committee - Member

Relevant skills and experience:
Rob contributes to Iluka more than 30 years’ of commercial, business strategy and planning experience in the
energy and resources sectors.

Rob was previously Managing Director of oil and gas production and exploration company, Beach Energy. Rob
also spent over eight years at Woodside Petroleum Limited across a number of senior positions in commercial,
corporate and legal areas, including Executive Director, Executive Vice President (Corporate and Commercial)
and General Counsel. Prior to his time at Woodside, Rob was a Partner at the law firm King & Wood Mallesons.
Rob is currently a non-executive director of various public, government-owned and not for profit companies and
an external advisor (gas industry) to the Power and Water Corporation of the Northern Territory.

Other relevant directorships and offices (current and recent):
• Southern Ports Authority - Non-executive Chair (resigned February 2020)
• GLX Group - Non-executive Chair (resigned April 2020)
• St Bartholomew's House Inc. - Non-executive Director (appointed November 2016)
• Synergy - Non-executive Chair (appointed November 2017)
• Perenti Global Limited - Non-executive Director (appointed July 2018)
• Power & Water Corporation (Northern Territory) - external member of the Regulation & Market Operations
subcommittee (appointed June 2020)
• Landgate - Non-executive Chair (appointed August 2020)

55

Iluka Resources Limited, Annual Report 2020      

55

DIRECTORS’ REPORT

For the year ended 31 December 2020

Name:
Qualifications:
Age:
Role:
Appointed:
Independent:

Susie Corlett
BSc (Geo, Hons), FAusIMM, GAICD
50
Non-executive Director
June 2019
Yes

Current positions:
• Audit and Risk Committee - Member
• Nominations and Governance Committee - Member

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Relevant skills and experience:
Susie contributes to Iluka more than 25 years’ experience in exploration, mining operations, mining finance and
investment.

Susie is a professional non-executive director following an executive career spanning mine operations,
investment banking and private equity A geologist, Susie's background is in mining operations and exploration for
RGC Ltd and Goldfields Ltd. Susie was most recently an Investment Director for Pacific Road Capital Ltd (a global
mining private equity fund), following a career in mining project finance and credit risk management for Standard
Bank Limited, Deutsche Bank and Macquarie Bank.

Other relevant directorships and offices (current and recent):
• Australian Institute of Mining & Metallurgy (AusIMM) Education Endowment Fund - Trustee (appointed June
2018)
• Foundation for National Parks and Wildlife - Non-executive Director (appointed June 2018)
• Aurelia Metals Ltd - Non-executive Director (appointed October 2018)
• The David Burgess Foundation - Non-executive Director (retired June 2019)
• Mineral Resources Limited - Non-executive Director (appointed January 2021)

Name:
Qualifications:
Age:
Role:
Appointed:
Independent:

James (Hutch) Ranck
BSE (Econ), FAICD
72
Non-executive Director
January 2013
Yes

Current positions:
• People and Performance Committee - Chairman
• Nominations and Governance Committee - Member

Relevant skills and experience:
Hutch contributes to Iluka a combination of over 40 years’ experience covering a wide mix of industries,
geographies as well as management practices, and extensive experience in mentoring leaders.

Hutch has held senior management positions with DuPont, both in Australia and internationally in finance,
chemicals, pharmaceuticals and agriculture for over 30 years. Hutch also served as a director of DuPont’s Hong
Kong based subsidiary, Titanium Technologies, for seven years.

Hutch retired as Managing Director of DuPont Australia and New Zealand and Group Managing Director of
DuPont ASEAN in 2010. Hutch previously served as a director in a variety of companies and organisations
including: CSIRO; Business Council of Australia; Australian Government Statutory Authority - APVMA; Chemical
and Plastics Association - PACIA; and was a member of the Prime Minister’s Science, Engineering and Innovation
Council - PMSEIC.

56

56

      Iluka Resources Limited, Annual Report 2020

DIRECTORS’ REPORT

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Other relevant directorships and offices (current and recent):
• Elders Limited - Non-executive Chairman (retired December 2018)
• CSIRO - Non-executive Member of the Board (retired May 2018)
• Autopak-Vetlab Group - Non-executive Chairman (appointed April 2019)
• J.L.Lennard - Non-executive Chairman (appointed May 2020)

Name:
Qualifications:
Age:
Role:
Appointed:
Independent:

Lynne Saint
BCom, GradDip Ed Studies, FCPA, FAICD, Cert Business Administration
58
Non-executive Director
October 2019
Yes

Current positions:
• Audit and Risk Committee - Chairman
• Nominations and Governance Committee - Member

Relevant skills and experience:
Lynne contributes to Iluka over 30 years’ financial, auditing, corporate governance, enterprise risk, supply chain
management, project management, and commercial experience both within Australia and internationally.

Lynne joins the Board from Bechtel Group, where she acquired more than 19 years’ leadership experience in her
executive career. Having most recently served as Chief Audit Executive, Lynne was formerly Chief Financial
Officer of Bechtel’s Mining and Metals Global Business Unit. Prior to Bechtel, Lynne worked in commercial roles
at Fluor Daniel and Placer Dome. Lynne also held consulting and auditing roles with PwC and KPMG. In 2003,
Lynne was recognised as the Telstra Queensland Business Woman of the Year.

Other relevant directorships and offices (current and recent):
• NuFarm Ltd (appointed December 2020)

57

Iluka Resources Limited, Annual Report 2020      

57

DIRECTORS’ REPORT

For the year ended 31 December 2020

MEETINGS OF DIRECTORS

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

In 2020, the Board met on 13 occasions, of which seven were scheduled meetings. In addition to these formal
meetings, the Board spent a day dedicated to strategic planning. Due to the COVID-19 pandemic, site visits were
not able to be carried out during 2020. The Chairman chaired all the meetings. In addition, the non-executive
directors meet independent of management to discuss relevant issues at each board meeting. Directors’
attendance at Board and committee meetings during 2020 is detailed below:

(1) “Held” indicates the number of meetings held during the period of each director’s tenure. Where a director is not a member

but attended meetings during the period, only the number of meetings attended is shown.

(2) “Attended” indicates the number of meetings attended by each director.

(3) Ms Saint was appointed Chairman of the Audit and Risk Committee on 9 April 2020.

(4) Ms Seabrook retired as a director on 9 April 2020.

DIRECTORS SHAREHOLDING

Directors shareholding is set out in the Remuneration Report, section 7.

EXECUTIVE TEAM PROFILES

Matthew Blackwell, BEng (Mech), Grad Dip (Tech Mgt), MBA, MAICD, MIEAust
Head of Projects and Marketing

Mr Blackwell joined Iluka in 2004 as President of US Operations. He had responsibilities for Land Management
and as General Manager, USA, before being appointed Head of Marketing, Mineral Sands in February 2014. In
2019, Mr Blackwell was made Head of Major Projects, Engineering & Innovation. In late 2020, Mr Blackwell
reassumed responsibility for Sales and Marketing. Prior to joining Iluka he was Executive Vice President of TSX
listed Asia Pacific Resources, based in Thailand. Mr Blackwell’s background in the mining industry includes
varied roles spanning multiple commodities.

58

58

      Iluka Resources Limited, Annual Report 2020

DIRECTORS’ REPORT

For the year ended 31 December 2020

Rob Hattingh, MSc (Geochem), GAICD
Chief Development Officer, Sierra Rutile

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Mr Hattingh joined Sierra Rutile in November 2016 from Iluka Resources where he held the position of General
Manager Innovation, Sustainability and Technology. Mr Hattingh has more than 28 years’ experience in the
mineral sands industry in a number of roles. He was Principal Environmental Scientist at Richards Bay Minerals in
South Africa and worked in senior roles at Exxaro Resources’ mineral sands business (now part of Tronox) where
he was responsible for technical disciplines for a number of years. In 2008, Mr Hattingh joined Iluka Resources in
Perth where he held management roles in the fields of hydrogeology, metallurgy, sustainability and business
development.

Sarah Hodgson, LLB, GAICD
General Manager, People and Sustainability

Ms Hodgson joined the People team at Iluka in 2013 and was appointed to her current role in March 2018. Ms
Hodgson has 20 years’ HR experience specialising in remuneration and international mobility and started her
career at PricewaterhouseCoopers in London before relocating to Australia with KPMG in 2002. Prior to joining
Iluka Ms Hodgson held senior remuneration roles both as a consultant and in-house at Mercer, Westpac and
KPMG.

Daniel McGrath, B.Sc (Math)
Chief Technology Officer and Head of Rare Earths

Mr McGrath joined Iluka in 1993 and has held technical and operations management roles throughout Iluka for
many years. Mr McGrath is now focused on developing Iluka's rare earths business as well as serving as chief
technology officer. His most recent appointment was as General Manager - Cataby and Southwest Operations
where he oversaw mining and synthetic rutile operations along with the technical development and metallurgy
functions. Prior to this Mr McGrath has held senior operational positions at Iluka’s Western Australian, Eastern
Australian, and USA operations while also having held metallurgy and process engineering roles in Australia,
Indonesia and Sierra Leone.

Adele Stratton, BA (Hons), FCA, GAICD
Chief Financial Officer and Head of Development

Ms Stratton joined Iluka in 2011, was appointed Chief Financial Officer in August 2018 and assumed
accountabilities for Head of Development in October 2020. She is a qualified chartered accountant with 20 years’
experience working in both public practice and public listed companies. Ms Stratton commenced her career with
KPMG, spending 7 years in the assurance practice both in the UK, where she qualified as a chartered accountant,
and Australia. Prior to joining Iluka, she worked in a number of finance roles at Rio Tinto Iron Ore in Perth.

Shane Tilka, BCom
General Manager, Australian Operations

Mr Tilka joined Iluka in November 2004 and has held operations management roles throughout Iluka. His most
recent appointment was General Manager - Jacinth Ambrosia and Midwest. Prior to this Mr Tilka was the Chief
Operating Officer for Sierra Rutile Ltd, General Manager for Iluka’s US Operations and has held other senior roles
at Iluka’s Western Australian and South Australian operations.

Sue Wilson, BJuris, LLB, FGIA, FCG, FAICD
General Counsel and Company Secretary

Ms Wilson joined Iluka in December 2016. She was previously the Head of Company Secretariat at South32
following the demerger from BHP Billiton. She was also General Counsel and Company Secretary and a member
of the executive team at Bankwest and HBOS Australia. Prior to joining Bankwest, Ms Wilson was a partner of law
firm Parker & Parker (now part of Herbert Smith Freehills). She was the Pro Chancellor and a member of the
Council at Curtin University until March 2020. She is also a former Chairman of the WA State Council of the
Governance Institute of Australia and non-executive director of Western Power. She is currently Deputy Chair and
a member of the Board at Amana Living, an aged care provider.

59

Iluka Resources Limited, Annual Report 2020      

59

DIRECTORS’ REPORT

For the year ended 31 December 2020

COMPANY SECRETARY

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Ms Wilson is the Company Secretary of the Company. Ms Wilson was appointed to the position of Company
Secretary in December 2016. Refer to the previous section for Ms Wilson’s profile.

Mr Nigel Tinley BBus CPA GAICD FGIA FCG (CS, CGP) also acts as Company Secretary for the Company. Mr
Tinley was appointed to the position of Joint Company Secretary in 2013 and prior to that he held senior
positions in Finance and Sales and Marketing. Before joining Iluka in 2006, Mr Tinley held a range of accounting,
financial and commercial roles over his 18 years with BHP Limited both in Australia and internationally.

DIRECTORS AND OTHER OFFICERS’ REMUNERATION

Discussion of the Board’s policy for determining the nature and amount of remuneration for directors and senior
executives and the relationship between such policy and company performance are contained in the
remuneration report on pages 63 to 86 of this Annual Report.

PRINCIPAL ACTIVITIES

The principal activities and operations of the Group during the financial year were the exploration, project
development, mining operations, processing and marketing of mineral sands, and rehabilitation. Iluka has an
emerging position in rare earths elements, which are contained in the mineral sands monazite and xenotime.
Iluka holds a 20% stake in Deterra Royalties Limited (Deterra), the largest ASX-listed resources focused royalty
company.

INDEMNIFICATION AND INSURANCE OF DIRECTORS AND OFFICERS

The Company indemnifies all directors of the Company named in this report and current and former executive
officers of the Company and its controlled entities against all liabilities to persons (other than the Company or
the related body corporate) which arise out of the performance of their normal duties as director or executive
officer unless the liability relates to conduct involving bad faith. The Company also has a policy to indemnify the
directors and executive officers against all costs and expenses incurred in defending an action that falls within
the scope of the indemnity and any resulting payments.

During the year the Company has paid a premium in respect of directors' and executive officers' insurance. The
contract contains a prohibition on disclosure of the amount of the premium and the nature of the liabilities under
the policy.

INDEMNIFICATION OF AUDITORS

The Company's auditor is PricewaterhouseCoopers. The terms of engagement of Iluka's external auditor includes
an indemnity in favour of the external auditor. This indemnity is in accordance with PricewaterhouseCoopers'
standard Terms of Business and is conditional upon PricewaterhouseCoopers acting as external auditor. Iluka
has not otherwise indemnified or agreed to indemnify the external auditors of Iluka at any time during the
financial year.

NON-AUDIT SERVICES

The Group has, from time to time, employed the external auditor, PricewaterhouseCoopers, on assignments
additional to their statutory audit duties where the auditor's expertise and experience with the Group are
important.

Fees that were paid or payable during the year for non-audit services provided by the auditor of the parent entity,
its network firms and non-related audit firms is set out in note 28 of the financial report.

The Board of directors has considered the position and, in accordance with advice received from the Audit and
Risk Committee, is satisfied that the provision of the non-audit services is compatible with the general standard
of independence for auditors imposed by the Corporations Act 2001 for the following reasons:

•

all non-audit services were provided in accordance with Iluka’s Non-Audit Services Policy and External
Auditor Guidelines; and

60

60

      Iluka Resources Limited, Annual Report 2020

DIRECTORS’ REPORT

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

•

all non-audit services were subject to the corporate governance processes adopted by the company and have
been reviewed by the Audit & Risk Committee to ensure that they do not affect the integrity or objectivity of
the auditor.

A copy of the auditors' independence declaration as required under section 307C of the Corporations Act 2011 is
set out on page 87.

ENVIRONMENTAL REGULATIONS

So far as the directors are aware, there have been no material breaches of the Group's licences and all mining
and exploration activities have been undertaken in compliance with the relevant environmental regulations.

OTHER MATTERS

Shareholder class action
On 24 March 2014 Iluka became aware that a litigation funder proposed to fund claims that current or former
shareholders may have against Iluka Resources Limited in respect of alleged breaches of Iluka’s continuous
disclosure obligations and misleading or deceptive conduct in 2012.

On 23 April 2018, Iluka was served with an originating application and statement of claim in respect of a
shareholder class action filed in the Federal Court of Australia. The proceedings have been brought by the
Applicant on behalf of Iluka shareholders for alleged breaches of Iluka’s continuous disclosure obligations, and
misleading or deceptive conduct in relation to disclosures made by Iluka to the market between April and July
2012.

The trial of the class action is scheduled to commence on 8 March 2021 in the New South Wales registry of the
Federal Court of Australia.

Iluka denies liability in respect of the allegations and is defending the proceedings.

This contingent liability was first disclosed in Iluka’s 2018 Interim Report. The status of the proceedings has still
not reached a stage where Iluka is able to reliably estimate the quantum of liability, if any, that Iluka may incur in
respect of the class action.

Sierra Leone environmental class action
On 22 January 2019, SRL was served with a writ and statement of claim in respect of an action filed in the High
Court of Sierra Leone Commercial And Admiralty Division against both SRL and The Environmental Protection
Agency.

The proceedings have been brought by a group of landowner representatives (Representatives) who allege that
they suffered loss as a result of SRL’s mining operations. The claims primarily relate to environmental matters
that arose prior to the Group acquiring its interest in SRL. The Representatives allege, in part, that SRL engaged in
improper mining practices resulting in environmental degradation and contamination, did not meet certain
rehabilitation obligations and violated local mining laws. SRL denies liability in respect of the allegations and
intends to defend the claims. SRL filed its defence in March 2019 and also applied to the Court for an order
requiring the Representatives to provide further detail on their claims.

As at 31 December 2020, the status of the proceedings has still not reached a stage where SRL is able to reliably
estimate the quantum of liability, if any, that SRL may incur in respect of the class action.

MATTERS SUBSEQUENT TO THE END OF THE FINANCIAL YEAR

The directors are not aware of any other matter or circumstance not otherwise dealt with in the Financial Report
or the Directors' Report that has or may significantly affect the operations of the entity, the results of its
operations or the state of affairs of the entity in subsequent financial years.

61

Iluka Resources Limited, Annual Report 2020      

61

DIRECTORS’ REPORT

For the year ended 31 December 2020

DIVIDEND

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

The directors have declared a fully franked final dividend of 2 cents per ordinary share payable on 8 April 2021.

LIKELY DEVELOPMENTS AND EXPECTED RESULTS

In the opinion of the directors, likely developments in and expected results of the operations of the Group have
been disclosed in the Operating and Financial Review on pages 20 to 41. Disclosure of any further material
relating to those matters could result in unreasonable prejudice to the interests of the Group.

CORPORATE GOVERNANCE STATEMENT

The Company’s Corporate Governance Statement for the year ended 31 December 2020 may be accessed from
the Company’s website at http://www.iluka.com/about-iluka/governance.

ROUNDING OF AMOUNTS

The Company is of a kind referred to in "ASIC Corporations (Rounding in Financial/Directors' Reports) Instrument
2016/191", issued by the Australian Securities and Investments Commission, relating to the 'rounding off' of
amounts in the Directors' Report and accompanying Financial Report. Amounts in the Directors' Report have been
rounded off in accordance with that Rounding Instrument to the nearest hundred thousand dollars, or in certain
cases, to the nearest dollar.

This report is made in accordance with a resolution of the directors.

G Martin
Chairman

T O'Leary
Managing Director

25 February 2021

62

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      Iluka Resources Limited, Annual Report 2020

DIRECTORS’ REPORT

For the year ended 31 December 2020

REMUNERATION REPORT 

MESSAGE FROM THE CHAIRMAN OF THE PEOPLE & PERFORMANCE COMMITTEE 

Dear Shareholders 

I am pleased to present Iluka’s 2020 Remuneration 
Report. 

As the Chairman and the Managing Director have 
reflected, the company delivered a disciplined 
performance over the past year across a number of 
areas – operations, marketing, growth opportunities and 
sustainability – all in the face of unprecedented 
challenges. This included the demerger of the royalty 
business, which was an especially  important milestone.  

IMPACT OF COVID-19 

The COVID-19 pandemic presented a particularly unique 
challenge and whilst the focus for the company was on 
maintaining business outcomes, the care and welfare of 
our people has also been at the forefront of our actions 
and decision making. We are proud of the willingness of 
our employees to respond to the changing 
circumstances throughout the year. Their commitment 
to Iluka has ensured the delivery of a disciplined 
operational performance. 

In light of the exceptional circumstances of 2020, the 
Board has carefully considered remuneration outcomes. 
This consideration encompassed company performance 
and achievements; the experience of shareholders; 
rewarding executives appropriately; and alignment with 
stakeholder expectations. The Board also appreciates 
the feedback provided by shareholders and proxy 
advisers as part of the consideration process.   

For 2020, the Board has determined that all Executive 
awards under the Executive Incentive Plan (EIP) will be 
delivered fully in equity, with no cash incentive paid. This 
is in addition to the change in structure for the Managing 
Director’s award which will be fully delivered in equity 
from 2020 onwards. Scorecard objectives approved by 
the Board at the beginning of the year, prior to the onset 
of the pandemic, remained assessable throughout, with 
no adjustment for the business impact of COVID-19. 

EXECUTIVE REMUNERATION APPROACH 

Iluka’s approach to executive remuneration is designed 
to operate through changing circumstances and 
environments. Executives are rewarded through a single 
incentive plan (the EIP). Outcomes are determined based 
on an annual scorecard set by the Board, with the award 
delivered predominately in equity that vests over 5 years 
(for 2020, all awards are in equity). A significant 
proportion of the equity awarded is also subject to a 
relative total shareholder return hurdle.  

A number of changes have been made to the EIP, 
effective for the 2020 year, following engagement with 
and feedback from shareholders. These changes were 
detailed in our 2019 Remuneration Report and received 
strong support with the report receiving a 97.35% ‘for’ 
vote.  

2020 changes to Executive Incentive Plan: 
•

•

•

•

•

extending  performance and vesting periods so the 
plan operates over a five year period; 
increasing the proportion of the award that is 
subject to a second performance test at the end of 
the (extended) five year period; 
reshaping our performance scorecard and 
increasing the weighting of financial performance to 
50%; 
introducing scale vesting for the Relative Total 
Shareholder Return test on the performance rights 
portion of the award; and 
a modest increase to target EIP incentive 
opportunities following detailed benchmarking 
against Iluka’s peers 

Further detail is provided in Section 3 of this Report. 

2020 PERFORMANCE OUTCOMES 

While Iluka’s reported financial result was very strong as 
a consequence of the profit on demerger (of Deterra 
Royalties) underlying earnings were modest but notable 
given the circumstances in which they were achieved. 
Notwithstanding the company’s disciplined approach to 
production settings and markets, the threshold set for 
financial performance was not met. The Board is, 
however, pleased with the way in which management has 
driven the financial performance of the company given 
the circumstances faced through 2020.  

Threshold targets for production performance, which 
related exclusively to Sierra Rutile, were also not 
achieved.  

Sustainability targets were partially met. On safety, the 
total recordable injury frequency rate was marginally 
lower at 2.8 (compared to 2.9 in 2019) and the company’s 
rehabilitation target was met. Disappointingly, threshold 
performance for environmental incidents was not met.  

Strong performance was achieved across a number of 
strategic objectives. In particular, the demerger of Iluka’s 
royalty business was executed in November, with the 
listing of Deterra Royalties on the ASX, and is expected 
to unlock significant value over the longer term. Key 
growth projects were also progressed, including Iluka’s 
Rare Earth initiative. These are detailed further in Section 
4 of this report. 

Key 2020 Highlights: 
•

•

MD Executive Incentive Plan outcome was 30% of 
maximum (45% of target). 
Executive Key Management Personnel outcomes 
were between 23 % and 30% of maximum (34% and 
45% of target). 

Further detail is provided in Section 4 of this Report. 

1
Iluka Resources Limited, Annual Report 2020      

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DIRECTORS’ REPORT

For the year ended 31 December 2020

The Board believes these outcomes fairly recognise the 
strong, disciplined performance of a management team 
confronted by truly exceptional circumstances.  

HISTORICAL INCENTIVE PLAN OUTCOMES  

The performance period relating to the 2017 Long Term 
Incentive Plan (LTIP), the last grant under the legacy LTIP, 
ended on 31 December 2020 and 43.57% of this award 
will vest. 

In addition, the performance period for the Managing 
Director’s 2016 LTIP award came to an end in December 
2020. 35.72% of this award will vest. 

Further detail relating to these awards can be found in 
Section 4. 

IMPACT OF DETERRA ROYALTIES DEMERGER 

As part of the demerger, the Board put arrangements in 
place relating to outstanding equity awards. These 
arrangements preserve the overall value of the 
incentives following the demerger; and ensure that 
Executives and employees are not materially 
advantaged or disadvantaged by the transaction. They 
are detailed further in Section 8.  

On behalf of the Board, I invite you to review our 
Remuneration Report. We look forward to your ongoing 
feedback and continuing discussions with our 
shareholders and their proxy advisers on our 
remuneration approach. Thank you for your ongoing 
support. 

Yours sincerely 

Hutch Ranck 
People and Performance Committee Chair 

64      Iluka Resources Limited, Annual Report 2020

2

DIRECTORS’ REPORT

For the year ended 31 December 2020

CONTENTS 

1. Who is covered by this report? 

2.

3.

4.

5.

6.

7.

8.

Iluka’s approach to executive remuneration 

Executive remuneration framework and details 

2020 performance highlights and alignment to Executive KMP remuneration outcomes

Remuneration governance 

Non-executive director fees 

Statutory disclosures 

Impact of the demerger of Deterra Royalties on Executive incentives

65 

66 

67 

71 

77 

80 

81 

85 

1. WHO IS COVERED BY THIS REPORT?

This Report details the remuneration arrangements for Iluka’s key management personnel (KMP). KMP in 2020 comprised 
the Managing Director and other key executives (Executive KMP), as well as non-executive directors. 

Name 

Position 

Managing Director  

Term as KMP 

T O’Leary  

Managing Director and Chief Executive Officer 

Full year 

Current Executive KMP 

M Blackwell  

A Stratton  

Head of Projects and Sales & Marketing1 

Chief Financial Officer and Head of Development2 

Full year 

Full year 

S Tilka 

General Manager, Australian Operations 

Appointed 27 October 2020 

Former Executive KMP 

J Andrews  

Head of Strategy, Planning and Business Development  

C Barbier  

Head Of Marketing 

Ceased 30 October 20203 

Ceased 30 October 20204 

Current Non-Executive Directors 

G Martin  

M Bastos  

R Cole  

S Corlett 

J Ranck    

L Saint 

Chairman, Independent Non-Executive Director5 

Independent Non-Executive Director 

Independent Non-Executive Director6  

Independent Non-Executive Director 

Independent Non-Executive Director7 

Independent Non-Executive Director  

Former Non-Executive Directors 

Full year 

Full year 

Full year 

Full year 

Full year 

Full year  

J Seabrook 

Independent Non-Executive Director 

Ceased 9 April 20208 

1 Prior to 27 October 2020 M Blackwell held the role of Head of Major Projects, Innovation and Engineering.  
2 Prior to 27 October 2020 A Stratton held the role of Chief Financial Officer.  
3J Andrews was a member of KMP until 30 October when he ceased employment with the company and became Managing Director of Deterra 
Royalties 
4C Barbier ceased to be a KMP on 30 October and is expected to cease employment with the company in 1H 2021. 
5G Martin was appointed to the People and Performance committee (previously Remuneration and Nomination Committee) on 21 February 
2014.  
6R Cole was appointed to the People and Performance Committee on 1 March 2018. 
7J Ranck was appointed Chair of the People and Performance Committee on 18 May 2016. 
8J Seabrook was appointed Chair of Deterra Royalties Limited on 15 June 2020. 

Iluka Resources Limited, Annual Report 2020      

65

3

 
DIRECTORS’ REPORT

For the year ended 31 December 2020

2.

ILUKA’S APPROACH TO EXECUTIVE REMUNERATION

Remuneration Principles 

Iluka’s Remuneration Principles provide the foundations for how remuneration is structured and awarded to achieve the 
following: 
•
•
•
•
•
•

Remuneration which is comparable and competitive within the relevant market;
Performance based with targets that reflect both prevailing business expectations and minimum time requirements;
Trailing exposure to company performance through deferred equity plans and minimum shareholding requirements;
An appropriate balance between fixed and ‘at risk’ remuneration; 
Alignment to shareholder returns through performance objectives which support improved shareholder returns, and

Fair and transparent remuneration based on performance, compliance with legislated frameworks and clear and concise 
disclosure.

EXECUTIVE REMUNERATION APPROACH 

Our purpose: to deliver sustainable value, is key to Iluka’s approach to executive remuneration. Our Executive Incentive Plan 
(EIP) is designed to ensure remuneration received by Executive KMP is closely linked to the company’s performance, aligning 
it with the returns generated for our shareholders over the long term.   

The  EIP  design,  guided  by  our  Remuneration  Principles,  reflects  that  we  operate  in  a  cyclical  industry  with  volatile  results 
largely influenced by price, volume and foreign exchange. The Board sets an annual scorecard to focus our Executive KMP on 
financial and strategic imperatives they can influence and are critical to Iluka’s long-term sustainability.  In 2020 objectives for 
Executive KMP covered: 
•
•
•
•

Financial performance; 
Optimisation of production and price settings; 
Sustainability focusing on protecting our people, our environment and our communities; and
Key strategic projects to deliver sustainable value over the long-term and progression of longer term growth including 
the strategic review of the royalty business and implementation of the Board’s preferred approach. 

In  setting  objectives,  the  Board  aims  to  ensure  that  targets  are  quantifiable  and  drive  the  right  commercial  and  strategic 
outcomes for Iluka. Section 4 provides a detailed explanation of the specific targets set in 2020, how they were measured and 
our assessment of performance.  The EIP award is delivered with a large proportion of ‘at risk’ remuneration in equity, deferred 
over several years. This, coupled with requiring our Executive KMP to maintain a personally significant shareholding in Iluka, 
aligns Executive KMP with and ensures they are exposed to the same financial consequences as shareholders. 

66

      Iluka Resources Limited, Annual Report 2020

4

DIRECTORS’ REPORT

For the year ended 31 December 2020

3. EXECUTIVE REMUNERATION FRAMEWORK AND DETAILS

Attract and retain highly 
skilled and engaged 
executives to Iluka. 

Pay for performance and delivering shareholder value 

Reward for results and ties executives to long-term company performance. 

Fixed remuneration

Executive Incentive Plan (FY20) 

Set after considering: 
-

Trajectory of the 
company’s growth and key 
strategic objectives 
Relevant market, 
comparators and scarcity 
of talent 
Executive KMP’s 
experience and 
performance 
Executive KMP’s role 
responsibilities

-

-

-

Annual  scorecard  of  financial  and  strategic  measures.  Board  assesses  scorecard 
performance  at  the  end  of  the  year  with  resulting  award  normally  split  into  three 
components: 

Cash – To be delivered as restricted rights in lieu of cash for 20201 2 
Restricted  rights  -  vest  in  equally  weighted  tranches  on  the  first,  second,  third  and 
fourth anniversary of the grant. 
Performance rights are subject to performance testing at two stages. Initial scorecard 
performance determines the amount of the grant. A further performance test relating to 
Iluka’s relative TSR is undertaken at the end of five years and the award will vest on a 
straight line basis if relative TSR meets or exceeds the median TSR performance of the 
selected peer group over the period.  

Remuneration principles and structure are supported by policies and mechanisms including security trading and 
minimum shareholding policies and clawback arrangements. 

Governance 

1 As noted in last year’s report, from 2020 the Managing Director’s award will be delivered entirely in equity. In addition, for 2020 only, for other 
Executive KMP the cash component will be awarded as restricted rights. From 2021 the cash component will be reinstated for Executive KMP. 
2J Andrews will receive his pro-rated 2020 EIP award in cash as agreed as part of his arrangements on appointment to Deterra Royalties.  

Iluka Resources Limited, Annual Report 2020      

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DIRECTORS’ REPORT

For the year ended 31 December 2020

EXECUTIVE REMUNERATION MIX  

For  the  Managing Director,  all variable remuneration  is  delivered  in  equity.  For  other  Executive KMP,  the  design  of  the EIP 
includes a component of variable remuneration delivered in cash. However, in order to better reflect the circumstances of 
2020, the Board has determined to award all of the EIP outcomes in equity. 

The following diagram sets out the mix for fixed and “at risk” remuneration for Executive KMP during 2020. 

2020 remuneration mix (at maximum opportunity) 

Managing Director 

Other Executive KMP 

41%
41%

38%

38%

37%

37%

32%
32%

27%
27%

25%

25%

Fixed

At Risk – Restricted Rights

At Risk – Performance Rights

Fixed

At Risk – Restricted Rights

At Risk – Performance Rights

FIXED REMUNERATION FOR 2020 

The Board regularly reviews executive remuneration levels against the market comparators based on a number of factors 
including  revenue,  industry  and  operational  factors  including  international  scope  and  complexity.  Whilst  the  market 
capitalisation of the company has reduced following the demerger of Deterra Royalties, and remuneration positioning against 
the market has increased when measured on a market capitalisation basis, the scope and complexity of Executive roles have 
not changed materially. The Board also notes that the competition for talent within the resources industry remains extremely 
tight, particularly in Western Australia. 

