Aurizon Holdings Ltd. · ASX:AZJ
Aurizon — Macquarie Australia Conference 2022
12 slides from Aurizon's conference presentation, May 5, 2022
Slide 1: ASX announcement: Macquarie Australia Conference Presentation
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 5 May 2022 Macquarie Australia Conference Presentation Attached for release to the market is a copy of the slide presentation to be delivere
Slide 2: Macquarie Australia Conference
For personal use only Macquarie Australia Conference 5 May 2022 Picture: Cloncurry depot, North West Queensland
Slide 3: Disclaimer
MACQUARIE AUSTRALIA CONFERENCE 2022 Disclaimer For personal use only NO RELIANCE ON THIS DOCUMENT INFORMATION ON ONE RAIL AND EAST COAST RAIL This document was prepared by Aurizon Holdings Limited (ACN 146 335 622) (referred to as “Aurizon” which includes its related The information on One Rail and
Slide 4: Overview
MACQUARIE AUSTRALIA CONFERENCE 2022 Overview Aurizon is Australia's largest rail-based transport business, with diversified, cross-commodity For personal use only exposure through above and below rail services, and port terminals Below Rail Network ▪ Operation of the Central Queensland Coal Network
Slide 5: Climate Strategy and Action Plan
MACQUARIE AUSTRALIA CONFERENCE 2022 Climate Strategy and Action Plan Aurizon is committed to a long-term target of net-zero operational emissions (scope 1 and 2) For personal use only by 2050 Net-zero operational emissions by 2050 We will continue to assess and enhance our processes for Achieving ou
Slide 6: Market Developments
MACQUARIE AUSTRALIA CONFERENCE 2022 Market Developments Aurizon is largely insulated from increasing inflation and interest rates with revenue protection For personal use only mechanisms. An extended period of elevated coal prices is supportive of increased volume Hard Coking Coal: +325% Thermal Coa
Slide 7: Strategic objectives
MACQUARIE AUSTRALIA CONFERENCE 2022 Strategic objectives Resilient Network and Coal businesses supporting Bulk growth and shareholder returns For personal use only Evolving mix reduces thermal coal exposure Resilient Network and Outcome from achieving Growing bulk business Coal businesses Bulk aspir
Slide 8: Bulk history
MACQUARIE AUSTRALIA CONFERENCE 2022 Bulk history Turnaround in operating and financial performance gives us confidence in our aspiration For personal use only Bulk: Underlying EBITDA Bulk turnaround success driven by disciplined cost-base review and portfolio strengthening $140m • Fit-for purpose st
Slide 9: One Rail acquisition
MACQUARIE AUSTRALIA CONFERENCE 2022 One Rail acquisition Acquisition aligned to Bulk growth strategy with potential to materially grow Bulk earnings. For personal use only East Coast Rail business to be divested BULK: INDICATIVE EBITDA | SHARE OF REVENUE1 (EXCLUDES On 22 October 2021, Aurizon announ
Slide 10: One Rail Bulk
MACQUARIE AUSTRALIA CONFERENCE 2022 One Rail Bulk An integrated rail business with 2,460km of track infrastructure1 exposed to commodities with For personal use only strong demand drivers in central Australia GREATER EXPOSURE TO NEW ECONOMY MARKETS SUPPORTED BY ⚫⚫⚫⚫⚫ Darwin GLOBAL DEMAND TRENDS ⚫ Ka
Slide 11: Aurizon's value creation record
MACQUARIE AUSTRALIA CONFERENCE 2022 Aurizon’s value creation record Cashflows remain stable and the focus on transformation continues For personal use only HIGHLIGHTS AURIZON: EBITDA (underlying) million dollars ✓ Negotiated and executed UT5 Cyclone Debbie 800 China import ban ✓ De-risked the Coal c
Slide 12: Contact and further information
Contact and further information Chris Vagg James Coe Head of Investor Relations & Group Treasurer Manager Market Intelligence & Investor Relations For personal use only +61 7 3019 9030 +61 7 3019 7526 Chris.Vagg@aurizon.com.au James.Coe@aurizon.com.au ASX: AZJ 11
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