Atlas Arteria · ASX:ALX
Atlas Arteria — 2025 Macquarie Australia Conference
17 slides from Atlas Arteria's conference presentation, May 8, 2025
Slide 1: Presentation to 2025 Macquarie Australia Conference
8 May 2025 ASX RELEASE Presentation to 2025 Macquarie Australia Conference Atlas Arteria (ASX:ALX) attaches the presentation that will be given today by Hugh Wehby (CEO) at the 2025 Macquarie Australia Conference. ____________________________________________________________________________________ F
Slide 2: Important Notice
Atlas Arteria Limited 2 Atlas Arteria International Limited Important Notice: Investors should note that neither of the Atlas Arteria entities has been, or will be, registered under the U.S. Investment Company Act of 1940, as amended (the “U.S. Investment Company Act”), in reliance on the exception
Slide 3: Macquarie Australia Conference 2025
For personal use only MACQUARIE AUSTRALIA CONFERENCE 2025 8 May 2025 NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES Atlas Arteria → 2025 Macquarie Australia Conference → 1
Slide 4: Important Information
Important Information For personal use only Atlas Arteria accepts no obligation to correct or update any Disclaimer Forward Looking Statements forward-looking statement and, to the maximum extent The information in this presentation is given in good faith and This presentation may contain forward-lo
Slide 5: Important Information
Important Information For personal use only Any U.S. Person that is not a Qualified Purchaser, or any investor No Offer acting for the account or benefit of any U.S. Person that is not a This presentation may not be distributed in the United States. Qualified Purchaser, is an “Excluded U.S. Person”
Slide 6: Safety Share
SAFETY SHARE Building a safety-first culture through ethical leadership, compliance, and transparency For personal use only Atlas Arteria is fully committed to enhancing safety with our efforts concentrated in two strategic priority areas: Workforce safety Customer safety Long term vision and target
Slide 7: The Atlas Arteria Business
THE ATLAS ARTERIA BUSINESS Virginia, United States Dulles Greenway Luxembourg United States HQ European HQ For personal use only Ownership: 30.82% Rostock, Germany APRR1 1,890km motorway network in Eastern France Warnow Tunnel 2035 concession expiry Ownership: 30.77% AREA1 408km motorway network in
Slide 8: Delivering Value for All Investors
DELIVERING VALUE FOR ALL INVESTORS Pursuing our strategic objectives with a refocused and consolidated set of priorities For personal use only Optimise performance • Optimise free cash flow from existing portfolio to maximise value and enhance investor returns • Seek to unlock Dulles Greenway cash f
Slide 9: Distributions Overview
DISTRIBUTIONS OVERVIEW Distribution guidance of 40 cps for 2025 and distribution policy implemented For personal use only Atlas Arteria distributions – by period earned (cps) • 2025 distribution guidance of 40 cps1 Chicago Skyway TEILD TST acquisition imposed4 imposed • Distribution policy implement
Slide 10: Dulles Greenway Update
DULLES GREENWAY UPDATE New strategic approach implemented with progress achieved across multiple workstreams For personal use only Appeal of 2024 Rate Case Decision – Supreme Court of Virginia (SCV) • Appeal is now fully briefed by the parties (January-April 2025) • Oral arguments currently schedule
Slide 11: APRR Group Update
APRR GROUP UPDATE Clarity on the future of France's toll road concession system expected after 2027 Presidential election For personal use only Outlook for future concessions • The Transport Minister has launched a national conference on the future of transport in France (Ambition France Transports1
Slide 12: Partnering as a Strategic Enabler
PARTNERING AS A STRATEGIC ENABLER Expanding and deepening collaborations to unlock value opportunities and drive mutual competitive advantage For personal use only Strategic access to resources Capital efficiency • Enhance competitive positioning in key • Unlock cost efficiencies and benefit from ma
Slide 13: Outlook
For personal use only OUTLOOK Portfolio of high-quality businesses, with robust cash flows Improved clarity and transparency on distribution outlook Strong partnerships with key global infrastructure players, with scope to deepen and broaden relationships Multiple levers for sustainable long-term va
Slide 14: Q&A
For personal use only Q&A Contact for investors Tess Palmer Director, Investor Relations +61 (0) 499 972 339 investors@atlasarteria.com Atlas Arteria → 2025 Macquarie Australia Conference → 12
Slide 15: Appendix
For personal use only APPENDIX CALUMET RIVER BRIDGE, CHICAGO SKYWAY, US Atlas Arteria → 2025 Macquarie Australia Conference → 13
Slide 16: Europe Traffic Overview
EUROPE TRAFFIC OVERVIEW Robust traffic performance at APRR against a softer comparative period For personal use only APRR Group1 Warnow Tunnel APRR Group is a c. 2,400km Warnow Tunnel is a 2km toll motorway network in eastern road with two lanes in each France, providing critical direction, includin
Slide 17: United States Traffic Overview
UNITED STATES TRAFFIC OVERVIEW Skyway traffic down given elasticity impact of toll increases; Greenway traffic up driven by congestion on free competing route For personal use only Chicago Skyway Dulles Greenway Chicago Skyway is a 12.5km toll Dulles Greenway is a 22km road in Chicago, connecting th