There has been no increase to the Managing Director’s fixed remuneration since his appointment to the role in September 
2016.  No  changes  were  made  to  Adele  Stratton’s  or  Matthew  Blackwell’s  remuneration  on  the  broadening  of  their 
accountabilities to include Development (A Stratton) and Sales and Marketing (M Blackwell) in October 2020. 

The Board will continue to monitor remuneration levels and appropriate remuneration arrangements will be put in place for 
any new appointments.  

 Executive KMP 

T O’Leary 
M Blackwell 
A Stratton 
S Tilka 

Former executives 

C Barbier 
J Andrews 

Fixed Remuneration 

At 31 December 2019 

Fixed Remuneration 

At 31 December 2020 

$1,400,000 
$655,000 
$630,000 
N/A 

$575,000 
$580,000 

$1,400,000 
$655,000 
$630,000 
$550,000 

N/A 
N/A 

68

      Iluka Resources Limited, Annual Report 2020

6

 
DIRECTORS’ REPORT

For the year ended 31 December 2020

EXECUTIVE INCENTIVE PLAN FOR 2020 

As foreshadowed in the 2019 Remuneration Report, the following changes have been made to the EIP effective for the 2020 
financial year: 
• 
• 

Increasing the vesting periods, so that over half of the award vests over a four and five year period; 
The second test on performance rights has been changed so that 50% of the performance rights will vest for median 
performance (which is also the threshold for any vesting), increasing on a sliding scale to 100% of the award vesting 
where TSR is at or above the 75th percentile relative to the selected comparator group;  
The scorecard has been simplified by increasing the weighting of the financial metrics to 50% and applying the same 
set of financial metrics for all participants. Group and individual strategic objective will no longer be measured 
separately; and, 
A modest increase to target EIP incentive opportunities following detailed benchmarking against Iluka’s peers. 

• 

• 

For 2020, the EIP will operate as below1. 

Legend

Award

Vesting

2021

2022

2023

2024

2025

Annual Performance 
Period

Scorecard outcome 
determines value of entire 
EIP award

Relative TSR (5 years)
Grant subject to EIP
scorecard performance

Restricted 
rights 25% 
vesting (1 years)

Restricted rights
25% vesting (2 years)

Restricted rights
25% vesting (3 years)

Restricted rights
25% vesting (4 years)

Performance rights
Four year vesting period based on
five year relative TSR performance

Five year relative TSR performance

1In 2021, the EIP structure for other Executive KMP will revert to 3 components, which includes a cash payment, delivered at 
the end of the annual performance period. The Managing Director award will continue to be delivered fully in equity.  

Iluka Resources Limited, Annual Report 2020      

7 

69

 
 
 
 
 
 
DIRECTORS’ REPORT

For the year ended 31 December 2020

KEY DESIGN FEATURES OF 2020 EIP 

2020 EIP 
opportunity  

The EIP opportunity is expressed as a percentage of fixed remuneration (FR). 

Managing Director 

Other Executive KMP 

Target 

(% of FR) 

140% 

110% 

Maximum 

(% of FR) 

210% 

165% 

Performance 
Measures 

Scorecard is based on financial (50%), production (10%), sustainability (15%), individual strategic (25%) 
measures.  

Vesting schedule  EIP scorecard outcomes are calculated based on the following schedule, with a sliding scale operating 

between threshold and target, and between target and stretch: 

Performance Level 

Threshold 

Target 

Stretch (maximum) 

EIP Outcome 

(% Target) 

50% 

100% 

150% 

Performance 
assessment 

EIP outcomes are determined following assessment of performance measures at the end of the   2020 
performance period. 

Outcomes  are  subject  to  one  up  assessment  and,  for  the  Managing  Director  and  Executive  KMP, 
assessment by the Board. 

Award type and 
timing 

For 2020, EIP awards will be delivered in the form of 60% restricted rights and 40% performance rights. 
(This was a change from 2019 with the proportion of performance rights increasing from 33%). The 
award will be granted for nil consideration in March 2021. 

Allocation 
Methodology 

Restriction and 
performance 
periods on EIP 
equity1 

The number of restricted rights and performance rights awarded to each participant is based on face 
value. This is determined by dividing the dollar value of the deferred component by the Volume 
Weighted Average Price (VWAP) of Iluka shares traded on the ASX over the five trading days following 
the release of the company’s full year results. 

EIP equity is subject to restriction or performance conditions: 

Restricted Rights 

Performance Rights 

Restricted rights will be granted 
following the end of the 2020 
performance period and vest in 
equally weighted tranches on the first, 
second, third and fourth anniversary of 
the grant, subject to continued 
service. 

Performance rights will be subject to an additional 
performance test prior to vesting.  

TSR performance will be measured over a five-year period 
commencing on 1 January 2020 against the S&P / ASX 200 
Resources Index (excluding companies primarily engaged in 
the oil and gas sector and non-mining activities). Vesting is 
subject to sliding scale. 

Performance level to be 
achieved 
Below 50th percentile 
50th percentile 
Between 50th and 75th 
percentile 
75th percentile 

Percentage vesting 

0% 
50% 

Sliding scale vesting 

100% 

Voting rights and 
dividends 

No dividends are paid on restricted rights or performance rights prior to vesting. For any restricted rights 
or performance rights that ultimately vest, a cash payment equivalent to dividends paid by Iluka during the 
period between grant of the awards and vesting will be made. No cash payment will be made in respect of 
dividends on awards which do not vest. 

1Treatment on termination is detailed in section 5. 

70

      Iluka Resources Limited, Annual Report 2020

8 

 
 
 
 
 
 
 
 
DIRECTORS’ REPORT

For the year ended 31 December 2020

4. 2020 PERFORMANCE HIGHLIGHTS AND ALIGNMENT TO EXECUTIVE KMP

REMUNERATION OUTCOMES

NNPPAATT  ((UUnnddeerrllyyiinngg))
$$115511mm

DDeetteerrrraa  DDeemmeerrggeerr  
9999..99%%
SShhaarreehhoollddeerr  
SSuuppppoorrtt

EEDDIITTDDAA  MMAARRGGIINN
4411%%

MMaaiinnttaaiinn  SSttrroonngg  
BBaallaannccee SShheeeett
$$5500mm

Outlined below is the 2020 performance compared to the historic performance of the Group.  

HISTORICAL COMPANY PERFORMANCE 

Net profit/(loss) after tax ($m) - Reported 

(224.0) 

(171.6) 

20161 

20171 

Net profit/(loss) after tax ($m) – Underlying2 

Underlying EBITDA  (Group) ($m)2 

EBITDA (Group) margin (%) 

Free cash flow ($ million) 

Earnings per share (cents) 

Return on equity (%) 

Closing share price ($)4 

Dividends paid (cents)5 

Franking credit level (%) 

Average AUD : USD spot exchange rate (cents) 

Revenue per tonne Z/R/SR sold ($/t) 

(23.8) 

150.5 

13.9 

47.3 

(53.3) 

(17.1) 

3.69 

3 

100 

74.4 

999 

95.6 

360.5 

35.4 

321.9 

(41.0) 

(20.1) 

5.17 

31 

100 

76.7 

2018 

303.9 

300.7 

600.1 

48.2 

304.4 

72.2 

31.8 

3.87 

29 

100 

74.8 

20191 

20201 

(299.7) 

2,410 

278.7 

151.23 

616.0 

423.1 

51.6 

139.7 

(71.0) 

(26.6) 

4.73 

13 

100 

69.5 

44.7 

36.3 

570.4 

283.7 

6.49 

2 

100 

69.1 

1,079 

1,426 

1,654 

1,625 

1Reported  earnings  in  2016,  2017,  2019  and  2020  were  impacted  by  significant  impairments  and  write-downs;  profit  on  demerger  and/or 
changes to rehabilitation provisions for closed sites. 
2Underlying Net profit/(loss) after tax and Group EBITDA excludes adjustments including impairments and write-downs; profit on demerger; and 
changes to rehabilitation provisions for closed sites. 
3The reconciliation for the 2020 Underlying Net profit/(loss) after tax can be found on pages 22-23 of the Financial Results. 
42016, 2017, 2018 and 2019 represent the historical closing share price adjusted for the demerger of Deterra Royalties, sourced from FactSet 
via Nasdaq Excel Add-in. 
5 Dividends paid in relation to the year. 

Iluka Resources Limited, Annual Report 2020      

9 

71

DIRECTORS’ REPORT

For the year ended 31 December 2020

2020 EIP SCORECARD AND OUTCOMES ACHIEVED 

The EIP Scorecard is approved by the Board at the commencement of the financial year and focuses executives on business 
priorities that support the delivery of Iluka’s Corporate five year plan.  

Outlined below are the targets that were set in 2020, and the performance achieved. These targets were not adjusted for the 
impact of COVID-19.  The Board did, however, exercise discretion to exclude the impact of the profit on demerger of Deterra 
Royalties from performance outcomes. 

Scorecard measure 
and target 

Weight 

Performance and outcome  

Threshold – Target - Stretch 

FINANCIALS  

50% 

Outcome – 0% of target; 0% of maximum 

Group ROC (%)1 
Target 2020 budget 

20% 

Group NPAT1 

15% 

All in Unit Cash Costs 
of Production $/t 
Target $1,129 / t 

15% 

1Disclosure of financial targets 

Below threshold 

Return on capital of 311% was adjusted to exclude the impact of the profit on the 
demerger of Deterra. The adjusted return on capital of 36% was below threshold. 
Adjusted returns were lower due to reduced sales volumes resulting from the 
COVID-19 pandemic, whilst product pricing was maintained throughout this 
challenging period.  

Below threshold 

Similarly, Group NPAT was adjusted to exclude the profit on demerger; adjusted 
NPAT was below threshold.  2020 saw market demand for zircon and titanium 
dioxide feedstocks hampered by the ensuing global lockdowns caused by COVID-
19. This reduction in demand had a direct impact on the NPAT generated in 
comparison to what was originally targeted prior to the pandemic and this had the 
largest impact on financial performance. Pleasingly, sales prices were maintained 
despite this backdrop due to Iluka’s market discipline demonstrated through the 
adjustment to production settings.

Below threshold 

Zircon production settings were reduced, removing ~10% of global supply – 
preserving price margins and, ultimately, the value of the mineral products mined 
and processed. The lower production resulted in higher unit costs, despite the cost 
saving measures introduced throughout the year. 

No specific targets are disclosed in relation to the financial earnings measures due to commercial sensitivity. Iluka’s approach to the marketing and pricing of its 
products is key to achievement of the company’s objective to deliver sustainable value. We believe maintaining confidentiality on financial earnings targets, even 
on a retrospective basis, is critical to our competitive advantage and is in the best interests of shareholders.  

PRODUCTION 

10% 

Outcome – 0% of target; 0% of maximum 

Below threshold 

Sierra Rutile  
Z/R kt 
Target 170 

10% 

Overall production of 127kt was below threshold. Operations in Sierra Leone were 
impacted by a number of downtime events and reduced throughput and COVID-19 
quarantine and travel restrictions which limited the ability to maintain specialised 
expatriate skillsets 

72

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DIRECTORS’ REPORT

For the year ended 31 December 2020

Scorecard measure 
and target 

Weight 

Performance and outcome  

Threshold – Target - Stretch 

SUSTAINABILITY  

15% 

Outcome – 60% of target; 40% of maximum 

Group Total 
Recordable Injury 
Frequency Rate 
Reduction to 2.6 

Group Closure Index 
(%) 
Reduction of 
rehabilitation liability 
through closure index 
target of 103%

Group environmental 
level 3 and above 
incidents 
Target of 13 or less  

5% 

5% 

Threshold 

The targeted reduction was not met although the TRIFR decreased from 2.9 at the 
end of 2019 to 2.8 at the end of 2020. Total Recordable Injuries reduced from 30 in 
2019 to 27 in 2020.  

Target  

Target performance was achieved as a result of rehabilitation of 576 hectares 
during 2020. Despite expansion of our operating sites, this outcome has enabled 
Iluka’s total open area to remain steady at 10,125 hectares. 

Below Threshold 

2.5% 

There were 15 level 3 (or above) environmental incidents during 2020 compared to 
13 in 2019. The majority (11) were associated with non-toxic slurry, sediment or 
saline water releases. The remainder comprised land disturbance (2), a single 
hydrocarbon spill and air emission exceedance.  

Threshold 

Closed actions by due 
date 
95% of actions 
(excluding SRL) closed 
out by initial set due 
date 
GROUP SCORECARD2    Outcome –  12% of target; 8% of maximum 

2.5% 

91% of actions (identified through incident investigations, planned workplace 
inspections and safety visits) were closed out by initial due date on a rolling 12 
month basis. Performance improved from March 2020 where target performance 
was generally achieved across the Australian operations.  

2 Financials, Production, Sustainability 

Iluka Resources Limited, Annual Report 2020      

11

73

DIRECTORS’ REPORT

For the year ended 31 December 2020

MANAGING DIRECTOR INDIVIDUAL OBJECTIVES 

Individual  strategic  objectives  were  set  based  on  individual  KMP  accountabilities.    Outlined  below  is  assessment  of  the 
Managing Director’s performance against the Individual Strategy scorecard measure and corresponding EIP outcome. 

Given the unprecedented external circumstances presented in 2020, initially as a direct result of the COVID-19 pandemic, the 
Board considered carefully its assessment of the delivery of strategic objectives. In determining the final outcome, the Board 
assessed the Managing Director’s performance highly, in particular his strong leadership in delivering the demerger of Deterra 
Royalties, the management of price and volume settings, the phased advancement of Iluka’s rare earths initiative,  and the 
focus on costs as evidenced by the efficiency programme commenced in H2 2020, all achieved in the circumstances of the 
2020 year.  

Scorecard 
measure 
(weight)
INDIVIDUAL 
STRATEGY (25%) 
Complete strategic 
review of royalty 
business and 
implement Board’s 
preferred approach   

Pursue value 
accretive 
opportunities to 
deliver sustainable 
value over the long 
term 

Performance 

Threshold – Target - Stretch  

Outcome – 144% of target; 96% of maximum 

Strategic review resulted in decision to proceed with demerger of Deterra Royalties (Deterra) in 
February 2020 and successfully implemented in H2 2020, despite the challenges presented by the 
COVID-19 pandemic. The demerger resolution was supported by 99.92% of shareholders who 
voted in the October 2020 shareholder extraordinary general meeting. 

Field activities associated with the third trial (T3) of Iluka’s innovative underground mining method 
at Balranald were completed during the year. The field activities confirmed the effectiveness of the 
underground mining method and the company will determine whether to proceed with a Definitive 
Feasibility Study in 2021. 

Iluka’s rare earths initiative continues to develop.  Phase 1 at Eneabba is operational and exporting 
a 20% monazite-zircon concentrate.  Phase 2 was approved in August 2020 and is in execute, with 
the objective of producing a 90% monazite concentrate.  Iluka is also exploring the possibility of 
implementing Phase 3: the establishment of a rare earths refinery at Eneabba, comprising a 
cracking and leaching plant, together with separation and finishing facilities, with a view to 
producing refined rare earth oxides.   

Other potential developments have been progressed and are continuing in feasibility study phase. 

Progress 
Sembehun 
feasibility study and 
implement Board’s 
preferred approach 
to further 
investment in Sierra 
Rutile 

The hydro mining trial scheduled for Q1 2020 to inform the Sembehun development was not 
possible as a result of COVID-19 related travel restrictions in Sierra Leone.  As a result the 
feasibility study has not been completed and the focus shifted, early in 2020, to maintaining the 
safety and continuity of operations.  While continuity has been maintained and the health and 
safety of the employees and community members has been prioritised through treatment of 
impacted people, contact tracing, isolating and quarantining; production and financial 
performance were impacted and returns continued to disappoint; Iluka continues to consider the 
most appropriate path to generate value from the investment.  

Optimise price and 
volume settings 

As a consequence of COVID-19 related impacts on global zircon consumption, Iluka adjusted its 
production settings to withdraw approximately 10% of global supply from the market in 2020. The 
more balanced supply/demand settings led to relatively stable zircon prices across the year. 

Iluka’s titanium dioxide feedstocks are largely contracted on take or pay terms with the aim of 
safeguarding shareholder returns on significant capital investments (particularly the Cataby 
development).  Iluka has taken appropriate steps, negotiation followed by the commencement of 
litigation under Iluka’s long term contract with Chemours, to defend those returns. 

OVERALL EIP SCORECARD OUTCOME FOR THE MD 

Scorecard measure 

Weight 

Outcome 

Group Scorecard 

Individual Strategy MD 
Outcome 

OVERALL MD RESULT 

75% 

25% 

12% 

144% 

Weighted 
Outcome 

9% 

36% 

45% 

Threshold – Target - Stretch 

The Individual strategy scorecard area outcomes for other Executive KMP ranged from 100 – 143% of target. 

74

      Iluka Resources Limited, Annual Report 2020

12

 
DIRECTORS’ REPORT

For the year ended 31 December 2020

EIP AWARDS FROM 2020 SCORECARD OUTCOMES 

The following table presents the outcomes of the EIP award attributed to the 2020 performance year. The face value of 
restricted rights and performance rights has been presented, as the fair value will not be determined until the grant is made 
in March 2021. 

Executive 
KMP 

Maximum EIP 
opportunity 

% of target 
EIP earned 

% of 
maximum 
EIP earned 

Cash 

Restricted 
Rights 

Performance 
Rights 

Total 

T O’Leary 
A Stratton 
M Blackwell 
S Tilka1 

$2,940,000 
$1,039,500 
$1,080,750 
$677,582 

Former Executives 
C Barbier2 
J Andrews2, 3 

$788,033 
$475,885 

45 
45 
43 
43 

34 
39 

30 
30 
29 
29 

23 
26 

$0 
$0 
$0 
$0 

$529,200 
$186,071 
$185,889 
$118,796 

$352,800 
$124,047 
$123,926 
$74,315 

$882,000 
$310,118 
$309,815 
$193,111 

$0 
$123,730 

$107,173 
$0 

$71,448 
$0 

$178,621 
$123,730 

1S Tilka’s maximum EIP opportunity and outcome reflects the change to a KMP role part way through the year.  
2Represents the period that C Barbier and J Andrews were members of KMP. 
3Under the demerger arrangements as set out in the demerger scheme booklet, the Board determined to deliver J Andrews’ 2020 pro-rata EIP 
award in cash.  

SUMMARY OF REALISED REMUNERATION PAID TO EXECUTIVE KMP IN 2020  

This section uses non-IFRS information to explain the “realised remuneration” received by Executive KMP for 2020.  This is a 
voluntary disclosure intended to demonstrate the link between the remuneration received by Executive KMP and the 
performance of Iluka over 2020 (in the case of Fixed Remuneration and EIP Restricted Rights) and over the period since the 
award of the LTIPs (from 2016 & 2017 for Mr O’Leary and from 2017 for other Executive KMP). 

Executive 
KMP 

Fixed 
Remuneration 

$1,400,000 
$630,000 
$655,000 
$100,000 

T O’Leary  
A Stratton  
M Blackwell  
S Tilka3 

Former Executives 
C Barbier4  
J Andrews5  

Other 

$12,463 
$12,463 
$12,463 
$0 

EIP 

Cash 

Restricted Rights 

$0 
$0 
$0 
$0 

$529,200 
$186,071 
$185,889 
$118,796 

LTIP vesting 
Performance 
Rights1,2 
$2,338,990 
$51,388 
$296,950 
$77,082 

Total 

$4,280,653 
$879,922 
$1,150,302 
$295,878 

$479,167 
$485,719 

$21,877 
$59,448 

$0 
$123,730 

$107,173 
$0 

 $84,039 
$0 

$679,665 
$668,897 

1 The estimated value of the 2016 Managing Director LTIP and 2017 LTIP awards (both of which reached the end of their performance periods 
in 2020; see below under Legacy Arrangements) was calculated using the closing share price of $6.49 at 31 December 2020.  The actual value 
will be calculated using the closing price at the date of vesting (1 March 2021). 
2 The estimated value of the LTIP vesting for Executive KMP other than T O’Leary, relates to the 2017 LTIP award only (which reached the end 
of its performance period in 2020) and was calculated using the closing share price of $6.49 at 31 December 2020.  The actual value will be 
calculated using the closing price at the date of vesting (1 March 2021). 
3 Represents the period that S Tilka was a member of KMP. 
4 Represents the period that C Barbier was a member of KMP. 
5 Represents the period that J Andrews was a member of KMP. 

“Fixed Remuneration (FR)” includes base salary and superannuation earned in 2020. 

“Other” payments include non-monetary benefits received in 2020, including car parking, relocation benefits, and 
termination entitlements (such as payment in lieu of notice and accrued annual and long service leave). 

“EIP” reflects the EIP cash amount and restricted right award receivable by executive KMP in respect of performance in 
2020 (awarded in March 2021 following the release of the annual results).  It does not include the performance rights 
component of EIP outcomes, as they will only vest in future years if additional performance conditions are met. 

“LTIP” reflects previous awards of shares as a consequence of rights from prior years which reached the end of their 
performance period in 2020 and vested in 2021.  It does not include awards which may vest in future years subject to 
performance conditions. 

Iluka Resources Limited, Annual Report 2020      

13 

75

 
  
  
  
  
 
 
 
 
 
 
DIRECTORS’ REPORT

For the year ended 31 December 2020

LEGACY ARRANGEMENTS 

MANAGING DIRECTOR 2016 LTIP OUTCOME  

At  the  time  of  appointment  the  Managing  Director  received  a  2016  Performance  Rights  LTIP  initial  grant.  The  Board 
determined the performance period would commence on appointment (rather than the start of the 2016 year) and would be 
tested  over  an  extended  period of  4  years  and  3 months.  Performance  was measured against  both  ROE  and  relative  TSR 
performance  targets  as  detailed  in  the  table  below.  For  all  other  Executives  the  performance  period  for  the  2016  LTIP 
concluded on 31 December 2019 and was reported in the 2019 Remuneration Report.  

Performance Measure/ 
Weighting 

ROE (50%) 

Relative TSR (50%) 

(S&P/ASX 200 Materials 
Index) 

Performance Target 

Actual Performance 

Vesting outcome 

50% vesting at Threshold of 10% 
with full vesting at target of 14% 
over performance period 

Did not reach threshold 

0% 

50% vesting at 50th percentile 
and full vesting for 75th percentile 

60.7 percentile rank (58.64% 
TSR) 

71.43% 

Based on the results of testing, the Board determined that 35.72% (164,807 Rights) of the award would vest. 

2017 LTIP OUTCOME – APPLICABLE TO ALL EXECUTIVE KMP 

In making the 2017 Performance Rights LTIP grant, the Board wanted to ensure ongoing alignment of the whole the 
Executive team and set this award consistently with a 4 year performance period commencing on 1 January 2017, including 
the Managing Director. The performance period ended on 31 December 2020. Performance was measured against both 
ROE and relative TSR performance targets as detail in the table below. 

Performance Measure/ 
Weighting 

ROE (50%) 

Relative TSR (50%) 

(S&P/ASX 200 Materials 
Index) 

Performance Target 

Actual Performance 

Vesting outcome 

50% vesting at Threshold of 10% 
with full vesting at target of 14% 
over performance period 

Did not reach threshold 

0% 

50% vesting at 50th percentile 
and full vesting for 75th percentile 

68.6 percentile rank (71.55% 
TSR) 

87.14% 

Based on the results of testing, the Board determined that 43.57%1 of the award would vest. 

1In the case of the Managing Director, this gave rise to 195,592 Rights. 

76

      Iluka Resources Limited, Annual Report 2020

14 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
DIRECTORS’ REPORT

For the year ended 31 December 2020

5. REMUNERATION GOVERNANCE

We have established a governance framework around remuneration, to ensure that decisions around remuneration of our 
executive and employees reflects our remuneration principles. 

REMUNERATION GOVERNANCE FRAMEWORK 

BOARD
Delegation and oversight of remuneration decisions to People and Performance Committee (PPC)

WITH ADVICE FROM:

PPC

Reports on, and recommends people and remuneration 
strategy, frameworks and outcomes to the Board to support 
the company’s purpose to deliver sustainable value. 
Operating in accordance with a Charter as approved by the 
Board, responsibilities include:
•

Overall remuneration strategy of the company;

•

•

•

•

Incentive plan offers and outcomes including all equity 
offers to employees;

Succession planning for key roles;

Performance and remuneration for the Managing 
Director and Executives, and remuneration of non-
executive; and

Diversity strategy, policies and practices of the company.

BASED ON:

MANAGEMENT

Propose appointments, succession 
plans, policies, remuneration structures 
and remuneration outcomes for the 
PPC for review and recommendation to 
the Board.

INDEPENDENT EXTERNAL ADVISORS

Engaged by the company to provide 
information on remuneration related 
issues including current market 
practice, remuneration benchmarking 
and market data.

REMUNERATION PRINCIPLES
Aligned with Iluka’s People Policy and form the basis of Iluka’s remuneration framework
(See section 2 for detail on principles).

EXTERNAL ADVICE PROVIDED TO PPC  

External remuneration consultants were engaged by the PPC in 2020 to provide advice and market insights in relation to 
executive remuneration arrangements. The remuneration consultants did not provide a ‘Remuneration Recommendation’ as 
defined in the Corporations Act 2011 during the 2020 financial year.   

EIP GOVERNANCE FRAMEWORK AND MECHANISMS  

The structure of the EIP provides different ways to allow the PPC and the Board the flexibility to ensure remuneration 
outcomes reflect the performance of Iluka and each individual.  

Cessation of 
employment 

Unless the Board determines otherwise, in the event of an Executive KMP ceasing employment for: 

Resignation or termination for cause: all restricted shares and unvested performance rights and restricted 
rights will be forfeited or lapse (as applicable).  

Any other circumstances (including death, total and permanent disability, retirement or redundancy): 
unvested restricted shares, restricted rights, and performance rights will remain on foot and be subject to 
the original terms of the award. 

Clawback & 
Malus 

The Board has power to clawback incentives that have vested and that have been paid or awarded to 
participants in certain circumstances. For example, restricted shares, restricted rights and performance 
rights may be lapsed or forfeited (as appropriate) if a participant acts fraudulently or dishonestly or if there 
is a material misstatement or omission in the accounts of a Group company. 

Change of 
control 

Board discretion to determine that vesting of some or all of the performance rights and restricted rights 
be accelerated and that dealing restrictions on restricted shares be released, in the event of a takeover or 
other transaction that in the Board’s opinion should be treated as a change of control event. 

Iluka Resources Limited, Annual Report 2020      

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DIRECTORS’ REPORT

For the year ended 31 December 2020

Board discretion  Where the Board exercises its discretion under the EIP, the Board will consider all relevant factors at the 

time, which may include the participant's performance against the performance targets and the proportion 
of the performance or deferral period that has elapsed.  

MINIMUM SHAREHOLDING REQUIREMENT 

Executive KMP 

Executive KMP are required to acquire and hold a personally significant shareholding in Iluka to align 
executives to the interests of shareholders.  Through shareholding, executives are exposed to the 
experience of shareholders (e.g. share price appreciation and dividends). Executive KMP are required to 
build the shareholding over a reasonable time frame taking into account vesting and taxation obligations.  

As at 31 December 2020, 2 members of Executive KMP have met the minimum shareholding 
requirement (see below at Section 7). No adjustment has been made to the minimum shareholding 
requirement as a result of the demerger of Deterra Royalties. It is anticipated that Executive KMP will 
require additional time to meet the requirements.  

MSR requirement 

Managing Director 

Other KMP 

% of FR  (year-end) 

200% 

100% 

Non- executive 
directors 

The Board is committed to non-executive directors acquiring and holding a shareholding within three 
years of appointment.  

In December 2020 the Board approved an increase to the number of shares required to be held by the 
Chairman and other NEDs, reflecting the lower share price following the demerger of Deterra Royalties. 
As a result of this change as at 31 December 2020 no Board members meet the minimum shareholding 
requirement. 

MSR requirement 

Chairman 

Other NEDs  

No of shares 

55,000 (increased from 30,000) 

22,000 (increased from 12,000) 

See Section 7 for details of current KMP and NED shareholdings 

SECURITIES TRADING POLICY 

Security Trading 
Policy 

Directors and employees (including Executive KMP) are prohibited from trading in financial products 
issued or created over the company’s securities created by third parties, and from trading in associated 
products and entering into transactions which operate to limit the economic risk of their security holdings 
in the company. 

The Security Trading Policy is available on the company’s website at www.iluka.com. 

78

      Iluka Resources Limited, Annual Report 2020

16 

 
 
 
 
 
 
 
 
DIRECTORS’ REPORT

For the year ended 31 December 2020

EXECUTIVE EMPLOYMENT AGREEMENTS 

Iluka’s Executive KMP are employed on terms set out in individual employment agreements which do not contain a fixed 
term. Key terms of the agreements are as follows:  

Executive KMP 
T O'Leary 
Managing Director
A Stratton 
Chief Financial Officer and Head of Development 
M Blackwell 
Head of Projects and Sales and Marketing 
S Tilka 
General Manager, Australian operations

Former Executives 

J Andrews 
Head of Strategy, Planning and Business Development 
C Barbier 
Head of Marketing 

Termination Notice Period by Iluka or Employee

6 months 

6 months 

3 months 

3 months 

3 months 

3 months 

If  the  executive’s  employment  is  terminated  by  Iluka  (other  than  for  gross  misconduct  or  on  other  grounds  for  summary 
dismissal), the executive may be eligible to receive a termination payment to a maximum of 6 months TFR (inclusive of any 
payment made in lieu of notice). 

Iluka may terminate Executive KMP’s employment agreements without notice and without providing payment in lieu of notice 
where there is gross misconduct or other grounds for summary dismissal. 

Iluka Resources Limited, Annual Report 2020      

17

79

DIRECTORS’ REPORT

For the year ended 31 December 2020

6. NON-EXECUTIVE DIRECTOR FEES

Non-executive director fees are paid from an aggregate fee pool of $1.8 million as approved by shareholders at Iluka’s AGM 
in May 2015. The total amount paid to non-executive directors in 2020 (including superannuation) was $1,217,559. There 
were no increases to the non-executive directors’ fees in 2020.   

2020 NON-EXECUTIVE DIRECTOR FEE POLICY 

Board and Committee Fees 

Board 

Audit and Risk Committee 

People and Performance Committee

Nomination Committee 

Chair 

Member 

2019 
$321,400 

$ 36,100 

$ 30,600 

Nil 

2020 
$321,400 

$36,100 

$30,600 

Nil 

2019 
$128,800 

$ 18,100 

$ 15,350 

Nil

2020 
$128,800 

$18,100 

$15,350 

Nil 

The minimum required employer superannuation contribution up to the statutory maximum is paid into each non-executive 
director’s nominated eligible fund and is in addition to the above fees. 

2020 NON-EXECUTIVE DIRECTOR STATUTORY REMUNERATION DISCLOSURES 

Outlined below are the fees paid to non-executive directors in 2020, prepared in accordance with the requirements of the 
Corporations Act 2001 (Cth) and the relevant Australian Accounting Standards. 

