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Lotus Resources Limited (LOT) Fair Value & Analysis

Basic Materials · AU · Market cap A$161M

LR Lotus Resources Limited LOT · AU
PriceA$0.6600
Fair ValueA$2.61
Upside+295.5%
Quality94/100
Evidence: Low Range A$1.95 – A$3.26

Fair value as of: Jun 24, 2026

From 4 valuation models · updated 5 days ago

Share price +1.5% over the past month.

Price vs Fair Value (12 months)

A$3.24 A$0.5200 Fair Value A$2.61 Jun 2025 Jun 2026

12‑month range A$0.5200 – A$3.24 · fair‑value band A$1.95 – A$3.26 · the A$0.6600 price screens below the A$2.61 fair value. As of Jun 24, 2026.

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Analysis

Lotus Resources Limited (LOT) currently trades at A$0.6600, while our model-based Fair Value estimate is A$2.61 — implying the stock looks roughly 295.5% undervalued today. We read business quality at 94/100 (high quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low) — always confirm before acting.

Trailing-twelve-month revenue stands at A$197K. Revenue declined 58.9% year over year. It earns a return on equity of -15.5%. The balance sheet holds a net cash position of A$53.6M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) A$197K
Revenue growth (YoY) -58.9%
Return on equity -15.5%
Free cash flow −A$73.7M FY2025
Operating margin -1,044%
EPS (TTM) A$-0.1400
More key figures
Net cash A$53.6M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Lotus Resources Limited engages in the exploration and development of uranium projects in Africa. The company owns an 85% interest in the Kayelekera uranium project located in Malawi; and owns 100% interest in the Letlhakane uranium project situated in Botswana. The company was formerly known as Hylea Metals Limited and changed its name to Lotus Resources Limited in August 2019. Lotus Resources Limited was incorporated in 2006 and is headquartered in Perth, Australia.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Lotus Resources Limited reported revenue of A$197K in FY2025 versus A$127K in FY2021, a compound +11.5%/yr. Reported net income was −A$13.8M in FY2025.

Revenue +11.5%/yr
FY21 A$127K
FY22 A$2.4M
FY23 A$102K
FY24 A$21.2K
FY25 A$197K
Net income
FY21 −A$5.0M
FY22 −A$12.0M
FY23 −A$9.9M
FY24 −A$24.5M
FY25 −A$13.8M

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Frequently asked questions

Is Lotus Resources Limited (LOT) undervalued?
As of Jun 24, 2026, our model estimates a fair value of A$2.61 versus a price of A$0.6600 — about +295% (undervalued). Model-based estimate, not financial advice.
What is the fair value of LOT?
Our 21-model fair value for Lotus Resources Limited is A$2.61 (as of Jun 24, 2026), built from audited fundamentals. The current price is A$0.6600.
What is the quality score of LOT?
Lotus Resources Limited has a Quality Score of 94/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Lotus Resources Limited (LOT)?
Lotus Resources Limited reported trailing-twelve-month revenue of about A$197K (latest available figure, as of Jun 24, 2026).
What is the net profit margin of LOT?
The net profit margin of Lotus Resources Limited is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.