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Aurizon (AZJ) investor relations material
Aurizon H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary18 Aug, 2025
Executive summary
Underlying EBITDA for FY25 fell 3% to $1,576M, impacted by deferred network revenue and bulk provisions; statutory EBITDA down 6% and underlying NPAT down 14% year-over-year.
Revenue rose 3% year-over-year, driven by coal, bulk, and containerized freight, while network revenue was flat due to offsetting factors.
Free cash flow declined 22% to $518M, but was up 19% in the second half; payout ratio maintained at 80% with a fully franked dividend of 6.5¢ per share.
Announced a new $150M share buyback, following a $300M buyback last year, totaling $450M across FY25 and FY26.
Cost-out program identified $60M in annualized savings, with full benefit from July 2025.
Financial highlights
Revenue increased 3% to $3,952M, but EBITDA margin dropped to 39.9% from 42.2% year-over-year.
Statutory NPAT was $303M, down 25%, and EPS fell 12% to 19.56c.
Bulk earnings fell 26% to $169M, impacted by higher doubtful debt provisions and lower iron ore and grain volumes.
Coal earnings were flat, with higher volumes and yield offset by increased operating costs and doubtful debt provisions.
Free cash flow post-growth capex was down 10%; total CapEx was $695M, down 17% year-over-year.
Outlook and guidance
FY26 underlying EBITDA expected between $1,680M and $1,750M, supported by changes in network revenue recognition.
Dividend guidance for FY26 is $0.19–$0.20 per share, with payout ratio expected to remain at 80%.
Sustaining CapEx forecast at $610M–$660M; growth CapEx at $100M–$150M.
All segments expected to deliver higher EBITDA in FY26, with bulk benefiting from non-recurrence of provisions and increased grain volumes.
Containerized freight expected to approach EBITDA breakeven in FY26, with further improvement in FY27.
Assess carbon cost impact on Bulk business.
UT6 progress and finalization timeline?
Discuss redeployment of Whitehaven capacity.
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AGM 202516 Oct, 2025
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Frequently asked questions
Aurizon Holdings Limited, formerly known as QR National Limited, through its subsidiaries, operates as a rail freight operator in Australia. The company transports coal for the mining sector and exports of mineral concentrates from various ports located along the eastern and south-western coasts of Queensland and from Newcastle New South Wales; and bulk grain to customers in northern, western, central and southern Queensland. It transports bulk resources, such as coal, grain, minerals (including lead concentrate and zinc concentrate), fertilizers, steel products (principally sheet steel), ores, chemicals and other commodities domestically; and exports timber to customers in Indonesia. Aurizon Holdings Limited is based in Fortitude Valley, Australia.
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