Name 

Year 

Current Non-Executive Directors 

Board, Committee 
Fees 

Non-
Monetary 
Benefits 

Superannuation 

Statutory Total 

G Martin 

M Bastos 

R Cole 

S Corlett 

J Ranck 

L Saint 

2020 
2019 
2020 
2019 
2020 
2019 
2020 
2019 
2020 
2019 
2020 
2019 

Former Non-Executive Directors 
J Seabrook1 

Total fees 

2020 
2019 
2020 
2019 

$321,400 
$321,400 
$146,900 
$146,900 
$144,150 
$144,150 
$146,900 
$85,692 
$159,400 
 $172,975  
$159,923 
$27,677 

$45,597 
$176,412 
$1,124,270 
$1,075,206 

$0 
$0 
$0 
$0 
$0 
$0 
$0 
$0 
$0 
$0 
$0 
$0 

$0 
$0 
$0 
$0 

$21,348 
$20,767 
$13,956 
$13,956 
$13,694 
$13,694 
$13,956 
$8,141 
$15,143 
 $16,433  
$15,193 
$2,629 

$0 
$16,759 
$93,289 
$92,379 

$342,748 
$342,167 
$160,856 
$160,856 
$157,844 
$157,844 
$160,856 
$93,833 
$174,543 
 $189,408  
$175,115 
$30,306 

$45,597 
$193,171 
$1,217,559 
$1,167,585 

1 J Seabrook retired effective 9 April 2020. 

80

      Iluka Resources Limited, Annual Report 2020

18

DIRECTORS’ REPORT

For the year ended 31 December 2020

7. STATUTORY DISCLOSURES

Details of the remuneration of the KMP, prepared in accordance with the requirements of the Corporations Act 2001 (Cth) 
and the relevant Australian Accounting Standards, are set out in the following tables.  

EXECUTIVE KMP STATUTORY REMUNERATION DISCLOSURES 

Name 

Year 

FR1 

EIP Cash2 

Current Executives 

T O’Leary 

A Stratton 

M Blackwell 

S Tilka7 

2020 
2019 
2020 
2019 
2020 
2019 
2020 
2019 

Former Executives 
C Barbier8 

J Andrews9 

Total10 

2020 
2019 
2020 
2019 
2020 
2019 

$1,400,000 
$1,400,000 

$630,000 
$612,708 
$655,000 
$655,000 
$100,000 
N/A 

$479,167 
$312,569 
$485,719 
$553,125 
$3,749,886 
$3,533,402 

N/A 
$179,031 

$0 
$82,164 
$0 
$83,971 
$0 
N/A 

$0 
$39,399 
$123,730 
$74,671 
$123,730 
$459,236 

Non-
Monetary 
Benefits3 

$12,463 
$11,499 

$12,463 
$11,499 
$12,463 
$11,499 
$0 
N/A 

$21,877 
$67,217 
$10,362 
$11,499 
$69,628 
$113,213 

Termination 
Benefits4 

Share Based 
Payments5,6 

Statutory 
Total 

$0 
$0 
$0 
$0 
$0 
$0 
$0 
$0 

$0 
$0 
$49,086 
$0 
$49,086 
$0 

($73,871) 
$1,590,547 

$249,891 
$258,970 
$180,114 
$465,032 
$180,871 
N/A 

$131,041 
$185,194 
($78,418) 
$204,440 
$589,628 
$2,704,183 

$1,338,592 
$3,181,077 
$892,354 
$965,341 
$847,577 
$1,215,502 
$280,871 
NA 

$632,085 
$604,379 
$590,479 
$843,735 
$4,581,958 
$6,810,034 

1 Includes base salary and superannuation. 
2 No cash payments made in relation to 2020, except for J Andrews (See footnote 9). 
3 Represents car parking for KMP and car parking and immigration support for Christian Barbier
4 Includes cessation entitlements relating to payment in lieu of notice and accrued leave entitlements. 
5 Amounts relate to the fair value of awards made under various incentive plans attributable to the year measured in accordance with AASB 2 
Share Based Payments. The 2020 share based payments expense has been impacted as a result of the non-market ROE performance 
conditions not being met for the 2016 and 2017 grants. Amounts previously recognised in relation to these awards have been reversed in 
2020, reducing the expense. 
6Additional rights were granted in the year in relation to the 2016 & 2017 LTIP and 2018 & 2019 EIP schemes due to the impact on the awards 
from the demerger of Deterra. The granting of these additional rights to compensate for the demerger, led to the awards having the same or 
lower fair value as the rights held just before the demerger and therefore no additional expense is recognised.  
7 S Tilka became a KMP on 27 October 2020.  Remuneration disclosures reflect the period he was a KMP. 
8 C Barbier ceased to be KMP on 30 October 2020. Remuneration disclosures for 2020 reflect the period he was KMP. 
9 J Andrews ceased to be a KMP on 30 October 2020. Remuneration disclosures for 2020 reflect the period he was a KMP.  2018 Performance 
Rights were cancelled and 2019 EIP Restricted and Performance Rights grants were not granted to him.  The amounts previously recognised 
have been reversed in 2020, reducing the expense. 
10 The total for 2019 disclosed in this report is different to the total disclosed in 2019 Annual Report. The difference is due to S Hay's and S 
Wickham's remuneration figures being excluded in this report as they are no longer employees of Iluka.

Iluka Resources Limited, Annual Report 2020      

19

81

DIRECTORS’ REPORT

For the year ended 31 December 2020

KMP SHARE–BASED COMPENSATION 

EIP AND STIP RESTRICTED SHARES AND RESTRICTED SHARE RIGHTS 

Name 

2017 STIP1 

2018 EIP1 

2019 EIP1 

2020 EIP2 

2019 EIP 
Additional 
Rights3 

% of maximum opportunity 
awarded4 

(restricted 
shares) 

(restricted 
shares) 

(restricted 
rights) 

(restricted 
rights) 

(restricted 
rights) 

2017 

2018 

2019 

2020 

T O’Leary 
A Stratton 
M Blackwell 
S Tilka5 
Former Executives 
C Barbier5 
J Andrews5 

36,273 
- 
16,635 
- 

- 
- 

119,991 
33,348 
38,646 
- 

- 
28,998 

67,563 
21,018 
21,480 
- 

13,878 
18,868 

81,541 
28,670 
28,642 
18,304 

16,513 
- 

55,484 
17,261 
17,640 
6,926 

11,397 
-  

61 
-
60 
-

-
-

77 
77 
78 
- 

- 
77 

43 
44 
43 
- 

41 
45 

30 
30 
29 
29 

23 
Nil 

The terms and conditions of previous years’ incentive awards are outlined in the relevant year’s Remuneration Report, 
available at www.iluka.com.’ 

1 The restricted share fair value is determined as the volume weighted average price of ordinary shares over the five trading days following the 
release of the company’s annual results. Restricted shares are awarded in March of the following year (e.g. 2019 EIP awards were made in 
March 2020). 
2 Represents the estimated number of restricted rights to be awarded under the 2020 EIP additional awards calculated using the closing share 
price of $6.49 at 31 December 2020. 
3 Relates to additional rights allocations in connection with the demerger of Deterra Royalties.  See section 8. 
4 The percentage achieved of the EIP or STIP maximum incentive opportunity awarded for the financial year. 
5 Disclosures reflect period individuals were members of the KMP. 

PERFORMANCE RIGHTS 

Number of share rights 

Value of share rights

Value of 
rights 
vested / 
exercised 
into shares 
in 20206 
$ 

$384,743 
$0 
$0 
$0 

$0 
$0 

$243,113 
$83,678 
$85,521 
$0 

$10,378 
$0 

Balance at 
1 January 
2020/KMP 
start date1 

739,047 
40,406 
152,154 
32,925 

Granted 
during 
20202 

551,118 
54,301 
97,106 
27,040 

Name 

T O’Leary 
A Stratton 
M Blackwell 
S Tilka 

Former Executives 

Vested / 
exercised 
into shares 
in 2020 

Lapsed 
during 
20203 

Balance at 
31 December 
2020/ KMP end 
date4 

Granted in 
20205 

$ 

(46,579) 
- 
- 
- 

(116,452) 
(7,014) 
(67,358) 
- 

1,127,134 
87,693 
181,902 
59,965 

C Barbier 
J Andrews 

46,463 
20,360 

10,378 
- 

- 
- 

(17,953) 
(20,360) 

38,888 
- 

1Balance at KMP commencement date of 27 October 2020 for S Tilka. 
2Share rights granted in respect of the 2019 EIP, which form part of the share based payments for 2019 to 2022 inclusive. Additional share 
rights were also granted in relation to Performance Rights awarded for the 2016 Managing Director LTIP, 2017 LTIP, 2018 EIP and 2019 EIP as 
a result of the Demerger. This was to ensure that the value of the holdings were kept 'whole'.  
3Share rights which lapsed during 2020 relate to the 2016 LTIP award and MD LTDR (Tranche 3) and 2018 share rights lapsed and 2019 EIP 
entitlements not awarded to Julian Andrews on his departure. 
4Balance at KMP end date for C Barbier. 
5Value at point of grant. 
6Value at point of vest. 

82

      Iluka Resources Limited, Annual Report 2020

20

 
 
DIRECTORS’ REPORT

For the year ended 31 December 2020

FAIR VALUE 

The fair value of each restricted share or share right and the vesting year for each incentive plan is set out below. 

The maximum value of restricted shares and/or share rights yet to vest is not able to be determined as it is dependent on 
satisfaction of service and performance conditions and Iluka’s future share price. The minimum value of unvested restricted 
shares and/or share rights is nil. 

FAIR VALUE OF EQUITY GRANTS 

Incentive Plan 

Grant Date 

Fair Value per 
Share or Right at 
Grant Date1 
$ 

2016 LTIP (MD grant) 

October 2016 

3.71/5.42 

March 2017 

7.44/5.66 

March 2018 

10.55 

Vesting Year 

Expiry year2 

2021 

2021 

2020 

2026 

2027 

2019,2020 

March 2019 

5.67/9.35 

2020, 2021, 2022 

2020,2021,2022 

March 2020 

6.83/9.19 

2021, 2022, 2023 

2021,2022,2023 

March 2021 

6.49 

2022, 2023, 

2024, 2025 

2025 

20173 LTIP 

2017 STIP 

2018 EIP4 

2019 EIP5 

2020 EIP6 

1The fair value is calculated in accordance with the measurement criteria of Accounting Standard AASB 2 Share Based Payments. 
2Rights granted under the LTIP are not automatically exercised and must be exercised by the Executive KMP before the expiry date. Rights that 
are not exercised by the expiry date are automatically exercised by this date. No amounts are payable on exercise of the rights. 
3 Represents the fair value of ROE and TSR tranches of 2017 LTIP. 
4 Represents the 5 day WAP to the date of grant of restricted shares, and fair value of  performance rights awarded under the 2018 EIP for which 
the performance period concluded on 31 December 2018. 
5Represents the 5 day WAP to the date of grant of restricted shares, and fair value of  performance rights to be awarded under the 2019 EIP for 
which the performance period concluded on 31 December 2019 . 
6Represents the estimated fair value of restricted rights and performance rights to be awarded under the 2020 EIP for which the performance 
period  concluded  on  31  December  2020,  calculated  using  the  closing  share  price  of  $6.49  at  31  December  2020.  The  actual  value  will  be 
calculated as the VWAP of ordinary shares over the five trading days following the release of the company’s 2020 annual results. 

Iluka Resources Limited, Annual Report 2020      

21

83

DIRECTORS’ REPORT

For the year ended 31 December 2020

SHAREHOLDINGS OF EXECUTIVE KMP AND THEIR RELATED PARTIES 

Name 

Balance held 
at  
1 January 
2020/ KMP 
start date1,2 

T O’Leary 
A Stratton 
M Blackwell 
S Tilka5 
Former Executives 
C Barbier6 
J Andrews 

299,459 
49,025 
82,437 
68,220 

31,377 
33,738 

Number of shares 

Vesting/ 
exercise of 
share rights 
pursuant to 
LTDR and 
LTIP 
46,579 
- 
- 
- 

- 
- 

Awarded as 
Restricted 
Shares 
pursuant to 
EIP 

123,047 
38,279 
39,120 
6,926 

13,878 
N/A 

Other 
changes3 

- 
(5,765) 
(35,314) 
- 

- 
N/A 

Balance held 
at 31 
December 
2020/KMP 
end date 

469,085 
81,539 
86,243 
75,146 

45,255 
33,738 

Minimum 
shareholding 
met? 4 

Yes
No 
No 
Yes

N/A 
N/A 

1 J Andrews ceased to be a member of KMP on 30 October  2020.  The closing balance reflects the period he was a KMP.  
2  Includes shares held directly or through a nominee or agent (e.g. family trust).                   
3 Other changes may include changes due to personal trades and forfeited shares. 
4 As at 31 December with share price of $6.49. 
5 S Tilka became a KMP on 27 October 2020.  The opening balance reflects the balance on the date he became a KMP and includes 10,893 
restricted shares granted to Mr Tilka in March 2018 as his 2018 Restricted Share Plan award (which will be released to him in March 2021) and 
12,718 restricted shares granted to Mr Tilka in March 2019 as his 2019 Restricted Share Plan award (which will be released to him in March 
2022). 
6 C Barbier ceased to be a member of KMP on 30 October 2020. The closing balance reflects the period he was a KMP. 

SHAREHOLDINGS OF NON-EXECUTIVE DIRECTORS AND THEIR RELATED PARTIES 

Name 

Balance held 
at  
1 January 
2020 
30,000 
14,379 
12,000 
5,588 
12,762 
- 

20,540 

G Martin3 
M Bastos3 
R Cole3 
S Corlett 
J Ranck 
L Saint 
Former Non-Executive Directors 
J Seabrook4 

Number of shares1 

Net movement 

Balance held at  
31 December 2020 

Minimum 
shareholding met? 2 

- 
165 
- 
4,405 
147 
3,500 

236 

30,000 
14,544 
12,000 
9,993 
12,909 
3,500 

20,776 

No 
No 
No 
No 
No 
No 

N/A 

1 Non-executive directors do not receive share based compensation and movements in their shareholdings reflect on-market trades. 
2Minimum shareholding requirements increased in December 2020.  
3 Includes shares held indirectly through a nominee or agent (e.g. family trust). 
4Reflects final balance as a director.  

On-market Share Purchases 

There were no Iluka shares acquired on market in 2020 by the company. 

Transactions with Key Management Personnel 

During the financial year there were no product or services purchases by KMP from the Group (2019: nil) and there are no 
amounts payable at 31 December 2020 (2019: nil).  

There have been no loans to KMP during the financial year (2019: nil). 

84

      Iluka Resources Limited, Annual Report 2020

22

DIRECTORS’ REPORT

For the year ended 31 December 2020

8.

IMPACT OF THE DEMERGER OF DETERRA ROYALTIES ON EXECUTIVE KMP
INCENTIVES

As outlined above, during 2020, Iluka undertook a demerger of Deterra Royalties by way of an in specie dividend and capital 
return to existing Iluka shareholders. This transaction impacted on Iluka incentive awards on foot at the time of demerger, 
including those held by Executive KMP.  

In general, Iluka participants holding restricted share awards under the EIP and legacy Iluka plans were able to participate in 
the demerger and received Deterra Royalties shares in line with other Iluka shareholders. For members of Iluka’s Executive 
Team (including the Executive KMP), a holding lock was applied to these Deterra Royalties shares to align vesting with vesting 
of the underlying Iluka restricted share award. 

Restricted rights and performance rights under the EIP and legacy Iluka plans were not able to participate in the demerger 
and, as a result of the transaction, the value of Iluka shares underlying each restricted right or performance right was reduced. 
To address the reduction in value, the Board determined that additional allocations of rights (‘additional rights’) would need to 
be made, in order to preserve the overall value of the incentives following the demerger, and to ensure that participants were 
no better or worse off as a result of the demerger. A summary of the additional rights granted to Executive KMP during 2020 
is outlined below. 

Detailed information on the treatment of Iluka incentive awards on demerger of Deterra Royalties is set out in section 4 of the 
demerger scheme booklet. The demerger scheme booklet and other details relating to the demerger are available in Iluka’s 
demerger suite: https://iluka.com/deterra-royalties/demerger-suite. 

Additional rights allocations  

The additional rights were granted in December 2020 on substantially the same terms and conditions as the original awards. 
The terms and conditions of the original awards are set out in the relevant Remuneration Reports1.  

The calculation method used to determine the number of additional rights to be granted, (round down to the nearest whole 
right) was as follows:  

No. of 
Restricted/Performance 
Rights under the Award held 
before the Demerger 

(

X 

Iluka 5-day post-
Demerger VWAP 

+ 

Iluka 5-day post-Demerger VWAP

Deterra 5-day post-

Demerger VWAP  ) – 

No. of 
Restricted/Performance 
Rights under the Award 
held before the Demerger 

1The terms and conditions of the relevant plans are set out as follows: 

•
•
•
•

Managing Director 2016 LTIP: 2016 Remuneration Report;
2017 LTIP: 2017 Remuneration report;
2018 EIP: 2018 Remuneration report; and
2019 EIP: 2019 Remuneration Report.

Iluka Resources Limited, Annual Report 2020      

23

85

DIRECTORS’ REPORT

For the year ended 31 December 2020

SUMMARY OF TOP UP ALLOCATIONS  

The table below sets out additional top up rights granted to Executive KMP in 2020 in relation to their existing awards.  

Name 

Plan 

Current Executives 

T O’Leary 

A Stratton 

M Blackwell 

S Tilka 

Former Executives 

C Barbier 

2016 LTIP 
2017 LTIP 
2018 EIP 
2019 EIP 
2017 LTIP 
2018 EIP 
2019 EIP 
2017 LTIP 
2018 EIP 
2019 EIP 
2017 LTIP 
2018 EIP 
2019 EIP 

2017 LTIP 
2018 EIP 
2019 EIP 

Number of original rights 

Number of additional rights 

Restricted Rights 

Performance 
Rights 

Restricted Rights1 

Performance 
Rights1 

253,375 
246,493 
76,148 
42,877 
9,978 
23,414 
14,758 
57,662 
27,134 
15,083 
14,966 
10,898 
7,061 

16,318 
12,192 
10,378 

67,563 

21,018 

21,480 

8,433 

13,878 

208,074 
202,422 
62,534 
35,211 
8,195 
19,228 
12,120 
47,353 
22,283 
12,387 
12,291 
8,950 
5,799 

13,401 
10,013 
8,523 

55,484 

17,261 

17,640 

6,926 

11,397 

The original value of the Share rights immediately prior to the demerger was $9,613,959. Following the allocation of the 
additional rights, the total value of the Share rights, inclusive of the additional allocations was $9,214,4002. 

1It was determined that as the granting of these additional rights to compensate for the demerger led to the awards having the same or lower 
fair value as the rights held just before the demerger, no additional expense was to be recognised. The maximum value of an additional right is 
the face value of an Iluka share at the time of vesting and the minimum value is nil. 
2The value of the share rights prior to demerger was determined by using Iluka’s closing share price of $9.90 immediately prior to separation. 
The value of the share rights inclusive of additional allocation was determined using Iluka 5 day VWAP of $5.21 immediately following 
separation. 

DEPARTING KMP REPLACEMENT AWARDS 

Julian Andrews transferred to and was appointed as Managing Director and CEO of the newly demerged Deterra Royalties, 
effective 2 November 2020. As a result of his appointment, and to create immediate alignment with the new entity, a number 
of Mr Andrews’ existing Iluka awards/entitlements were cancelled or not granted to him. Instead, Deterra Royalties will provide 
Mr  Andrews’  with  alternative  incentive  award  arrangements  following  demerger.  These  awards  will  be  outlined  in  Deterra 
Royalties’ first Remuneration Report to be released later in 2021.  

The table below sets out Mr Andrews’ Iluka awards which were impacted as a result of his appointment to Deterra Royalties.  

Plan 

Number of Restricted rights  

J Andrews  

2018 EIP award (lapsed) 
2019 EIP award (not granted) 

N/A 
19,103 

Number of performance 
rights  

20,360 
13,413 

86

      Iluka Resources Limited, Annual Report 2020

24

 
 
 
 
 
 
 
AUDITOR'S INDEPENDENCE DECLARATION

For the year ended 31 December 2020

Iluka Resources Limited, Annual Report 2020      

87

ILUKA RESOURCES LIMITED ABN 34 008 675 018
FINANCIAL REPORT
ILUKA RESOURCES LIMITED ABN 34 008 675 018
FINANCIAL REPORT - 31 DECEMBER 2020
31 December 2020

Financial statements

Consolidated statement of profit or loss
Consolidated statement of comprehensive income
Consolidated balance sheet
Consolidated statement of changes in equity
Consolidated statement of cash flows
Notes to the financial statements

Directors' declaration
Independent auditor's report to the members

89
90
91
92
93
94
145
146

ABOUT THIS REPORT

These financial statements are the consolidated financial statements of the Group consisting of Iluka Resources
Limited and its subsidiaries (the Group). The financial statements are presented in Australian dollars.

Iluka Resources Limited is a company limited by shares, incorporated and domiciled in Australia. Its registered
office and principal place of business is:

Iluka Resources Limited
Level 17
240 St Georges Terrace
Perth WA 6000

A description of the nature of the Group's operations and its principal activities is included in the operating and
financial review section of the Directors' Report, which is not part of these financial statements.

The financial statements were authorised for issue by the directors on 25 February 2021. The directors have the
power to amend and reissue the financial statements.

Through the use of the internet, we have ensured that our corporate reporting is timely and complete. All ASX
releases, financial reports and other relevant information are available at www.iluka.com.

88

88

      Iluka Resources Limited, Annual Report 2020

ILUKA RESOURCES LIMITED
CONSOLIDATED STATEMENT OF PROFIT OR LOSS
CONSOLIDATED STATEMENT OF PROFIT OR LOSS
FOR THE YEAR ENDED 31 DECEMBER 2020
For the year ended 31 December 2020

CONTINUING OPERATIONS

Revenue

Other income
Expenses
Write-down of Sierra Rutile Limited
Equity accounted share of profit - Deterra

Interest and finance charges
Rehabilitation and mine closure provision discount unwind
Total finance costs

+0.1 DR

Profit/(loss) before income tax

Income tax expense

Profit/(loss) after income tax from continuing operations

DISCONTINUED OPERATIONS

Profit after tax from discontinued operations

Profit/(loss) for the period, attributable to:

Equity holders of Iluka Resources Limited
Non-controlling interest

Earnings/(loss) per share from continuing operations attributable to the
ordinary equity holders of the parent
Basic earnings per share
Diluted earnings per share

Earnings/(loss) per share attributable to ordinary equity holders of the
parent
Basic profit/(loss) per share
Diluted profit/(loss) per share

Notes

2020
$m

2019
$m

-

-

-

5

6
7
8
23

16

12

23

24

20
20

20
20

990.6

1,232.9

-

21.2
(799.3)
-
0.1

(7.7)
(26.6)
(34.3)

2.4
(853.7)
(414.3)
-

(15.0)
(38.0)
(53.0)

-

(0.1)

178.3

(85.7)

(74.8)
-

103.5

(273.3)

(359.0)

2,306.5
-
2,410.0
2,411.9
(1.9)

-

-
-
Cents

59.3
-
(299.7)
(279.9)
(19.8)

-
-
Cents

24.5
24.4

(85.0)
(85.0)

570.4
568.0

(71.0)
(71.0)

The above consolidated statement of profit or loss should be read in conjunction with the accompanying notes.

89

Iluka Resources Limited, Annual Report 2020      

89

ILUKA RESOURCES LIMITED
CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME
CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME
FOR THE YEAR ENDED 31 DECEMBER 2020
For the year ended 31 December 2020

Notes

2020
$m

2019
$m

Profit/(loss) for the period

2,410.0

(299.7)

OTHER COMPREHENSIVE INCOME

Items that may be reclassified subsequently to profit or loss
Currency translation of foreign operations
Hedge of net investment in foreign operation, net of tax
Movements in foreign exchange cash flow hedges, net of tax

Items that will not be reclassified to profit or loss
Actuarial (losses) gains on defined benefit plans, net of tax
Total other comprehensive income for the year, net of tax

Total comprehensive income/(loss) for the year, attributable to:

Equity holders of Iluka Resources Limited
Non-controlling interest

[]
Total comprehensive income/(loss) for the year attributable to the equity
holders of the parent arises from:

Continuing operations
Discontinued operations

-

-

-

18
18

18

23

6.2
-
5.7

(4.2)
7.7

-
2,417.7
2,419.6
(1.9)

-

2.7
(2.6)
4.7

(3.9)
0.9

-
(298.8)
(279.0)
(19.8)

113.1
2,306.5

(338.3)
59.3

The above consolidated statement of comprehensive income should be read in conjunction with the accompanying notes.

90

90

      Iluka Resources Limited, Annual Report 2020

CONSOLIDATED BALANCE SHEET
ILUKA RESOURCES LIMITED
CONSOLIDATED BALANCE SHEET
As at 31 December 2020
AS AT 31 DECEMBER 2020

ASSETS
Current assets
Cash and cash equivalents
Receivables
Inventories
Derivative financial instruments
Current tax receivables

FY20 -0.1 CR

FY20 +0.1 DR

Total current assets

Non-current assets
Investments accounted for using the equity method
Derivative financial instruments
Property, plant and equipment
Deferred tax assets
Intangible asset - MAC Royalty (discontinued operation)
Inventories
Right of use assets
Total non-current assets

+0.1 DR

Total assets

LIABILITIES
Current liabilities
Payables
Derivative financial instruments
Current tax payable
Provisions
Lease liabilities
Total current liabilities

-0.1 CR

Non-current liabilities
Interest-bearing liabilities
Derivative financial instruments
Provisions
Financial liabilities at fair value through profit or loss
Lease liabilities
Total non-current liabilities

+0.1 DR

-0.1 CR

Total liabilities

Net assets

EQUITY
Contributed equity
Reserves
Retained earnings/(accumulated losses)
Non-controlling interests
Total equity

+0.1 DR

Notes

2020
$m

2019
$m

16
14
15
22

23
22
10
13
23
15
11

22

9
11

16
22
9
24
11

17
18
18
24

87.1
95.5
504.1
1.9
-

(0.1)
0.1

688.6

452.1
0.6
1,066.8
28.4
-
112.0
15.4
1,675.3

2,363.9

129.4
-
29.3
95.0
7.5
261.2

36.9
-
750.5
7.2
15.8
810.4

1,071.6

1,292.3

1,150.5
37.1
104.3
0.4
1,292.3

-

-

-

-

-

97.3
196.3
341.1
-
3.3

638.0

-
-
1,126.2
22.1
3.5
84.1
20.5
1,256.4

1,894.4

-
-

0.1

140.8
3.7
96.1
112.6
9.2
362.4

0.1

54.0
1.6
715.6
28.4
20.8
820.4

(0.1)

0.1

1,182.8

711.6

1,157.6
24.0
(472.0)
2.0
711.6

(0.1)

The above consolidated balance sheet should be read in conjunction with the accompanying notes.

91

Iluka Resources Limited, Annual Report 2020      

91

ILUKA RESOURCES LIMITED
CONSOLIDATED STATEMENT OF CHANGES IN EQUITY
CONSOLIDATED STATEMENT OF CHANGES IN EQUITY
FOR THE YEAR ENDED 31 DECEMBER 2020
For the year ended 31 December 2020

Attributable to owners of
Iluka Resources Limited

Share
capital
$m

Other
reserves
$m

Retained
earnings
$m

Total
$m

NCI¹
$m

Total
equity
$m

Notes

18
18

1,154.0

42.6

(86.6) 1,110.0

- 1,110.0

-
-
-

-

-
4.8
4.8

0.1

(279.9)
(3.9)
(283.8)

(279.9)
0.9
(279.0)

(19.8)
-
(19.8)

(299.7)
0.9
(298.8)

(0.1)

-

-

-

Balance at 1 January 2019

Profit for the year
Other comprehensive income (loss)
Total comprehensive income

Transfer of asset revaluation reserve

Transactions with owners in their capacity
as owners:
Transfer of shares to employees, net of tax
Purchase of treasury shares, net of tax
Share-based payments, net of tax
Dividends paid
Transactions with non-controlling interests

18
18

space
Balance at 31 December 2019

8.0
(6.0)
-
1.6
-
3.6

(8.0)
-
5.9
-
(21.4)
(23.5)

-
-
-
(101.5)
-
(101.5)

-
(6.0)
5.9
(99.9)
(21.4)
(121.4)

-
-
-
-
21.8
21.8

-
(6.0)
5.9
(99.9)
0.4
(99.6)

1,157.6

24.0

(472.0)

709.6

2.0

711.6

Balance at 1 January 2020

Profit for the year
Other comprehensive income (loss)
Total comprehensive income

Notes

18
18

Transfer of asset revaluation reserve
space
Transactions with owners in their capacity as owners:
Transfer of shares to employees, net of tax
Share-based payments, net of tax
Dividends paid
Transactions with non-controlling interests
Return of capital

18
18
24
23

Attributable to owners of
Iluka Resources Limited

Share
capital
$m

Other
reserves
$m

Retained
earnings
$m

Total
$m

NCI¹
$m

Total
equity
$m

1,157.6

24.0

(472.0)

709.6

2.0

711.6

-
-
-

-

2,411.9
2,411.9
-
11.9
7.7
(4.2)
11.9 2,407.7 2,419.6

(1.9) 2,410.0
7.7
(1.9) 2,417.7

-

(0.5)

0.5

-

-

-

1.7
-
1.2
-
(10.0)
(7.1)

-
-

(1.7)
3.7
-
(0.3)
-

-
3.7
(1,831.9) (1,830.7)
(0.3)
-
(10.0)
-
1.7 (1,831.9) (1,837.3)

-
-
-
0.3
-

-
3.7
(1,830.7)
-
(10.0)
0.3 (1,837.0)

space
Balance at 31 December 2020

¹Non-controlling interest - refer to note 23.

1,150.5

37.1

104.3 1,291.9

0.4 1,292.3

The above consolidated statement of changes in equity should be read in conjunction with the accompanying notes.

92

92

      Iluka Resources Limited, Annual Report 2020

ILUKA RESOURCES LIMITED
CONSOLIDATED STATEMENT OF CASH FLOWS
CONSOLIDATED STATEMENT OF CASH FLOWS
FOR THE YEAR ENDED 31 DECEMBER 2020
For the year ended 31 December 2020

Cash flows from operating activities
Receipts from customers
Payments to suppliers and employees
Operating cash flow
.
Interest received
Interest paid
Income taxes paid
Exploration expenditure
Mining Area C royalty receipts
Net cash inflow from operating activities

Cash flows from investing activities
Payments for property, plant and equipment
Sale of property, plant and equipment
Net cash outflow from investing activities

Cash flows from financing activities
Repayment of borrowings
Proceeds from borrowings
Purchase of treasury shares
Proceeds from changes in ownership interests
Dividends paid
Principal element of lease payments
Debt refinance costs
Net cash outflow from financing activities

Net increase/(decrease) in cash and cash equivalents
.
Cash and cash equivalents at 1 January
Effects of exchange rate changes on cash and cash equivalents
Cash and cash equivalents at end of period

Notes

2020
$m

2019
$m

1,043.0
(846.3)
196.7

0.7
(3.2)
(164.7)
(10.0)
92.2
111.7

(71.2)
5.1
(66.1)

(304.5)
295.1
-
-
(32.6)
(9.3)
-
(51.3)

(5.7)

97.3
(4.5)
87.1

1,189.8
(781.7)
408.1

1.2
(6.9)
(147.4)
(11.3)
78.5
322.2

(197.5)
2.0
(195.5)

(324.7)
332.7
(7.4)
28.5
(99.9)
(8.2)
(2.0)
(81.0)

45.7

51.3
0.3
97.3

31

19

16

The above consolidated statement of cash flows should be read in conjunction with the accompanying notes.

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93

CONTENT OF THE NOTES TO FINANCIAL STATEMENTS

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

For the year ended 31 December 2020
CONTENTS OF THE NOTES TO THE FINANCIAL STATEMENTS

Page

95
95
95
97

97
97
100
101
101
103
105
107
109
111
113
114
115

116
116
118
119
121
122

123
123
126

128
128
131
132

135
135
136
137
138
139
141
142
143
144
144

Basis of preparation

1.
2.
3.

