TRANSURBAN GROUP LIMITED (TCL)
Share Price Analysis and Chart

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TCL - TRANSURBAN GROUP LIMITED

FNArena Sector : Infrastructure & Utilities
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 9.25
Index: ASX20 | ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

Transurban is one of the world's largest toll-road operators. It manages and develops urban toll road networks in Australia, Canada and the US. It first listed on the ASX in 1996.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$12.56

20 Nov
2024

-0.050

OPEN

$12.57

-0.40%

HIGH

$12.66

2,633,903

LOW

$12.50

TARGET
$13.433 7.0% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
AGL . AIA . ALX . APA . CEN . DBI . DBI . GNE . GNP . MEZ . ORG . SRJ .
FNARENA'S MARKET CONSENSUS FORECASTS
TCL: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 10.6 33.8 xxx
DPS (cps) xxx 62.0 65.0 xxx
EPS Growth xxx 100.0% 100.0% xxx
DPS Growth xxx 6.9% 4.8% xxx
PE Ratio xxx N/A 37.2 xxx
Dividend Yield xxx N/A 5.2% xxx
Div Pay Ratio(%) xxx 587.7% 192.6% xxx

Dividend yield today if purchased 3 years ago: 4.54%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.94

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 28/12 - ex-div 30c (franking 0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx10.6
DPS All xxxxxxxxxxxxxxx62.0
Sales/Revenue xxxxxxxxxxxxxxx4,119.0 M
Book Value Per Share xxxxxxxxxxxxxxx357.0
Net Operating Cash Flow xxxxxxxxxxxxxxx2,149.0 M
Net Profit Margin xxxxxxxxxxxxxxx7.91 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx2.76 %
Return on Invested Capital xxxxxxxxxxxxxxx1.08 %
Return on Assets xxxxxxxxxxxxxxx0.86 %
Return on Equity xxxxxxxxxxxxxxx2.76 %
Return on Total Capital xxxxxxxxxxxxxxx3.42 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx302.0 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx1,413 M
Long Term Debt xxxxxxxxxxxxxxx18,538 M
Total Debt xxxxxxxxxxxxxxx19,951 M
Goodwill - Gross xxxxxxxxxxxxxxx466 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx2,041 M
Price To Book Value xxxxxxxxxxxxxxx3.47

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx1,116.0 M
Capex % of Sales xxxxxxxxxxxxxxx27.09 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,840 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx190 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx12,863 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.4

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

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xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

23/10/2024

3

Hold

$12.65

0.72%

Transurban Group's 1Q25 update revealed some weakness in traffic with Melbourne down -1% compared to Brisbane up 1.3% and Sydney rising 1.9%, notes Morgans. North America results were mixed.

Morgans adjusts forecasts for average daily traffic and a slight rise in the CPI outlook.

The analyst forecasts a compound average growth rate in EBITDA of around 9% for FY25 to FY28 which is at the lower end of consensus for FY25-FY26 and above for FY27-FY28.

Hold rating and $12.65 target price.

FORECAST
Morgans forecasts a full year FY25 dividend of 65.00 cents.
Morgans forecasts a full year FY26 dividend of 67.50 cents.

Macquarie

xx/xx/xxxx

3

xxxxxxx

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xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

30/10/2024

3

Neutral

$12.30

-2.07%

Jarden notes Transurban Group's reaffirmation of FY25 distribution guidance at 65 cents per share at the AGM with notable strength in North American assets, traffic rising 6.5% year-on-year.

The West Gate Tunnel in Melbourne, expected by late 2025, is anticipated to drive traffic recovery.

Although no new concessions in Australia are likely until NSW toll reform discussions conclude, the broker notes ongoing brownfield expansion and US partnerships present growth opportunities.

Jarden's EPS forecasts for FY25-27 have been modestly revised downward. Neutral rating unchanged. Target price falls to $12.30 from $12.40.

FORECAST
Jarden forecasts a full year FY25 dividend of 65.00 cents and EPS of 15.40 cents.
Jarden forecasts a full year FY26 dividend of 68.30 cents and EPS of 22.30 cents.
Access Extra Coverage Research History >

TCL STOCK CHART

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