Aurizon Holdings Ltd. · ASX:AZJ
Aurizon — ASX CEO Connect (December 2023)
9 slides from Aurizon's conference presentation, Dec 5, 2023
Slide 1: ASX CEO Connect Presentation cover letter
Aurizon Holdings Limited ABN 14 146 335 622 ASX Market Announcements ASX Limited 20 Bridge Street For personal use only Sydney NSW 2000 BY ELECTRONIC LODGEMENT 5 December 2023 ASX CEO Connect Presentation Attached for release to the market is a copy of the slide presentation to be delivered by Mr An
Slide 2: ASX CEO Connect - Aurizon
SX CEO CONNECT Aurizon > ASX:AZJ 5 Andrew Harding @ Managing Director & CEO £2? AURIZON.
Slide 3: No reliance on this document / Statements about the future
For personal use only NO RELIANCE ON THIS DOCUMENT STATEMENTS ABOUT THE FUTURE This document was prepared by Aurizon Holdings Limited (ACN 146 335 622) (referred to as “Aurizon” which includes its related This document contains “forward-looking statements”. The words “expect”, “anticipate”, “likely”
Slide 4: About Aurizon
For personal use only ASX CEO CONNECT > aurizon. About Aurizon Aurizon is Australia’s largest rail freight operator. Our operational footprint spans across mainland Australia, with over 5,000km of track infrastructure and the largest fleet of locomotives and wagons fEmnercra K Australia’s leading in
Slide 5: Aurizon market position for contestable rail haulage
For personal use only Bauxite Copper Iron ore Nickel Phosphate Rare earths Wheat Met. Coal Thermal Coal Aluminium: transport, Batteries, Steel, infrastructure Batteries, Food consumption Wind turbines, electric Food consumption Steel, infrastructure Electricity generation, construction electric vehi
Slide 6: For personal use only
For personal use only carbon emissions (per tonne equivalent semi-trailer trucks Economic and productivity Aurizon is committed to a target Supportive rail infrastructure kilometre) by rail compared per single freight train2 gains are achievable where of net-zero operational investment environment:
Slide 7: FY2024 guidance and key assumptions
For personal use only FY2024: › Group underlying EBITDA expected to be in the range of $1,590m - $1,680m › Sustaining capex expected to be $600-$660m (including ~$40m of transformational project capital) › Growth capex expected to be $250-$300m Key assumptions › Network: revenue and EBITDA growth dr
Slide 8: Containerised freight: National Interstate, Central Corridor, Land-bridging
For personal use only National Interstate Central Corridor Land-bridging ~200k TEU1 ~150k TEU2 Capacity (per annum) Capacity (per annum) › Utilising regional ports with adjacent infrastructure to › Wholesale linehaul operation › Integrated operation within Bulk Central unload container ships, and su
Slide 9: Aurizon Operations and Network
For personal use only ASX CEO CONNECT Aurizon Operations Coal, Bulk and Containerised Freight -= Aurizon Network = South Australia and Northern Territory Network TASMANIA