Jefferies sees $30 million revenue lift for Australia's Aurizon from 2027 to 2037

Aurizon Holdings

22/12/2025 18:58

** Jefferies sees an annual revenue boost of A$45 million ($29.94 million) for Aurizon AZJ.AX from July 2027 to June 2037 after the company filed a revised access undertaking for its Central Queensland Coal Network for the same period

** New depreciation approach under the undertaking will account for about 80% of the revenue uplift on shorter asset life and older assets with lower depreciation rates

** These changes are expected to increase near-term cash flows, brokerage adds

** Four of 14 analysts rate the stock "buy" or higher, eight "hold", and two "sell"; their median price target is A$3.36, as per data compiled by LSEG

** Stock is up 10.2% YTD, including session's moves

($1 = 1.5029 Australian dollars)

(Reporting by Anjali Singh in Bengaluru)

((anjali.singh2@thomsonreuters.com))