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Aurizon Holdings Limited (ASX:AZJ)

ALERT: Price-sensitive ASX Announcement for AZJ
Current share price for AZJ : $4.260 0.09 (2.16%)+
Announcement
Release
6 May 2026 8:21AM
Price at Release
$4.170
Full Release
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Summary
Aurizon Holdings Limited provided a business update reaffirming its FY2026 financial guidance during the Macquarie Australia Conference. The company reported increased network volumes, coal, and bulk volumes, with fuel supply managed effectively despite global challenges. The company anticipates temporary negative EBITDA impact due to timing differences in fuel price recovery but maintains guidance for underlying EBITDA between $1,680m and $1,750m and a dividend of 22-23 cents per share. Capital expenditures remain unchanged, with non-growth capex projected at $580m-$600m and growth capex at $100m-$150m. Key operational assumptions include increased regulatory revenue for the Network, higher coal volumes, and improved bulk earnings driven by grain volume increases and non-recurrence of previous provisions.
Key Points
  • Aurizon business update issued on 6 May 2026.
  • FY2026 guidance reaffirmed with EBITDA between $1,680m and $1,750m.
  • Dividend guidance maintained at 22-23 cents per share.
  • Increased network volumes and coal haulage noted.
  • Bulk business saw higher volumes with a 6.7% increase.
  • Temporary fuel price impact expected to negatively affect EBITDA by $10m.
  • Capital expenditures unchanged with non-growth capex at $580m-$600m.
  • Growth capex remains $100m-$150m.
  • Operational assumptions include improved regulatory revenue and coal volumes.
  • Fuel supply remained uninterrupted despite global challenges.
IMPORTANT NOTE: This information is autogenerated and has not been reviewed for accuracy or completeness. You should refer to the full announcement here for further information.