Tony Lucas
Chief Financial Officer
Replay available
Origin Energy Ltd Ord (OGFGF) Q2 2025 Earnings Call
Origin Energy Ltd Ord (OTC: OGFGF) Q2 2025 earnings conference call, held 2025-02-13. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Frank Calabria
Chief Executive Officer
Henry Mayer
Analyst, Goldman Sachs
Tom Allen
Analyst, UBS
Gordon Ramsay
Analyst, RBC Capital Markets
Andrew Secomb
Head of APLNG Operations
Nick Burns
Analyst, Jarden Australia
Greg Jarvis
Group Executive, Energy Supply
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Origin Energy Limited.
Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:05.137 Okay, good morning, everyone, and welcome to the 2025 half-year results for Origin 00:00:05.137 -- 00:00:11.204 Energy. I'm Frank Calabria, the CEO of Origin, and I am joined by Tony 00:00:11.204 -- 00:00:16.830 Lucas today, our CFO, and the rest of the executive leadership team. 00:00:16.830 -- 00:00:22.416 You'll hear from Tony and I this morning as we work through the introduction, 00:00:22.416 -- 00:00:28.047 financial results and the operational commentary and 00:00:28.047 -- 00:00:31.697 guidance. And then what we'll do is we'll open up for questions as we normally do and 00:00:31.697 -- 00:00:36.481 have an opportunity to ask any question to any member of the team. 00:00:36.481 -- 00:00:41.527 So the outline set out on page two, and now 00:00:41.527 -- 00:00:45.612 really looking at page four, the summary of our result. 00:00:45.612 -- 00:00:50.758 Energy markets is lower in line with guidance expectations that we 00:00:50.758 -- 00:00:53.861 set at the beginning of the year, financial year that is. 00:00:53.861 -- 00:00:58.867 APL&G's earnings are up 14%, driven by higher realised prices and 00:00:58.867 -- 00:01:04.793 increased sales volumes. The LNG trading business has delivered $285 00:01:04.793 -- 00:01:09.839 million in EBITDA. That's obviously up significantly and 00:01:09.839 -- 00:01:13.322 is heading towards the top end of the range of the guidance. 00:01:13.322 -- 00:01:17.505 And Octopus continues to grow globally 00:01:17.547 -- 00:01:22.352 across both energy and technology. And from an earnings perspective, the growth has been 00:01:22.352 -- 00:01:27.638 in the UK retail business. That's been more than offset by investment 00:01:27.638 -- 00:01:31.072 scaling their energy services business. 00:01:31.072 -- ...