2025 Corporate Report

Security holder information | Contents

10-year history

Operational metrics

FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25

Number of operational assets

# 15

15

16

17

18

21

21

22

22

22

Number of markets Average daily traffic 1 Group

#

4

4

5

5

5

5

5

5

5

5

thousand 1,911

1,946

2,035

2,217

2,026

2,018

2,008

2,408

2,449 1,008

2,503 1,036

Sydney

thousand thousand thousand thousand

622 820 383

644 813 394

663 824 403 144

814 851 405 147

761 750 383 132

931 566 407 115

802 648 418 140

995 806 457 149

Melbourne

819 464 157

829 471 168

Brisbane

North America

85

96

Statutory financials Statutory revenue 2

4,166 3,169 2 2,886 2

$ millions 2,210

2,732

3,298

3,406

4,157

4,119

3,770

Statutory NPAT

$ millions

22 209 468 170 (153) 3,272

16

92 376 178

Statutory cash flows from operating activities

$ millions

910 837 1,053

1,197

1,131

893

982

1,459

1,631

1,515

Proportional financials Proportional toll revenue 3,4 Group

$ millions 1,946

2,153

2,340

2,581 1,042

2,492 1,072

2,486 1,278

2,626 1,264

3,314 1,668

3,535 1,767

3,732 1,846

Sydney

$ millions $ millions $ millions $ millions

799 660 313 174

872 687 385 209

944 780 393 223

Melbourne

813 402 324

747 394 279

616 425 167

722 451 189

894 520 232

948 568 252

987 597 302

Brisbane

North America

Proportional Operating EBITDA (excl. non-recurring items) 4,5 Group $ millions 1,480

1,629

1,796

2,016

1,888

1,836 1,033

1,955 1,006

2,482 1,345

2,651 1,390

2,848 1,448

Sydney

$ millions $ millions $ millions $ millions $ millions $ millions

637

702

763

856

879

Melbourne

564 594 688 716 634 502 595 749 783 845 218 268 279 293 286 314 334 381 420 453

Brisbane

North America

86 116 130 210 154

72 133 159 188 221

Corporate and other

(25)

(51)

(64)

(59)

(65)

(85)

(133)

(152)

(130)

(119) 2,659

Free Cash (including Capital Releases) 4,6 Free Cash (excluding Capital Releases and cash reserves) 4,6

926 1,220

1,215

1,527

1,476

1,278

1,491

1,795

2,504

$ millions

926 1,046

1,215

1,285

1,156

939

1,136

1,725

1,867

2,008

Proportional drawn debt 4

$ millions 12,484 13,639 14,971 19,394 22,118 20,763 23,574 24,007 25,868 26,821

Gross debt raised 7

$ millions 4,707 $ millions 1,025

4,518

5,865 15,112

7,968 10,016

6,715 4,220

7,747

5,034

3,491

Equity raised

1,900

4,820

812

Ratios and rates Group EBITDA margin 4,5

% 73.8 73.9 74.9 75.7 73.3 71.7 72.5 73.4 73.7 75.1 % 8.0 8.5 8.9 8.7 7.0 9.4 9.1 12.3 11.5 10.5 x 4.3 3.9 4.9 4.1 3.8 2.8 3.3 4.2 4.2 3.7 % 33.3 35.3 35.2 32.0 35.8 34.3 34.2 35.0 39.9 37.8

FFO/Debt 4

Corporate SICR 4

Gearing 4

Weighted average cost of debt 4 AUD

% 5.2 4.9 4.9 4.6 4.4 4.1 3.9 4.1 4.5 4.5 % 4.3 4.3 4.4 4.4 4.4 4.5 3.6 3.6 3.6 3.7

USD CAD

%

5.8 4.9 5.0 5.0 5.0 4.9 4.9 4.9

Weighted average debt maturity 4,8 Weighted average concession length

years

8.7 9.0 8.6 8.3 8.4 7.7 7.1 6.9 6.7 6.6

years 29.9 29.7 28.3 30.8 28.8 26.2 29.1 28.7 28.3 27.9

Corporate information Market capitalisation 9 Total Shareholder Return 4

$ billions 24.41 24.32 26.63 39.43 38.65 38.96 44.16 43.9 38.34 43.46

18.2

% 35

4

6

31

(1)

3 4.9 3.4 (8.8)

Gross distributions

$ millions

901 1,055

1,174

1,577

1,284

999

1,259

1,785

1,916

2,019

Distributions per security 4

cps 45.5 51.5

56

59

47 36.5

41

58

62

65

Securities on issue 10

millions 2,036

2,052

2,225

2,675

2,735

2,738

3,071

3,081

3,092

3,108

1 CityLink traffic reported as average daily transactions (‘000) 2 Statutory results for FY20 and FY21 have been reclassified to present Transurban Chesapeake as discontinued operations in the current period 3 Definition of toll revenue adjusted in FY16 to include fee revenue. Prior to this, the definition of toll revenue was disclosed as toll revenue only, and fee and other revenue 4 Non-IFRS measure 5 In FY25 the Group changed its definition of Proportional EBITDA and Proportional Operating EBITDA. FY22, FY23 and FY24 Proportional EBITDA, Proportional Operating EBITDA and EBITDA margin have been restated to align to the new definition 6 Free Cash movement has been determined using the FY24 restated Free Cash as the starting point. Refer to FY24 Investor presentation, slide 29. Free Cash calculation is based on Proportional EBITDA, excluding non-recurring items 7 Calculated at 100% of debt facility size exclusive of letters of credit. USD and CAD debt are converted at the relevant closing spot exchange rate where no cross currency swaps are in place 8 FY18 to FY25 has been calculated using proportional drawn debt. FY12 to FY17 was calculated on the full value of available debt facilities. Prior to FY19, the previously reported tenor

did not reflect the amortisation profile that occurs in the latter years of the USA asset debt facilities 9 Market capitalisation calculated using the closing share price on 30 June and total shares on issue 10 Securities on issue based on number of securities as at 30 June

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