TCL.ASX: NSW Toll Reform and June traffic

NSW Toll Reform and June traffic

Stock	Transurban Group (TCL.ASX)
Release Time	3 Aug 2026, 8:56 a.m.
Price Sensitive	Yes

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Transurban Welcomes NSW Toll Reform

Key Points

NSW Toll Reform finalised, expected to benefit motorists
Key changes include toll price reductions and two-way tolling on Eastern Distributor
Transurban's near-term distributions expected to remain unaffected
June traffic update shows mixed results across Sydney, Melbourne, and Brisbane
North America traffic increased by 6.9% in June

Full Summary

Transurban Group has welcomed the finalization of the NSW Toll Reform, which includes toll price reductions on the M2, M7, LCT, and CCT, two-way tolling on the Eastern Distributor, and a new motorcycle vehicle class. The proposed M7-M2 Widening is also expected to enhance travel time savings. The reform aims to deliver additional benefits for motorists while preserving the value of existing concession contracts without negatively impacting Transurban's near-term distributions. Transurban's June traffic update shows mixed results, with Sydney traffic increasing by 2.5%, Melbourne by 6.1%, and Brisbane by 1.7%. North America traffic increased by 6.9%, and large vehicle traffic across the Australian portfolio increased by 11.8%.