Transurban Group Dirección
Dirección controles de criterios 3/4
El CEO de Transurban Group es Michelle Jablko , nombrado en Oct 2023, tiene una permanencia de 2.58 años. compensación anual total es A$5.11M, compuesta por 40.1% salario y 59.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.006% de las acciones de la empresa, por valor de A$2.48M. La antigüedad media del equipo directivo y de la junta directiva es de 2.6 años y 4.8 años, respectivamente.
Información clave
Michelle Jablko
Chief Executive Officer (CEO)
AU$5.1m
Compensación total
| Porcentaje del salario del CEO | 40.07% |
| Permanencia del CEO | 2.6yrs |
| Participación del CEO | 0.006% |
| Permanencia media de la dirección | 2.6yrs |
| Promedio de permanencia en la Junta Directiva | 4.8yrs |
Actualizaciones recientes de la dirección
Recent updates
TCL: Traffic Resilience And Higher Margins Will Support A Fairly Valued Outlook
Analysts have slightly reduced their price target for Transurban Group by A$0.05 to A$13.94 as they factor in updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Transurban reported Average Daily Traffic (ADT) growth of 3.6% for March 2026, giving you a recent snapshot of usage across its toll road network (company announcement).TCL: Tunnel Opening And 2025 Distribution Will Support A Fairly Valued Outlook
Analysts have trimmed their price target on Transurban Group from A$14.36 to A$13.99, reflecting adjustments to fair value, discount rate, revenue growth assumptions, profit margin outlook and the future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from A$14.36 to A$13.99.TCL: Tunnel Opening And 2025 Distribution Will Support A Fairly Valued Outlook
Analysts have maintained their A$14.36 price target for Transurban Group, citing a slightly higher discount rate and revenue growth outlook, along with a lower profit margin and a higher assumed future P/E multiple. What's in the News The West Gate Tunnel Project is scheduled to open to traffic on Sunday 14 December 2025, providing an alternative route to the West Gate Bridge and connecting the West Gate Freeway to the Port of Melbourne and CityLink (Key Developments).TCL: Tunnel Opening And Distribution Outlook Will Shape Fairly Valued Profile
Analysts have modestly adjusted their valuation framework for Transurban Group, keeping the fair value estimate steady at A$14.36 while refining assumptions around the discount rate, profit margin and future P/E to better reflect current expectations for earnings quality and risk. What's in the News West Gate Tunnel Project is scheduled to open to traffic on Sunday 14 December 2025, providing an alternative to the West Gate Bridge and a new connection between the West Gate Freeway, the Port of Melbourne and CityLink (Key Developments).Some Confidence Is Lacking In Transurban Group's (ASX:TCL) P/S
When you see that almost half of the companies in the Infrastructure industry in Australia have price-to-sales ratios...TCL: West Gate Tunnel Opening And Lower Discount Rate Will Shape Outlook
Analysts now see fair value for Transurban Group at A$14.36, up from A$14.21, with the shift linked to updated views on discount rates, revenue growth, profit margins and a higher assumed future P/E multiple. What's in the News The West Gate Tunnel Project in Melbourne is scheduled to open to traffic on Sunday 14 December 2025, providing an alternative to the West Gate Bridge and connecting the West Gate Freeway to the Port of Melbourne, CityLink and the CBD (Key Developments).Is Transurban Group (ASX:TCL) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Transurban Group (ASX:TCL) Has Announced That It Will Be Increasing Its Dividend To A$0.34
Transurban Group's ( ASX:TCL ) dividend will be increasing from last year's payment of the same period to A$0.34 on...Transurban Group's (ASX:TCL) Shares May Have Run Too Fast Too Soon
When you see that almost half of the companies in the Infrastructure industry in Australia have price-to-sales ratios...Transurban Group (ASX:TCL) Takes On Some Risk With Its Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Urbanization And New Projects Will Revitalize Australian Toll Roads
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.Transurban Group's (ASX:TCL) Price Is Out Of Tune With Revenues