Reporting entity
Basis of preparation
Critical accounting estimates and judgements

Key numbers

4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.

Capital
16.
17.
18.
19.
20.

Risk
21.
22.

Segment information
Revenue
Other income
Expenses
Impairment of assets
Provisions
Property, plant and equipment
Leases
Income tax
Deferred tax
Receivables
Inventories

Net cash and finance costs
Contributed equity
Reserves and retained earnings
Dividends
Earnings/(loss) per share

Financial risk management
Hedging

Group structure

23.
24.
25.

Demerger of Deterra
Changes in ownership interests held in controlled entities
Controlled entities and deed of cross guarantee

Other notes

26.
27.
28.
29.
30.
31.
32.
33.
34.
35.

Contingent liabilities
Commitments
Remuneration of auditors
Share-based payments
Post-employment benefit obligations
Reconciliation of profit/(loss) after income tax to net cash inflow from operating activities
Key Management Personnel
Parent entity financial information
Related party transactions
New and amended standards

94

94

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Iluka Resources Limited and its subsidiaries together are referred to in this financial report as the Group.

The notes include information which is required to understand the financial statements and is material and
relevant to the operations and the financial position and performance of the Iluka Group.
Information is
considered relevant and material if:

• The amount is significant due to its size or nature;
• The amount is important in understanding the results of the Group;
• It helps to explain the impact of significant changes in the Group's business; or
• It relates to an aspect of the Group's operations that is important to its future performance.

BASIS OF PREPARATION
This section of the financial report sets out the Group’s accounting policies that relate to the financial statements
as a whole. This section also sets out information related to critical accounting estimates and judgements
applied to these financial statements.

1 REPORTING ENTITY

Iluka Resources Limited (Company or parent entity) is domiciled in Australia. The financial statements are for the
Group consisting of Iluka Resources Limited and its subsidiaries. A list of the Group's subsidiaries is provided in
note 25.

2 BASIS OF PREPARATION

These general purpose financial statements have been prepared in accordance with Australian Accounting
Standards and Interpretations issued by the Australian Accounting Standards Board (AASB) and the Corporations
Act 2001. Iluka Resources Limited is a for-profit entity and is primarily involved in mineral sands exploration,
project development, mining operations, processing and marketing. The Group previously held a royalty business,
with a cornerstone asset over BHP’s Mining Area C in Western Australia. Details of the demerger and its impact
on the financial statements are contained in note 23.

The consolidated financial statements of Iluka Resources Limited also comply with International Financial
Reporting Standards (IFRS) as issued by the International Accounting Standards Board (IASB).

These financial statements have been prepared under the historical cost convention except for financial assets
and liabilities which are required to be measured at fair value.

New and amended standards adopted by the Group, and their related impacts on the financial statements (if
any), are detailed in note 35.

(a) Principles of consolidation

(i) Subsidiaries

The consolidated financial statements incorporate the assets and liabilities of all subsidiaries of Iluka Resources
Limited as at 31 December 2020 and the results of all subsidiaries for the year then ended. A list of controlled
entities (subsidiaries) at year-end is contained in note 25.

The financial statements of subsidiaries are included in the consolidated financial statements from the date on
which control commences until the date on which control ceases. Accounting policies of subsidiaries are
changed where necessary to ensure consistency with the policies adopted by the Group.

Intercompany transactions, balances, and unrealised gains on transactions between Group companies, are
eliminated. Unrealised losses are also eliminated unless the transaction provides evidence of the impairment of
the asset transferred.

95

Iluka Resources Limited, Annual Report 2020      

95

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

The Group accounts for business combinations using the acquisition method when control is transferred to the
Group. Cost is measured as the fair value of the assets given, shares issued, or liabilities incurred or assumed at
the date of exchange. Transaction costs are expensed as incurred, except if related to the issue of debt or equity
securities.

(ii) Associates

Associates are all entities over which the Group has significant influence but not control or joint control. This is
generally the case where the Group holds between 20% and 50% of the voting rights. Investments in associates
are accounted for using the equity method of accounting from the date on which the investee becomes an
associate.

During the year, Deterra became an associate of the Group. The accounting implications are detailed in note 23.

The carrying amount of equity-accounted investments is tested for impairment in accordance with the policy
described in note 8.

(iii) Employee Share Trust

The Group's Employee Share Schemes are administered through the Iluka Resources Limited Employee Share
Plan Trust (the trust). This trust is consolidated, as the substance of the relationship is that the trust is controlled
by the Group. Shares in the Company held by the trust are disclosed as treasury shares in the consolidated
financial statements and deducted from contributed equity, net of tax.

(b) Foreign currency translation

The consolidated financial statements are presented in Australian dollars, which is the Company's functional and
presentation currency.

Where Group companies based in Australia transact in foreign currencies, these transactions are translated into
Australian dollars using the exchange rate on that day. Foreign currency monetary assets and liabilities are
translated to Australian dollars at each reporting date exchange rate. Non-monetary assets and liabilities that are
measured at fair value in a foreign currency are translated to Australian dollars at the exchange rate when the fair
value was determined. Foreign currency differences are generally recognised in profit or loss. Non-monetary
items that are measured based on historical cost in a foreign currency are not re-translated.

The financial position of foreign operations is translated into Australian dollars at the exchange rates at the
reporting date. The income and expenses of foreign operations are translated into Australian dollars at average
exchange rates each month. Foreign currency differences are recognised in other comprehensive income and
accumulated in the foreign currency translation reserve.

To the extent that these borrowings did not exceed the net assets of these operations, foreign currency
differences arising on the translation of these borrowings were recognised in other comprehensive income and
accumulated in the foreign currency translation reserve. Any remaining differences were recognised in profit or
loss. If these operations were to be disposed of (in full or in part), the relevant amount in the foreign currency
translation reserve would be transferred to profit or loss as part of the gain or loss on disposal.

(c) Government grants

The Group received $13.6 million in government grant income during the reporting period under the Australian
Government's Jobkeeper Payment scheme. The scheme was a response by the Australian Government to assist
businesses impacted by the economic effects of COVID-19. It subsidised employee costs of eligible nominated
employees, provided the employer met certain eligibility criteria and elected to participate in the scheme.

Iluka was eligible following a significant decline in zircon demand and associated revenue in Q1. Given the
company's subsequent financial performance, Iluka has voluntarily decided to return amounts received under the
scheme. The income statement reflects no amounts associated with Jobkeeper. The balance sheet reflects cash
of $13.6 million, and an associated payable of $13.6 million in respect of Jobkeeper.

96

96

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(d) Rounding of amounts

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

The Company is of a kind referred to in Rounding Instrument 2016/191, issued by the Australian Securities and
Investments Commission, relating to the rounding of amounts in the financial statements. In accordance with
that Rounding Instrument, amounts in the financial statements have been rounded to the nearest hundred
thousand dollars, or in certain cases, the nearest thousand dollars or nearest dollar.

3 CRITICAL ACCOUNTING ESTIMATES AND JUDGEMENTS

The Group makes estimates and assumptions concerning the future in applying its accounting policies. The
resulting accounting estimates will, by definition, seldom equal the related actual results. The estimates and
assumptions that have a significant risk of causing a material adjustment to the carrying amounts of assets and
liabilities within the next financial year are noted below.

Estimates and underlying assumptions are reviewed on an ongoing basis, with revisions recognised in the period
in which the estimates are revised and future periods affected.

Estimates and assumptions which are material to the financial report are found in the following notes:

-

-
Impairment of assets
Rehabilitation and mine closure provisions
Tax balances
Net realisable value and classification of product inventory
Determining the fair value of Deterra

KEY NUMBERS

4 SEGMENT INFORMATION

(a) Description of segments

Note

7
8
11
14
23

The Group has identified its operating segments based on the internal reports that are reviewed and used by the
executive management team (the chief operating decision-makers) in assessing performance and in determining
the allocation of resources. The operating segments of the Group are:

Jacinth-Ambrosia/Mid West (JA/MW) comprises the mining operations at Jacinth-Ambrosia located in South
Australia, and associated processing operations at the Narngulu mineral separation plant in mid-west Western
Australia.

Cataby/South West (C/SW) comprises mining activities at Cataby and processing of ilmenite at Synthetic Rutile
Kiln 2, both located in Western Australia.

Sierra Rutile (SRL) comprises the integrated mineral sands mining and processing operations in Sierra Leone.

Mining Area C (MAC) comprised a deferred consideration iron ore royalty interest over certain mining tenements
in Australia operated by BHP Group, which was demerged from the Group as outlined in note 23. The results of
the MAC operating segment have been reclassified in the current and prior reporting period as a discontinued
operation (refer to note 23).

United States/Murray Basin (US/MB) comprises rehabilitation obligations in the United States (Florida and
Virginia), where mining and processing activities were substantially completed in December 2015, although sale
of remnant product remains an activity; and certain idle assets located in Australia (Murray Basin).

97

Iluka Resources Limited, Annual Report 2020      

97

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Cash, debt and tax balances are managed at a group level, together with exploration and other corporate
activities, and are not allocated to segments.

Where finished product capable of sale to a third party is transferred between operating segments, the transfers
are made at arm’s length prices. Any transfers of intermediate products between operating segments are made
at cost. No such transfers took place between segments during the year ended 31 December 2020 (2019: $nil).

(b) Segment information

2020

JA/MW
$m

C/SW
$m

SRL
$m

MAC²
$m

US/MB
$m

Total
$m

Total segment sales of mineral sands
Total segment freight revenue
Depreciation and amortisation expense
Changes in rehabilitation for closed sites
Total segment result¹
Segment assets
Segment liabilities
Additions to non-current segment assets

389.0
20.6
(36.2)
1.7
242.0
609.6
270.2
44.6

300.4
8.5
(72.3)
0.2
116.8
860.2
284.8
80.0

223.1
7.8
(72.2)
4.0
(51.2)
138.7
139.2
20.9

-
-
-
-
-
-
-
-

34.5
6.1
(0.4)
2.2
(0.2)
135.7
255.0
0.8

947.0
43.0
(181.1)
8.1
307.4
1,744.2
949.2
146.3

2019

JA/MW
$m

C/SW
$m

SRL
$m

MAC²
$m

US/MB
$m

Total
$m

Total segment sales of mineral sands
Total segment freight revenue
Write-down of Sierra Rutile Limited
Depreciation and amortisation expense
Changes in rehabilitation for closed sites
Total segment result¹
Segment assets
Segment liabilities
Additions to non-current segment assets

482.7
19.8
-
(28.9)
1.6
316.8
588.4
248.1
78.0

414.2
7.4
-
(54.0)
(0.1)
160.4
717.2
254.7
113.1

257.6
8.1
(414.3)
(74.6)
-
(430.0)
220.2
169.3
79.9

-
-
-
-
-
-
23.7
-
-

38.6
3.3
-
(0.6)
(4.7)
(14.8)
154.1
304.6
2.0

1,193.1
38.6
(414.3)
(158.1)
(3.2)
32.4
1,703.6
976.7
273.0

¹Total segment result includes impairment charges, depreciation and amortisation expenses, and rehabilitation and holding
costs for closed sites that are also separately reported above.

²MAC operating segment results have been reclassified as a discontinued operation in the consolidated statement of profit or
loss in the current and prior reporting period. Segment assets of $23.7 million comprise MAC royalties receivable
of $20.2 million and the carrying amount of the MAC royalty entitlement asset of $3.5 million at 31 December 2019. Refer to
notes 14 and 23.

Mineral sands revenue is derived from sales to external customers domiciled in various geographical regions.
Details of segment revenue by location of customers are as follows:

2020
$m

316.7
211.4
341.6
76.7
0.6
947.0

2019
$m

403.1
218.2
398.0
135.6
38.2
1,193.1

China
Asia excluding China
Europe
Americas
Other countries
Sale of goods

98

98

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

The Group changed the classification of certain revenue included above (together with comparative amounts) to
more accurately report its geographical grouping.

Revenue of $144.1 million and $90.7 million was derived from two external customers of the mineral sands
segments, which individually account for greater than 10% of the total segment revenue (2019: revenues of
$187.7 million and $136.9 million from two external customers).

Segment result is reconciled to profit/(loss) before income tax as follows:

Segment result
Interest income
Asset sales and other income
Marketing and selling
Corporate and other costs
Major Projects, Engineering and Innovation
Depreciation
Interest and finance charges
Net foreign exchange gains
Equity accounted profit - Deterra
Gain on remeasurement of Put Option
Impairment - Sri Lankan exploration assets
Profit/(loss) before income tax from continuing operations

2020
$m

307.4
0.6
(0.2)
(11.5)
(54.6)
(62.3)
(3.4)
(6.0)
1.2
0.1
19.4
(12.4)
178.3

Total segment assets and total segment liabilities are reconciled to the balance sheet as follows:

Segment assets
Corporate assets
Investment in Deterra Resources Limited
Cash and cash equivalents
Current tax receivable
Deferred tax assets
Total assets as per the balance sheet

Segment liabilities
Corporate liabilities
Current tax payable
Interest-bearing liabilities
Total liabilities as per the balance sheet

1,744.2
50.1
452.1
86.9
-
28.4
2,361.7

949.2
54.0
29.3
36.9
1,069.4

2019
$m

32.4
-
1.8
(11.9)
(47.3)
(42.2)
(4.6)
(13.9)
-
-
-
-
(85.7)

1,703.6
68.1
-
97.3
3.3
22.1
1,894.4

976.7
56.0
96.1
54.0
1,182.8

99

Iluka Resources Limited, Annual Report 2020      

99

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

5 REVENUE

Continuing operations
-0.1 CR
Sales revenue
Sale of goods
Freight revenue

Other revenue
Interest

(a) Sale of mineral sands

Notes

2020
$m

2019
$m

5(a)
5(b)

5(c)

-

0.1

947.0
43.0

0.6
990.6

1,193.1
38.6

1.2
1,232.9

The Group earns revenue by mining, processing, and subsequently selling mineral sands (including zircon, rutile,
synthetic rutile and ilmenite) by export to customers based in the Americas, Europe, China, the rest of Asia, and
other countries under a range of commercial terms.

Revenue from the sale of product is recognised when control has been transferred to the customer, generally
being when the product has been dispatched and is no longer under the physical control of the Group. In cases
where control of product is transferred to the customer before dispatch takes place, revenue is recognised when
the customer has formally acknowledged their legal ownership of the product, which includes all inherent risks
associated with control of the product. In these cases, product is clearly identified and immediately available to
the customer.

Sales to customers are generally denominated in US Dollars, which are translated into the functional currency of
the Group using the spot exchange rate applicable on the transaction date. The effect of variable consideration
arising from rebates, discounts and other similar arrangements with customers is included in revenue to the
extent that it is highly probable that there will be no significant reversal of the cumulative amount of revenue
recognised when any pricing uncertainty is resolved. Revenue is recognised net of duties and other taxes.

The Group does not expect to have any contracts where the period between the transfer of the promised goods
or services to the customer and payment by the customer exceeds one year. Accordingly, the group does not
adjust transaction prices for the time value of money.

(b) Freight revenue

The Group also earns revenue from freighting its products to customers in accordance with the Incoterms in
each particular sales contract. Freight revenue is recognised to the extent that the freight service has been
delivered, specifically with reference to the proportion of completed freight distance to total freight distance,
which is determined by the Group at each reporting date.

Freight revenue is allocated from the overall contract price at its standalone selling price (where observable) or
otherwise at its estimated cost plus margin.

Freight revenue includes $1.5 million relating to contracts in place at the end of the prior year (2019: $2.4 million).
Freight revenue of $0.7 million has been deferred at the end of the current year in relation to unfulfilled shipping
obligations.

(c) Interest income

Interest income is recognised in profit or loss as it accrues, using the effective interest method.

100

100

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

(d) Mining Area C royalty income and amortisation of royalty asset - discontinued operation

Iluka held a royalty over BHP’s Mining Area C (MAC) iron ore mine, which it demerged in the current reporting
period. Amounts previously recognised as revenue have been reclassified to discontinued operations - refer to
note 23.

6 OTHER INCOME

Other income includes a remeasurement gain of $19.4 million resulting from the revaluation of the put option
held by the IFC (refer to note 24), and other sundry income.

7 EXPENSES

Expenses
Cash costs of production
Depreciation and amortisation
Inventory movement - cash costs of production
Inventory movement - non-cash production costs
Cost of goods sold

Ilmenite concentrate and by-product costs
Depreciation (idle, corporate and other)
Restructure and idle capacity charges
Rehabilitation costs for closed sites
Government royalties
Marketing and selling costs, including freight
Corporate and other costs
Resource development costs
Net loss on disposal of property, plant and equipment
Impairment - Sri Lankan exploration assets

Write-down of Sierra Rutile Limited
Impairment recognised against property, plant and equipment
Write-down of inventory to net realisable value

Notes

7(f)

8

8

2020
$m

537.1
178.9
(142.3)
(39.9)
533.8

21.6
5.9
20.9
(7.2)
22.3
70.7
54.6
62.3
2.0
12.4
799.3

-
-
-

2019
$m

528.7
155.6
(63.4)
(15.5)
605.4

10.9
7.6
19.7
3.2
39.4
73.6
48.0
42.2
4.1
-
854.1

375.2
39.1
414.3

(a) Cash costs of production

Cash costs of production include costs for mining and concentrating, transport of heavy mineral concentrate,
mineral separation, synthetic rutile production, externally purchased ilmenite, and production overheads; but
exclude Australian state and Sierra Leone government royalties which are reported separately.

(799.3)

(1,268.4)

101

Iluka Resources Limited, Annual Report 2020      

101

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(b) Cost of goods sold

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Cost of goods sold is the inventory value of each tonne of finished product sold. All production is added to
inventory at cost, which includes direct costs and an appropriate portion of fixed and variable overhead
expenditure, including depreciation and amortisation, allocated on the basis of relative sales value. The inventory
value recognised as cost of goods sold for each tonne of finished product sold is the weighted average value per
tonne for the stockpile from which the product is sold.

Inventory movement represents the movement in balance sheet inventory of work in progress and finished
goods, including the non-cash depreciation and amortisation components and movement in the net realisable
value adjustments.

(c) Ilmenite concentrate and by-product costs

Ilmenite and by-product costs include by-product costs such as for iron concentrate processing, activated
carbon, monazite treatment, and wet high intensity magnetic separation (WHIMS) ilmenite transport costs.

(d) Restructure and idle capacity charges

Idle capacity charges reflect ongoing costs incurred during periods of no or restricted production.

(e) Rehabilitation costs for closed sites

These costs relate to adjustments to the rehabilitation provision for closed sites arising from the annual review
of rehabilitation programmes and estimates. These adjustments are recognised in profit or loss in accordance
with the policy described in note 9.

(f) Resource development costs

These costs relate to activities associated with developing our resources,
planning.
underground mining technology at Balranald that has been expensed as research and development costs.

including exploration and mine
Included in the costs is $34.3 million (2019: $6.0 million) relating to work on the innovative

(g) Other required disclosures

Expenses also include the following:

Employee benefits (excluding share-based payments)
Share-based payments
Exploration expenditure
Operating leases
Inventory NRV write-downs - finished goods and WIP
Inventory NRV write-downs - Sierra Rutile Limited consumables

2020
$m

2019
$m

202.6
4.1
12.8
3.0
13.0
-

194.7
6.2
11.3
4.8
2.7
39.1

(235.5)

(258.8)

102

102

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

8 IMPAIRMENT OF ASSETS

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Assets are assessed for the presence of impairment indicators whenever events or changes in circumstances
suggest that their carrying amounts may not be recoverable. For the purposes of impairment indicator
assessments (and, if required, impairment testing) operating assets are grouped at the lowest levels for which
there are separately identifiable cash flows (Cash Generating Units - CGUs).

If an impairment indicator is found to be present for a CGU, then the Group estimates its recoverable amount and
compares it to its carrying amount. The recoverable amount of each CGU is determined as the higher of
value-in-use and fair value less costs of disposal (FVLCD) estimated based on the discounted present value of
future cash flows (a level 3 fair value estimation method) and other adjustments. Assets that are not currently in
use and not scheduled to be brought back into use (idle assets) are considered on a standalone basis. If
necessary, an impairment charge is recognised for the amount by which the asset’s carrying amount exceeds its
recoverable amount.

(a) Impairment indicator assessments

The Group assessed all CGUs for the presence of impairment indicators at the reporting date, including those
which may have arisen due to the global economic impact of the COVID-19 pandemic.

Impairment indicators were found to be present in the Cataby/South West and SRL CGUs, largely due to the
impact on Cataby of the contractual dispute with Chemours; and potential impact of COVID-19 interruptions and
current operational performance at Sierra Rutile, respectively. Impairment indicators were also found to be
present in respect of certain Sri Lankan exploration assets due to the expiration of certain exploration licences in
that country.

Accordingly, the Group performed impairment tests on the Cataby/South West and SRL CGUs, and the Sri Lankan
exploration assets - refer to (b), below. The Group did not note any conditions that suggest previously recognised
impairments can be reversed.

(b) Impairment testing

Cataby/South West and SRL CGUs

The Cataby/South West CGU has a net asset carrying value of $575.4 million at 31 December 2020 (2019: $462.5
million), including $276.3 million and $251.1 million of working capital and rehabilitation provision liabilities,
respectively. The SRL CGU has a net liability carrying value of $0.5 million at 31 December 2020 (2019: net asset
carrying value of $50.9 million), including $52.6 million and $99.5 million of working capital and rehabilitation
provision liabilities, respectively.

The Group estimated the recoverable amounts of the Cataby/South West and SRL CGUs, and determined that in
both instances the carrying amount of the CGU exceeds its recoverable amount. Accordingly, no impairment has
been recognised in respect of these CGUs in the current reporting period.

103

Iluka Resources Limited, Annual Report 2020      

103

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Key estimate: recoverable amount calculations - Cataby/South West and SRL CGUs

In determining the recoverable amount of assets, estimates are made regarding the present value of future
cash flows in the absence of quoted market prices. These estimates require significant levels of judgement and
are subject to risk and uncertainty that may be beyond the control of the Group, including political risk, climate
change risk, and other global uncertainty risks, like the impacts of the COVID-19 pandemic. Given the nature of
the Group’s mining activities, changes in assumptions upon which these estimates are based may give rise to
material adjustments. This could lead to recognition of new impairment charges in the future, or the reversal of
impairment charges already recognised.

Where an impairment assessment is needed, the estimates of discounted future cash flows for each CGU used
in determining its recoverable amount are based on significant assumptions including:

• estimates of the quantities of mineral reserves and ore resources for which there is a high degree of
confidence of economic extraction and the timing of access to these reserves and ore resources;
• future production levels and the ability to sell that production;
• future product prices based on the Group’s assessment of short and long-term prices for each of the key
products;
• future exchange rates using external forecasts (2020 long term AUD:USD exchange rate of 0.75, unchanged
from 2019 assessment);
• successful development and operation of new mines, consistent with latest forecasts;
• future cash costs of production, sustaining capital expenditure, rehabilitation and mine closure; and
• the asset specific discount rate applicable to the CGU (Australian operations: 10%; SRL: 12%, unchanged from
2019 assessment).

Sri Lankan exploration assets

Following the impairment indicator identified in (a) above, the Group estimated the recoverable amount of its Sri
Lankan exploration assets. The carrying amount of $21.2 million was found to exceed the recoverable amount of
$8.8 million, and accordingly the exploration assets were written down to their recoverable amount. An
impairment of $12.4 million is included in expenses, refer to note 7.

(c) Impairment of Sierra Rutile Limited CGU in the prior reporting period

The Group recognised a $414.3 million write-down in respect of its Sierra Rutile CGU in the prior reporting period
(comprising impairment of $375.2 million for property, plant and equipment, and write-down of $39.1 million for
consumables).

104

104

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

9 PROVISIONS

Current
Rehabilitation and mine closure
Employee benefits - long service leave
Workers compensation and other provisions

FY20 -0.1 CR

Non-current
Rehabilitation and mine closure
Employee benefits - long service leave
Retirement benefit obligations

-0.1 CR

FY20 +0.1 DR

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Notes

9(a)
9(b)
9(c)

9(a)
9(b)
30

2020
$m

77.3
13.0
4.7
95.0

0.1

720.7
3.0
26.8

750.5

-
(0.1)

2019
$m

97.7
12.7
2.2
112.6

-

690.8
2.4
22.4

715.6

0.1

-

Provisions are recognised when the Group has a present obligation (legal or constructive) as a result of a past
event, it is probable that resources will be expended to settle the obligation and a reliable estimate can be made
of the amount of the obligation.

(a) Rehabilitation and mine closure

The movements in the rehabilitation and mine closure provision are set out below:

Movements in rehabilitation and mine closure provisions
Balance at 1 January 2020
Amounts spent during the year
Rehabilitation and mine closure provision discount unwind
Change in provision - additions to property, plant and equipment
Change in provision - credit for closed sites
Rehabilitation discount rate changes - for closed sites
Foreign exchange rate movements
Balance at 31 December 2020

Notes

$m

16(d)
10
7

788.5
(70.3)
14.4
86.6
(8.1)
12.2
(25.3)
798.0

The Group has obligations to dismantle and remove certain items of property, plant and equipment and to restore
and rehabilitate the land on which they sit.

A provision is raised for the estimated cost of settling the rehabilitation and restoration obligations existing at
balance date, discounted to present value using an appropriate pre-tax discount rate.

Where the obligation is related to an item of property, plant and equipment, its cost includes the present value of
the estimated costs of dismantling and removing the asset, and restoring and rehabilitating the site on which it is
located. Costs that relate to obligations arising from waste created by the production process are recognised as
production costs in the period in which they arise.

The increase in the provision associated with unwinding of the discount rate is recognised as a finance cost -
refer to note 16(d).

105

Iluka Resources Limited, Annual Report 2020      

105

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

The total rehabilitation and mine closure provision of $798.0 million (2019: $788.5 million) includes $375.2
million (2019: $450.8 million) for assets no longer in use. Changes to the provisions for assets no longer in use
are charged/credited directly to profit or loss. A review of cost estimates resulted in a reduction in the expected
rehabilitation liability and an associated credit to profit or loss of $8.1 million (2019: charge of $3.2 million) which
is reported within the expense item Rehabilitation costs for closed sites in note 7.

Open site rehabilitation liabilities increased by $86.6 million, mainly associated with an increased mining
footprint at Cataby ($45.4 million) due to the progression of mining at this new operation, which commenced
mining in April 2019. The move to Ambrosia and subsequent return to Jacinth North has resulted in a larger open
area, increasing the rehabilitation liability for the site by $37.2 million to $125.3 million.

Key estimate: Rehabilitation and mine closure provisions

The Group’s assessment of the present value of the rehabilitation and mine closure provisions requires the use
of significant estimates and judgements, including the future cost of performing the work required, timing of the
cash flows, discount rates, final remediation strategy, and future land use requirements. The provision can also
be impacted prospectively by changes to legislation or regulations.

The provisions are reassessed at least annually. A change in any of the assumptions used to determine the
provisions could have a material impact on the carrying value of the provision. In the case of provisions for
assets which remain in use, adjustments to the provision are offset by a change in the carrying value of the
related asset. Where the provisions are for assets no longer in use, such as mines and processing sites that
have been closed, any adjustment is reflected directly in profit or loss.

Key estimate: Discount rate for provisions

Provisions are determined by discounting the expected future cash flows at a pre-tax rate that reflects current
market assessments of the time value of money and the risks specific to the liability to the extent they are not
included in the cash flows.

Rehabilitation and mine closure provisions have been calculated by discounting risk adjusted cash flows at
risk-free discount rates, representing government bond rates for the associated currencies. Rehabilitation and
mine closure provisions for Australia have been calculated by discounting risk adjusted cash flows at discount
rates of 1.3% (2019: 1.3%).

Iluka has re-set the risk free discount rates used in calculating rehabilitation provisions in the US and Sierra
Leone to 0.5% and 1.0%, respectively (2019: 2.5% and 2.5%, respectively), due to the continuing decline in
applicable US Treasury Bond Rates. The 5- and 10- year US Treasury Bond rates are used as a proxy for risk-free
discount rates. This has resulted in an increase of $12.2 million to the provision which is reported within finance
costs item ‘Rehabilitation discount rate changes’ in note 16(d), and relates entirely to closed sites.

(b) Employee benefits

The employee benefits provision relates to long service leave entitlements measured as the present value of
expected future payments to be made in respect of services provided by employees up to the reporting date,
discounted using market yields at the reporting date on corporate bonds with terms to maturity and currency that
match, as closely as possible, the estimated future cash outflows. Liabilities for annual leave are included in
payables.

The current provision represents amounts for vested long service leave for which the Group does not have an
unconditional right to defer settlement, regardless of when the actual settlement is expected to occur. However,
based on past experience, the Group does not expect all employees to take the full amount of accrued leave or
require payment within the next 12 months.

106

106

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(c) Workers compensation and other provisions

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

The Group commenced an internal efficiency review of its activities during the year, during which it identified a
number of changes to employee roles that are required to be made. The Group has recognised a provision for the
costs of implementing these changes, including costs that arise from roles being made redundant or being
consolidated, which is included in workers compensation and other provisions.

10 PROPERTY, PLANT AND EQUIPMENT

At 1 January 2019
Cost
Accumulated depreciation¹
Opening written down value

Additions
Disposals
Depreciation and amortisation
Exchange differences
Impairment of Sierra Rutile Limited
Transfers/reclassifications
Closing written down value

At 31 December 2019
Cost
Accumulated depreciation¹
Closing written down value
Plant
Year ended 31 December 2020
Additions
Disposals
Depreciation and amortisation
Exchange differences
Transfers
Impairment of assets
Closing written down value
Plant
At 31 December 2020
Cost
Accumulated depreciation¹
Closing written down value

Plant,
machinery &
equipment
$m

Mine
reserves &
development
$m

Exploration
&
evaluation
$m

Land &
buildings $m

Total
$m

256.4
(80.3)
176.1

10.3
(1.9)
(11.4)
(0.1)
(57.0)
55.6
171.6

2,541.4
(1,882.7)
658.7

1,066.5
(540.4)
526.1

35.1
(16.9)
18.2

3,899.4
(2,520.3)
1,379.1

109.1
(3.6)
(86.1)
(2.8)
(154.8)
(61.9)
458.6

165.0
-
(57.3)
0.8
(154.7)
(1.8)
478.1

-
-
-
0.3
(8.7)
8.1
17.9

284.4
(5.5)
(154.8)
(1.8)
(375.2)
-
1,126.2

320.5
(148.9)
171.6

2,536.7
(2,078.1)
458.6

1,265.4
(787.3)
478.1

43.6
(25.7)
17.9

4,166.2
(3,040.0)
1,126.2

1.1
(3.7)
(19.9)
(5.7)
1.2
-
144.6

38.1
(0.2)
(87.4)
(4.9)
(4.8)
-
399.4

106.9
-
(68.9)
(3.1)
3.6
(4.4)
512.2

-
(0.1)
-
0.8
-
(8.0)
10.6

146.1
(4.0)
(176.2)
(12.9)
-
(12.4)
1,066.8

301.1
(156.5)
144.6

2,382.1
(1,982.7)
399.4

1,283.6
(771.4)
512.2

42.7
(32.1)
10.6

4,009.5
(2,942.7)
1,066.8

¹Accumulated depreciation includes cumulative impairment charges.

107

Iluka Resources Limited, Annual Report 2020      

107

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(a) Property, plant and equipment

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Property, plant and equipment is stated at cost, less accumulated depreciation and impairment charges. Cost
includes:

•
•

•

•

expenditure that is directly attributable to the acquisition of the items;
direct costs associated with the commissioning of plant and equipment, including pre-commissioning costs
in testing the processing plant;
if the asset is constructed by the Group, the cost of all materials used in construction, direct labour on the
project, project management costs and unavoidable borrowing costs incurred during construction of assets
with a construction period greater than 12 months and an appropriate proportion of variable and fixed
overheads; and
the present value of the estimated costs of dismantling and removing the asset, and restoring and
rehabilitating the site on which it is located.

