PILBF(PILBF)

$3.70—Stale · unknown old

PILBF(PILBF)

OTC • Last print unknown ago

$3.70—Stale · unknown old

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Writing up the research noteFirst read for a new ticker takes about 20-30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.

8/30/26

PLS (PILBF)

Sunday

12:03 AM

ThesisConcerns over potential regulatory changes and expiring contracts with key customers are creating uncertainty around future revenue streams.

Revenue Outlook

Metric	FY2026	FY2027E	FY2028E
Revenue	$1.9B	$3.1B	$2.7B
Rev. Growth	+117%	+61.1%	-14.9%
EPS	$0.16	$0.38	$0.27
EPS Growth	+347%	+135%	-29.1%
P/E (fwd)	23.1×	9.8×	13.9×

★ Analysts see FY2027 revenue reaching $3.1B — +61.1% growth in a single year.

What Moves the Stock

01Lithium price fluctuations in the global market
02Production volumes from the Pilgangoora Project
03Demand growth from electric vehicle manufacturers
04Regulatory changes affecting mining operations
05Lithium concentrate sales - 100%
06Transition to electric vehicles
07Sustainability in mining practices

FY2026 Snapshot

Revenue: $1.9B
Rev. Growth: +117%
Gross Margin: 47.0%
Op. Margin: 43.1%
Net Margin: 27.1%
Net Income: $525M
NI Growth: +368%
EPS: $0.16
1Y Return: +142%

PILBF Chart

My Notes

"Management has indicated that while demand remains strong, regulatory pressures could impact operational flexibility."
Moat: Pilbara's competitive advantage lies in its high-quality lithium resources and established relationships within the electric vehicle supply…
growth - Investors are drawn to the high growth potential associated with the electric vehicle market.
Higher interest rates can increase financing costs for expansion projects, potentially delaying capital expenditures and impacting growth.
Watch on earnings: Lithium spot price, Production costs per ton of lithium concentrate, Global electric vehicle sales growth.

One Sentence Summary:

PLS: the story is balanced — lithium price fluctuations in the global market.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.