2022 Corporate Report

Corporate Report for the year ended 30 June 2022

Introduction and overview

Business performance

Governance and risk

Directors’ report

Remuneration report

Financial statements

Sustainability supplement

Security holder information

Section B: Notes to the Group financial statements for the year ended 30 June 2022

Section B: Notes to the Group financial statements for the year ended 30 June 2022

B25 Equity accounted investments (continued) Joint Ventures (continued) TC (50% ownership interest) Effective 31 March 2021, the Group has a 50% ownership interest in TC. The following entities are part of TC: • Transurban Chesapeake LLC; • Capital Beltway Express LLC (the operator of the Capital Beltway Express Lanes); and • 95 Express Lanes LLC (the operator of the 95 Express Lanes).

On 30 April 2022, TC and Branch-Flatiron Joint Venture (BFJV), the D&C Subcontractor on the Fredericksburg Extension project, reached agreement regarding claims related to certain geological soil conditions encountered during construction, including a new Scheduled Service Commencement Date of 15 December 2023. The total cost of the D&C Subcontract has increased by US$102 million ($150 million), of which US$30 million ($44 million) has been offset against provisional payments made previously to BFJV. The Group's proportional contribution to the adjustment to the D&C Subcontract price is included within Note B29. KEY ESTIMATE AND JUDGEMENT The Group’s assessment that it does not control TC has been made by considering the terms of the Purchase Agreement signed by the TC partners, which requires a supermajority vote of at least 77.5% of all shareholders for decisions on significant relevant activities. Considering this, and among other factors, the Group has concluded that it, together with the other TC partners, jointly controls TC and its controlled entities. AM Partners (60% ownership interest) The Group has a 60% ownership interest in AM Partners, whose role is to be the Maryland Department of Transport’s long-term partner to build, finance and operate new Express Lanes in Maryland, USA. Management have assessed that the Group does not control AM Partners considering the ownership and operating agreements, which require unanimous approval by all shareholders for all relevant decisions. Associate Bluedot (4.2% ownership interest) Bluedot is an advanced location services technology company. The Group leverages Bluedot’s location services technology for the Group’s LinktGo application which allows the use of a smartphone’s GPS and other sensors to identify when a driver has entered and exited a toll road. Bluedot’s technology continues to be used by the Group as at 30 June 2022. The carrying value of the Bluedot equity accounted investment is $nil (2021: $nil). Accordingly, summarised financial information, including cumulative losses not recognised, is not disclosed.

Set out below is the reconciliation of the carrying value of equity accounted investments:

Other 5

STP JV

NWRG

TC

Total

2022 2021 $M $M $M $M $M $M $M $M $M $M 2021 2022 2021 2022 2021 2022 2021 2022

Opening carrying value at 1 July

2,774

3,061

263

374

2,714

— — — — —

— — — — — — — — — —

5,751

3,435 2,706

Acquisition

— — —

— — —

2,706

Group's share of loss 1,2

(308)

(140)

(60)

(21)

(368)

(161)

Group’s share of other comprehensive income/(loss)

216

75

29

(1)

245

74

Distributions received

(342)

(335)

(85)

(111)

(65)

— 28

(492)

(446)

Foreign exchange movements

— —

— —

255 139

1

256

28

Capital contributions 3

4,970

113

2

23

5,132

115

Fair value adjustment on issuance of shareholder loan notes and TC loan receivable 4

(1)

1

— 24 —

Closing carrying value at 30 June Cumulative losses not recognised 2,5

7,309

2,774

178 119

263 123

3,013

2,714

10,524

5,751

119

123

1. The Group’s share of STP JV losses includes losses from STP Project Trust of $150 million (2021: $11 million) and STP Asset Trust of $158 million (2021: $129 million). 2. The Group’s share of profits from the investment in the NWRG are currently not recognised until such time as cumulative losses have been fully utilised. Accordingly, any potential deferred tax liability relating to the difference between the accounting base of the investment and the tax base of the investment has not been brought to account as at 30 June 2022. Cumulative losses not recognised above are disclosed at 100%. 3. Capital contributions for AM Partners includes $6 million (2021: $nil) of costs capitalised as part of the cost of the equity accounted investment. 4. During the year, interest bearing loans issued to STP JV and TC were recorded at fair value on initial recognition and subsequently measured at amortised cost using the effective interest method. The difference between the nominal value of the loans and the fair value was treated as a contribution to the equity accounted investment in STP JV and TC. 5. Other equity accounted investments includes AM Partners.

178 178

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