Transurban Group Croissance future
Future contrôle des critères 2/6
Transurban Group devrait augmenter ses bénéfices et son chiffre d'affaires de 12.5% et de 3.8% par an respectivement. Le BPA devrait croître de de 12.6% par an. Le rendement des capitaux propres devrait être 19.8% dans 3 ans.
Informations clés
12.5%
Taux de croissance des bénéfices
12.57%
Taux de croissance du BPA
| Infrastructure croissance des bénéfices | 13.7% |
| Taux de croissance des recettes | 3.8% |
| Rendement futur des capitaux propres | 19.77% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 17 Jul 2026 |
Mises à jour récentes de la croissance future
Recent updates
TCL: Stable Traffic And FY26 Distributions Will Support A Fairly Valued Outlook
Analysts have trimmed their price target on Transurban Group slightly to A$13.96 from A$13.97, citing updated assumptions that point to a modestly lower revenue growth outlook, a marginally higher discount rate, a marginally stronger profit margin, and a slightly lower future P/E ratio. What's in the News Transurban Group shares recently reached a new 52-week high, supported by confidence in stable toll-road income and traffic across Melbourne, Brisbane, Sydney, and North America.Transurban Group (ASX:TCL) Shares Could Be 17% Undervalued After M7 M12 Project Completion
Transurban Group (ASX:TCL) has completed the M7-M12 Integration Project in Western Sydney, opening the M7-M12 Interchange and finishing a major M7 widening that may affect future toll road traffic patterns. See our latest analysis for Transurban Group. Against this project backdrop, Transurban Group’s share price has an A$15.06 latest close, with a 30 day share price return of 5.39% and 90 day share price return of 9.53%. The 1 year total shareholder return of 8.33% sits alongside a 5 year...TCL: Steady Traffic Trends And Margins Will Support A Fairly Valued Outlook
Analysts have raised their price target for Transurban Group slightly to A$13.97 from A$13.91, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Transurban reported Average Daily Traffic (ADT) growth of 3.6% for the month ended March 2026, based on its latest traffic update.TCL: Steady Traffic And Margins Will Support A Fairly Valued Outlook
Analysts have trimmed their price target for Transurban Group slightly to A$13.91 from A$13.94, reflecting modest adjustments to the discount rate, revenue growth outlook, profit margin assumptions and future P/E expectations. What's in the News Reported Average Daily Traffic (ADT) growth of 3.6% for March 2026, based on monthly traffic results.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.
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.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 6/30/2029 | 4,660 | 866 | 2,347 | 2,184 | 1 |
| 6/30/2028 | 4,116 | 677 | 2,610 | 2,598 | 8 |
| 6/30/2027 | 4,022 | 691 | 2,243 | 2,308 | 10 |
| 6/30/2026 | 3,955 | 550 | 2,148 | 2,255 | 10 |
| 12/31/2025 | 3,920 | 478 | 1,014 | 1,619 | N/A |
| 9/30/2025 | 3,845 | 306 | 811 | 1,567 | N/A |
| 6/30/2025 | 3,770 | 133 | 608 | 1,515 | N/A |
| 3/31/2025 | 3,799 | 104 | 569 | 1,549 | N/A |
| 12/31/2024 | 3,827 | 75 | 529 | 1,583 | N/A |
| 9/30/2024 | 3,973 | 201 | 522 | 1,607 | N/A |
| 6/30/2024 | 4,119 | 326 | 515 | 1,631 | N/A |
| 3/31/2024 | 4,185 | 277 | 395 | 1,572 | N/A |
| 12/31/2023 | 4,250 | 227 | 275 | 1,513 | N/A |
| 9/30/2023 | 4,204 | 146 | 280 | 1,486 | N/A |
| 6/30/2023 | 4,157 | 64 | 284 | 1,459 | N/A |
| 3/31/2023 | 4,147 | 114 | 433 | 1,409 | N/A |
| 12/31/2022 | 4,137 | 163 | 581 | 1,359 | N/A |
| 9/30/2022 | 3,772 | 91 | 475 | 1,171 | N/A |
| 6/30/2022 | 3,406 | 19 | 369 | 982 | N/A |
| 3/31/2022 | 3,085 | -29 | 191 | 915 | N/A |
| 12/31/2021 | 2,764 | -77 | 13 | 848 | N/A |
| 9/30/2021 | 2,825 | -166 | -69 | 871 | N/A |
| 6/30/2021 | 2,886 | -256 | -152 | 893 | N/A |
| 3/31/2021 | 2,829 | -346 | -275 | 879 | N/A |
| 12/31/2020 | 2,771 | -437 | -398 | 864 | N/A |
| 9/30/2020 | 2,970 | -247 | -418 | 998 | N/A |
| 6/30/2020 | 3,169 | -58 | -438 | 1,131 | N/A |
| 3/31/2020 | 3,521 | 41 | -484 | 1,227 | N/A |
| 12/31/2019 | 3,873 | 139 | -530 | 1,323 | N/A |
| 9/30/2019 | 4,020 | 155 | N/A | 1,260 | N/A |
| 6/30/2019 | 4,166 | 171 | N/A | 1,197 | N/A |
| 3/31/2019 | 3,977 | 224 | N/A | 1,158 | N/A |
| 12/31/2018 | 3,788 | 276 | N/A | 1,119 | N/A |
| 9/30/2018 | 3,543 | 381 | N/A | 1,086 | N/A |
| 6/30/2018 | 3,298 | 485 | N/A | 1,053 | N/A |
| 3/31/2018 | 3,160 | 476 | N/A | 1,042 | N/A |
| 12/31/2017 | 3,022 | 467 | N/A | 1,031 | N/A |
| 9/30/2017 | 2,877 | 353 | N/A | 934 | N/A |
| 6/30/2017 | 2,732 | 239 | N/A | 837 | N/A |
| 3/31/2017 | 2,610 | 184 | N/A | 805 | N/A |
| 12/31/2016 | 2,488 | 128 | N/A | 772 | N/A |
| 9/30/2016 | 2,349 | 114 | N/A | 841 | N/A |
| 6/30/2016 | 2,210 | 99 | N/A | 910 | N/A |
| 3/31/2016 | 2,081 | 92 | N/A | 836 | N/A |
| 12/31/2015 | 1,952 | 84 | N/A | 761 | N/A |
| 9/30/2015 | 1,906 | -49 | N/A | 533 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de TCL ( 12.5% par an) est supérieure au taux d'épargne ( 3.6% ).
Bénéfices vs marché: Les bénéfices de TCL ( 12.5% par an) devraient croître plus rapidement que le marché Australian ( 11.4% par an).
Croissance élevée des bénéfices: Les bénéfices de TCL devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de TCL ( 3.8% par an) devrait croître plus lentement que le marché de Australian ( 5.7% par an).
Croissance élevée des revenus: Le chiffre d'affaires de TCL ( 3.8% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de TCL devrait être faible dans 3 ans ( 19.8 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/20 10:23 |
| Cours de l'action en fin de journée | 2026/07/20 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Transurban Group est couverte par 28 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Benjamin Brayshaw | Barrenjoey Markets Pty Limited |
| Shaurya Visen | BofA Global Research |