Contact Energy Limited · NZX:CEN
Contact Energy — Corporate Update (September 2026)
9 slides from Contact Energy's corporate update, Sep 17, 2026
Slide 1: Monthly Operating Report August 2026
Monthly Operating Report rsonal use only August 2026
Slide 2: August 2026 overview
August 2026 overview » The Customer business recorded: » As at 13th September 2026, South Island controlled storage was • Mass market electricity and gas sales of 550GWh (August 2025: 166% of mean and North Island controlled storage was 84% of 454GWh) mean. rsonal use only • Mass market netback of
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 31/07/2026 31/08/2026 2000 1500 Benmore 1000 200 500 $/MWh 0 100 Sept Oct Nov Dec
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 Aug-26 Aug-25 Jul-26 Benmore 100 100% % of trading
Slide 5: Electricity demand
Electricity demand rsonal use only Total national demand Regional demand change (%) on August 2025 FY25, 26 and 27 respectively 4,000 3% 3,500 2% (0%) 3,000 The nationwide 1% average temperature (2%) (1%) 2,500 for August 2026 was GWh 2,000 9.7ºC, 0.7ºC above the 7% (4%) (1%) 1991-2020 August 1,500
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 August 26 The month ended August 25 The month ended July 26 Two months ending August 26 Two months ending1 August 25 Retail Mass market electricity sales GWh 383 380 403 786 766 Retail gas sales GWh 167 74 177 344 145 Mass market electricity and gas sales GWh
Slide 8: Environment, Social and Governance (ESG)
Environment, Social and Governance (ESG) Material theme Measure Unit Q4 FY26 Q4 FY25 rsonal use only Climate Change Greenhouse Gas (GHG) Emissions from generation assets1 kt CO2-e 64 190 kt CO2-e / GHG intensity of generation2 0.023 0.081 GWh Million cubic Water Freshwater take3 0.41 0.55 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