AGL Energy's earnings call presented a mixed picture with strong strategic execution, customer satisfaction, and safety improvements, offset by decreased earnings, statutory losses, and challenges in thermal fleet performance. The significant investments in renewable and flexible assets are promising for future growth, but current financial challenges weigh heavily.

Company Guidance -

Q2 2026

In the fiscal year 2025, AGL Energy reported strong financial performance in line with guidance, deploying approximately $900 million towards battery developments and strategic investments. The company achieved a customer satisfaction score of 81.6, with a strategic NPS doubling to plus 8 and a healthy market churn spread of 4.3 percentage points. Despite challenges such as lower fleet availability, AGL's flexible asset portfolio, particularly grid-scale batteries, mitigated earnings impacts. The company's EBITDA and underlying net profit after tax saw reductions due to factors like decreased wholesale electricity prices and strategic pricing decisions to aid customer affordability. AGL declared a fully franked dividend of $0.25 per share, totaling $0.48 for the year, equating to a 50% payout ratio. Looking ahead to FY '26, AGL aims to offset earnings impacts from coal and gas recontracting through investments in flexible assets, projecting an increase in EBITDA driven by improved plan availability and customer markets earnings.

Strategic Execution and Investments

AGL Energy deployed approximately $900 million towards battery developments and strategic investments in FY 2025. The company reached a final investment decision on the 500-megawatt Tomago battery, with the 500-megawatt Liddell battery on track for early 2026 operations.

Customer Satisfaction and Growth

Customer satisfaction remains strong at 81.6, and the strategic NPS doubled to a score of +8. Total services to customers increased by 78,000, driven by growth in telecommunications and Netflix services.

Improvement in Safety Metrics

AGL reported a material improvement in total injury frequency rate down to 2 per million hours worked, driven by safety awareness campaigns and targeted workshops.

Expansion in Renewable and Flexible Assets

AGL's development pipeline of 9.6 gigawatts has more than tripled since 2022, with a clear pathway to FID for 900 megawatts of grid-scale batteries. The flexible asset fleet has grown to 8.3 gigawatts.

Community and First Nations Support

AGL delivered a $90 million customer support package and invested $6 million in communities, including EV subscriptions and services for First Nations businesses, exceeding reconciliation targets.

AGL Energy (AU:AGL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AU:AGL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 11, 2026	2026 (Q2)	0.42 / -	0.554	―	―	―
Aug 12, 2025	2025 (Q4)	0.37 / 0.40	0.612	-34.97% (-0.21)
Feb 11, 2025	2025 (Q2)	0.48 / 0.55	0.593	-6.58% (-0.04)
Aug 13, 2024	2024 (Q4)	0.60 / 0.61	0.275	122.55% (+0.34)
Feb 07, 2024	2024 (Q2)	0.40 / 0.59	0.129	359.69% (+0.46)
Aug 10, 2023	2023 (Q4)	0.28 / 0.28	0.451	-39.02% (-0.18)
Feb 08, 2023	2023 (Q2)	0.25 / 0.13	0.303	-57.43% (-0.17)
Aug 18, 2022	2022 (Q4)	0.07 / 0.45	0.368	22.55% (+0.08)	―	―
Feb 09, 2022	2022 (Q2)	0.26 / 0.30	0.509	-40.47% (-0.21)	―	―
Aug 11, 2021	2021 (Q4)	0.51 / 0.37	0.6	-38.67% (-0.23)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AU:AGL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 12, 2025	AU$10.22	AU$8.88	-13.11%
Feb 11, 2025	AU$11.46	AU$11.48	+0.17%
Aug 13, 2024	AU$10.26	AU$10.49	+2.31%
Feb 07, 2024	AU$7.34	AU$8.09	+10.27%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does AGL Energy Limited (AU:AGL) report earnings?

AGL Energy Limited (AU:AGL) is schdueled to report earning on Feb 11, 2026, TBA (Confirmed).

What is AGL Energy Limited (AU:AGL) earnings time?

AGL Energy Limited (AU:AGL) earnings time is at Feb 11, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of AGL Energy Limited stock?

The P/E ratio of AGL Energy is N/A.

What is AU:AGL EPS forecast?

AU:AGL EPS forecast for the fiscal quarter 2026 (Q2) is 0.42.

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