As set out in note 9, in the case of rehabilitation provisions for assets which remain in use, adjustments to the
carrying value of the provision are offset by a change in the carrying value of the related asset. Total additions in
the year include $86.6 million (2019: $94.9 million) relating to rehabilitation.

(b) Maintenance and repairs

Certain items of plant used in the primary extraction, separation and secondary processing of extracted minerals
are subject to a major overhaul on a cyclical basis. Costs incurred during such overhauls are characterised as
either capital in nature or repairs and maintenance. Work performed may involve:

(i) the replacement of a discrete sub-component asset, in which case an asset addition is recognised and the

book value of the replaced item is written off; and

(ii) demonstrably extending the useful life or functionality of an existing asset, in which case the relevant cost is

added to the capitalised cost of the asset in question.

Costs incurred during a major cyclical overhaul which do not constitute (i) or (ii) above, are written off as repairs
and maintenance as incurred. General repairs and maintenance which are not characterised as part of a major
cyclical overhaul are expensed as incurred.

(c) Depreciation and amortisation

Items of property, plant and equipment are depreciated on a straight-line basis over their useful
lives. The
estimated useful life of buildings is the shorter of applicable mine life or 25 years; plant and equipment is
between 2 and 20 years. Land is not depreciated.

Expenditure on mine reserves and development is amortised over the life of mine, based on the rate of depletion
If production has not yet
of the economically recoverable reserves (units of production methodology).
commenced, or the mine is idle, amortisation is not charged.

(d) Assets not being depreciated

Included in plant, machinery and equipment, mine reserves and development, and land and buildings are amounts
totalling $26.9 million, $7.9 million and $0.6 million, respectively, relating to assets under construction which are
currently not being depreciated as the assets are not ready for use (2019: $33.0 million, $17.7 million and $10.1
million, respectively).

In addition, within property, plant and equipment, excluding exploration and land assets, are amounts totalling
$62.3 million which have not been depreciated in the year as mining of the related area of interest has not yet
commenced (2019: $61.2 million).

108

108

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(e) Exploration, evaluation and development expenditure

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Exploration and evaluation expenditure is accumulated separately for each area of interest. Such expenditure
comprises net direct costs and an appropriate portion of related overhead expenditure. Expenditure is carried
forward when incurred in areas for which the Group has rights of tenure and where economic mineralisation is
indicated, but activities have not yet reached a stage which permits a reasonable assessment of the existence or
otherwise of economically recoverable ore reserves, and active and significant operations in relation to the area
are continuing. Each such project is regularly reviewed. If the project is abandoned or if it is considered unlikely
the project will proceed to development, accumulated costs to that point are written off immediately.

Each area of interest is limited to a size related to a known mineral resource capable of supporting a mining
operation. Identifiable exploration assets acquired from another mining company are recognised as assets at
their cost of acquisition.

Projects are advanced to development status when it is expected that accumulated and future expenditure on
development can be recouped through project development or sale. Capitalised exploration is transferred to Mine
Reserves once the related ore body achieves JORC reserve status (reported in accordance with JORC, 2012) and
has been included in the life of mine plan.

All of the above expenditure is carried forward up to commencement of operations at which time it is amortised
in accordance with the reserves and development depreciation policy noted in (c) above.

(f)

Impairment of PPE

Refer to note 8 for details on impairment testing.

11 LEASES

(a) Amounts recognised in the statement of financial position

Right-of-use assets
Buildings
Plant, machinery and equipment

Lease liabilities
Current
Non-current

2020
$m

9.2
6.2
15.4

(7.5)
(15.8)
(23.3)

2019
$m

9.0
11.5
20.5

(9.2)
(20.8)
(30.0)

Additions to the right-of-use assets during the reporting period were $2.6 million (2019: $2.2 million). Right-of-use
assets are reflected net of incentives received. The maturity analysis of lease liabilities is included in note 21(d).

109

Iluka Resources Limited, Annual Report 2020      

109

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(b) Amounts recognised in the statement of profit or loss

Amortisation charge of right-of-use assets
Buildings
Plant, machinery and equipment

Borrowing costs
Expense relating to short term leases, low value leases and leases with variable
payments
...
Total cash flow for leases

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

2020
$m

2019
$m

1.3
7.5
8.8

1.3

1.8

9.3

1.7
6.7
8.4

1.5

2.0

8.2

The group leases various offices, warehouses, equipment and vehicles. Rental contracts are typically made for
fixed periods of 6 months to 10 years, but may have extension options as described below.

Contracts may contain both lease and non-lease components. The group allocates the consideration in the
contract to the lease and non-lease components based on their relative stand-alone prices.

Lease terms are negotiated on an individual basis and contain a wide range of different terms and conditions.
The lease agreements do not impose any covenants other than the security interests in the leased assets that are
held by the lessor. Leased assets may not be used as security for borrowing purposes.

Lease liabilities

Liabilities arising from a lease are initially measured on a present value basis by discounting the following lease
payments to their present value:

• fixed payments (including in-substance fixed payments), less any lease incentives receivable
• variable lease payments that are based on an index or a rate, initially measured using the index or rate as at the
commencement date
• amounts expected to be payable by the group under residual value guarantees
• the exercise price of a purchase option if the group is reasonably certain to exercise that option, and
• payments of penalties for terminating the lease, if the lease term reflects the group exercising that option.

Lease payments to be made under reasonably certain extension options are also included in the measurement of
the liability.

The lease payments are discounted using the interest rate implicit in the lease. If that rate cannot be readily
determined, which is generally the case for leases in the Group, the incremental borrowing rate is used, being the
rate that the individual lessee would have to pay to borrow the funds necessary to obtain an asset of similar
value to the right-of-use asset in a similar economic environment with similar terms, security and conditions. The
weighted average borrowing rate used for the year was 4.9% (2019: 4.3%).

Subsequent to initial recognition, lease liabilities are carried at amortised cost. Payments are allocated between
repayment of principal and borrowing costs, which are charged to profit or loss over the lease period so as to
produce a constant periodic rate of interest on the remaining balance of the liability for each period.

110

110

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

Right-of-use assets

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Right-of-use assets are initially recognised at cost, comprising:
• The amount of the lease liability
• Any lease payments made at or before the commencement date, less any incentives received
• Initial direct costs, and
• Restoration costs.

Subsequently, right-of-use assets are depreciated over the shorter of the asset's useful life and the lease term on
a straight-line basis. Where the Group is reasonably certain to exercise a purchase option, the right-of-use asset
is depreciated over the underlying asset’s useful life.

Short term leases, leases of low value assets and leases containing variable payments

Payments associated with short-term leases of equipment and vehicles and all leases of low-value assets are
recognised on a straight-line basis as an expense in profit or loss. Short-term leases are leases with a lease term
of 12 months or less.

12 INCOME TAX

Income tax expense comprises current and deferred tax and is recognised in profit or loss, as disclosed in (a)
below, except to the extent that it relates to items recognised directly in equity or other comprehensive income as
disclosed in (c) below.

(a) Income tax expense (benefit)

Current tax
Deferred tax
Under (over) provided in prior years

Income tax expense is attributable to:
Profit from continuing operations
Profit from discontinued operation
Aggregate income tax expense

(b) Reconciliation of income tax expense to prima facie tax payable

Profit/(loss) from continuing operations before income tax expense
Profit from discontinued operations before income tax expense

Tax at the Australian tax rate of 30% (2019: 30%)

Notes

13

23
23

2020
$m

98.4
(3.1)
0.2
95.5

74.8
20.7
95.5

178.3
2,327.2
2,505.5

751.7

2019
$m

111.6
188.6
(1.5)
298.7

(324.1)
25.4
(298.7)

(85.7)
84.7
(1.0)

(0.3)

111

Iluka Resources Limited, Annual Report 2020      

111

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Tax effect of amounts not deductible (taxable) in calculating taxable income:

Demerger gain
Research and development credit
Deferred tax losses not recognised (SRL)
Recognition of historical alternative minimum tax (AMT) credits
Deferred tax balances derecognised by Sierra Rutile Limited
Tax benefit not recognised by Sierra Rutile Limited¹
SRL minimum tax (3.5% of revenue)
Non-assessable income
Non-deductible expenses
Other items

Difference in overseas tax rates¹
Under/(over) provision in prior years
Income tax expense

(680.7)
(3.2)
3.0
(4.5)
-
-
27.0
(8.0)
6.1
4.1
95.5

(0.2)
0.2
95.5

-
(1.3)
4.1
(7.2)
161.9
131.4
9.2
-
1.7
(1.3)
298.2

2.0
(1.5)
298.7

(297.7)
¹Sierra Rutile Limited did not recognise a tax benefit associated with the write-down of $414.3 million of assets
expensed in the prior year.

(2,601.0)

No tax benefits have been recognised in respect of exploration activities of overseas operations as their recovery
is not currently considered probable.

The idling of the US operations at the end of 2015 means that the recovery of US state tax losses are not
considered probable. Unrecognised US state tax losses for which no deferred tax asset has been recognised are
US$237.1 million at 31 December 2020 (31 December 2019: US$216.3 million).

Unused capital losses for which no deferred tax asset has been recognised are approximately $79.4 million
(2019: $90.7 million) (tax at the Australian rate of 30%: $23.8 million (2019: $27.2 million)). The benefit of these
unused capital losses will only be obtained if sufficient future capital gains are made and the losses remain
available under tax legislation.

The write-down of Sierra Rutile Limited in the prior year means that the recovery of Sierra Leone tax losses are
not considered probable. Unrecognised Sierra Leone tax losses for which no deferred tax asset has been
recognised are US$502.3 million at 31 December 2020 (31 December 2019: US$500.7 million).

(c) Tax expense relating to items of other comprehensive income

Hedge of net investments in foreign operations
Changes in fair value of foreign exchange cash flow hedges
Actuarial gains (losses) on retirement benefit obligation

2020
$m

-
(2.6)
(1.8)
(4.4)

2019
$m

(1.1)
(2.0)
(1.7)
(4.8)

The income tax expense or benefit for the period is the tax payable on the current period’s taxable income based
on the applicable income tax rate for each jurisdiction adjusted by changes in deferred tax assets and liabilities
attributable to temporary differences and to unused tax losses. The current tax charge is calculated using the tax
rates and tax laws enacted or substantively enacted at the reporting date in the countries where the Group
operates and generates taxable income.

112

112

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

Key estimate: Tax balances

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Tax balances are based on management's best estimate and interpretation of the tax legislation in a number of
jurisdictions. This treatment can be subject to changes due to modification to legislation or differences in
interpretation by authorities. Where the amount of tax payable or recoverable includes some uncertainty, the
Group recognises amounts based on management’s best estimate of the most likely outcome.

13 DEFERRED TAX

Deferred tax asset:
The balance comprises temporary differences attributable to:
Employee provisions
Provisions
Cash flow hedge reserve (in equity)
Other
Lease liabilities
Gross deferred tax assets

2020
$m

2019
$m

8.1
166.3
-
10.2
7.0
191.6

7.4
149.3
2.1
8.0
8.9
175.7

Amount offset to deferred tax liabilities pursuant to set-off provision
Net deferred tax assets

(163.2)
28.4

(153.6)
22.1

Deferred tax liability:
The balance comprises temporary differences attributable to:
Property, plant and equipment
Inventory
Receivables
Treasury shares (in equity)
Other
Right-of-use assets
Gross deferred tax liabilities

Amount offset to deferred tax assets pursuant to set-off provision
Net deferred tax liabilities

Movements in net deferred tax balance:
Balance at 1 January
(Charged)/credited to the income statement
Under provision in prior years
Charged directly to equity
Transfers
Balance at 31 December

(138.7)
(17.3)
(0.2)
(0.5)
-
(6.5)
(163.2)

163.2
-

22.1
5.9
7.4
(2.6)
(4.4)
28.4

(119.2)
(18.1)
(6.7)
(1.2)
(0.1)
(8.3)
(153.6)

153.6
-

215.6
(188.6)
(7.0)
2.1
-
22.1

113

Iluka Resources Limited, Annual Report 2020      

113

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

Deferred tax policy

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Deferred income tax is provided on all temporary differences at the balance sheet date between accounting
carrying amounts and the tax bases of assets and liabilities.

Deferred income tax liabilities are recognised for all taxable temporary differences, other than for the exemptions
permitted under accounting standards.

Deferred income tax assets are recognised for all deductible temporary differences, carry-forward of unused tax
assets and unused tax losses, to the extent it is probable that taxable profit will be available to utilise these
deductible temporary differences, other than for the exemptions permitted under accounting standards. The
carrying amount of deferred income tax assets is reviewed at each balance sheet date and reduced to the extent
that it is no longer probable that sufficient taxable profit will be available to allow all or part of the deferred
income tax asset to be utilised.

Deferred income tax assets and liabilities are measured at the tax rates that are expected to apply to the year
when the asset is realised or the liability is settled, based on tax rates (and tax laws) that have been enacted or
substantively enacted at the balance sheet date.

Income taxes relating to items recognised directly in equity are also recognised in equity and not in the income
statement.

Deferred tax assets and deferred tax liabilities are offset only if a legally enforceable right exists to set off current
tax assets against current tax liabilities and the deferred tax assets and liabilities relate to the same taxable
entity and the same taxation authority.

Deferred tax recognised

As at 31 December 2020, there were no carried forward tax losses recognised by SRL (2019: $nil million).

14 RECEIVABLES

Trade receivables
Other receivables
Prepayments
Mining Area C royalty receivable (discontinued operation)

FY20 +0.1 DR

2020
$m

55.0
26.6
13.9
-
95.5

0.1

2019
$m

130.9
29.3
15.9
20.2
196.3

-

Trade receivables are recognised initially at the value of the invoice sent to the customer and subsequently at the
amount considered recoverable, translated using the spot exchange rate at balance date with translation
differences accounted for in line with the Group's accounting policy (refer note 2). Recognition occurs at the
earlier of dispatch or formal acknowledgement of legal ownership by a customer, as this is the point in time that
the consideration is unconditional because only the passage of time is required before payment is due. Trade
receivables are generally due within 43 days of the invoice being issued (2019: 41 days).

Collectability of trade receivables is reviewed on an ongoing basis. Debts which are known to be uncollectible are
written off. A provision for doubtful receivables is established based on the expected credit loss approach.
Expected credit losses for the Group’s trade receivables are reviewed on an ongoing basis based on groups of
receivables with shared risk characteristics.

There was $6.6 million overdue at balance date (2019: $9.4 million), of which $0.5 million is less than 28 days
overdue (2019: $3.6 million). Subsequent to the reporting date, a receivable paid $2.7 million in respect of an
overdue balance included in this amount. Due to the short-term nature of the Group’s receivables, their carrying
value is considered to approximate fair value.

114

114

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(a) Trade receivables purchase facilities

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Iluka has a trade receivables purchase facility for the sale of eligible trade receivables. Under the agreement Iluka
transfers the majority of the risks and rewards of ownership, including credit risk (subject to a maximum first
loss). The trade receivables balance of $55.0 million excludes $39.1 million (31 December 2019: excludes $117.3
million) of receivables sold under the trade receivables purchase facility.

Iluka maintains an insurance policy to assist in managing the credit risk of its customers. The credit insurance
policy is a separate instrument to the receivables which reduces the exposure to credit risk. Iluka has assigned a
portion of the insurance policy to the supplier of the trade receivables purchase facility but retains credit risk up
to a maximum loss specified in the insurance policy.

An asset of $12.0 million is included in other receivables, and a corresponding continuing involvement liability is
included in payables, comprising the maximum first loss specified under the trade receivables purchase facility
and deductible amounts specified by the insurance policy (2019: $16.7 million).

(b) Credit risk

At 31 December 2020 the trade receivables balance was $55.0 million, with $51.0 million covered by credit risk
insurance and a further $4.0 million by letters of credit. As a result, the Group had no uninsured receivables at the
reporting date (2019: $nil).

15 INVENTORIES

Current
Work in progress
Finished goods
Consumable stores

-0.1 CR

FY20 -0.1 CR

Total current inventories

Non-current
Work in progress
Total non-current inventories

Total inventories

2020
$m

156.6
312.6
34.9

504.1

-
(0.1)

112.0
112.0

2019
$m

110.5
208.7
21.9

341.1

(0.1)
-

84.1
84.1

616.1

425.2

Inventories are valued at the lower of weighted average cost and estimated net realisable value. The net
realisable value is the estimated selling price in the normal course of business, less any anticipated costs of
completion and the estimated costs to sell, including royalties.

There are separate inventory stockpile values for each product, including Heavy Mineral Concentrate (HMC) and
other intermediate products, at each inventory location.

Weighted average cost includes direct costs and an appropriate portion of fixed and variable overhead
expenditure, including depreciation and amortisation. As a result of mineral sands being co-products from the
same mineral separation process, costs are allocated to inventory on the basis of the relative sales value of the
finished goods produced. No cost is attributed to by-products, except direct costs.

Finished goods inventory of $34.4 million (2019: $nil million) is carried at net realisable value, with all other
product inventory carried at cost.

Consumable stores include ilmenite acquired from third parties, flocculant, coal, diesel and warehouse stores. A
regular and ongoing review is undertaken to establish the extent of surplus, obsolete or damaged stores, which
are then valued at estimated net realisable value.

115

Iluka Resources Limited, Annual Report 2020      

115

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Inventories expected to be sold (or consumed in the case of stores) within 12 months after the balance sheet
date are classified as current assets; all other inventories are classified as non-current assets.

Key estimate: Net realisable value and classification of product inventory

The Group’s assessment of the net realisable value and classification of its inventory holdings requires the use
of estimates, including the estimation of the relevant future product price and the likely timing of the sale of the
inventory.

During the year, inventory write-downs of $13.0 million occurred for work in progress or finished goods (2019:
$41.8 million). If finished goods future selling prices were 5% lower than expected, an inventory write-down of
$1.5 million would be required at 31 December 2020 (2019: no write-down).

Inventory of $112.0 million (2019: $84.1 million) was classified as non-current as it is not expected to be sold
within 12 months of the balance sheet date.

CAPITAL

16 NET CASH AND FINANCE COSTS

Cash and cash equivalents
Cash at bank and in hand
Total cash and cash equivalents

Non-current interest-bearing liabilities (unsecured)
Multi Optional Facility Agreement
Deferred borrowing costs
Total interest-bearing liabilities

Net cash

(a) Cash and cash equivalents

2020
$m

87.1
87.1

(38.0)
1.1
(36.9)

2019
$m

97.3
97.3

(55.7)
1.7
(54.0)

50.2

43.3

Cash and cash equivalents include cash on hand and deposits held at call with financial institutions with original
maturities of three months or less.

Cash and deposits are at floating interest rates between 0.0% and 3.0% (2019: 0.0% and 2.7%) on Australian and
foreign currency denominated deposits.

(b) Interest-bearing liabilities

Interest-bearing liabilities are initially recognised at fair value less directly attributable transaction costs, with
subsequent measurement at amortised cost using the effective interest rate method. Under the amortised cost
method the difference between the amount initially recognised and the redemption amount is recognised in profit
or loss over the period of the borrowings on an effective interest basis.

Interest-bearing liabilities are classified as current liabilities unless the Group has an unconditional right to defer
settlement for at least 12 months after the balance sheet date.

116

116

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(i) Multi Optional Facility Agreement

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

The Multi Optional Facility Agreement (MOFA) comprises a series of unsecured committed five year bilateral
revolving credit facilities with several domestic and foreign institutions, totalling A$500.1 million (2019: A$519.3
million). The facilities are denominated in both AUD and USD.

The table below details the facility expiries:

A$million
At 31 December 2020

At 31 December 2019

Total
facility
500.1

519.3

Facility Expiry

2021
-

-

2022
-

-

2023
-

2024
500.1

-

519.3

2025
-

-

Undrawn MOFA facilities at 31 December 2020 were A$462.1 million (2019: A$463.6 million).

(c) Interest rate exposure

Of the above interest-bearing liabilities, $38.0 million is subject to an effective weighted average floating interest
rate of 1.5% (2019: interest-bearing liabilities of $55.7 million at 3.1%). The contractual repricing date of all of the
floating rate interest-bearing liabilities at the balance date is within one year.

(d) Finance costs

Interest charges on interest-bearing liabilities
Bank fees and similar charges
Amortisation of deferred borrowing costs
Lease borrowing costs
Rehabilitation and mine closure provision discount unwind
Rehabilitation provision discount rate changes
Total finance costs

(i) Amortisation of deferred borrowing costs

2020
$m

1.9
3.9
0.6
1.3
14.4
12.2
34.3

2019
$m

7.3
5.0
1.2
1.5
19.7
18.3
53.0

Fees paid on establishment of borrowing facilities are recognised as transaction costs and amortised over the
period until the next expected facility extension.

(ii) Rehabilitation and mine closure provision discount unwind

Rehabilitation and mine closure unwind represents the cost associated with the passage of time. Rehabilitation
provisions are recognised as the discounted value of the present obligation to restore, dismantle and rehabilitate
with the increase in the provision due to passage of time being recognised as a finance cost in accordance with
the policy described in note 9(a).

(iii) Rehabilitation provision discount rate changes

Any change in the discount rate for closed sites is recorded as a finance cost. Iluka has re-set the risk free
discount rates used in calculating rehabilitation provisions in the US and Sierra Leone to 0.5% and 1.0%,
respectively (2019: 2.5% and 2.5%) due to the continuing decline in applicable US Treasury Bond Rates. The 5-
and 10-year US Treasury Bond Rates are used as a proxy for risk-free discount rates.

117

Iluka Resources Limited, Annual Report 2020      

117

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

17 CONTRIBUTED EQUITY

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Balance on 1 January, comprising

Ordinary shares - fully paid
Treasury shares - net of tax

Movements in ordinary share capital
2018 Final Dividend - DRP
2019 Interim Dividend - DRP
2019 Final Dividend - DRP
Redemption of capital - Deterra Demerger
-

Movements in treasury shares, net of tax
Acquisition of treasury shares by trust
Employee share issues
-

2020
Shares

2019
Shares

2020
$m

2019
$m

422,584,778
(470,456)
422,114,322

422,395,677
(675,521)
421,720,156

1,160.4
(2.8)
1,157.6

1,158.6
(4.6)
1,154.0

-
-
184,903
-
-

103,439
85,662
-
-
-

-
270,527
-

(992,972)
1,198,037
-

-
-
1.2
(10.0)
-

-
1.7
-

1.0
0.7

-
-
-

(6.2)
8.0
-

Balance on 31 December, comprising

Ordinary shares - fully paid
Treasury shares - net of tax

422,569,752

422,114,322

422,769,681
(199,929)

422,584,778
(470,456)

1,150.5

1,151.7
(1.1)

1,157.5

1,160.4
(2.8)

(a) Ordinary share capital

Ordinary shares entitle the holder to participate in dividends and the proceeds on winding up of the Company in
proportion to the number of and amounts paid on the shares held. On a show of hands, every holder of ordinary
shares present at a meeting in person or by proxy is entitled to one vote, and upon a poll each share is entitled to
one vote. Incremental costs directly attributable to the issue of new shares or options are shown in equity as a
deduction, net of tax, from the proceeds.

The Group issues ordinary shares to shareholders who elect to receive shares instead of cash dividends as part
of the Dividend Reinvestment Plan (DRP), the terms of which are detailed in the ASX announcement dated 27
February 2018. During the year, the Group issued the following shares under the DRP:

space
2019 final

(b) Treasury shares

Date issued

2 April 2020

Price per share

Number of ordinary
shares issued

6.97

184,903.0

Treasury shares are shares in Iluka Resources Limited acquired on market and held for the purpose of issuing
shares under the Directors, Executives and Employees Share Acquisition Plan and the Employee Share Plan.

118

118

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

18 RESERVES AND RETAINED EARNINGS

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Asset revaluation reserve
Balance at 1 January
Transfer to retained earnings on disposal
Balance at 31 December
blank
Hedge reserve
Balance at 1 January
Deferred costs of hedging
Changes in the fair value of hedging instruments recognised in equity
Reclassified to profit or loss
Deferred tax
Balance 31 December
blank
Share-based payments reserve
Balance at 1 January
Transfer of shares to employees, net of tax
Share-based payments, net of tax
Balance at 31 December
blank
Foreign currency translation
Balance at 1 January
Currency translation of US operation
Currency translation of Sierra Rutile
Translation differences on other foreign operations
Hedge of net investment in Sierra Rutile
Deferred tax
Balance at 31 December
blank
Other reserves
Balance at 1 January
(Loss)/gain on part disposal of investment in subsidiary
Loss on initial recognition of put option
Balance at 31 December
blank
Total reserves
blank

Retained earnings
Balance at 1 January
Net profit/(loss) for the period
Dividends paid
Actuarial gains/(losses) on retirement benefit obligation, net of tax
Transfer from asset revaluation reserve
Balance at 31 December

-0.1 CR

Notes

18(a)

18(b)

18(c)

22(a)

18(d)

18(e)

2020
$m

11.3
(0.5)
10.8

(4.8)
-
0.7
7.8
(2.8)
0.9

0.2
(1.7)
3.7
2.2

39.1
14.9
(0.2)
(8.5)
-
-
45.3

(21.8)
(0.3)
-
(22.1)

37.1

2019
$m

11.4
(0.1)
11.3

(10.1)
0.4
3.6
2.8
(1.5)
(4.8)

2.3
(8.0)
5.9
0.2

39.0
(1.0)
4.0
(0.3)
(3.6)
1.0
39.1

-
6.7
(28.5)
(21.8)

24.0

(472.0)
2,411.9
(1,831.9)
(4.2)
0.5
104.3

-

(86.6)
(279.9)
(101.5)
(3.9)
0.1
(472.0)

(0.2)

119

Iluka Resources Limited, Annual Report 2020      

119

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(a) Asset revaluation reserve

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

The asset revaluation reserve records revaluations of non-current assets prior to the adoption of AIFRS.
Transfers are made to retained earnings on disposal of previously revalued assets.

(b) Hedge reserve

Iluka uses two types of hedging instruments as part of its foreign currency risk management strategy associated
with its US dollar denominated sales, as described in note 22. These include foreign currency forward contracts
and foreign currency collars, both of which are designated in cash flow hedge relationships. To the extent these
hedges are effective, the change in fair value of the hedging instrument is recognised in the cash flow hedge
reserve.

(c) Share-based payments reserve

The employee share-based payments reserve is used to recognise the fair value of equity instruments granted
but not yet issued to employees under the Group's various equity-based incentive schemes. Shares issued to
employees are acquired on-market prior to the issue. Shares not yet issued to employees are shown as treasury
shares. When shares are issued to employees the cost of the on-market acquisition, net of tax, is transferred
from treasury shares (refer note 17) to the share-based payment reserve.

(d) Foreign currency translation reserve

Exchange differences arising on translation of the net investment in foreign operations, including US dollar
denominated debt used as a hedge of the net investment, are taken into the foreign currency translation reserve
net of applicable income tax, as described in note 2(b). Both US and Sierra Rutile operations had net liabilities at
31 December 2020 and were not designated as a net investment hedge against USD dollar denominated debt.
The reserve is recognised in profit or loss when the net investment is disposed of.

(e) Other reserves

The impact on equity of transactions related to changes in the structure of the Group are accumulated in other
reserves. As per note 24, the Group reduced its shareholding in Sierra Rutile from 96.43% to 90%, and recognised
a loss on partial disposal of its investment in Sierra Rutile of $0.3 million. In 2019, the Group recognised a gain of
$6.7 million on part disposal of its investment in Sierra Rutile, and a loss on initial recognition of the related put
option held by the IFC of $28.5 million against other reserves in equity. Refer to note 24.

120

120

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

19 DIVIDENDS

Final dividend
for 2019 of 8 cents per share, fully franked
for 2018 of 19 cents per share, fully franked
-
Interim dividend
for 2019 of 5 cents per share, fully franked
-
Distributions
Demerger dividend
-
Total dividends

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

2020
$m

33.8
-
-

-
-

1,798.1
-
1,831.9

2019
$m

-
80.3
-

21.1
-

-
-
101.5

Of the total $33.8 million final dividend declared for 2019, shareholders respectively took up $1.2 million as
ordinary shares as part of the Dividend Reinvestment Plan. Refer to note 17(a).

Since balance date the directors have determined a final dividend for 2020 of 2 cents per share, fully franked. The
dividend is payable on 8 April 2021 for shareholders on the register as at 10 March 2021. The aggregate amount
of the proposed dividend is $8.5 million, which has not been included in provisions at balance sheet date as it
was not declared on or before the end of the financial year.

Franking credits

The balance of franking credits available as at 31 December 2020 is $281.0 million (2019: $129.2 million). This
balance is based on a tax rate of 30% (2019: 30%).

121

Iluka Resources Limited, Annual Report 2020      

121

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

20 EARNINGS/(LOSS) PER SHARE

Basic earnings/(loss) per share

From continuing operations
From discontinued operations
Total basic earnings/(loss) per share

Diluted earnings/(loss) per share

From continuing operations
From discontinued operations
Total diluted earnings/(loss) per share

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

2020
Cents

24.5
545.9
570.4

2019
Cents

(85.0)
14.0
(71.0)

24.4
543.6
568.0

(85.0)
14.0
(71.0)

Total earnings/(loss) per share (EPS) is the amount of post-tax earnings or loss attributable to each share. Total
basic and diluted EPS comprises EPS from continuing operations and discontinued operations. Discontinued
operations represent the earnings associated with the demerger of Deterra - refer to note 23.

Total basic EPS is calculated on the profit for the period attributable to equity holders of the parent of $2,410.0
million (2019: loss of $299.7 million) divided by the weighted average number of shares on issue during the year,
excluding treasury shares, being 422,478,404 shares (2019: 422,146,281 shares).

Total diluted EPS takes into account the dilutive effect of all outstanding share rights vesting as ordinary shares.
The weighted average share rights outstanding were not dilutive in 2019 as they would reduce the loss per share
and therefore were not included in the calculation of diluted EPS in the comparative period.

122

122

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

RISK

21 FINANCIAL RISK MANAGEMENT

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

The Group's activities expose it to a variety of financial risks: market risk (including currency risk and interest rate
risk), credit risk and liquidity risk. The Group's overall risk management program focuses on the unpredictability
of financial markets and seeks to minimise potential adverse effects on the financial performance of the Group.
Financial risk management is managed by a central treasury department under policies approved by the Board.

(a) Market risk

Market risk is the risk that changes in market prices such as foreign exchange rates and interest rates will affect
the Group’s income or value of its holdings of financial instruments.

(i) Foreign exchange risk

The Group operates internationally and is exposed to foreign exchange risk arising predominantly from the US
dollar, which is the currency the Group’s sales are generally denominated in.

Foreign exchange risk is also managed through entering into forward foreign exchange contracts and collar
contracts detailed in note 22.

The treasury function of the Group manages foreign currency risk centrally. The Group hedges foreign exchange
exposures for firm commitments relating to a portion of sales, where the hedging instrument must be in the
same currency as the hedged item.

The objective of Iluka’s policy on foreign exchange hedging is to protect the Group from adverse currency
fluctuations.

The Group's exposure to USD foreign currency risk (by entities which have an Australian dollar functional
currency) at the end of the reporting period, expressed in Australian dollars, was as follows:

Cash and cash equivalents
Receivables
Payables
Interest-bearing liabilities
Derivative financial instruments

The Group's balance sheet exposure to other foreign currency risk is not significant.

