2025 Corporate Report

Financial performance highlights | Contents

Financial performance highlights

Key metrics table Financial metrics

% change 1

FY24

FY25

Statutory revenue

$ millions

4,119

3,770

(8.5)

Statutory NPAT

$ millions

376

178

(52.4)

Statutory cash flow from operating activities

$ millions

1,631

1,515

(7.1)

Proportional toll revenue 2

$ millions

3,535

3,732

5.6

Proportional EBITDA 2

$ millions

2,651

2,676

1.0

Proportional Operating EBITDA 2

$ millions

2,651

2,848

7.4

Free Cash (including Capital Releases and cash reserves) 2,5 Free Cash (excluding Capital Releases and cash reserves) 2,5

2,504 3 1,867 3

$ millions

2,659

6.2

$ millions

2,008

7.6

Gross distributions

$ millions

1,916

2,019

5.4

Distributions per security

cps

62

65

4.8

Capital Releases 2

$ millions

505

558

NM

Proportional drawn debt 2

$ millions

25,868

26,821

3.7

Ratios and rates

FY25

Proportional Group EBITDA margin 2

%

75.1

Corporate debt rating 3

rating

BBB+/Baa1/A-

Distributions Free Cash Flow coverage 2

%

99.5

Corporate SICR 2

x

3.7

Gearing 2

%

37.8

Weighted average cost of debt 2,4

FY25

AUD debt

%

4.5

USD debt

%

3.7

CAD debt

%

4.9

5 Figure 4 – Average daily traffic (millions)

Figure 5 – Proportional toll revenue ($ millions) 2

Figure 6 – Proportional Operating EBITDA ($ millions) 2,6

3732

75.1

73.4 73.7

2.5

2.5

71.7 72.5

3535

2.4

3314

2.0

2.0

2848

2651

2482

2626

2486

1955

1836

FY21 FY22 FY23 FY24 FY25

FY21 FY22 FY23 FY24 FY25

FY21 FY22 FY23 FY24 FY25

EBITDA margin (%) Proportional Operating EBITDA ($M)

1 Figures used for calculating percentage movements are based on whole numbers and relate to percentage movements from the previous corresponding period 2 Non-IFRS measure 3 From S&P Global Ratings, Moody’s Investor Service and Fitch Ratings respectively 4 Calculated using proportional drawn debt exclusive of letters of credit 5 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 6 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

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