Origin Energy Limited (OGFGF)
OTHER OTC:OGFGF
Earnings Data
Report Date
Aug 19, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.31Last Year’s EPS
0.2Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasizes strong operational and financial performance across core Australian businesses (Energy Markets and APLNG), notable customer growth, cash generation improvements and clear progress on battery/storage programs and strategic assets (Kraken/Octopus). At the same time, there are material near-term headwinds: Octopus EBITDA weakness driven by investment and seasonality, softer LNG prices/volumes and policy/exploration uncertainties for gas projects, plus caution around longer‑term battery revenue compression and a conservative dividend stance. Overall the positives (EBITDA outperformance, upgraded guidance for Energy Markets, robust cash flow and balance sheet strength, and meaningful strategic progress at Kraken/Octopus) outweigh the negatives, which are principally timing, policy and investment‑phase impacts.Company Guidance
Energy Markets EBITDA Beat and Upgrade
Energy Markets EBITDA of $860m (half) was higher-than-expected with a 17% increase in EBITDA for the segment; guidance for Energy Markets upgraded to $1.55bn–$1.75bn (from $1.4bn–$1.7bn). Electricity GP margins were above the stated $25–$40/MWh target (above ~$40/MWh for the half).
Solid Group Financial Performance
Group underlying EBITDA of $1,589m and underlying profit of $593m; statutory profit $557m. Adjusted free cash flow increased by $187m to $705m, supporting a $0.30 fully franked interim dividend (5.3% yield before franking).
Balance Sheet and Cash Strength
Adjusted net debt reduced slightly to $4.59bn, with net debt to adjusted underlying EBITDA at ~2x (bottom of the 2x–3x target range). CapEx reduced by $400m (reflecting passing the battery spend peak) and APLNG fully franked dividends to Origin of ~$542m contributed to cash generation.
Customer Growth and Cost Savings
Retail customer base grew by 96,000 in the half (including 52,000 from Energy Locals acquisition; a further 80,000 added in Feb via 1st Energy acquisition). Cost to serve reduced by $32m and digital customer interactions rose to ~80% from 75% (increase of 5 percentage points). Internet (digital) growth CAGR of 37% over 3 years noted for key channels.
Battery and Storage Progress
Eraring Stage 1 battery brought online (generating revenue since Dec), Supernode 1 in commissioning and earning revenue; committed a further $80m for Eraring Stage 2 to nearly 6 hours of storage. Group storage program of 1.7GW / 6.3GWh underway, on time and on budget, with targeted post-tax IRRs of 8%–11% (front-end of asset life at the upper end).
APLNG Operational Strength and Production Guidance
APLNG production of 339 PJ in the half with guidance updated to 645–680 PJ for FY26. Costs held stable at ~$4.30/GJ; APLNG supplies ~22% of East Coast domestic sales volumes. APLNG cash distributions to Origin guided at $700m–$950m.
Octopus and Kraken Strategic Progress
Kraken completed a first stand-alone raise (look-through valuation USD 8.65bn), increased contracted accounts to ~90m and doubled contracted ARR in the last 18 months. Octopus added 1.2m customer accounts in the half (800k non-U.K.), with Octopus becoming the largest U.K. energy retailer and international accounts up 28%.
Community, ESG and Customer Outcomes
Customer happiness lifted to 71%; $23m spent on customer hardship; $232m procured from regional suppliers and $14.4m from First Nation suppliers. Climate Transition Action Plan received strong shareholder support (94.67% vote). Over 30 MW of community batteries in operation; Yanco Delta pre-FID work continuing (1.5 GW target).
OGFGF Earnings History
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
OGFGF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $7.62 | $7.91 | +3.77% |
Aug 13, 2025 | $7.42 | $7.68 | +3.53% |
Feb 12, 2025 | $6.09 | $6.01 | -1.38% |
Aug 14, 2024 | $6.29 | $5.83 | -7.36% |
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 Origin Energy Limited (OGFGF) report earnings?
Origin Energy Limited (OGFGF) is schdueled to report earning on Aug 19, 2026, TBA (Confirmed).
What is Origin Energy Limited (OGFGF) earnings time?
Origin Energy Limited (OGFGF) earnings time is at Aug 19, 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 OGFGF EPS forecast?
OGFGF EPS forecast for the fiscal quarter 2026 (Q4) is 0.31.