2020
$m

26.8
33.0
(25.4)
(13.0)
(4.7)
16.7

2019
$m

45.0
75.4
(21.0)
(55.7)
(33.7)
10.0

123

Iluka Resources Limited, Annual Report 2020      

123

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(ii) Group sensitivity

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

The average US dollar exchange rate during the year was 0.6907 (2019: 0.6950). The US dollar spot rate at 31
December 2020 was 0.7690 (31 December 2019: 0.7000). Based on the Group's net financial assets at 31
December 2020, the following table demonstrates the estimated sensitivity to a -/+ 10% movement in the US
dollar spot exchange rate, with all other variables held constant, on the Group's post-tax profit (loss) for the year
and equity:

-10%
Strengthen

Profit (loss)
$m

5.2
0.3

Equity
$m

7.7
(29.7)

+10%
Weaken

Profit (loss)
$m

7.0
(0.2)

Equity
$m

(6.5)
18.1

31 December 2020
31 December 2019

(iii) Interest rate risk

Interest rate risk arises from the Group’s borrowings and cash deposits. During 2020 and 2019, the Group's
borrowings at variable rates were denominated in Australian dollars and US dollars. At 31 December 2020, if
variable interest rates for the full year were -/+ 1% from the year-end rate with all other variables held constant,
pre-tax profit for the year would have moved as per the table below.

31 December 2020
31 December 2019

+1%
$m

0.4
0.6

-1%
$m

(0.4)
(0.6)

The sensitivity is calculated using the average month end debt position for the year ended 31 December 2020.
The interest charges in note 16(d) of $1.9 million (2019: $7.3 million) reflect interest-bearing liabilities in 2020
that range between $1.3 million and $159.7 million (2019: $40.1 million and $191.4 million).

(b) Credit risk

Credit risk arises from cash and cash equivalents and hedging instruments held with financial institutions, as well
as credit exposure to customers.

The Group has policies in place to ensure that credit sales are only made to customers with an appropriate credit
history. The Group also maintains an insurance policy and makes use of letters of credit to assist in managing
the credit risk of its customers. Further details are set out in note 14.

Derivative counterparties and cash transactions are limited to high credit quality financial
policies limit the amount of credit exposure to any one financial institution.

institutions and

The Group's policy is to ensure that cash deposits are held with counterparties with a minimum A-/A3 credit
rating. Credit exposure limits are approved by the Board based on credit ratings from external ratings agencies.

(c) Liquidity risk

Liquidity risk is the risk the Group will not be able to meet its financial obligations as they fall due. Liquidity risk
management involves maintaining sufficient cash on hand or undrawn credit facilities to meet the operating
requirements of the business. This is managed through committed undrawn facilities under the MOFA (refer note
16(b)(i)) of $462.1 million at balance date as well as cash and cash equivalents of $87.1 million and prudent cash
flow management.

124

124

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(d) Maturities of financial liabilities

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

The tables below analyse the Group's interest-bearing liabilities into maturity groupings based on the remaining
period at the reporting date to the contractual maturity date. For the MOFA, the contractual maturity dates and
contractual cash flows are until the next contractual re-pricing date in 2024. The amounts disclosed in the table
are the contractual undiscounted cash flows. Balances due within 12 months equal their carrying balances as the
impact of discounting is not significant. All other non-derivative financial liabilities are due within 12 months.
Derivative cash flows include the net amounts expected to be paid for foreign exchange forward contracts and
net amounts expected to be received for foreign exchange collar contracts.

Weighted
average
rate

Less than
1 year
$m

Between
1 and 2
years
$m

Between 2
and 5
years
$m

Over 5
years
$m

Total
contractual
cash flows
$m

Carrying
amount
liabilities
$m

At 31 December 2020

Non-derivatives

Payables
Lease liabilities
Interest-bearing variable rate
Total non-derivatives

Derivatives

%

4.9
1.5

129.4
7.5
-
136.9

-
3.9
-
3.9

-
7.8
38.0
45.8

Foreign exchange collar contracts
Put option
Total derivatives

(1.9)
-
(1.9)

(0.6)
7.7
7.1

-
-
-

-
9.3
-
9.3

-
-
-

129.4
28.5
38.0
195.9

129.4
23.3
38.0
190.7

(2.5)
7.7
5.2

(2.5)
7.2
4.7

Weighted
average
rate

Less than 1
year

Between
1 and 2
years

Between
2 and 5
years

Over 5
years

Total
contractual
cash flows

Carrying
amount
liabilities

$m

$m

$m

$m

$m

At 31 December 2019

Non-derivatives

Payables
Lease liabilities
Interest-bearing variable rate
Total non-derivatives

4.3
3.1

140.8
9.2
-
150.0

Derivatives

Forward foreign exchange
contracts
Foreign exchange collar
contracts
Put option
Total derivatives

0.6

3.1
-
3.7

-
8.6
-
8.6

-

1.6
28.4
30.0

-
6.0
55.7
61.7

-

-
-
-

-
6.2
-
6.2

-

-
-
-

140.8
30.0
55.7
226.5

140.8
30.0
55.7
226.5

0.6

4.7
28.4
33.7

0.6

4.7
28.4
33.7

Refer to note 22 for detail on derivative instruments.

125

Iluka Resources Limited, Annual Report 2020      

125

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

22 HEDGING

Current assets/(liabilities)
Foreign exchange collar hedges
Foreign exchange forward contracts

Non-current assets/(liabilities)
Foreign exchange collar hedges

2020
$m

1.9
-
1.9

0.6

2019
$m

(3.1)
(0.6)
(3.7)

(1.6)

The Group is exposed to risk from movements in foreign exchange in relation to its forecast US dollar
denominated sales and as part of the risk management strategy has entered into foreign exchange forward
contracts and foreign exchange collar contracts.

(a) Recognition

Derivatives are initially recognised at fair value on the date a derivative contract is entered into and are
subsequently re-measured to their fair value at the end of each reporting period. The accounting for subsequent
changes in fair value depends on whether the derivative is designated as a hedging instrument and, if so, the
nature of the item being hedged and the type of hedge relationship designated.

(b) Fair value of derivatives

Derivative financial instruments are the only assets and liabilities measured and recognised at fair value at 31
December 2020 and 31 December 2019, comprising the above hedging instruments and the put option liability
detailed in note 24. The fair value of hedging instruments is determined using valuation techniques with inputs
that are observable market data (a level 2 measurement). The valuation of the options making up the collars is
determined using forward foreign exchange rates, volatilities and interest rates at the balance date. The only
unobservable input used in the calculations is the credit default rate, movements in which would not have a
material effect on the valuation.

(c) Hedge accounting

At the start of a hedge relationship, the Group formally designates and documents the hedge relationship,
including the risk management strategy for undertaking the hedge. This includes identification of the hedging
instrument, the hedged item or transaction, the nature of the risk being hedged and how the entity will assess the
hedging instrument’s effectiveness. Hedge accounting is only applied where effective tests are met on a
prospective basis.

Iluka will discontinue hedge accounting prospectively only when the hedging relationship, or part of the hedging
relationship, no longer qualifies for hedge accounting. This includes where there has been a change to the risk
management objective and strategy for undertaking the hedge and instances when the hedging instrument
expires or is sold, terminated or exercised. The replacement or rollover of a hedging instrument into another
hedging instrument is not treated as an expiration or termination if such a replacement or rollover is consistent
with our documented risk management objective.

The foreign exchange collars Iluka holds are classified as cash flow hedges. Hedges are classified as cash flow
hedges when they hedge a particular risk associated with the cash flows of recognised assets and liabilities and
highly probable forecast transactions.

126

126

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Cash flow hedges

For cash flow hedges, the portion of the gain or loss on the hedging instrument that is effective is recognised
directly in equity, while the ineffective portion is recognised in profit or loss. The ineffective portion was
immaterial in the current and prior periods. The maturity profile of these hedges is shown in note 21(d). The
recognition of the future gain or loss is expected to be consistent with this timing.

Foreign exchange collar contracts in relation to expected USD revenue, predominantly from contracted sales to
31 December 2022, remain open at the reporting date. The foreign exchange collar hedges cover US$98.4 million
of expected USD revenue to 31 December 2022 and comprise US$98.4 million worth of purchased AUD call
options with a weighted average strike price of 78.5 cents and US$98.4 million of AUD put options at a strike
price of 68.6 cents.

The period above corresponds with the long-term sales contracts entered into in 2017 including those in support
of the development of the Cataby project. However, the hedged USD revenues do not represent the full value of
expected sales under these contracts over this period.

US$94.7 million in foreign exchange collar contracts consisting of US$94.7 million of bought AUD call options
with weighted average strike prices of 78.4 cents and US$94.7 million of sold AUD put options with weighted
average strike prices of 68.6 cents expired during the year. US$63.6 million in foreign exchange forward
contracts expired during the year, at a weighted average rate of 70.7 cents.

Amounts recognised in equity are transferred to the income statement when the hedged sale occurs or when the
hedging instrument is exercised.

If the forecast transaction is no longer expected to occur, amounts previously recognised in equity are
transferred to the income statement. If the hedging instrument expires or is sold, terminated or exercised without
replacement or roll over, or if its designation as a hedge is revoked, amounts previously recognised in equity
remain in equity until the forecast transaction occurs.

Net investment hedge

To the extent possible, the Group designates US denominated debt as a hedge against the Group's net
investment in Sierra Leone, which has a US dollar functional currency. Sierra Rutile operations had net liabilities
at 31 December 2020 and were therefore not designated as a net investment hedge against USD dollar
denominated debt. No amounts in respect of the Group's net investment hedge were recognised in the foreign
currency translation reserve during the current reporting period (2019: $2.6 million reserve reduction).

127

Iluka Resources Limited, Annual Report 2020      

127

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

GROUP STRUCTURE

23 DEMERGER OF DETERRA

The Group held a royalty over specific mining tenements in the Mining Area C (MAC) province in Western
Australia operated by BHP up until demerger of this business on 2 November 2020. The demerger resulted in the
formation of an independent ASX-listed company, Deterra Royalties Limited (Deterra), which is the largest
resource focused royalty company listed on the ASX. Subsequent to demerger, the Group retains a 20% equity
ownership interest in Deterra, which is equity accounted.

(a) Demerger - Deterra

The Group implemented the demerger on 2 November 2020 in accordance with the Demerger Booklet and ASX
Announcement released on 10 September 2020.

To effect the demerger, the Group first transferred all assets and liabilities comprising the MAC Royalty segment
to Deterra (at the time a wholly owned subsidiary of the Group) at their respective carrying amounts.

The Group recognised two fair value gains on demerger, as follows:

-
Carrying value of net assets of Deterra
Fair value of Deterra¹
Gross fair value gain
-
Less: transaction costs
-
Net fair value gain
-
¹ Based on the 5-day VWAP for Deterra shares - refer to key estimate below

$m

$m

Fair value gain on shares
Distributed²
80%

Retained³
20%

$m

Total
100%

-
1,808.1
1,808.1

(13.3)

-
452.0
452.0

-
2,260.1
2,260.1

-

(13.3)

1,794.8

452.0

2,246.8

² The Group remeasured distributed Deterra shares to their fair value on the distribution date.

³ The Group remeasured retained Deterra shares to their fair value on the date control of Deterra was lost.

The Group subsequently distributed 80% of its shares in Deterra to eligible shareholders, which is reflected in the
statement of changes in equity. The distribution was effected by a capital redemption of $10 million, with the
balance distributed as a dividend in the form of Deterra shares. Refer to note 18.

Key estimate: determining the fair value of Deterra

The fair value of Deterra on demerger, being $2,260.1 million, was calculated using the volume weighted
average price (VWAP) of Deterra shares as traded on the ASX over the first five trading days after demerger
($4.277 per share) multiplied by the number of Deterra shares (528,462,101 shares). Determining the fair value
of Deterra on this basis was deemed as the most appropriate and practical way of reliably estimating the fair
value of Deterra since it maximises the use of observable, externally available information. The fair value of the
20% investment retained by the Group of $452.0 million was determined by applying the same methodology.

128

128

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

(b) Discontinued operation – MAC Royalty income and amortisation of royalty asset

Until demerger, the Group recognised MAC Royalty income on an accrual basis. The intangible MAC Royalty
entitlement asset previously held by the Group (of $3.2 million) was amortised on a straight-line basis over its
estimated useful life.

The assets and liabilities comprising the MAC Royalty segment were classified as non-current assets held for
sale on the date the group announced the demerger, being 10 September 2020, and subsequently derecognised
(refer (b) and (c) below).

Related MAC Royalty income has similarly been reclassified as income from discontinued operations and is
included in the statement of comprehensive income on a net basis, and comprises:

-
MAC Royalty Income
MAC Royalty entitlement asset amortisation
Income tax expense attributable to discontinued operation

-
Net fair value gain (refer to (a), above)
-
Profit after tax from discontinued operations

(c) Equity accounted investment - Deterra

2020
$m

80.7
(0.3)
(20.7)
59.7

2,246.8

2019
$m

85.1
(0.4)
(25.4)
59.3

-

2,306.5

59.3

The Group accounts for its retained investment in Deterra as an equity accounted associate. It is able to exert
significant influence, but not control, over Deterra through the ability to exercise voting rights attached to its
ownership interest, together with its ability to appoint a board member to the Deterra board.

Initial recognition of equity accounted investment

The Group initially recognised its retained investment at its cost to the Group, which was equal to the carrying
value of the net assets of Deterra immediately prior to demerger. It then remeasured this retained interest to its
fair value (with reference to the fair value of Deterra as shown above). This fair value was allocated to the assets
acquired on a notional basis, with the value uplift attributed to the MAC Royalty rights.

It is necessary to notionally depreciate this equity accounted investment in accordance with the underlying
assets of Deterra, being the MAC Royalty rights.

Subsequent equity accounting

The Group recognises its share of the profits of Deterra, being 20% of its net profit after tax, as income in each
reporting period. The Group adjusts its share of the profit of Deterra by notionally depreciating the value
attributed to the MAC Royalty right (materially all of its initial value) over a period of 50 years on a straight-line
basis, which is aligned with the estimated life of mine of the mining operations in the MAC Royalty area.

The Group recognised $0.1 million in equity accounted profits (net of $1.3 million of notional depreciation) for the
year ended 31 December 2020. No dividends were declared or paid by Deterra from demerger to 31 December
2020.

The following is a summary of the financial
amended to include adjustments made by the Group in applying the equity method.

information presented in the financial statements of Deterra,

129

Iluka Resources Limited, Annual Report 2020      

129

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

2020
$'000

188
25,092
363
1,114
26,757

10,029
29
332
10,390

382
11
65
458

279
16,386
6,961
23,626

13,063

-
33,341
-
115
(20,393)
13,063

20%
2,613

450,806
(1,319)

452,100

-
Summarised balance sheet of Deterra Resources Limited at 31 December 2020
-
Current assets
Cash and cash equivalents
Trade and other receivables
Income tax receivable
Prepayments
Total current assets
-
Non-current assets
Royalties intangible assets
Property, plant and equipment
Right-of-use assets
Total non-current assets
-
Current liabilities
Trade and other payables
Provisions
Lease liability
Total current liabilities
-
Non-current liabilities
Lease liability
Borrowings
Deferred tax
Total non-current liabilities
-
Net assets
-
Reconciliation to carrying amount
-
Opening net assets on 15 June 2020
Profit for the period
Other comprehensive income
Movements in other reserves
Dividend paid prior to demerger
Closing net assets
-
Group's share percentage
Group's share of net assets
-
Gain on retained interest in Deterra
Accumulated notional adjustments to share of equity accounted profits
-
Carrying amount at 31 December 2020
-

130

130

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

24 CHANGES IN OWNERSHIP INTERESTS HELD IN CONTROLLED ENTITIES

(a) Increase in International Finance Corporation (IFC) interest in Sierra Rutile Limited (SRL)

The Group entered into a strategic partnership with the IFC, a member of the World Bank Group, in 2019 in
relation to the Sierra Rutile operation. The IFC acquired 3.57% of Iluka Investments (BVI) Limited for a
consideration of US$20 million. The Group also entered into an arrangement whereby the IFC has the right to
dispose of their interest back to the Group at its fair value on the date of exercise of the put option.

Acquisition of a second tranche to increase the investment to 10% was to occur upon approval of construction of
early works on the Sembehun project. As advised on 17 December 2019, the terms of the second tranche were
subject to renegotiations in light of the delay in approval of the Sembehun project (refer to note 23 of the 2019
Annual Report).

Subsequent to these renegotiations during the reporting period, the IFC subscribed for its second tranche
investment in Sierra Rutile Limited (SRL) on 2 November 2020 for US$1, increasing its investment to 10%.
The second tranche was effected through the issue of additional shares by Iluka Investments (BVI) Limited. The
Group recognised a loss of $0.3 million in relation to this transaction, which is included in other reserves within
equity - refer to note 18.

(b) Put option held by the IFC

The put option was revalued to the present value of its expected redemption amount of $7.2 million (US$5.5
million). A remeasurement gain of $19.4 million (US$14.5 million) is included in other income in profit or loss. In
addition, unrealised foreign exchange gains of $1.8 million have been recognised in profit or loss in relation to the
put option.

131

Iluka Resources Limited, Annual Report 2020      

131

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

25 CONTROLLED ENTITIES AND DEED OF CROSS GUARANTEE

The consolidated financial statements incorporate the following subsidiaries:

Country of
incorporation

Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
Australia
The Netherlands
The Netherlands
The Netherlands
Sri Lanka
Sri Lanka
Sri Lanka
China
Brazil

Equity holding
2019
2020
%
%

100
100
100
100
100
100
100
-
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
95.8
100
-
-
-
100
100
100
100
100
40
100
100

100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
95.8
100
100
100
100
100
100
100
100
100
100
100
100

Controlled entities

* Iluka Resources Limited (Parent Company)
* Westlime (WA) Limited
* Ilmenite Proprietary Limited
* Southwest Properties Pty Ltd
* Western Mineral Sands Proprietary Limited
* Yoganup Pty Ltd
* Iluka Corporation Limited
* Associated Minerals Consolidated Ltd
# Deterra Royalties (MAC) Limited
* Iluka Consolidated Pty Limited
* Iluka Exploration Pty Limited
* Iluka (Eucla Basin) Pty Ltd
* Gold Fields Asia Ltd
* Iluka International Limited
* NGG Holdings Ltd
* Iluka Midwest Limited
* Western Titanium Limited
* The Mount Lyell Mining and Railway Company Limited
* Renison Limited
* Iluka Finance Limited
* The Nardell Colliery Pty Ltd
* Glendell Coal Ltd
* Lion Properties Pty Limited
* Basin Minerals Limited
* Basin Minerals Holdings Pty Ltd
* Basin Properties Pty Ltd
* Swansands Pty Ltd
* Iluka International (UAE) Pty Ltd
* Iluka International (Lanka) Pty Ltd
* Iluka International (China) Pty Ltd
* Iluka International (Brazil) Pty Ltd
* Iluka Share Plan Holdings Pty Ltd
* Iluka International (Netherlands) Pty Ltd
* Iluka Royalties (Australia) Pty Ltd
* Iluka International (ERO) Pty Ltd
* Iluka International (West Africa) Pty Ltd

Ashton Coal Interests Pty Limited
A.C.N. 637 824 027 Limited
A.C.N. 637 858 425 Pty Ltd
A.C.N. 637 858 434 Pty Ltd
A.C.N. 637 858 809 Pty Ltd
Iluka International Coӧperatief U.A.
Iluka Investments 1 B.V.
Iluka Trading (Europe) B.V.
Iluka Lanka P Q (Private) Limited
Iluka Lanka Resources (Private) Limited

^ Puttalam Ilmenite (Private) Limited
Iluka Trading (Shanghai) Co., Ltd
Iluka Brasil Mineracao Ltda

132

132

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Iluka (UK) Ltd
Iluka Technology (UK) Ltd
Associated Minerals Consolidated Investments
Iluka (USA) Investments Inc
Iluka Resources Inc
Iluka Resources (NC) LLC
Iluka Resources (TN) LLC
IR RE Holdings LLC
Iluka Atlantic LLC
Iluka International (Eurasia) Pte. Ltd.
Iluka Exploration (Kazakhstan) Limited Liability Partnership
ERO (Tanzania) Limited
Iluka Exploration (Canada) Limited
Iluka Investments (BVI) Limited
SRL Acquisition No. 3 Limited
Sierra Rutile (UK) Limited
Sierra Rutile Holdings Limited
Sierra Rutile Limited
Iluka International (UK) Limited
Iluka South Africa (Pty) Limited

United Kingdom
United Kingdom
USA
USA
USA
USA
USA
USA
USA
Singapore
Kazakhstan
Tanzania
Canada
British Virgin Islands
British Virgin Islands
United Kingdom
British Virgin Islands
Sierra Leone
United Kingdom
South Africa

100
100
100
100
100
100
100
100
100
100
100
100
100
90
100
100
100
100
100
100

100
100
100
100
100
100
100
100
100
100
100
100
100
96.4
100
100
100
100
100
100

* The above companies are parties to a Deed of Cross Guarantee (the Deed) under which each company
guarantees the debts of the others.

By entering into the Deed of Cross Guarantee, the wholly-owned entities represent a closed group and have been
relieved from the requirements to prepare a Financial Report and Directors' Report under ASIC Corporations
(Wholly-owned Companies) Instrument 2016/785. The closed group is also the extended closed group.

# Deterra Royalties (MAC) Limited is a party to the Deed. A revocation deed was lodged with ASIC on 10
September 2020 to revoke the participation of Deterra Royalties (MAC) Limited in the Deed. The revocation deed
will take effect on 11 March 2021 provided that no party to the Deed goes into liquidation during that six month
period after lodgement with ASIC.

^ In August 2020, Iluka reduced its 100% interest in Puttalam Ilmenite (Private) Limited (formerly Iluka Lanka
Exploration (Private) Limited) to a non-controlling interest of 40%.

133

Iluka Resources Limited, Annual Report 2020      

133

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

(a) Condensed financial statements of the extended closed group

Condensed statement of profit or loss and other comprehensive income

2020
$m

2019
$m

CONTINUING OPERATIONS

Revenue from ordinary activities
Expenses from ordinary activities
Finance costs
Equity accounted share of profit - Deterra
Income tax expense
Profit for the period

DISCONTINUED OPERATIONS

Profit after tax from discontinued operations
Net profit after tax for the period

Other comprehensive income
Changes in the fair value of cash flow hedges
Total comprehensive income for the period

Summary of movements in consolidated retained earnings

Retained earnings at the beginning of the financial year
Profit for the period
Dividends paid
Retained earnings at the end of the financial year

Condensed balance sheet

Current assets
Cash and cash equivalents
Receivables
Inventories
Derivative financial instruments
Total current assets

Non-current assets
Property, plant and equipment
Deferred tax assets
Intangible assets
Inventories
Other financial assets - investments in non-closed group entities
Right of use assets
Investments accounted for using the equity method
Derivative financial instruments
Total non-current assets

756.8
(509.3)
(13.7)
0.1
(68.7)
165.2

2,306.5
2,471.7

9.5
2,481.2

397.0
2,471.7
(1,832.0)
1,036.7

2020
$m

52.2
90.4
452.7
1.9
597.2

956.2
28.0
-
112.0
902.1
15.1
452.1
0.6
2,466.1

962.1
(560.4)
(44.0)
-
(106.3)
251.4

59.3
310.7

(2.4)
308.3

187.8
310.7
(101.5)
397.0

2019
$m

69.3
161.9
300.4
-
531.6

933.2
17.5
3.5
84.1
721.8
20.0
-
-
1,780.1

Total assets

3,063.3

2,311.7

134

134

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

Condensed balance sheet

Current liabilities
Payables
Derivative financial instruments
Current tax payable
Provisions
Lease liabilities
Total current liabilities

Non-current liabilities
Interest-bearing liabilities
Derivatives
Provisions
Lease liabilities
Total non-current liabilities

Total liabilities

Net assets

Equity
Contributed equity
Reserves
Retained earnings
Total equity

OTHER NOTES

26 CONTINGENT LIABILITIES

(a) Bank guarantees

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

2020
$m

2019
$m

222.8
-
27.7
53.9
7.5
311.9

36.9
-
504.2
15.7
556.8

81.8
3.7
94.4
62.9
9.2
252.0

54.0
1.6
433.7
20.4
509.7

868.7

761.7

2,194.6

1,550.0

1,150.5
7.5
1,036.6
2,194.6

1,157.5
(4.5)
397.0
1,550.0

The Group has a number of bank guarantees in favour of various government authorities and service providers to
meet its obligations under exploration and mining tenements. At 31 December 2020, the total value of
performance commitments and guarantees was $120.5 million (2019: $125.3 million).

(b) Native title

There is some risk that native title, as established by the High Court of Australia's decision in the Mabo case,
exists over some of the land over which the Group holds tenements or over land required for access purposes. It
is impossible at this stage to quantify the impact, if any, which these developments may have on the operations
of the Group.

(c) Shareholder class action

On 24 March 2014 Iluka became aware that a litigation funder proposed to fund claims that current or former
shareholders may have against Iluka Resources Limited in respect of alleged breaches of Iluka’s continuous
disclosure obligations and misleading or deceptive conduct in 2012.

135

Iluka Resources Limited, Annual Report 2020      

135

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(c) Shareholder class action (continued)

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

On 23 April 2018, Iluka was served with an originating application and statement of claim in respect of a
shareholder class action filed in the Federal Court of Australia. The proceedings have been brought by the
Applicant on behalf of Iluka shareholders for alleged breaches of Iluka’s continuous disclosure obligations, and
misleading or deceptive conduct in relation to disclosures made by Iluka to the market between April and July
2012.

The trial of the class action is scheduled to commence on 8 March 2021 in the New South Wales registry of the
Federal Court of Australia.

Iluka denies liability in respect of the allegations and is defending the proceedings.

This contingent liability was first disclosed in Iluka’s 2018 Interim Report. The status of the proceedings has still
not reached a stage where Iluka is able to reliably estimate the quantum of liability, if any, that Iluka may incur in
respect of the class action.

(d) Sierra Leone environmental class action

On 22 January 2019, SRL was served with a writ and statement of claim in respect of an action filed in the High
Court of Sierra Leone Commercial And Admiralty Division against both SRL and The Environmental Protection
Agency.

The proceedings have been brought by a group of landowner representatives (Representatives) who allege that
they suffered loss as a result of SRL’s mining operations. The claims primarily relate to environmental matters
that arose prior to the Group acquiring its interest in SRL. The Representatives allege, in part, that SRL engaged in
improper mining practices resulting in environmental degradation and contamination, did not meet certain
rehabilitation obligations and violated local mining laws. SRL denies liability in respect of the allegations and
intends to defend the claims. SRL filed its defence in March 2019 and also applied to the Court for an order
requiring the Representatives to provide further detail on their claims.

As at 31 December 2020, the status of the proceedings has still not reached a stage where SRL is able to reliably
estimate the quantum of liability, if any, that SRL may incur in respect of the class action.

(e) Other claims

In the course of its normal business, the Group occasionally receives claims arising from its operating or historic
activities. In the opinion of the directors, all such matters are covered by insurance or, if not covered, are without
merit or are of such a kind or involve such amounts that would not have a material adverse effect on the
operating results or financial position of the Group if settled unfavourably.

27 COMMITMENTS

(a) Exploration and mining lease commitments

Commitments in relation to leases contracted for at reporting date but not
recognised as liabilities payable:

Within one year
Later than one year but not later than five years
Later than five years

2020
$m

2019
$m

14.8
32.3
43.6
90.7

14.9
34.7
46.8
96.4

These costs are discretionary. If the expenditure commitments are not met then the associated exploration and
mining leases may be relinquished.

136

136

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(b) Lease commitments

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

From 1 January 2019, the group has recognised right-of-use assets for these leases, except for short-term and
low-value leases, see notes 11 and 35 for further information.

(c) Capital commitments

Capital expenditure contracted for and payable, but not recognised as liabilities is $35.1 million (2019: $26.5
million). All of the commitments relate to the purchase of property, plant and equipment. Of the total amount,
$34.4 million is payable within one year of the reporting date and $0.7 million is payable between one and five
years of the reporting date.

28 REMUNERATION OF AUDITORS

During the year the following fees were paid or payable for services provided by PricewaterhouseCoopers
Australia (PwC) as the auditor of the parent entity, Iluka Resources Limited, by PwC’s related network firms and
by non-related audit firms:

(a) Auditors of the Group - PwC and related network firms

Audit and review of financial reports
Group
Controlled entities

Other assurance services
Investigating Accountants report for Deterra Demerger
Other assurance services

Other services
Tax compliance and advisory services
Other advisory services

2020
$000

624
156
780

266
63
329

34
10
44

2019
$000

623
174
797

-
96
96

34
10
44

Total services provided by PwC

1,153

937

(b) Other auditors and their related network firms

Audit and review of financial statements
Other compliance and advisory services

101
4
105

96
15
111

Amounts for the remuneration of auditors in the comparative period have been restated to include fees which
accrued subsequent to the end of the comparative period.

137

Iluka Resources Limited, Annual Report 2020      

137

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

29 SHARE-BASED PAYMENTS

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Share-based compensation benefits are provided to employees via the Equity Incentive Plan (specifically, the
Executive Incentive Plan, Long Term Incentive Plan and Short Term Incentive Plan). Information relating to this
scheme is set out in the Remuneration Report.

The fair value of shares granted is determined based on market prices at grant date, taking into account the
terms and conditions upon which those shares were granted. The fair value is recognised as an expense through
profit or loss on a straight-line basis between the grant date and the vesting date for each respective plan.

The fair value of share rights is independently determined using a Monte Carlo simulation that takes into account
the exercise price, the term of the share right, the impact of dilution, the share price at grant date and expected
price volatility of the underlying share, the expected dividend yield and the risk free interest rate of the term of the
share right. The fair value of the Long Term Incentive Plan (LTIP - TSR tranche) and Executive Incentive Plan also
take into account the Company's predicted share prices against the comparator group performance at vesting
date.

A credit to the share-based payments expense arises where unvested entitlements lapse on resignation or the
non-fulfilment of the vesting conditions that do not relate to market performance. Payroll tax payable on the grant
of restricted shares or share rights is recognised as a component of the share-based payments expense when
paid.

The share-based payment expense recognised in profit or loss of $4.1 million (2019: $6.2 million) results from
several schemes summarised below.

Schemes

STIP (i)

2020

2019

2018

2017

LTIP - TSR (ii)

2017

2016 MD Grant

2016

2016

LTIP - ROE (ii)

2017

2016 MD Grant

2016

2016

EIP (iii)

MD LTDR (iv)

COO LTDR (v)

COO LTDR (v)

COO LTDR (v)

Restricted Share Plan
(vi)

Grant date

Vesting date

Mar-21

Mar-20

Mar-19

Mar-18

May-17

Oct-16

May-16

May-16

May-17

Oct-16

May-16

May-16

Mar-22/23

Mar-21/22/23

Mar-20/21

Mar-19/20

Mar-21

Mar-21

Mar-20

Mar-19

Mar-21

Mar-21

Mar-20

Mar-19

Mar-18/19/20/21

Mar-23/24/25

Oct-16

Mar-17

Mar-18

Mar-19

Mar-18/19/20

Mar-20

Mar-21

Mar-22

Fair
value
$

6.62

9.30

7.62

10.55

5.66

3.71

4.27

4.27

7.44

5.42

5.86

6.01

7.62

4.68

6.82

10.55

9.35

6.82

Shares /
rights at
31 Dec 20

Expense
2020
$m

Shares /
rights at
31 Dec 19

Expense
2019
$m

-

-

-

-

610,323

126,688

104,037

-

610,312

126,687

104,037

-

0.7

1.0

0.6

0.1

0.3

0.1

-

-

(2.0)

(0.5)

-

-

1,528,301

3.4

-

-

-

-

-

-

-

(0.1)

-

0.5

4.1

-

-

-

-

376,858

126,688

211,502

1,607

369,845

126,687

211,519

-

366,282

163,031

16,133

10,424

11,762

-

-

1.2

1.3

0.5

0.5

0.2

-

-

0.6

(0.4)

(0.9)

(1.0)

3.1

0.2

0.1

0.1

0.1

0.6

6.2

138

138

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(i) Short Term Incentive Plan (STIP)

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

The fair value of the STIP is determined as the volume weighted average price of ordinary shares over the five
trading days following the release of the Company’s annual results.

