Transurban Group

ASX:TCL 주식 리포트

시가총액: AU$45.6b

Transurban Group 향후 성장

Future 기준 점검 2/6

Transurban Group (는) 각각 연간 12.5% 및 3.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.8% 로 예상됩니다.

핵심 정보

12.5%

이익 성장률

12.57%

EPS 성장률

Infrastructure 이익 성장13.8%
매출 성장률3.8%
향후 자기자본이익률19.77%
애널리스트 커버리지

Good

마지막 업데이트17 Jul 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Jun 24

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.
분석 기사 • Jun 20

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...
내러티브 업데이트 • Jun 09

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.
내러티브 업데이트 • May 26

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.
내러티브 업데이트 • Apr 24

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).
내러티브 업데이트 • Apr 10

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.
내러티브 업데이트 • Feb 11

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).
내러티브 업데이트 • Jan 28

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).
분석 기사 • Jan 21

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...
내러티브 업데이트 • Jan 13

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).
분석 기사 • Dec 25

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...
분석 기사 • Dec 05

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...
분석 기사 • Oct 04

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...
분석 기사 • Sep 12

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...
내러티브 업데이트 • Aug 27

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.
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새로운 내러티브 • Feb 23

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.

이익 및 매출 성장 예측

ASX:TCL - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/20294,6608662,3472,1841
6/30/20284,1166772,6102,5988
6/30/20274,0226912,2432,30810
6/30/20263,9555502,1482,25510
12/31/20253,9204781,0141,619N/A
9/30/20253,8453068111,567N/A
6/30/20253,7701336081,515N/A
3/31/20253,7991045691,549N/A
12/31/20243,827755291,583N/A
9/30/20243,9732015221,607N/A
6/30/20244,1193265151,631N/A
3/31/20244,1852773951,572N/A
12/31/20234,2502272751,513N/A
9/30/20234,2041462801,486N/A
6/30/20234,157642841,459N/A
3/31/20234,1471144331,409N/A
12/31/20224,1371635811,359N/A
9/30/20223,772914751,171N/A
6/30/20223,40619369982N/A
3/31/20223,085-29191915N/A
12/31/20212,764-7713848N/A
9/30/20212,825-166-69871N/A
6/30/20212,886-256-152893N/A
3/31/20212,829-346-275879N/A
12/31/20202,771-437-398864N/A
9/30/20202,970-247-418998N/A
6/30/20203,169-58-4381,131N/A
3/31/20203,52141-4841,227N/A
12/31/20193,873139-5301,323N/A
9/30/20194,020155N/A1,260N/A
6/30/20194,166171N/A1,197N/A
3/31/20193,977224N/A1,158N/A
12/31/20183,788276N/A1,119N/A
9/30/20183,543381N/A1,086N/A
6/30/20183,298485N/A1,053N/A
3/31/20183,160476N/A1,042N/A
12/31/20173,022467N/A1,031N/A
9/30/20172,877353N/A934N/A
6/30/20172,732239N/A837N/A
3/31/20172,610184N/A805N/A
12/31/20162,488128N/A772N/A
9/30/20162,349114N/A841N/A
6/30/20162,21099N/A910N/A
3/31/20162,08192N/A836N/A
12/31/20151,95284N/A761N/A
9/30/20151,906-49N/A533N/A

애널리스트 향후 성장 전망

수입 대 저축률: TCL 의 연간 예상 수익 증가율(12.5%)이 saving rate(3.6%)보다 높습니다.

수익 vs 시장: TCL 의 연간 수익(12.5%)이 Australian 시장(11.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: TCL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: TCL 의 수익(연간 3.8%)이 Australian 시장(연간 5.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: TCL 의 수익(연간 3.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: TCL의 자본 수익률은 3년 후 19.8%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/22 20:09
종가2026/07/22 00:00
수익2025/12/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

Transurban Group는 28명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Matthew RyanBarrenjoey Markets Pty Limited
Benjamin BrayshawBarrenjoey Markets Pty Limited
Shaurya VisenBofA Global Research