Market Alert: Trump Revives Trade War Playbook with Tariff Threats
Aurizon Group Limited (ASX: AZJ) has forecast its FY2025 underlying EBITDA to be approximately AU$1,575 million, factoring in two key financial adjustments—one related to lower volumes on the Central Queensland Coal Network (CQCN) and the other concerning Bulk contract receivables. Due to a ~10 million tonne shortfall in regulatory volume assumptions, revenue recovery will be deferred, with AU$50 million in FY2025 earnings expected to be recovered in FY2027 under the revenue cap process. Additionally, the company will raise its impairment provision for trade debtors by around AU$50 million, reflecting increased caution in Bulk receivables.
Despite these adjustments, Aurizon remains committed to its strategic initiatives. Leadership changes have also been announced, with CFO George Lippiatt appointed Group Executive of Bulk and Containerised Freight, streamlining operations and unlocking synergies. Gareth Long will act as CFO and Group Executive Strategy from 1 July 2025. This move reflects Aurizon’s push for operational efficiency as it aligns its freight divisions to drive future growth and cost-effectiveness.
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Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