(ii) Long Term Incentive Plan (LTIP)

The fair value at grant date for the LTIP took into account the exercise price of $nil, the share price at grant date,
the expected price volatility of the share price (based on historical volatility), the expected dividend yield and the
risk free rate of return. The fair value of the total shareholder return tranche also took into account the
Company’s predicted share prices against the comparator group performance at vesting date.

Prior year expenses related to rights that do not vest for the Return on Equity (ROE) tranche are credited to
share-based payments expense.

(iii) Executive Incentive Plan (EIP)

Equity awarded under the Executive Incentive Plan is granted on 1 March each year. The number of restricted
shares and performance rights to be awarded is determined based on a volume weighted average market price
of Iluka shares for the five days following the release of the full year results.

The fair value at grant date for the Executive Incentive Plan (EIP) with market vesting conditions takes into
account the exercise price of $nil (2019: nil), the share price at grant date of $9.34 (2019: $9.14), the expected
share price volatility (based on historical volatility) of 33% (2019: 35%), the expected dividend yield of 0% (2019:
0%) the risk free rate of return of 1.7% (2019: 0.5%), and vesting dates for a period of three years commencing
one year after the grant date. The fair value of the TSR tranche also takes into account the Company’s predicted
share prices against the comparator group performance at vesting date. The fair value at grant date for the
Executive Incentive Plan (EIP) with non-market vesting conditions is calculated as volume weighted average
market price of Iluka shares for the five days following the end of performance year.

(iv) Managing Director's Long Term Deferred Rights (LTDR)

The fair value at grant date for the Managing Director's LTDR takes into account the exercise price of $nil, the
share price at grant date of $6.27, the expected price volatility of the share price (based on historical volatility),
the expected dividend yield of 3.47% and the risk free rate of return of 1.53%. The fair value of the TSR tranche
also takes into account the Company’s predicted share prices against the comparator group performance at
vesting date.

Full details of the LTDR granted in October 2016 are set out in the 2016 Remuneration Report. The fair value of
$4.68 per right is the weighted average for all share rights in the LTDR.

(v) Chief Operating Officer's Long Term Deferred Rights (LTDR)

The fair value at grant date for the Chief Operating Officer's LTDR represents the face value of nil (2019: 38,319)
share rights.

(vi) Restricted share plan

No (2019: 51,548) restricted shares were issued to any (2019: five) eligible employees who participated in the
plan. Shares issued in the comparative period were issued to participants based on a volume weighted average
price of $9.35 calculated over the five trading days following the release of the Company’s 2018 annual results.

30 POST-EMPLOYMENT BENEFIT OBLIGATIONS

(a) Superannuation plan

(i) Australia

Iluka previously provided defined lump sum and pension benefits to employees of the Group who did not elect a
fund under the Superannuation Fund Choice legislation via the Iluka Resources Superannuation Plan. Iluka has
closed this defined benefits plan to new members and there are no remaining members. During the prior
reporting period, the remaining net plan surplus was derecognised, as the Group has no further legal or
constructive obligation in relation to this plan.

139

Iluka Resources Limited, Annual Report 2020      

139

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(ii) USA

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

All employees of the United States (US) operations are entitled to benefits from the US operations' pension plans
on retirement, disability or death. The US operations have one defined benefit plan and one defined contribution
plan. The defined benefit plan provides a monthly benefit based on average salary and years of service. The
defined contribution plan receives an employee's elected contribution and an employer's match-up to a fixed
percentage. The entity's legal or constructive obligation is limited to these contributions.

(iii) SRL

SRL does not operate any retirement benefit plan for its employees. For employees of the Sierra Leone based
subsidiary, the Group makes a contribution of 10% of the employees' basic salary to the National Social Security
and Insurance Trust ("NASSIT") for payment of pension to staff on retirement. These employees also contribute
5% of their basic salary to NASSIT.

The Sierra Leone based subsidiary also provides for end-of-term benefits based on the provisions contained in
the collective bargaining agreements negotiated with trade unions representing employees. On 1 January 2018,
this benefit was extended to include senior and management employees, in addition to all other employees, with
the obligation to the newly added senior and management employees becoming effective from 1 January 2019.
The post-employment benefit obligation recognised in the balance sheet represents the present value of the
defined benefit obligation in relation to this arrangement.

The following sets out details in respect of the defined benefit sections only for Australia, US and SRL.

(b) Financial position

The net financial position of the Group’s defined benefit plans based on information supplied from the plans'
actuarial advisors per the table below.

United States
Sierra Leone
Total

Net plan position
Deficit
Deficit

2020
$m

(17.7)
(9.1)
(26.8)

2019
$m

(15.7)
(6.7)
(22.4)

A net deficit of $26.8 million (2019: deficit $22.4 million) is included in non-current provisions in note 9. The table
below provides a summary of the net financial position at 31 December for the past five years.

Defined benefit plan obligation
Plan assets
Deficit

2020
$m

(51.8)
25.0
(26.8)

2019
$m

(46.7)
24.3
(22.4)

2018
$m

(39.4)
21.5
(17.9)

2017
$m

(36.0)
21.2
(14.8)

2016
$m

(35.0)
20.3
(14.7)

(c) Defined benefits superannuation expense

In 2020, $2.3 million (2019: $2.4 million) was recognised in expenses for the year in respect of the defined benefit
plans.

Other disclosures in respect of retirement benefit obligations required by AASB 119 are not included in the
financial report as the directors do not consider them to be material to an understanding of the financial position
and performance of the Group.

140

140

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

31 RECONCILIATION OF PROFIT/(LOSS) AFTER INCOME TAX TO NET CASH INFLOW

FROM OPERATING ACTIVITIES

Profit (loss) for the year
Depreciation and amortisation
Doubtful debts/(reversed)
Net loss (gain) on disposal of property, plant and equipment
Net exchange differences
Rehabilitation and mine closure provision discount unwind
Rehabilitation discount rate change
Non-cash share-based payments expense
Amortisation of deferred borrowing costs
Impairment of Sierra Rutile Limited assets
Changes in rehabilitation provisions for closed sites
Inventory NRV write-down
Demerger gain
Impairment of Sri Lanka
Put option revaluation gain
Change in operating assets and liabilities

Decrease in receivables
(Increase) in inventories
Increase/(decrease) in net current tax liability
Decrease in net deferred tax
(Decrease) in payables
(Decrease) in provisions

Net cash inflow from operating activities

2020
$m

2,410.0
184.8
(0.1)
(2.0)
5.6
14.4
12.2
4.1
0.6
-
(8.1)
13.0
(2,246.8)
12.4
(19.4)

93.4
(196.2)
(63.3)
(8.1)
(118.9)
24.1
111.7

2019
$m

(299.7)
163.2
1.6
4.1
0.3
19.7
18.3
6.2
1.2
375.2
3.2
41.8
-
-
-

(39.8)
(35.2)
(43.1)
199.0
(111.7)
17.9
322.2

141

Iluka Resources Limited, Annual Report 2020      

141

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

32 KEY MANAGEMENT PERSONNEL

(a) Key Management Personnel

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

Key Management Personnel of the Group comprise directors of Iluka Resources Limited as well as other specific
employees of the Group who met the following criteria: "personnel who have authority and responsibility for
planning, directing and controlling the activities of the Group, either directly or indirectly."

(i) Key Management Personnel compensation

Detailed information about the remuneration received by each Key Management Person is provided in the
Remuneration Report on pages 63 to 86.

The below provides a summary:

-
Short-term benefits
Post-employment benefits
Termination benefits
Share-based payments
Total

2020
$000

4,962
199
49
590
5,800

2019
$000

6,213
205
276
3,362
10,056

(b) Transactions with Key Management Personnel

There were no transactions between the Group and Key Management Personnel that were outside of the nature
described below:

(i)

(ii)

(iii)

occurrence was within a normal employee, customer or supplier relationship on terms and conditions no
more favourable than those it is reasonable to expect the Group would have adopted if dealing at arms
length with an unrelated individual;
information about these transactions does not have the potential to adversely affect the decisions about
the allocation of scarce resources made by users of the financial report, or the discharge of
accountability by the Key Management Personnel; and
the transactions are trivial or domestic in nature.

142

142

      Iluka Resources Limited, Annual Report 2020

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

33 PARENT ENTITY FINANCIAL INFORMATION

(a) Summary financial information for Iluka Resources Limited

Balance sheet
Current assets
Non-current assets
Total assets

Current liabilities
Non-current liabilities
Total liabilities

Net assets

Shareholders' equity
Contributed equity
Other reserves
Profit reserve¹
Accumulated loss

space
Profit/(loss) for the year

Other comprehensive income
Changes in the fair value of cash flow hedges, net of tax
Total comprehensive income

¹Profits have been appropriated to a profits reserve for future dividend payments.

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

2020
$m

2019
$m

197.5
2,078.0
2,275.5

69.6
620.7
690.3

106.5
1,481.1
1,587.6

40.6
439.2
479.8

1,585.2

1,107.8

1,151.5
15.3
626.9
(208.5)
1,585.2

1,160.3
2.6
153.4
(208.5)
1,107.8

2,244.9

(234.3)

(7.8)
2,237.1

(2.4)
231.9

(b) Contingent liabilities of the parent entity

The parent had contingent liabilities for performance commitments and guarantees of $12.4 million as at 31
December 2020 (2019: $10.6 million). In addition, the parent has a contingent liability related to the shareholder
class action, as detailed in note 26.

(c) Contractual commitments for the acquisition of property, plant or equipment

As at 31 December 2020, the parent entity had contractual commitments for the acquisition of property, plant or
equipment totalling $2.3 million (2019: $6.3 million).

(d) Parent entity financial information

The financial information for the parent entity has been prepared on the same basis as the consolidated financial
statements, except as set out below.

Investments in subsidiaries

(i)
Investments in subsidiaries are accounted for at cost.

143

Iluka Resources Limited, Annual Report 2020      

143

NOTES TO FINANCIAL STATEMENTS

For the year ended 31 December 2020

(d) Parent entity financial information (continued)

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

(ii) Tax consolidation legislation
Iluka Resources Limited and its wholly-owned Australian controlled entities have implemented the tax
consolidation legislation as of 1 January 2004. On adoption of the tax consolidation legislation, the entities in the
tax consolidation group entered into a tax sharing agreement which limits the joint and several liability of the
wholly-owned entities in the case of a default by the head entity, Iluka Resources Limited.

34 RELATED PARTY TRANSACTIONS

The only related party transactions are with Directors and Key Management Personnel (refer note 32). Details of
material controlled entities are set out in note 23. The ultimate Australian controlling entity and the ultimate
parent entity is Iluka Resources Limited.

35 NEW AND AMENDED STANDARDS

New standards and amendments adopted

Iluka Resources Limited is required to change some of its accounting policies as the result of new or revised
accounting standards which became effective for the annual reporting period commencing on 1 January 2020.
The affected policies and standards are:

•

•
•
•

Conceptual Framework for Financial Reporting and AASB 2019-1 References to the Conceptual
Framework
AASB 2018-6 Definition of a Business
AASB 2018-7 Definition of Material
AASB 2019-5 Disclosure of the Effect of New IFRS Standards Not Yet Issued in Australia

The adoption of the above standards and amendments did not have a material impact on the current or prior
period.

Forthcoming standards and amendments not yet adopted

There are no forthcoming standards and amendments that are expected to have a material impact on the entity
in the current or future reporting periods, or on foreseeable future transactions.

144

144

      Iluka Resources Limited, Annual Report 2020

DIRECTORS’ DECLARATION

For the year ended 31 December 2020
DIRECTORS' DECLARATION

In the directors' opinion:

ILUKA RESOURCES LIMITED
31 DECEMBER 2020

(a)

the financial statements and notes set out on pages 88 to 144 are in accordance with the Corporations
Act 2001, including:

(i)

(ii)

complying with Accounting Standards and other mandatory professional reporting requirements as
detailed above, and the Corporations Regulations 2001; and

giving a true and fair view of the Group's financial position as at 31 December 2020 and of its
performance for the financial year ended on that date, and

(b)

(c)

there are reasonable grounds to believe that the Company will be able to pay its debts as and when they
become due and payable, and

at the date of this declaration, there are reasonable grounds to believe that the members of the extended
closed group identified in note 23 will be able to meet any obligations or liabilities to which they are, or
may become, subject by virtue of the deed of cross guarantee described in note 23.

Note 2 confirms that the financial statements also comply with International Financial Reporting Standards as
issued by the International Accounting Standards Board.

The directors have been given the declarations by the Chief Executive Officer and Chief Financial Officer required
by section 295A of the Corporations Act 2001.

This declaration is made in accordance with a resolution of the directors.

G Martin
Chairman

T O'Leary
Managing Director

25 February 2021

145

Iluka Resources Limited, Annual Report 2020      

145

INDEPENDENT AUDITOR'S REPORT

To the members of Iluka Resources Limited

For the year ended 31 December 2020

146

      Iluka Resources Limited, Annual Report 2020

INDEPENDENT AUDITOR'S REPORT

To the members of Iluka Resources Limited

For the year ended 31 December 2020

Iluka Resources Limited, Annual Report 2020      

147

INDEPENDENT AUDITOR'S REPORT

To the members of Iluka Resources Limited

For the year ended 31 December 2020

148

      Iluka Resources Limited, Annual Report 2020

INDEPENDENT AUDITOR'S REPORT

To the members of Iluka Resources Limited

For the year ended 31 December 2020

Iluka Resources Limited, Annual Report 2020      

149

INDEPENDENT AUDITOR'S REPORT

To the members of Iluka Resources Limited

For the year ended 31 December 2020

150

      Iluka Resources Limited, Annual Report 2020

INDEPENDENT AUDITOR'S REPORT

To the members of Iluka Resources Limited

For the year ended 31 December 2020

Iluka Resources Limited, Annual Report 2020      

151

INDEPENDENT AUDITOR'S REPORT

To the members of Iluka Resources Limited

For the year ended 31 December 2020

152

      Iluka Resources Limited, Annual Report 2020

PHYSICAL, FINANCIAL AND 
CORPORATE INFORMATION

In this section

FIVE YEAR PHYSICAL AND FINANCIAL SUMMARY

OPERATING MINES PHYSICAL DATA

ORE RESERVES/ MINERAL RESOURCES STATEMENT

SHAREHOLDER INFORMATION

CORPORATE INFORMATION

Eneabba, Western Australia

Iluka Resources Limited, Annual Report 2020      
Iluka Resources Limited, Annual Report 2020      

153
153

PHYSICAL, FINANCIAL AND CORPORATE INFORMATION

FIVE YEAR PHYSICAL AND FINANCIAL SUMMARY

Production volumes (kt)

- Zircon

- Rutile

- Synthetic rutile

Total Z/R/SR

- Ilmenite

Sales volumes (kt) 

- Zircon

- Rutile

- Synthetic rutile

Total Z/R/SR

- Ilmenite

Weighted average annual prices (US$/t) 

- Zircon (premium and standard)

- Zircon (all products)

- Rutile (excluding HYTI and TIC)

- Synthetic rutile

2020

2019

2018

2017

2016

185.2

172.6

227.4

585.2

455.9

239.6

162.1

115.8

517.5

256.1

1,319

1,217

1,220

322.1

184.1

196.2

702.4

318.6

274.0

200.1

206.7

680.8

170.8

1,487

1,380

1,142

348.6

163.2

219.9

731.7

395.1

379.3

233.2

214.6

827.1

224.5

1,351

1,321

952

312.3

302.1

210.8

825.2

448.1

380.4

264.3

244.4

889.1

202.7

958

940

790

347.1

117.6

210.9

675.6

329.4

338.8

172.1

186.8

697.7

17.7

810

773

716

Not disclosed Not disclosed Not disclosed Not disclosed Not disclosed

Average AUD:USD spot exchange rate (cents)

69.1

69.5

74.8

76.7

74.4

Unit revenue and cash cost ($/t)

Revenue per tonne Z/R/SR sold (A$/t)
Unit cash costs of production per tonne  
Z/R/SR produced excluding by-products 

Unit cost of goods sold per tonne of Z/R/SR

Summary financials ($m)

Z/R/SR revenue

Ilmenite and other revenue

Revenue from operations

Cash costs of production

Inventory movement – cash costs of production

Restructure and idle capacity charges

Government royalties

Marketing and selling costs

Asset sales and other income

Corporate and other costs

Major projects, exploration and innovation

Mineral sands EBITDA

Mining Area C EBITDA
Underlying Group EBITDA1
Rehabilitation and holding costs for closed sites

Demerger / SRL transaction costs

Depreciation and amortisation

Inventory movement – non-cash production costs

Gain on demerger of Deterra Royalties

Significant non-cash items

Net interest and finance charges

Income tax (expense) benefit

Net profit (loss) after tax for the period (NPAT)

Operating cash flow

Capital expenditure (capex)
Free cash (outflow) inflow2 ($m)
Net (debt) cash

154

      Iluka Resources Limited, Annual Report 2020

1,625

1,654

1,415

1,079

918

1,032

753

889

606

750

              841.0 

           1,128.7 

           1,179.0 

106.0

64.4

65.1

439

743

959.1

58.4

              947.0 

           1,193.1 

           1,244.1 

           1,017.5 

 (558.7)

 (539.6)

 (455.1)

142.3

 (20.9)

 (22.3)

 (27.7)

 (1.5)

 (54.6)

 (62.3)

342.0

81.1

423.1

7.2

(13.3)

 (184.8)

39.9

2260.1

-

(7.1)

 (95.5)

2410.0

183.8

(71.2)

36.3

50.2

63.4

 (19.7)

 (39.4)

 (35.0)

 (3.5)

 (64.5)

 (25.7)

530.9

85.1

616.0

 (3.2)

-

 (163.2)

15.5

-

 (414.3)

 (51.8)

 (298.7)

 (275.8)

408.1

 (197.5)

139.7

43.3

 (68.5)

 (24.7)

 (38.1)

 (38.1)

1.8

 (48.1)

 (30.1)

544.5

55.6

600.1

4.6

-

 (93.6)

 (28.3)

-

-

 (30.8)

 (148.1)

303.9

594.2

 (311.5)

304.4

 (372.4)

 (141.5)

 (73.3)

 (25.2)

 (33.8)

0.7

 (47.1)

 (24.6)

300.9

59.6

360.5

 (127.4)

-

 (111.0)

 (66.8)

-

 (185.4)

 (32.2)

 (6.0)

 (171.6)

391.7

 (93.1)

321.9

999

373

700

696.8

29.5

726.3

 (260.6)

 (107.6)

 (69.5)

 (20.4)

 (36.3)

 (0.6)

 (53.8)

 (79.4)

103.0

47.5

150.5

 (42.6)

 (14.1)

 (79.9)

 (57.3)

-

 (201.0)

 (30.0)

53.7

 (224.0)

137.3

 (82.5)

47.3

1.8

 (182.5)

 (506.3)

Capital and dividends

Ordinary shares on issue (millions)

Dividends per share in respect of the year (cents)

Franking level %
Opening year share price ($)3
Closing year share price ($)3

Financial ratios

Underlying Group EBITDA/revenue margin %

Mineral sands EBITDA/revenue margin %

Basic earnings (loss) per share (cents)

Free cash flow per share (cents)
Return on shareholders’ equity4 %
Return on capital5 %
Gearing (net debt/net debt + equity) %

Financial position as at 31 December ($m)

Total assets

Total liabilities

Net assets

2020

422.8

2

100

4.70

6.49

41.2

36.1

570.4

8.5

283.7

311.3

n/a

2019

422.6

13

100

3.80

4.73

51.6

44.5

 (71.0)

33.1

 (24.5)

6.8

n/a

2018

422.4

29

100

5.09

3.87

48.2

43.8

72.2

72.1

31.8

54.0

n/a

2017

418.7

31

100

3.71

5.17

35.4

29.6

 (41.0)

76.9

 (20.1)

 (11.6)

17.1

2016

418.7

3

100

3.12

3.69

20.7

14.2

 (53.6)

11.3

 (17.1)

 (18.3)

31.5

2,361.7 

           1,894.5 

           2,211.9 

           1,947.0 

           2,442.3 

(1,069.4) 

 (1,182.8)

 (1101.9)

 (1061.5)

 (1339.3)

1,292.3 

              711.6

           1,110.0 

              885.5 

           1,103.0 

Shareholders’ equity

1,292.3 

              711.6 

           1,110.0 

              885.5 

           1,103.0 

Net tangible asset backing per share ($)

3.0 

                 1.6 

                 2.1 

                 1.7 

                 2.2 

Employees, as at 31 December

Full-time equivalent employees6

Iluka Ore Reserves and Mineral Resources

Mineral Resources In Situ HM million tonnes

Ore Reserves In Situ HM million tonnes

HM Grade (%) Ore Reserves
Assemblage7 (%)

Zircon

Rutile

Ilmenite

Sierra Rutile Ore Reserves and Mineral Resources

Mineral Resources In Situ Rutile million tonnes

Ore Reserves In Situ Rutile million tonnes

3,354

              3,427 

              3,421 

              2,543 

                 687

118.9

11.2

5.7

17

3

55

7.9

3.6

165.4

13

5.6

18

3

56

8.2

3.7

167.8

15.7

5.8

17

4

54

8

3.8

169.4

16.4

5.8

19

4

52

7.3

3.8

170.5

16.7

5.9

19

4

52

7.5

3.9

Notes:
(1)   Underlying Group EBITDA excludes non-recurring adjustments including write-downs, Sierra Rutile Limited transaction costs, the gain on 

the demerger of Deterra Royalties, and changes to rehabilitation provisions for closed sites. Underlying EBITDA also excludes Iluka’s share of 
Metalysis Ltd’s losses, which are non-cash in nature.

(2)   Free cash flow is determined as cash flow before any debt refinance costs, proceeds/repayment of borrowings and dividends paid in the 

year. 2016 free cash flow is stated before the acquisition cost of Sierra Rutile Limited of $375.4 million.

(3)    Share prices prior to November 2020 have been adjusted by a factor of 0.51 for the capital reduction from the Deterra Royalties demerger.
(4)   Calculated as NPAT for the year as a percentage of the average monthly shareholders’ equity over the year.
(5)   Calculated as EBIT for the year as a percentage of average monthly capital employed for the year.
(6)   2016 data excludes Sierra Rutile Limited.
(7)   Mineral assemblage is reported as a percentage of the In situ heavy mineral content.

The Ore Reserves and Mineral Resources for the Sierra Leone rutile deposits are reported separately as there is insufficient information to state 
the assemblage in terms of a portion of the heavy mineral (HM) content which is traditionally done in reporting heavy minerals. Historical data 
focused on the in situ rutile content which is honoured in the reporting of Ore Reserves and Mineral Resources for Sierra Leone. Refer pages 159 
to 161 or Iluka’s website www.iluka.com for Ore Reserves and Mineral Resources Statement.

Iluka Resources Limited, Annual Report 2020      

155

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
PHYSICAL, FINANCIAL AND CORPORATE INFORMATION

OPERATING MINES PHYSICAL DATA

12 Months to 31 December 2020

Mining

Overburden moved kbcm

Ore mined kt

Ore treated grade HM %

VHM treated grade %

Concentrating

HMC produced kt

VHM produced kt

VHM in HMC assemblage %

  Zircon

  Rutile

  Ilmenite

HMC processed kt

Finished product¹ kt

  Zircon

  Rutile

  Ilmenite (saleable/upgradeable)

Synthetic rutile produced kt

Jacinth-
Ambrosia/ 
Mid west

Cataby 
/ South 
west

Australia 
Total

Sierra 
Leone

Idle 
Operations

Group 
Total 
2020

Group  
Total 
2019

3,146

10,349

4.0%

3.7%

357

318

89.0%

49.7%

8.0%

31.3%

232

114.9

24.5

67.7

-

12,164

13,343

5.7%

4.8%

520

454

87.4%

11.4%

6.8%

69.3%

483

58.8

27.9

342.4

227.4

15,310

23,692

4.9%

4.2%

876

772

88.1%

27.0%

7.3%

53.8%

715

173.7

52.4

410.1

227.4

254

8,928

3.4%

2.5%

306

200

65.4%

4.2%

43.4%

17.7%

293

6.6

120.2

45.8

-

-

-

-

-

-

-

-

-

-

-

-

4.9

-

-

-

15,564

32,620

4.4%

3.7%

1,182

971

82.2%

21.1%

16.6%

44.5%

1,008

185.2

172.6

455.9

227.4

12,602

29,124

3.9%

4.3%

1,087

911

83.8%

30.9%

18.7%

34.2%

961

322.1

184.1

318.6

196.2

Notes:
(1)  Finished product includes material from heavy mineral concentrate (HMC) initially processed in prior periods

EXPLANATORY COMMENTS ON TERMINOLOGY

Overburden moved (bank cubic metres) refers to material 
moved to enable mining of an ore body.

Ore mined (thousands of tonnes) refers to material moved 
containing heavy mineral ore.

Ore treated grade HM % refers to percentage of heavy mineral 
(HM) in the ore processed through the mining unit. 

VHM treated grade % refers to percentage of valuable heavy 
mineral (VHM) - titanium dioxide (rutile and ilmenite), and zircon 
in the ore processed through the mining unit. 

Concentrating refers to the production of heavy mineral 
concentrate (HMC) through a wet concentrating process at the 
mine site, which is then transported for final processing into 
finished product at a mineral processing plant.

HMC produced refers to HMC, which includes the valuable 
heavy mineral concentrate (zircon, rutile, ilmenite) as well as 
other non-valuable heavy minerals (gangue).

VHM produced refers to an estimate of valuable heavy mineral 
in heavy mineral concentrate expected to be processed.

VHM produced and the VHM assemblage - provided to 
enable an indication of the valuable heavy mineral component 
in HMC. 

HMC processed provides an indication of material emanating 
from each mining operation to be processed.

Finished product is provided as an indication of the finished 
production (zircon, rutile, ilmenite – both saleable and 
upgradeable) attributable to the VHM in HMC production 
streams from the various mining operations. Finished product 
levels are subject to recovery factors which can vary. The 
difference between the VHM produced and finished product 
reflects the recovery level by operation, as well as processing 
of finished material/concentrate in inventory. Ultimate finished 
product production (rutile, ilmenite, and zircon) is subject to 
recovery loss at the processing stage – this may be in the order 
of 10%.

Ilmenite is produced for sale or as a feedstock for synthetic 
rutile production. Typically, 1 tonne of upgradeable ilmenite 
will produce between 0.56 to 0.60 tonnes of synthetic rutile. 
Iluka also purchases external ilmenite for its synthetic rutile 
production process.

156

      Iluka Resources Limited, Annual Report 2020

ORE RESERVES/ MINERAL RESOURCES STATEMENT 

HM ORE RESERVES

Iluka HM Ore Reserve Breakdown by Country, Region and JORC Category at 31 December 2020

Summary of Ore Reserves for Iluka(1,2,3,6)

HM Assemblage(4)

Country
Australia

Region
Eucla Basin

Total

Total
Total
Total

Eucla Basin
Perth Basin

Perth Basin(5)
Proved
Probable
Grand Total

Ore 
Reserve 
Category
Proved

Probable

Proved
Probable

Ore 
Tonnes 
Millions 
62 

In Situ HM 
Tonnes 
Millions
1.9 

HM
Grade 
(%)
3.1 

Ilmenite
Grade 
(%)
27 

Zircon
Grade 
(%)
48 

Rutile 
Grade 
(%)
4 

Change HM 
Tonnes 
Millions

3 

65 
87 
46 
132 
149 
48 
197 

0.1 

2.0 
5.7 
3.4 
9.2 
7.7 
3.5 
11.2 

2.1 

3.1 
6.6 
7.5 
6.9 
5.2 
7.2 
5.7 

21 

27 
57 
69 
61 
49 
68 
55 

54 

48 
11 
10 
10 
20 
11 
17 

3 

4 
4 
2 
3 
4 
2 
3 

(0.6)

(1.3)

(1.8)

Notes:
(1)   Competent Persons - Ore Reserves:  A Walkenhorst (MAusIMM). The Ore Reserves were estimated in accordance with the JORC 

Code (2012 Edition), other than the Ore Reserves for the South West deposits, which have not materially changed and were estimated 
in accordance with the JORC Code (2004 Edition). Iluka Resources is undertaking further work in order to report these estimates in 
accordance with the JORC Code (2012 Edition).  
(2)   Ore Reserves are a sub-set of Mineral Resources.
(3)   Rounding may generate differences in last decimal place.
(4)   Mineral assemblage is reported as a percentage of in situ HM content.
(5)   Rutile component in Perth Basin South West operations is sold as a leucoxene product.
(6)   The quoted figures are stated as at 31 December 2020 and have been depleted for all production conducted to this date.

Iluka Resources Limited, Annual Report 2020      

157

 
 
 
 
 
 
 
 
PHYSICAL, FINANCIAL AND CORPORATE INFORMATION

ORE RESERVES/ MINERAL RESOURCES STATEMENT 

RUTILE ORE RESERVES (SIERRA LEONE) 

Iluka Rutile Ore Reserve for Sierra Rutile by JORC Category at 31 December 2020

Summary of Ore Reserves for Iluka(1,2,3,6,7)

In Situ Mineral Content(4)

Country
Sierra 
Leone

Region
Sierra Leone

Total

Sierra Leone

Ore 
Reserve 
Category
Proved

Probable

Ore 
Tonnes 
Millions 
29 

239 

268 

In Situ  
Rutile 
Tonnes 
Millions
0.4 

3.2 

3.6 

Rutile
Grade 
(%)
1.5 

1.3 

1.4 

Ilmenite(5)
Grade 
(%)
-  

-  

-  

Zircon(5)
Grade 
(%)
-  

-  

-  

Change 
Rutile 
Tonnes 
Millions

(0.1)

Notes:
(1)   Competent Persons - Ore Reserves:  A Walkenhorst (MAusIMM).
(2)   Ore Reserves are a sub-set of Mineral Resources.
(3)   Rounding may generate differences in last decimal place.
(4)   Mineral content is reported as a percentage of in situ material.
(5)   The ilmenite and zircon are only considered to be at an Inferred level of confidence in the Mineral Resource estimates, and while present, currently 

have a low value ascribed in the reserve optimisation process for Sierra Leone. This is not material to the economic viability.

(6)  The quoted figures are stated as at 31 December 2020 and have been depleted for all production conducted to this date.
(7)  The total Ore Reserves for Sierra Leone are stated. As of 31 December 2020, International Finance Corporation (IFC) held a 10% equity stake in 

Iluka Investments (BVI) Limited, the holding company of Sierra Rutile Limited.

Ore Reserves are estimated using all available geological and relevant drill hole and assay data, including mineralogical sampling 
and test work on mineral recoveries and final product qualities.  Reserve estimates are determined by the consideration of all of 
the “Modifying Factors”, and for example, may include but are not limited to, product prices, mining costs, metallurgical recoveries, 
environmental consideration, access and approvals. These factors may vary significantly between deposits.

The Ore Reserves and Mineral Resources for the Sierra Leone rutile deposits are reported separately as there is insufficient 
information to state the assemblage in terms of a portion of the HM content which is traditionally done in reporting HM deposits. 
Historical data focussed on the in situ rutile content which is honoured in the reporting of Ore Reserves and Mineral Resources for 
Sierra Leone. An equivalent comparison of the rutile tonnages contained in Iluka’s Ore Reserve inventory for HM can be calculated 
using the formula:

[Rutile tonnes = HM tonnes * Rutile %] that is [11.2*(3/100)] = 0.336 Mt of rutile.

