Transurban Group Strategy Overview slide image

Transurban Group Strategy Overview

SYDNEY • Portfolio of ten operational assets with concession lives ranging from 14 to 40 years M7 widening NorthConnex Transurban . Sydney market represented 51.4% of the Group's proportional Toll Revenue in FY21 • • Transurban has a 50% share in WestConnex following the Sydney Transport Partners consortium's successful acquisition of the remaining interest in WestConnex¹ Two projects in delivery including M4-M5 Link and Rozelle Interchange² Embedded toll price escalation floor of 4% per annum or 1% per quarter for M2, NorthConnex, LCT, ED and WestConnex assets³ Remaining assets have embedded CPI-linked toll price escalation³ 100% owned assets include: M2, M5 West, LCT and CCT4 • Non-100% assets include: ED, NorthConnex, Westlink M7 and WestConnex assets4 M12 Motorway M4 Motorway Westlink M7 New M4 Proposed Western Sydney Airport Sydney NSW | Australia Transurban road Transurban project. Potential future road/project Freeway/motorway Tunnel Arterial Toll road (other operator) Hills M2 Lane Cove Tunnel Western Harbour Tuonel Beaches Link Military Rd. -E-ramp Rozelle Interchange M4-M5 Link WestConnex SYDNEY CBD Cross City Tunnel Eastern Distributor Sydney Gateway M5 East M5 West M8 Sydney Airport Moorebank Intermodal M6 Extension Terminal BOTANY BAY Port Botany M5 Motorway Upgrade M6 Extension Kogarah hun westbound-Moorebank Avenue to pume Highway 5 10 Kilometres HISTORICAL DATA Average Daily Traffic ('000) FY19 814 FY20 FY21 KEY STATISTICS 761 931 Sydney population (2020) 5.4M Proportional Toll Revenue (M) $1,042 $1,072 EBITDA (excluding Significant Items) (M) $856 $879 EBITDA margin 82.0% 82.0% 1,278 NSW population growth (10yr CAGR) $1,033 NSW Gross State Product growth (10yr CAGR) 80.9% Number of registered vehicles in NSW (2021)5 1.6% 2.2% 5.9M 1. See WestConnex acquisition (20 September 2021) for more information. 2. Rozelle Interchange is 100% funded and delivered by Transport for New South Wales. 3. See slide 40 for further detail. 4. See slides 36, 37 and 39 for further detail. 5. As at 31 January 2021. TRANSURBAN OVERVIEW | AS AT 30 JUNE 2021 17
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