The earnings call highlighted strong operational performance and growth in customer markets, coupled with significant progress in energy portfolio transitions. However, challenges in thermal fleet availability and customer margin compression posed concerns. Despite these challenges, the company's strategic positioning and cost management efforts provide a positive outlook.

Company Guidance -

Q4 2025

During the AGL Energy Half Year Results Briefing Conference Call, several key metrics and updates were provided. The underlying profit after tax was reported at $373 million, which is a 7% decrease from the previous half, mainly due to higher depreciation and amortization costs. The company's thermal fleet availability factor was lower this half due to planned outages, but the development pipeline has expanded to 7 gigawatts, with the 500-megawatt Liddell Battery on track for early 2026 operations. AGL's flexible fleet capacity increased to 7.6 gigawatts, with further investment decisions on 1.4 gigawatts of grid-scale battery projects expected within 12-18 months. The company declared an interim ordinary dividend of $0.23 per share, fully franked. Additionally, AGL reported a total injury frequency rate of 2.8 per million hours worked and maintained a strong customer satisfaction score with a strategic NPS of plus 3. The employee engagement score was steady at 72%, and $75 million of the $90 million Customer Support Package has been delivered. The company also highlighted its retail transformation program, which aims to generate pre-tax savings of $70 million to $90 million annually from FY '29.

Strong Earnings and Customer Growth

AGL reported strong earnings for the half, with a stable underlying EBITDA. The customer markets business recorded good growth in overall customer services across energy, telecommunications, and Netflix, maintaining a strategic NPS score of +3.

Energy Portfolio Transition and Development

AGL's development pipeline has grown to 7 gigawatts, with new firming options added following acquisitions. The 500-megawatt Liddell Battery is on track for early 2026, and flexible fleet capacity increased to 7.6 gigawatts.

Positive Fleet and Energy Market Performance

AGL's flexible asset fleet captured significant value amid market volatility, achieving a premium above average market prices. Battery investments showed strong performance, reinforcing the strategy for growth in grid-scale batteries.

Cost Management and Cash Flow

Operating costs were maintained flat to FY '24 levels despite inflation, supported by productivity initiatives. The operating free cash flow, excluding bill relief timing, was $291 million with a strong cash conversion rate of 86%.

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
Aug 13, 2025	2025 (Q4)	0.37 / -	0.612	―	―	―
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)	―	―
Feb 10, 2021	2021 (Q2)	- / 0.51	0.664	-23.34% (-0.16)	―	―

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
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%
Aug 10, 2023	AU$10.11	AU$10.04	-0.62%

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 Aug 13, 2025, TBA (Confirmed).

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

AGL Energy Limited (AU:AGL) earnings time is at Aug 13, 2025, 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 2025 (Q4) is 0.37.

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