Transurban Group

TCL.ASX

Industrials

Owner, operator and developer of electronic toll roads and intelligent transport systems.

Market Data

Price

$14.725

-0.0%
Market Cap

$46.7B

P/E Ratio

97.5x

EPS

$0.154

Div. Yield

4.47%

52-Week Change

+0.0%

Latest Earnings

Transurban Appendix 4D and 1H26 Interim Report

19 February 2026

Revenue
$1,983
+8.1% YoY
NPAT
$343.00
EPS
$0.10
Dividend
$0.34

Transurban reported solid 1H26 results with 6.4% growth in proportional toll revenue to $1,991M and 6.4% increase in operating EBITDA to $1,545M, driven by 2.5% traffic growth across the portfolio. The company successfully opened West Gate Tunnel in December 2025 and raised the interim distribution to 34.0 cents per security, reflecting strong operational performance and Free Cash growth of 2.4%. Key points: West Gate Tunnel successfully opened on 14 December 2025, with smooth integration into the broader road network; Average Daily Traffic increased 2.5% across the portfolio with consistent growth in all geographic regions; Proportional operating EBITDA increased 6.4% to $1,545M with strong margins maintained across all segments

Recent Announcements

19 Feb 2026 Actual Results Positive

Transurban Appendix 4D and 1H26 Interim Report

Transurban reported solid 1H26 results with 6.4% growth in proportional toll revenue to $1,991M and 6.4% increase in operating EBITDA to $1,545M, driven by 2.5% traffic growth across the portfolio. The company successfully opened West Gate Tunnel in December 2025 and raised the interim distribution to 34.0 cents per security, reflecting strong operational performance and Free Cash growth of 2.4%. Key points: West Gate Tunnel successfully opened on 14 December 2025, with smooth integration into the broader road network; Average Daily Traffic increased 2.5% across the portfolio with consistent growth in all geographic regions; Proportional operating EBITDA increased 6.4% to $1,545M with strong margins maintained across all segments

7 Feb 2026 Date Announcement Neutral

Earnings Release - 19 February 2026

Upcoming earnings release expected 19 February 2026 (from Yahoo Finance (confirmed))

20 Aug 2025 Actual Results Positive

Transurban Appendix 4E and FY25 Corporate Report

Transurban delivered solid operational performance in FY25 with proportional toll revenue up 5.6% to $3,732M and proportional operating EBITDA up 7.4% to $2,848M, though statutory profit fell 52.4% due to non-cash items and mark-to-market movements. The company maintained distributions at 65 cents per stapled security (up 4.8% YoY), 99.5% covered by free cash of $2,659M, while progressing major projects including the West Gate Tunnel Project (95% complete) and 495 Express Lanes Northern Extension (82% complete). Key points: Proportional toll revenue increased 5.6% to $3,732M, driven by 2.2% traffic growth across all markets reflecting strong customer value perception; Proportional operating EBITDA up 7.4% to $2,848M with EBITDA margin improving 140 basis points, demonstrating operational leverage and efficiency gains; Free cash increased 6.2% to $2,659M with full-year distribution of 65 cents per security up 4.8% YoY, 99.5% covered by operational cash flow

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