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: 9.08
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

$13.14

07 Dec
2023

0.080

OPEN

$13.10

0.61%

HIGH

$13.19

3,844,497

LOW

$13.02

TARGET
$14.01 6.6% upside
Franking for last dividend paid out: 4%
OTHER COMPANIES IN THE SAME SECTOR
AGL . AIA . ALX . APA . CEN . DBI . DBI . GNP . MEZ . ORG . SRJ .
FNARENA'S MARKET CONSENSUS FORECASTS
TCL: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx 2.1 26.5 xxx
DPS (cps) xxx 58.0 63.1 xxx
EPS Growth xxx 100.0% 100.0% xxx
DPS Growth xxx 41.5% 8.7% xxx
PE Ratio xxx N/A 49.7 xxx
Dividend Yield xxx N/A 4.8% xxx
Div Pay Ratio(%) xxx 2788.5% 238.2% xxx

Dividend yield today if purchased 3 years ago: 4.14%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.41

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: 29/06 - ex-div 31.5c (franking 4%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx2.1
DPS All xxxxxxxxxxxxxxx58.0
Sales/Revenue xxxxxxxxxxxxxxx4,157.0 M
Book Value Per Share xxxxxxxxxxxxxxx408.1
Net Operating Cash Flow xxxxxxxxxxxxxxx1,735.0 M
Net Profit Margin xxxxxxxxxxxxxxx1.54 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx0.47 %
Return on Invested Capital xxxxxxxxxxxxxxx0.21 %
Return on Assets xxxxxxxxxxxxxxx0.17 %
Return on Equity xxxxxxxxxxxxxxx0.47 %
Return on Total Capital xxxxxxxxxxxxxxx2.92 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx127.0 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 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx384 M
Long Term Debt xxxxxxxxxxxxxxx18,317 M
Total Debt xxxxxxxxxxxxxxx18,701 M
Goodwill - Gross xxxxxxxxxxxxxxx466 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx2,081 M
Price To Book Value xxxxxxxxxxxxxxx3.49

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx1,175.0 M
Capex % of Sales xxxxxxxxxxxxxxx28.27 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,992 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx217 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx13,910 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

0.5

No. Of Recommendations

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

Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxxxxx xx xxxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

20/10/2023

3

Equal-weight

$14.28

8.68%

In response to Transurban Group's 1Q traffic and revenue update, Morgan Stanley anticipates a modest positive reaction on the share market.

Compared to the previous corresponding period, gross average daily traffic (ADT) rose by 3%, while the company's proportional ADT was up by 1.4%.

Management re-affirmed FY24 distribution guidance of 62cps.

Target $14.28. Equal Weight. Industry View: Cautious.

FORECAST
Morgan Stanley forecasts a full year FY24 dividend of 63.00 cents and EPS of 17.00 cents.
Morgan Stanley forecasts a full year FY25 dividend of 67.00 cents and EPS of 31.00 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

TCL STOCK CHART

FNArena News on TCL

1
ESG Focus: Rounding Up A Psychosocial FY23 Season

Nov 20 2023 - ESG Focus
2
In Case You Missed It – BC Extra Upgrades & Downgrades – 10-11-23

Nov 10 2023 - Weekly Reports
3
ESG Focus: Day Of The TRIFRS

Nov 09 2023 - ESG Focus
4
Australian Broker Call *Extra* Edition – Nov 08, 2023

Nov 08 2023 - Daily Market Reports
5
Rudi’s View: Outlook 2024, Is History Our Guide?

Nov 08 2023 - Rudi's View

Latest Infrastructure & Utilities News

1
ESG Focus: The Little Big Things – 15-11-2023

Nov 15 2023 - ESG Focus
2
ESG Focus: ESG-Linked Remuneration Now In Focus

Oct 19 2023 - ESG Focus
3
Book Excerpt: Need To Know About Investing In Infrastructure

Jun 09 2023 - Book Reviews
4
The Prudence Of Infrastructure In A Recession

Jun 09 2023 - International
5
Building A Road Back to Surplus In Victoria

Jun 06 2023 - Australia
6
Treasure Chest: APA Group’s Electric Future

May 31 2023 - Treasure Chest
7
Transurban In A Sweet Spot

Apr 18 2023 - Australia
8
AGL Energy Calls It Quits on Coal

Oct 04 2022 - ESG Focus
9
Origin Exits Gas for Clean Energy

Sep 21 2022 - ESG Focus
10
Treasure Chest: Underweight On Origin

Jul 06 2022 - Treasure Chest