Origin Energy Limited · ASX:ORG
Origin Energy — Macquarie Australia Conference 2017
13 slides from Origin Energy's conference presentation, May 2, 2017
Slide 1: ASX announcement cover note: Macquarie conference presentation
For personal use only To Company Announcements Office Facsimile 1300 135 638 Company ASX Limited Date 2 May 2017 From Helen Hardy Pages 13 Subject Macquarie conference presentation Please find attached a release on the above subject. Regards Helen Hardy Company Secretary 02 8345 5000 Origin Energy L
Slide 2: Macquarie Australia Conference
For personal use only Macquarie Australia Conference Frank Calabria CEO May 2017 Origin Energy 1
Slide 3: Important Notices
Important Notices For personal use only Forward looking statements This presentation contains forward looking statements, including statements of current intention, statements of opinion and predictions as to possible future events. Such statements are not statements of fact and there can be no cert
Slide 4: Origin's key priorities
Origin’s key priorities For personal use only REDUCING DEBT AND LEADERSHIP IN LEADERSHIP IN IMPROVING RETURNS ENERGY MARKETS INTEGRATED GAS • Execute Lattice Energy1 IPO • “Digital first” • Transition APLNG from project • Complete asset sales program • Customer experience, lifetime to operations val
Slide 5: Energy markets in transition - highlighting increased risks to security and affordability
Energy markets in transition - highlighting increased risks to security and affordability For personal use only Historical Monthly Average Market Gas Prices Historical Monthly Average Electricity Prices 250 14 12 200 10 150 A$.MWh A$/GJ 8 6 100 4 50 2 0 0 Brisbane Sydney Victoria Adelaide QLD NSW VI
Slide 6: Industry and government need to work together to restore balance
Industry and government need to work together to restore balance between security, affordability and sustainability For personal use only Restore Security Improve Affordability Build Sustainability • Adapt NEM • Policies to support increasing investment in gas supply • Integrate energy/carbon policy
Slide 7: Gas – Origin's portfolio is well positioned to make gas available to customers
Gas – Origin’s portfolio is well positioned to make gas available to customers For personal use only Energy Markets East Coast Gas Portfolio 300 • Competitive gas position with supply length beyond 2020 ‒ Ability to manage supply and tenor risk to provide gas to customers under term contracts 250 •
Slide 8: Gas - APLNG continues to be a major supplier of gas to the east coast market
Gas - APLNG continues to be a major supplier of gas to the east coast market For personal use only TJ/d APLNG Upstream Supply 2,000 120 day • Net contributor to domestic east coast gas market since production test inception in 2008 • Supplies ~20% of annual domestic east coast demand 1,500 ‒ More th
Slide 9: Electricity – Origin's flexible fuel and generation is able to respond to tight wholesale market
Electricity – Origin’s flexible fuel and generation is able to respond to tight wholesale market For personal use only Monthly generation output 1,800 1,600 1,400 • Increased generation at Eraring and gas fired power stations support energy security 1,200 • Eraring has run at more than 65% capacity
Slide 10: Electricity – Origin is increasing electricity supply by accelerating development of low cost renewables
Electricity – Origin is increasing electricity supply by accelerating development of low cost renewables For personal use only Bundled PPA Prices1 (Large scale wind and solar) 160 • Largest Australian off-taker of large scale solar 120 ‒ Committing to more than 680 MW since early 2016, coming into p
Slide 11: Customers want to be more empowered - Origin is responding through digitisation
Customers want to be more empowered - Origin is responding through digitisation and product and service innovation For personal use only Product innovation Increasing customer engagement and online interaction Interaction NPS up 20% Online sales up 25% 14.8 193k Predictable Plan 12.3 154k 9.7 So
Slide 12: FY2017 guidance remains on track, subject to market conditions
FY2017 guidance remains on track, subject to market conditions For personal use only FY2017 Guidance1 A$m Energy Markets 1,440-1,500 E&P2 350-400 LNG 730-780 Corporate (65 - 70) Underlying EBITDA 2,450-2,615 Underlying NPAT 480-590 Adjusted Net Debt well below $9 billion Remaining contributions to A
Slide 13: Thank you
For personal use only THANK YOU For more information Peter Rice Chau Le General Manager, Capital Markets Group Manager, Investor Relations Email: peter.rice@originenergy.com.au Email: chau.le@originenergy.com.au Office: +61 2 8345 5308 Office: +61 2 9375 5816 Mobile: + 61 417 230 306 Mobile: + 61 46