The total reported Mineral Resources and Ore Reserves have been stated for Sierra Leone. As at 31 December 2020, International 
Finance Corporation (IFC) held a 10% equity stake in Iluka Investments (BVI) Limited, the holding company of Sierra Rutile Limited. 
The Mineral Resources and Ore Reserves for the Sierra Leone rutile deposits attributable to Iluka will be 90% of the stated estimates.

For the year ending 2020, HM Ore Reserves decreased by 1.8Mt HM associated with mining depletion and adjustments, down from 
13.0Mt HM to 11.2Mt HM. 

The main factors contributing to the movement in Iluka’s HM Ore Reserves during 2020 include the following:

• 

• 

The Eucla Basin Ore Reserves decreased by 0.6Mt HM associated with mining depletion, pit optimisation and re-design at 
Jacinth and Ambrosia.

The Perth Basin Ore Reserves decreased by 1.3Mt HM as a result of mine depletion and adjustment at Cataby (-0.3Mt HM) and 
MSP By-Product Stockpile (-0.1Mt HM) and write down of the Capel South (-0.5Mt HM), Elgin (-0.2Mt HM) and Scotts (-0.2Mt 
HM) Deposits.

158

      Iluka Resources Limited, Annual Report 2020

 
HM ORE RESERVES MINED AND ADJUSTED

Iluka HM Ore Reserves mined and adjusted by country and region at 31 December 2020

Summary of Ore Reserve Depletion(1)

Category
Active Mines

Non-Active 
Sites

Active Mines
Non-Active 
Sites

Country Region
Australia Eucla Basin

Total

Eucla Basin
Perth Basin

Total
Total

Total
Total

Perth Basin
Active Mines

Non-Active 
Sites
Ore Reserves

In Situ
HM
Tonnes
Millions 
2019 
2.6 

In Situ
HM
Grade  
(%) 
2019 
3.0 

In Situ
HM
Tonnes
Millions 
Mined 
2020
(0.4)

In Situ
HM
Tonnes(2)
Millions 
Adjusted 
2020
(0.2)

- 

2.6 
6.8 
3.6 

10.4 
9.4 
3.6 

- 

- 

-

3.0 
5.8 
13.5 

7.2 
4.6 
13.5 

(0.4)
(0.6)
- 

(0.6)
(1.0)
- 

(0.2)
1.1 
(1.7)

(0.7)
0.9 
(1.7)

In Situ
HM
Tonnes
Millions 
2020
2.0 

In Situ
HM
Grade 
(%) 
2020
3.1 

In Situ
HM
Tonnes(3)
Millions 
Net Change
(0.6)

- 

2.0 
7.3 
1.9 

9.2 
9.2 
1.9 

- 

3.1 
6.3 
11.4 

6.9 
5.1 
11.4 

- 

(0.6)
0.5 
(1.7)

(1.3)
(0.1)
(1.7)

13.0 

5.6 

(1.0)

(0.8)

11.2 

5.7 

(1.8)

Notes:
(1)   Rounding may generate differences in last decimal place.
(2)   Adjusted figure includes write-downs and modifications in mine design.
(3)   Net change includes depletion by mining and adjustments.

RUTILE ORE RESERVES MINED AND ADJUSTED

The rutile Ore Reserves for Sierra Leone decreased by 0.1Mt rutile associated with mining depletion and adjustments  
at Gangama and Gbeni down from 3.7Mt rutile to 3.6Mt rutile.

Iluka Rutile Ore Reserves mined and adjusted for Sierra Rutile at 31 December 2020

Summary of Ore Reserve Depletion(1)

Country Region
Sierra 
Leone

Sierra Leone

Total

Sierra Leone(4)

Category
Active Mines

Non-Active 
Sites

In Situ
Rutile
Tonnes
Millions 
2019 

0.6 
3.1 

3.7 

In Situ
Rutile
Grade  
(%) 
2019 

1.3 
1.3 

In Situ
Rutile
Tonnes
Millions 
Mined 
2020

(0.1)
- 

In Situ
Rutile
Tonnes(2)
Millions 
Adjusted 
2020

0.1
(0.0)

1.3 

(0.1)

0.1 

In Situ
Rutile
Tonnes
Millions 
2020

In Situ
Rutile
Grade 
(%) 
2020

In Situ
Rutile
Tonnes(3)
Millions 
Net Change

0.6 
3.1 

3.6 

1.4 
1.3 

1.3 

(0.1)
(0.0)

(0.1)

Notes:
(1)   Rounding may generate differences in last decimal place.
(2)   Adjusted figure includes write-downs and modifications in mine design.
(3)   Net change includes depletion by mining and adjustments.
(4)  The total Ore Reserves for Sierra Leone are stated. As at 31 December 2020, International Finance Corporation (IFC) held a  

10% equity stake in Iluka Investments (BVI) Limited, the holding company of Sierra Rutile Limited.

Iluka Resources Limited, Annual Report 2020      

159

 
 
 
 
PHYSICAL, FINANCIAL AND CORPORATE INFORMATION

ORE RESERVES/ MINERAL RESOURCES STATEMENT 

HM MINERAL RESOURCES

Iluka Mineral Resource breakdown by country, region and JORC category at 31 December 2020

Summary of Mineral Resources for Iluka(1,2,3,7)

HM Assemblage(4)

Country Region
Australia Eucla Basin

Total

Eucla Basin
Murray Basin

Total

Murray Basin
Perth Basin

Mineral 
Resource   
Category 
Measured

Indicated
Inferred

Measured
Indicated
Inferred

Measured
Indicated
Inferred

Total
USA

Total

Sri 
Lanka

Total

Total
Total
Total

Perth Basin(5)
Atlantic Seaboard Measured
Indicated
Inferred

Inferred

Atlantic 
Seaboard(6)
Sri Lanka

Sri Lanka(7,8)

Measured
Indicated
Inferred
Grand Total

Material 
Tonnes
Millions 

In Situ
HM
Tonnes
Millions

In Situ
HM
Grade 
(%)

Ilmenite
Grade 
(%)

Zircon
Grade 
(%)

Rutile
Grade 
(%)

Change 
HM 
Tonnes 
Millions

191
89
65
345
16
88
91
195
471
312
203
986
27
47
16

91
136

136

5.1
8.3
3.2
16.6
4.4
18.5
10.5
33.4
28.2
16.7
10.0
54.9
1.3
2.5
0.5

4.4
9.5

9.5

705
536
511
1752

39.0
46.0
33.9
118.9

2.7
9.3
5.0
4.8
27.6
21.0
11.6
17.2
6.0
5.3
5.0
5.6
4.9
5.3
3.1

4.8
7.0

7.0

5.5
8.6
6.6
6.8

35
67
59
56
62
56
49
54
58
54
56
56
67
64
60

64
65

65

55
58
57
57

40
18
21
25
11
11
10
11
11
10
9
10
9
11
11

10
4

4

14
12
9
12

4
2
2
3
11
14
14
13
5
5
5
5

-
-
-

-

5

5

5
8
7
7

(0.8)

-

(0.7)

-

(45.1)

(46.5)

Notes:
(1)   Competent Persons - Mineral Resources:  B Gibson (MAIG).
(2)   Mineral Resources are inclusive of Ore Reserves.
(3)   Rounding may generate differences in last decimal place.
(4)   Mineral assemblage is reported as a percentage of the in situ HM component.
(5)   Rutile component in Perth Basin South West operations is sold as a leucoxene product.
(6)   Rutile is included in Ilmenite for the Atlantic Seaboard region.
(7)   As of 31 December 2020, the total Mineral Resource for Coco stands at 340 million tonnes at 7.0% HM for 24 million tonnes of HM and the Iluka 

Attributable Mineral Resource stands at 136 million tonnes at 7.0% HM for 9.5 million tonnes of HM reflecting Iluka’s 40% ownership.

(8)   PQ Deposit removed due to inability to secure continuity of tenure.

160

      Iluka Resources Limited, Annual Report 2020

RUTILE MINERAL RESOURCES (SIERRA LEONE)

Iluka Rutile Mineral Resources for Sierra Rutile by JORC category at 31 December 2020

Summary of Mineral Resources for Iluka(1,2,3,6)

In Situ Mineral Content

Country
Sierra 
Leone

Region
Sierra Leone

Total

Sierra Leone(6)

Mineral 
Resource 
Category
Measured

Indicated

Inferred

Material 
Tonnes 
Millions 
90 

463 

162 
715 

In Situ  
Rutile 
Tonnes 
Millions
1.2 

4.9 

1.8 
7.9 

Rutile
Grade 
(%)
1.4 

1.1 

1.1 
1.1 

Ilmenite(5)
Grade 
(%)
0.9 

1.0 

0.7 
0.9

Zircon(5)
Grade 
(%)
0.1 

0.1 

0.1 
0.1

Change 
Rutile 
Tonnes 
Millions

(0.3) 

Notes:
(1)   Competent Persons - Mineral Resources: B Gibson (MAIG)
(2)   Mineral Resources are reported inclusive of Ore Reserves.
(3)   Rounding may generate differences in last decimal place.
(4)   Mineral assemblage is reported as a percentage of in situ material.
(5)  

Ilmenite and zircon are included for tabulation purposes under the Measured and Indicated Resource categories. The confidence in the Mineral 
Resource estimates for Ilmenite and zircon are only considered to be at an Inferred level of confidence and should not be used in the estimation of 
Ore Reserves.

(6)   The total Mineral Resources for Sierra Leone are stated. As of 31 December 2020, International Finance Corporation (IFC) held a 10% equity stake 

in Iluka Investments (BVI) Limited, the holding company of Sierra Rutile Limited.

Mineral Resources are estimated using all available and relevant geological, drill hole and assay data, including mineralogical sampling 
and test work on mineral and final product qualities.  Resource estimates are determined by consideration of geology, HM cut-off 
grades, mineralisation thickness vs. overburden ratios and consideration of the potential mining and extraction methodology and are 
prepared in accordance with the 2012 JORC Code.  These factors may vary significantly between deposits.

For the year ending 31 December 2020, Mineral Resources (excluding the Mineral Resources attributable to the Sierra Rutile) 
decreased by 46.5Mt HM net of mining depletion and adjustments (exploration discovery, development and write-downs) down from 
165.4Mt HM to 118.9Mt HM. 

The change in Mineral Resources for 2020 was driven by the following:

• 

• 

• 

Eucla Basin Mineral Resources decreased by 0.80Mt HM as a result of mining depletion and write-down at Ambrosia (-0.27Mt 
HM) and Jacinth (-0.24Mt HM) and updated resource estimation at Atacama (-0.29Mt HM).

The Perth Basin Mineral Resources decreased by 0.66Mt HM as a result of re-estimation, mining depletion and write-down at 
Cataby (-0.62Mt HM) and of mining depletion of the MSP By-Product Stockpile (-0.05Mt HM).

Sri Lanka Mineral Resources decreased by 45.1Mt HM resulting from write-off of the PQ Deposit (-30.7Mt HM) due to the 
inability to secure tenement continuity and recognition of Iluka retaining a 40% ownership of the Coco Deposit (-14.3Mt HM).

The rutile Mineral Resources for Sierra Leone decreased by 0.26Mt rutile, associated with mining depletion for Gbeni (-0.06Mt of 
rutile), mining depletion and write down for Gangama (-0.13Mt of rutile ), write-off of the Mogbwemo Tails (-0.09Mt of rutile) and 
adjustments for Kamatipa (-0.01Mt of rutile) and Komende (0.02Mt rutile). 

Iluka Resources Limited, Annual Report 2020      

161

 
PHYSICAL, FINANCIAL AND CORPORATE INFORMATION

ORE RESERVES/ MINERAL RESOURCES STATEMENT 

HM MINERAL RESOURCES MINED AND ADJUSTED

Iluka Mineral Resources mined and adjusted by country and region at 31 December 2020

Summary of Mineral Resource Depletion(1)

In Situ
HM
Tonnes
Millions 
2019 

4.2 
13.3 

17.4 
-  
33.4 

33.4 
13.7 
41.9 

55.6 
- 
4.4 

4.4 
- 
54.6 

54.6 

17.9 
147.5 

In Situ  
HM  
Grade 
 (%) 
2019 

2.3 
7.5 

4.8 
-  
17.2 

17.2 
4.5 
6.1 

5.6 
- 
4.8 

4.8 
- 
8.1 

8.1 

3.6 
8.1 

In Situ
HM
Tonnes
Millions 
Mined 
2020

In Situ
HM
Tonnes(2)
Millions 
Adjusted 
2020

In Situ
HM
Tonnes(4)
Millions 
2020

In Situ
HM
Grade 
(%) 
2020

In Situ
HM
Tonnes(3)
Millions 
Net Change

(0.4)
-  

(0.4)
-  
-  

-  
(0.6)
-  

(0.6)
- 
- 

- 
- 

- 

(1.0)
- 

(0.1) 
(0.3)

(0.4)
-  
-

-  
0.8 
(0.8)

(0.1)
- 
- 

- 
- 
(45.1)

(45.1)

0.7 
(46.2)

3.7 
13.0 

16.6 
-  
33.4 

33.4 
13.9 
41.0 

54.9 
- 
4.4 

4.4 
- 
9.5 

9.5 

17.6 
101.3 

2.2 
7.3 

4.8 
-  
17.2 

17.2 
4.6 
6.0 

5.6 
- 
4.8 

4.8 
- 
7.0 

7.0 

3.7 
7.9 

6.8 

(0.5)
(0.3)

(0.8)
-  
-

-  
0.2 
(0.8)

(0.7)
- 
- 

- 
- 
(45.1)

(45.1)

(0.3)
(46.2)

(46.5)

165.4 

7.1 

(1.0) 

(45.5)

118.9 

Category
Active Mines

Non-Active 
Sites

Active Mines
Non-Active 
Sites

Active Mines
Non-Active 
Sites

Active Mines
Non-Active 
Sites

Active Mines
Non-Active 
Sites

Country Region
Australia Eucla Basin

Total

Eucla Basin
Murray Basin

Total

Murray Basin
Perth Basin

Total
USA

Total

Sri 
Lanka

Perth Basin
Atlantic 
Seaboard

Atlantic 
Seaboard
Sri Lanka

Total

Sri Lanka(4,5)

Total
Total

Total

Active Mines
Non-Active 
Sites
Mineral 
Resources

Notes:
(1)   Rounding may generate differences in last decimal place.
(2)   Adjusted figure includes write-downs and modifications in mine design.
(3) 
(4)   As of 31 December 2020, the total Mineral Resource for Coco stands at 340 million tonnes at 7.0% HM for 24 million tonnes of HM and the Iluka 

 Net difference includes depletion by mining and adjustments.

Attributable Mineral Resource stands at 136 million tonnes at 7.0% HM for 9.5 million tonnes of HM reflecting Iluka’s 40% ownership.

(5)   PQ Deposit removed due to inability to secure continuity of tenure.

162

      Iluka Resources Limited, Annual Report 2020

 
 
 
 
 
 
 
RUTILE MINERAL RESOURCES MINED AND ADJUSTED (SIERRA LEONE)

Iluka Rutile Mineral Resources mined and adjusted for Sierra Rutile at 31 December 2020

Summary of Mineral Resource Depletion(1)

In Situ
Rutile
Tonnes
Millions 
2019 

1.7 
6.5 

8.2 

In Situ
Rutile
Grade  
(%) 
2019 

1.2 
1.1 

In Situ
Rutile
Tonnes
Millions 
Mined 
2020

(0.1)
-  

In Situ
Rutile
Tonnes(2)
Millions 
Adjusted 
2020

(0.6) 
0.5 

1.1 

(0.1)

(0.1) 

In Situ
Rutile
Tonnes
Millions 
2020

In Situ
Rutile
Grade 
(%) 
2020

In Situ
Rutile
Tonnes(3)
Millions 
Net Change

1.0 
7.0 

7.9 

1.3 
1.1 

1.1 

(0.7)
0.4 

(0.3) 

Country Region
Sierra 
Leone

Sierra Leone

Total

Sierra Leone(4)

Category
Active Mines

Non-Active 
Sites

Notes:
(1)   Rounding may generate differences in the last decimal place.
(2)   Adjusted figure includes write-downs and modifications in mine design.
(3)   Net difference includes depletion by mining and adjustments.
(4)   The total Mineral Resources for Sierra Leone are stated. As of 31 December 2020, International Finance Corporation (IFC) held a 10% equity 

stake in Iluka Investments (BVI) Limited, the holding company of Sierra Rutile Limited.

Iluka Resources Limited, Annual Report 2020      

Sierra Rutile, Sierra Leone

163

 
PHYSICAL, FINANCIAL AND CORPORATE INFORMATION

ANNUAL STATEMENT OF MINERAL RESOURCES AND ORE RESERVES

The Annual Statement of Mineral Resources and Ore Reserves as at 31 December 2020 presented in this Report has been prepared 
in accordance with the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves 2012 Edition 
(the JORC Code 2012) and ASX listing Rules and as disclosed in the announcement dated the 20 February 2017. Information 
prepared and disclosed under the JORC Code 2004 Edition and which has not materially changed since last reported has not 
been updated. Iluka is not aware of any new information or data that materially affects the information included in this Annual 
Statement and confirms that the material assumptions and technical parameters underpinning the estimates in the relevant market 
announcement continue to apply and have not materially changed.

COMPETENT PERSONS STATEMENT

MINERAL RESOURCES AND ORE  
RESERVES CORPORATE GOVERNANCE

The information in this report that relates to Mineral Resources 
is based on information compiled by Mr Brett Gibson who is a 
Member of the Australian Institute of Geoscientists (MAIG). 

The information in this report that relates to Ore Reserves is 
based on information compiled by Mr Andrew Walkenhorst 
who is a Member of the Australasian Institute of Mining and 
Metallurgy (MAusIMM).

Mr Gibson and Mr Walkenhorst are full time employees of Iluka 
Resources.

Mr Gibson and Mr Walkenhorst each have sufficient experience 
that is relevant to the styles of mineralisation and types of 
deposits under consideration and to the activity which is being 
undertaken to qualify as a Competent Person as defined in 
the 2012 Edition of the ‘Australasian Code for Reporting of 
Exploration Results, Mineral Resources and Ore Reserves’, 
the JORC Code 2012 Edition. Mr Gibson and Mr Walkenhorst 
consent to the inclusion in this report of the matters based on 
his information in the form and context in which it appears.

The information in this report that relates to specific Mineral 
Resources and Ore Reserves is based on and accurately 
reflects reports compiled by Competent Persons as defined 
in the JORC Code 2012 for each of the company regional 
business units. Each of these persons is a full-time employee 
of Iluka Resources Limited or its relevant subsidiaries, holds 
equity securities in Iluka Resources Limited and is entitled to 
participate in Iluka’s executive equity long term incentive plan, 
details of which are included in Iluka’s 2020 Remuneration 
report.

All the Competent Persons named are Members of The 
Australasian Institute of Mining and Metallurgy and/or The 
Australian Institute of Geoscientists and/or the relevant 
jurisdiction ROPO (Recognised Overseas Professional 
Organisation) and have sufficient experience which is relevant 
to the styles of mineralisation and types of deposits under 
consideration and to the activity they are undertaking to qualify 
as a Competent Person as defined in the JORC Code 2012.  At 
the reporting date, each Competent Person listed in this report 
is a full-time employee of Iluka Resources Limited or one of its 
subsidiaries. Each Competent Person consents to the inclusion 
of material in the form and context in which it appears.

All of the Mineral Resource and Ore Reserve figures reported 
represent estimates as at 31 December 2020. All tonnes and 
grade information has been rounded, hence small differences 
may be present in the totals.  All of the Mineral Resource 
information is inclusive of Ore Reserves (i.e. Mineral Resources 
are not additional to Ore Reserves). 

164

      Iluka Resources Limited, Annual Report 2020

Iluka has an established governance process supporting the 
preparation and publication of Mineral Resources and Ore 
Reserves which includes a series of structures and processes 
independent of the operational reporting through business 
units and product groups.

The Audit and Risk Committee has in its remit the governance 
of resources and reserves. This includes an annual review of 
Mineral Resources and Ore Reserves at a group level, as well as 
review of findings and progress from the Group Resources and 
Reserves internal audit programme within the regular meeting 
schedule.

Mineral Resources and Ore Reserves are estimated by Iluka 
Personnel or suitably qualified independent personnel using 
industry standard techniques and supported by internal 
guidelines for the estimation and reporting of Mineral 
Resources and Ore Reserves.

All Mineral Resource and Ore Reserve estimates and supporting 
documentation is reviewed by Competent Persons employed 
by Iluka. If there is a material change in the estimate of a Mineral 
Resource, the Modifying Factors for the preparation of Ore 
Reserves, or reporting an inaugural Mineral Resource or Ore 
Reserve and if it is considered prudent to have an external 
review, then the estimate and supporting documentation 
in question is reviewed by a suitably qualified independent 
Competent Person.

The Iluka Mineral Resource and Ore Reserve position is 
reviewed annually by a suitably qualified independent 
Competent Person prior to publication and the governance 
process is also audited by an independent body 
(PricewaterhouseCoopers).

Iluka has continued the development of internal systems and 
controls in order to meet JORC (2012) guidelines in all external 
reporting, including the preparation of all reported data by 
Competent Persons as members of The Australasian Institute 
of Mining and Metallurgy (The AusIMM), The Australian Institute 
of Geoscientists (AIG) or Recognised Overseas Professional 
Organisations (ROPOs).

The establishment of an enhanced governance process has 
also been supported by a number of process improvements 
and training initiatives over recent years, including a Web 
based group reporting and sign-off database, annual 
internal Competent Person reports and Competent Person 
development and training.

SHAREHOLDER AND CORPORATE INFORMATION

As at 31 January 2021

AUSTRALIAN SECURITIES EXCHANGE LISTING

Iluka’s shares are listed on the Australian Securities Exchange (ASX) Limited. The company is listed as Iluka Resources Limited with an 
ASX code of ILU.

SHARES ON ISSUE

The company had 422,769,681 shares on issue as at 31 January 2021. A total of 199,955 ordinary shares are restricted pursuant to 
the Directors, Executives and employees share acquisition plan, equity incentive plan and employee share plan.

SHAREHOLDINGS

There were 21,247 shareholders. Voting rights, on a show of hands, are one vote for every registered holder and on a poll, are one 
vote for each share held by registered holders.

DISTRIBUTION OF SHAREHOLDINGS

Range

1 - 1,000
1,001 - 5,000
5,001 - 10,000
10,001 - 100,000
100,001 - 1,000,000
1,000,001 and over
Unmarketable Parcels

TOP 20 SHAREHOLDERS (NOMINEE COMPANY HOLDINGS)

Name

HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED

J P MORGAN NOMINEES AUSTRALIA PTY LIMITED

CITICORP NOMINEES PTY LIMITED

NATIONAL NOMINEES LIMITED

BNP PARIBAS NOMS PTY LTD (DRP)

UBS NOMINEES PTY LTD

BNP PARIBAS NOMINEES PTY LTD (AGENCY LENDING DRP A/C)

HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED  

(NT-COMNWLTH SUPER CORP A/C)

NETWEALTH INVESTMENTS LIMITED (WRAP SERVICES A/C)

HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED-GSCO ECA

CITICORP NOMINEES PTY LIMITED (COLONIAL FIRST STATE INV A/C) 

R O HENDERSON (BEEHIVE) PTY LIMITED

UBS NOMINEES PTY LTD

BNP PARIBAS NOMINEES PTY LTD HUB24 CUSTODIAL SERV LTD (DRP A/C)

ONE MANAGED INVT FUNDS LTD (SANDON CAPITAL INV LTD A/C)

CS THIRD NOMINEES PTY LIMITED (HSBC CUST NOM AU LTD 13 A/C)

NEWECONOMY COM AU NOMINEES PTY LIMITED <900 ACCOUNT)

HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED

BNP PARIBAS NOMINEES PTY LTD (IB AU NOMS RETAILCLIENT DRP)

MR ANGUS MACKAY

Number of shares

168,425,483

99,059,272

42,794,729

20,180,003

11,911,286

10,435,936

7,225,969

2,762,644

2,055,698

1,250,195

1,164,725

1,080,000

608,260

581,030

558,155

553,635

542,679

505,804

501,906

481,250

SUBSTANTIAL SHAREHOLDERS  
(AS PROVIDED IN DISCLOSED SUBSTANTIAL SHAREHOLDER NOTICES TO THE COMPANY) 

Total holders

12,243
7,146
1,140
668
38
12
 (less than $500) -  1,822

% units

39.84

23.43

10.12

4.77

2.82

2.47

1.71

0.65

0.49

0.30

0.28

0.26

0.14

0.14

0.13

0.13

0.13

0.12

0.12

0.11

Shareholder

Perpetual Investment Management Limited

Sumitomo Mitsui Trust Holdings, Inc.

BlackRock Group 

Vanguard Group

Aware Super Pty Ltd

Schroder Investment Management Australia Limited

Shareholding

% of issued capital

52,080,085

40,106,390

33,198,095

25,373,149

21,589,552

21,142,530

12.32%

9.49%

7.85%

6.00%

5.11%

5.00%

Iluka Resources Limited, Annual Report 2020      

165

CALENDAR OF KEY EVENTS

25  February

9 March 5:30pm (WST)

23 April

27 April 9:30am (WST)

29 April 9:30am (WST)

22 July

25 August

21 October

31 December

Announcement of financial results 

Close of nominations 

March quarterly review

Closure of acceptances of proxies for AGM 

Annual General Meeting 

June quarterly review 

Announcement of half year financial results

September quarterly review

Financial year end

All dates are indicative and subject to change. Shareholders are advised to check with the company to confirm timings.

SHAREHOLDER AND NEW INVESTOR INFORMATION

Key shareholder information –  Iluka website: www.iluka.com

To assist those considering an investment in the company, the investors and media section of the Iluka website contains key 
shareholder information, which includes the calendar of events. This site contains information on Iluka’s products, marketing, 
operations, ASX releases and financial and quarterly reports. It also contains links to other sites, including the share registry.

INVESTOR RELATIONS ENQUIRIES

Investor Relations 
Level 17, 240 St Georges Terrace 
Perth WA 6000 
Telephone: +61 8 9360 4700 
Email: investor.relations@iluka.com

DIVIDENDS

Iluka’s Board of Directors typically makes a determination on dividend payments twice each year. Iluka introduced a dividend 
reinvestment plan (DRP) in 2018.

SHARE REGISTRY SERVICES

Shareholders who require information about their shareholdings, dividend payments or related administrative matters should contact 
the company’s share registry:

Computershare Investor Services Pty Ltd 
Level 11, 172 St Georges Terrace 
Perth WA 6000 
Telephone: 1300 733 043 (within Australia) or +61 3 9415 4801 (outside Australia)
Facsimile: +61 3 9473 2500 

Postal address 
GPO Box 2975
Melbourne VIC 3001
Website: www.investorcentre.com/au

ANNUAL REPORTS AND EMAIL NOTIFICATION OF MAJOR ACCOUNTS 

Shareholders can elect to receive a printed copy of the Annual Report and/or receive an email notification related to major company 
events. Please contact Computershare. Each enquiry should refer to the shareholder number which is shown on holding statements 
and dividend statements.

166

      Iluka Resources Limited, Annual Report 2020

CORPORATE INFORMATION

COMPANY DETAILS

REGISTERED OFFICE

WEBSITE

Iluka Resources Limited  
ABN: 34 008 675 018

Level 17, 240 St Georges Terrace Perth 
Western Australia, 6000 

COMPANY SECRETARY

POSTAL ADDRESS

Sue Wilson, Company Secretary
Nigel Tinley, Joint Company Secretary

GPO Box U1988 Perth,  
Western Australia, 6845 Australia 
Telephone: +61 8 9360 4700 
Facsimile: +61 8 9360 4777

www.iluka.com

The site contains information on Iluka’s 
products, marketing, operations, ASX 
releases and financial and quarterly 
reports. It also contains links to other 
sites, including the share registry. 

NOTICE OF ANNUAL GENERAL MEETING

Iluka’s 66th Annual General Meeting of Shareholders will be held on Thursday, 29 April 2021 commencing at 9:30am (WST). 

In line with the Federal Government’s proposed legislation to extend relief facilitating virtual meetings, and having regard to the 
uncertainty and potential health risks associated with large gatherings during the COVID-19 pandemic, there will not be a physical venue 
for shareholders to attend but shareholders will be able to participate in the meeting online. Shareholders are nevertheless encouraged 
to lodge proxy votes in advance of the meeting to ensure that their voting instructions will be received and votes cast, and to monitor the 
Company’s website and ASX platform in case any alternative arrangements become necessary.

CLOSE OF NOMINATIONS 

All nominations for election as a director at the 66th Annual General Meeting of Shareholders must be received in writing no later than 
5:30pm (WST) on Tuesday, 9 March 2021 in order to be valid under Iuka’s constitution.

FORWARD-LOOKING STATEMENTS

This document contains certain statements which constitute “forward-looking statements”. 

Often, but not always, forward-looking statements can generally be identified by the use of forward-looking words such as “may”, “will”, 
“expect”, “plan”, “believes”, “estimate”, “anticipate”, “outlook” and “guidance”, or similar expressions, and may include, without limitation, 
statements regarding plans; strategies and objectives of management; anticipated production and production potential; estimates of 
future capital expenditure or construction commencement dates; expected costs or production outputs; estimates of future product 
supply, demand and consumption; statements regarding future product prices; and statements regarding the expectation of future 
Mineral Resources and Ore Reserves. 

While these forward-looking statements reflect Iluka’s expectations at the date of this report, they are not guarantees or predictions of 
future performance or statements of fact. The information is based on Iluka forecasts and as such is subject to variation related to, but 
not restricted to, economic, market demand/supply and competitive factors. 

Forward-looking statements are only predictions and are subject to known and unknown risks, uncertainties, assumptions and other 
important factors that could cause the actual results, performances or achievements of Iluka to differ materially from future results, 
performances or achievements expressed, projected or implied by such forward-looking statements. Readers are cautioned not to 
place undue reliance on these forward-looking statements, which speak only as of the date thereof. 

Except as required by applicable laws or regulations, Iluka does not undertake to publicly update or review any forward-looking 
statements, whether as a result of new information or future events. Iluka cautions against reliance on any forward-looking statements 
or guidance, particularly in light of the current economic climate and the significant volatility, uncertainty and disruption arising in 
connection with COVID-19.

Information on likely developments in the Group’s business strategies, prospects and operations for future financial years and the 
expected results that could result in unreasonable prejudice to the Group (for example, information that is commercially sensitive, 
confidential or could give a third party a commercial advantage) has not been included below in this report. The categories of 
information omitted include forward-looking estimates and projections prepared for internal management purposes, information 
regarding Iluka’s operations and projects, which are developing and susceptible to change, and information relating to commercial 
contracts.

NON-IFRS FINANCIAL INFORMATION 

This document contains non-IFRS financial measures including cash production costs, non-production costs, mineral sands EBITDA, 
Underlying Group EBITDA, EBIT, free cash flow, and net debt amongst others. Iluka management considers these to be key financial 
performance indicators of the business and they are defined and/or reconciled in Iluka’s annual results materials and/or Annual Report. 
Non-IFRS measures have not been subject to audit or review. All figures are expressed in Australian dollars unless stated otherwise.

Iluka Resources Limited, Annual Report 2020      

167

Tutunup South, Western Australia

Jacinth-Ambrosia, South Australia
168

      Iluka Resources Limited, Annual Report 2020

Cataby, Western Australia

Narngulu, Western Australia
169

Iluka Resources Limited, Annual Report 2020      

www.iluka.com

A

B

N

3

4

0

0

8

6

7

5

0

1

8

Narngulu, Western Australia