Transurban Group

Urbanization And New Projects Will Revitalize Australian Toll Roads

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Feb 25

Updated

27 Aug 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

17.3%

7D

0.4%

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1Y

17.3%

7D

0.4%

You can edit this narrative until Aug 27 11:10 AM. Then, changes will post as Updates.

Author's Valuation

AU$14.215.5% overvalued

AnalystConsensusTarget Fair Value

Shared on 27 Aug 25

Fair value Increased 2.45%

Transurban Group’s consensus price target has been raised to A$14.18, reflecting analysts’ expectations for improved revenue from post-construction traffic growth and easing operational disruptions in key metropolitan markets. Analyst Commentary Upgrade driven by reported traffic growth of approximately 2% in FY25.

Shared on 01 May 25

Fair value Increased 0.87%

Shared on 23 Apr 25

Fair value Increased 1.53%

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.074%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget has decreased profit margin from 23.4% to 18.7% and increased future PE multiple from 53.9x to 67.4x.

Shared on 12 Mar 25

Fair value Increased 0.44%

AnalystConsensusTarget has decreased revenue growth from 5.5% to 4.7%, increased profit margin from 18.3% to 23.4% and decreased future PE multiple from 67.1x to 53.9x.

AnalystConsensusTarget Fair Value

AU$14.21

5.5% overvalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

2.62%

Infrastructure revenue growth rate

0.26%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.26%

Calculation

AU$959.64m

Earnings '28

x

58.95x

PE Ratio '28

=

AU$56.57b

Market Cap '28

AU$56.57b

Market Cap '28

/

3.12b

No. shares '28

=

AU$18.12

Share Price '28

AU$18.12 Share Price '28

Discounted to 2025 @ 8.39% p.a.

=

AU$14.23

Fair Value '25