Origin Energy Limited · ASX:ORG
Origin Energy — Shareholder Meeting (October 2026)
22 slides from Origin Energy's shareholder meeting presentation, Oct 14, 2026
Slide 1: ASX lodgement cover letter for 2026 AGM
For personal use only To Company Announcements Office Facsimile 1300 135 638 Company ASX Limited Date 14 October 2026 From Helen Hardy Pages 22 Subject ORIGIN ENERGY ANNUAL GENERAL MEETING 2026 Please find attached the following documents, which will be presented at the Annual General Meeting of Ori
Slide 2: Chair Address, Annual General Meeting 2026
ASX/Media Release For personal use only 14 October 2026 Chair Address Annual General Meeting 2026 Good morning, and welcome to Origin Energy's Annual General Meeting for 2026. It is my privilege to chair today’s meeting, and on behalf of the Board, I welcome all our shareholders joining us today. To
Slide 3: Chair Address: Financial performance
To this end, government policy will continue to shape the pace of this transition, and how fairly its costs and benefits are shared. Origin's task is to navigate these challenges as they arise, while continuing to build the assets, products and services our customers and the future energy system wil
Slide 4: Governance and looking ahead
Governance and looking ahead I would also like to acknowledge the dedication and leadership of our CEO, Frank Calabria, and his executive management team, along with the entire Origin workforce. Our achievements this year would not have been possible without their care and commitment as they navigat
Slide 5: CEO Address, Annual General Meeting 2026
CEO Address Annual General Meeting 2026 Good morning, and a warm welcome to all our shareholders joining us today. For personal use only It has been another strong year of progress for Origin – growing our customer base, expanding our battery portfolio, and providing secure and reliable electricity
Slide 6: CEO Address: Energy Markets results and batteries
Energy Markets delivered Underlying EBITDA of $1,701 billion, up from $1.404 billion in FY25 and towards the upper end of our guidance range, with strong performance across electricity, natural gas, LPG and Energy Services. Origin brought significant new battery capacity into commercial operation wi
Slide 7: CEO Address: Octopus, Kraken and conclusion
Octopus Energy is expected to continue to scale profitably in the UK with EBITDA per customer of £25- 50 (100% Octopus Energy). Origin expects continued growth in scaling customers in Non-UK Retail markets and more moderate investment in Energy Services as it trends towards breakeven EBITDA. Kraken
Slide 8: 2026 Annual General Meeting
2026 Annual General Meeting al use only 14 October 2026
Slide 9: Chair address
Chair address al use only Scott Perkins 14 October 2026
Slide 10: Welcome to the 2026 AGM
Welcome to the 2026 AGM 3 1. The year in review al use only 2. Financial performance 3. Supporting customers, communities and the planet 4. Looking ahead
Slide 11: The year in review
The year in review 4 • A dynamic year in energy - Geopolitical uncertainty caused significant shifts in al use only commodity markets - Cost-of-living pressures persisted - Rapid regulatory and technological change continued • Energy transition advanced, but unevenly - Household electrification acce
Slide 12: FY26 financial performance
FY26 financial performance 5 • Solid full-year result • Strong cash generation and balance al use only sheet supported continued investment • Steady shareholder returns - 60 cents per share in total dividends for FY26 • Good progress executing strategy - Portfolio well positioned for a changing ener
Slide 13: Delivering for customers, communities and the planet
Delivering for customers, communities and the planet 6 • Total support for customers in hardship grew to $125m over the al use only past 3 years • Responding to the data security incident • Origin Foundation contributed $3.7m to community initiatives • Progress on emissions targets
Slide 14: Concluding remarks
Concluding remarks 7 • Origin has the strategy, assets and capabilities to navigate the al use only energy transition successfully • Our focus is on continuing to deliver value to our customers, Australia and our shareholders • Thank you for your continued support
Slide 15: CEO address
CEO address al use only Frank Calabria 14 October 2026
Slide 16: Outline
Outline 9 1. Policy reform 2. FY26 performance al use only 3. Outlook 4. Conclusion
Slide 17: Policy reform that delivers for customers and the economy
Policy reform that delivers for customers and the economy 10 • Early customer-led progress must be matched by large- scale infrastructure delivery al use only • Major reforms at key decision points critical for investment • Policy needs durability and bipartisan agreement — uncertainty delays invest
Slide 18: FY26 performance
FY26 performance 11 Reflecting a strong portfolio and strategy delivery al use only
Slide 19: Outlook
Outlook 12 Summary of FY27 guidance: • Reaffirming FY27 guidance from full year results al use only • Energy Markets Underlying EBITDA guidance: $1,550–$1,850m • Australia Pacific LNG production guidance: 625–670 PJ • Octopus Energy UK retail: another strong year expected • Kraken Technologies: reve
Slide 20: Conclusion
Conclusion 13 Positioned to deliver for customers and communities, and create lasting value for our shareholders. al use only
Slide 21: 2026 AGM proxy summary as at proxy close
2026 AGM proxy summary as at proxy close 14 Proxy’s Item of Business For Against Abstain* Discretion 1,144,640,004 52,297,048 9,414,431 2. Re-election of Mr Scott Perkins 755,790 94.88% 4.34% 0.78% al use only 1,182,969,175 13,445,780 9,347,958 3. Remuneration Report 1,300,444 98.10% 1.12% 0.78% 4.
Slide 22: Thank you
Thank you al use only Q origin