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Waratah Minerals Limited (WTM) Fair Value & Analysis

Basic Materials · AU · Market cap A$203M

WM Waratah Minerals Limited WTM · AU
PriceA$0.5600
Fair ValueA$0.3300
Upside-41.1%
Quality95/100
Evidence: Low Range A$0.2500 – A$0.4100

Fair value as of: Jun 24, 2026

From 2 valuation models · updated 5 days ago

Share price −28.5% over the past month.

Price vs Fair Value (12 months)

A$0.9429 A$0.3029 Fair Value A$0.3300 Jun 2025 Jun 2026

12‑month range A$0.3029 – A$0.9429 · fair‑value band A$0.2500 – A$0.4100 · the A$0.5600 price screens above the A$0.3300 fair value. As of Jun 24, 2026.

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Analysis

Waratah Minerals Limited (WTM) currently trades at A$0.5600, while our model-based Fair Value estimate is A$0.3300 — implying the stock looks roughly 41.1% overvalued today. We read business quality at 95/100 (high quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: low).

Trailing-twelve-month revenue stands at A$800K. It earns a return on equity of -77.7%. The balance sheet holds a net cash position of A$28.6M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) A$800K
Return on equity -77.7%
Free cash flow −A$12.6M FY2025
EPS (TTM) A$-0.0700
Net cash A$28.6M FY2025

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

About the company

Waratah Minerals Limited operates as a diversified minerals exploration company. It explores for copper, gold, and nickel deposits. The company holds a 100% interest in the Spur Project, consisting of EL5238 located in Central Western New South Wales; Stavely-Stawell Project comprising a single exploration license, EL6871 located in Western Victoria, Australia; and the Azura Project that consists of three granted exploration licenses, E80/4944, E80/5116, and E80/5347, and one application license, E80/5348, covering an area of approximately 258 square kilometers located in Western Australia. It is also involved in investing activities in Australia. The company was formerly known as Battery Minerals Limited and changed its name to Waratah Minerals Limited in December 2023. Waratah Minerals Limited was incorporated in 2011 and is based in Orange, Australia.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Waratah Minerals Limited reported revenue of A$0 in FY2025 versus A$0 in FY2021. Reported net income was −A$17.1M in FY2025.

Revenue
FY21 A$0
FY22 A$370K
FY23 A$7.4K
FY24 A$102K
FY25 A$0
Net income
FY21 −A$5.9M
FY22 A$867K
FY23 −A$8.1M
FY24 −A$24.1M
FY25 −A$17.1M

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Frequently asked questions

Is Waratah Minerals Limited (WTM) undervalued?
As of Jun 24, 2026, our model estimates a fair value of A$0.3300 versus a price of A$0.5600 — about −41% (overvalued). Model-based estimate, not financial advice.
What is the fair value of WTM?
Our 21-model fair value for Waratah Minerals Limited is A$0.3300 (as of Jun 24, 2026), built from audited fundamentals. The current price is A$0.5600.
What is the quality score of WTM?
Waratah Minerals Limited has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Waratah Minerals Limited (WTM)?
Waratah Minerals Limited reported trailing-twelve-month revenue of about A$800K (latest available figure, as of Jun 24, 2026).
What is the net profit margin of WTM?
The net profit margin of Waratah Minerals 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.