Aurizon Holdings Ltd. · ASX:AZJ
Aurizon — Macquarie Australia Conference 2019
14 slides from Aurizon's conference presentation, May 1, 2019
Slide 1: Macquarie Investor Day Presentation ASX announcement
Aurizon Holdings Limited ABN 14 146 335 622 For personal use only ASX Market Announcements ASX Limited 20 Bridge Street Sydney NSW 2000 BY ELECTRONIC LODGEMENT 1 May 2019 Macquarie Investor Day Presentation For release to the market please find attached a copy of the presentation being delivered lat
Slide 2: Macquarie Conference 2019
Macquarie Conference 2019 For personal use only Andrew Harding – MD & CEO May 2019
Slide 3: Disclaimer
MACQUARIE CONFERENCE 2019 Disclaimer For personal use only NO RELIANCE ON THIS DOCUMENT NO OFFER OF SECURITIES This document was prepared by Aurizon Holdings Limited (ACN 146 335 622) (referred to Nothing in this presentation should be construed as a recommendation of or an offer to sell or a as “Au
Slide 4: Aurizon is Australia's largest integrated freight rail network
MACQUARIE CONFERENCE 2019 Aurizon is Australia’s largest integrated freight rail network The business unit structure has simplified the company. Above Rail consists of the Coal and For personal use only Bulk business units, Below Rail consists of Network ABOVE RAIL BELOW RAIL Coal Bulk Network › Ser
Slide 5: Aurizon's strategic vision
MACQUARIE CONFERENCE 2019 Aurizon’s strategic vision Is delivered through levers designed to improve performance and position the company for For personal use only the future OUR VISION OUR PURPOSE The first Growing choice for bulk regional commodity Australia by transport delivering bulk solutions
Slide 6: Achievements to date
MACQUARIE CONFERENCE 2019 Achievements to date Actions have been aligned to the optimise and excel levers with good progress despite For personal use only external challenges Business unit Ongoing operational Freight review restructure efficiency › Bulk retained with › Increases › Achieved $380m ref
Slide 7: Coal fundamentals remain supportive
MACQUARIE CONFERENCE 2019 Coal fundamentals remain supportive Demand is driven by steel and energy growth in Asia, supporting an increase in Australian For personal use only exports of ~2%pa over the next decade AUSTRALIA: METALLURGICAL COAL EXPORT Export Volume and Price Hard Coking Coal Price (USD
Slide 8: Coal business update
MACQUARIE CONFERENCE 2019 Coal business update Operating in a competitive haulage market, Coal is continuing to drive operational efficiency For personal use only improvements OPERATIONAL EFFICIENCY IMPROVEMENTS TrainGuard (ETCS)1 Condition Monitoring Precision Railways Expansion Capacity Trial of i
Slide 9: Bulk business update
MACQUARIE CONFERENCE 2019 Bulk business update The Bulk turnaround is making good progress. Aligned to growing commodity markets, Bulk For personal use only has a well developed pipeline of opportunities PROGRESS TO DATE GROWTH OPPORTUNITIES BULK EBIT (EX IRON ORE) AUSTRALIAN EXPORT GROWTH: CAGR% (F
Slide 10: Network business update
MACQUARIE CONFERENCE 2019 Network business update UT5 finalisation provides stability For personal use only REGULATORY UPDATE MAXIMUM ALLOWABLE REVENUE & WACC 9.96% › Aurizon Network submitted a conforming undertaking to 7.17% the QCA on 18 February 2019 which was approved on 21 5.70% February 2019
Slide 11: Improving cashflow and shareholder returns
MACQUARIE CONFERENCE 2019 Improving cashflow and shareholder returns Free cashflow has improved through a disciplined approach around capital expenditure. In For personal use only the absence of growth, surplus capital will be returned to shareholders PRIORITISATION OF CAPITAL SHAREHOLDER RETURNS ($
Slide 12: Key messages
MACQUARIE CONFERENCE 2019 Key messages Aurizon has a simple strategy which enables the delivery of shareholder value For personal use only Growing above ~50% of the rail contract Ongoing Reviewing the Maximise portfolio has book through operational optimal legal distributions stable, improved effici
Slide 13: Q&A
MACQUARIE CONFERENCE 2019 Q&A For personal use only
Slide 14: Contact and further information
Contact and further information Chris Vagg Kath Clapham For personal use only Head of Investor Relations & Manager Investor Relations Group Treasurer kath.clapham@aurizon.com.au chris.vagg@aurizon.com.au +61 7 3019 9044 +61 7 3019 9030 ASX: AZJ US OTC: AZNNY
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