Transurban Group's ( ASX:TCL ) price-to-sales (or "P/S") ratio of 11.4x may look like a poor investment opportunity...Calculating The Fair Value Of Transurban Group (ASX:TCL)
Key Insights The projected fair value for Transurban Group is AU$12.21 based on 2 Stage Free Cash Flow to Equity...Here's Why Transurban Group (ASX:TCL) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
AI Technology And North American Expansion Will Shape Future Prospects
Strategic positioning in growth areas and infrastructure innovation could drive long-term revenue increases and operational efficiencies for Transurban.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | AU$478m |
| Sep 30 2025 | n/a | n/a | AU$306m |
| Jun 30 2025 | AU$5m | AU$2m | AU$133m |
| Mar 31 2025 | n/a | n/a | AU$104m |
| Dec 31 2024 | n/a | n/a | AU$75m |
| Sep 30 2024 | n/a | n/a | AU$201m |
| Jun 30 2024 | AU$4m | AU$2m | AU$326m |
| Mar 31 2024 | n/a | n/a | AU$277m |
| Dec 31 2023 | n/a | n/a | AU$227m |
| Sep 30 2023 | n/a | n/a | AU$146m |
| Jun 30 2023 | AU$3m | AU$1m | AU$64m |
| Mar 31 2023 | n/a | n/a | AU$114m |
| Dec 31 2022 | n/a | n/a | AU$163m |
| Sep 30 2022 | n/a | n/a | AU$91m |
| Jun 30 2022 | AU$3m | AU$1m | AU$19m |
| Mar 31 2022 | n/a | n/a | -AU$29m |
| Dec 31 2021 | n/a | n/a | -AU$77m |
| Sep 30 2021 | n/a | n/a | -AU$166m |
| Jun 30 2021 | AU$891k | AU$373k | -AU$256m |
Compensación vs. Mercado: La compensación total ($USD3.69M) de Michelle está en línea con el promedio de empresas de tamaño similar en el mercado Australian ($USD3.87M).
Compensación vs. Ingresos: La compensación de Michelle ha aumentado más de un 20% en el último año.
CEO
Michelle Jablko (52 yo)
Ms. Michelle Nicole Jablko, BEcon, LLB, BEc (Hons) serves as Chief Financial Officer at Transurban Group, Transurban Holdings Limited and Transurban International Limited since March 29, 2021. She serves a...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, MD & Director | 2.6yrs | AU$5.11m | 0.0055% A$ 2.5m | |
| Chief Financial Officer | 2.6yrs | AU$2.48m | 0.0025% A$ 1.1m | |
| Group Executive of Operations | 1.6yrs | AU$1.41m | 0.0013% A$ 589.4k | |
| Group Executive of Customer & Technology | 5.6yrs | AU$2.19m | 0.0014% A$ 607.4k | |
| General Manager Strategy & Investor Relations | no data | sin datos | sin datos | |
| Corporate Media Manager | no data | sin datos | sin datos | |
| Group Executive of People and Culture | 1.3yrs | sin datos | sin datos | |
| President of North America | 2.5yrs | sin datos | sin datos | |
| Company Secretary | 6.3yrs | sin datos | sin datos | |
| Group Executive of Delivery and Risk & Acting Group Executive of Australian Markets | no data | sin datos | sin datos | |
| Group Executive of Corporate Affairs | no data | sin datos | sin datos |
Equipo directivo experimentado: El equipo directivo de TCL se considera experimentado (2.6 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, MD & Director | 2.6yrs | AU$5.11m | 0.0055% A$ 2.5m | |
| Independent Non-Executive Director | 4.8yrs | AU$283.00k | 0.0011% A$ 494.9k | |
| Independent Non-Executive Director | 5.5yrs | AU$317.99k | 0.00084% A$ 377.9k | |
| Independent Non-Executive Director | 8yrs | AU$259.50k | 0.00053% A$ 238.5k | |
| Independent Chairman | 4.8yrs | AU$679.00k | 0.0019% A$ 859.4k | |
| Independent Non-Executive Director | 5.5yrs | AU$256.50k | 0.00072% A$ 324.0k | |
| Independent Non-Executive Director | 10.2yrs | AU$259.50k | 0.0013% A$ 598.4k | |
| Independent Non-Executive Director | 4.4yrs | AU$256.50k | 0.00056% A$ 252.0k | |
| Independent Non-executive Director | 2.7yrs | AU$256.50k | 0.00019% A$ 85.5k | |
| Non-Executive Director | less than a year | sin datos | sin datos | |
| Independent Non-Executive Director | 2.2yrs | AU$259.76k | 0.00029% A$ 130.5k |
Junta con experiencia: La junta directiva de TCL se considera experimentada (4.8 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 08:41 |
| Precio de las acciones al final del día | 2026/05/11 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Transurban Group está cubierta por 27 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Benjamin Brayshaw | Barrenjoey Markets Pty Limited |
| Shaurya Visen | BofA Global Research |