Contact Energy Limited · NZX:CEN
Contact Energy — Corporate Update (October 2026)
9 slides from Contact Energy's corporate update, Oct 15, 2026
Slide 1: Monthly Operating Report September 2026
Monthly Operating Report rsonal use only September 2026
Slide 2: September 2026 overview
September 2026 overview » The Customer business recorded: » As at 13th October 2026, South Island controlled storage was • Mass market electricity and gas sales of 484GWh (September 135% of mean and North Island controlled storage was 78% of 2025: 372GWh) mean. rsonal use only • Mass market netback
Slide 3: Hydro storage and forward prices
Hydro storage and forward prices rsonal use only New Zealand controlled hydro storage ASX futures settlement against mean / 12 months Otahuhu 4500 200 $/MWh 4000 3500 100 3000 0 GWh 2500 CY26 CY27 CY28 CY29 30/06/2025 31/08/2026 30/09/2026 2000 1500 Benmore 1000 200 500 $/MWh 0 100 Oct Nov Dec Jan F
Slide 4: Wholesale market
Wholesale market rsonal use only Wholesale electricity pricing1 Distribution of wholesale market price by trading periods Otahuhu 250 100% % of trading 80% periods 60% 200 40% 20% 0% <$35 $36-$60 $61-$85 $86-$110 $111-$135 $136-$160 >$160 150 $/MWh Sept-26 Sept-25 Aug-26 Benmore 100 100% % of tradin
Slide 5: Electricity demand
Electricity demand rsonal use only Total national demand Regional demand change (%) on September 2025 FY25, 26 and 27 respectively 4,000 3% 3,500 4% (3%) 3,000 The nationwide 6% average temperature (1%) (3%) 2,500 for September 2026 GWh 2,000 was 11.0ºC, 0.4ºC 4% (2%) 1% above the 1991-2020 1,500 Se
Slide 6: Business performance
Business performance rsonal use only Wholesale Retail Generation mix, gross sales position and unit generation cost (FY26 and 27 Retail sales volumes and netback (FY26 and 27 respectively) respectively) 100 1,200 1,100 90 700 180 1,000 80 600 160 900 70 800 500 140 60 700 120 $/MWh GWh 50 400 $/Mwh
Slide 7: Operational data
Operational data Measure The month ended September 26 The month ended September 25 The month ended August 26 Three months ending Three months ending1 September 26 September 25 Retail Mass market electricity sales GWh 321 312 383 1,107 1,078 Retail gas sales GWh 163 61 167 507 205 Mass market electri
Slide 8: Environment, Social and Governance (ESG)
Environment, Social and Governance (ESG) Material theme Measure Unit Q1 FY27 Q1 FY26 rsonal use only Climate Change Greenhouse Gas (GHG) Emissions from generation assets1 kt CO2-e 64 162 kt CO2-e / GHG intensity of generation2 0.021 0.056 GWh Million cubic Water Freshwater take3 0.38 0.42 metres Mil
Slide 9: Keep in touch
Keep in touch rsonal use only Investors To find out more about Contact Energy Shelley Hollingsworth Head of Strategy and Investor Relations contact.co.nz Instagram.com/Contact_Energy investor.centre@contactenergy.co.nz Linkedin.com/company/contact-energy-ltd contact.co.nz/aboutus/investor-centre Fac