Transurban FY26 investor presentation

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Stock Transurban Group (TCL.ASX)
Release Time 13 Aug 2026, 8:01 a.m.
Price Sensitive Yes
 Transurban FY26 Investor Presentation
Key Points
  • FY26 ADT increase of 2.2% (ex. WGT 1.4%)
  • Proportional Total Revenue of $4,047m
  • Proportional Operating Costs of $984m
  • Proportional EBITDA of $3,110m
  • FY26 statutory profit after tax of $432m
Full Summary

Transurban Group has presented its FY26 results, showing a 2.2% increase in ADT (excluding WGT impact) and a total revenue of $4,047 million. The company reported proportional operating costs of $984 million, leading to a proportional EBITDA of $3,110 million. The statutory profit after tax for FY26 was $432 million. Key projects completed during FY26 include the M7 widening and the M7-M12 Interchange, contributing to improved traffic flows and reduced congestion. The company also highlighted its strategic priorities, including the NSW Toll Reform proposal, which aims to benefit all stakeholders. Transurban's U.S. business saw a 26% CAGR in free cash since FY23, and the company is progressing on several growth projects, including the I-95 Bi-directional Project and the Logan West Upgrade.

Guidance

FY27 distribution guidance of 72 cps, free cash coverage expected slightly below 95-105% targeted range

Outlook

Transurban expects FY27 distribution to be 72 cps with free cash coverage slightly below the targeted range of 95-105%.