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Transurban Group (TCL) investor relations material
Transurban Group AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meetings for three entities were opened with acknowledgment of traditional owners and a focus on community engagement, including First Nations Driver Programs.
Security holders were welcomed both in person and online, with voting and Q&A procedures outlined for all participants.
Meetings scheduled for 8 October 2025 at 11:00 am AEDT, held at Melbourne Convention and Exhibition Centre and online.
Financial performance review
Proportional toll revenue rose 5.6% to AUD 3.7 billion, with proportional operating EBITDA up 7.4%.
Operating costs held flat at AUD 947 million, and free cash (excluding capital releases) increased by 7.6% to over AUD 2 billion.
$2.02 billion in gross distributions to security holders.
2.5 million average daily trips, 2.2% increase in average daily traffic, and 11.3 million customers.
North America contributed nearly 25% of revenue growth, with strong traffic growth across all markets.
Board and executive committee updates
Peter Scott retired from the Board after significant contributions since 2016.
Marina Go and Sarah Ryan stood for re-election as non-executive directors.
Michael Wright was announced as a new non-executive director, joining in November and standing for election next year.
Board includes Chair Craig Drummond, CEO Michelle Jablko, and several non-executive directors.
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Operating profit rose 28.9% in 2025, with strong core business and digital segment growth. - GM
Disciplined transformation, resilient cash flow, and software growth drive a strong outlook. - BTBT
Transitioned to a strategic asset model centered on ETH staking and AI infrastructure growth. - COR
Q1 FY2026 revenue up 5.5% to $85.9B; adjusted EPS rose 9.4% to $4.08. - STC
Scalable, high-margin IT communications provider for SMBs with strong recurring revenue and growth momentum. - APAM
AUM hit $180B, strong returns and Grandview deal drove growth despite equity outflows. - PSX
Q4 2025 earnings hit $2.9B, with record refining yields and strong portfolio transformation. - ARCC
FY 2025 delivered $2.01 Core EPS, $1.86 net income/share, and a $0.48 Q1 2026 dividend. - HMN
Record core earnings, 12.4% ROE, and 10% EPS growth guidance for 2026. - AFG
Record underwriting profit, strong ROE, and over $700M returned to shareholders in 2025.
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