Frank Calabria
Chief Executive Officer and Managing Director
Replay available
Origin Energy Ltd Ord (OGFGF) Q2 2026 Earnings Call
Origin Energy Ltd Ord (OTC: OGFGF) Q2 2026 earnings conference call, held 2026-02-11. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Tony Lucas
Chief Financial Officer
Tom Allen
Analyst, UBS
Henry Meyer
Analyst, Goldman Sachs
Greg Jarvis
Chief Operating Officer
Gordon Ramsey
Analyst, RBC Capital Markets
Dale Coenders
Analyst, Barrenjoey
Nick Burns
Analyst, Jarden Australia
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Origin Energy Limited.
Replay transcript excerpt
WEBVTT 00:00:01.837 -- 00:00:07.443 Good morning everyone and welcome to the 2026 half year results for Origin Energy. 00:00:07.443 -- 00:00:12.469 It's Frank Calabria here and I'm joined by my executive leadership team. 00:00:12.469 -- 00:00:16.533 I'll provide a brief overview of the performance and outlook. 00:00:16.533 -- 00:00:21.659 Tony Lucas will also provide an overview of the financial results and we'll follow that 00:00:21.659 -- 00:00:26.804 with questions and answers. And you may already be aware, but you'll 00:00:26.804 -- 00:00:31.167 see that we've got additional detail included in the appendices. 00:00:31.553 -- 00:00:36.639 Okay, so then turning to the highlights, I think the overall message for Origin 00:00:36.639 -- 00:00:41.685 in this half is a half year results that have been solid, allowing 00:00:41.685 -- 00:00:45.489 an upgrade to the full year guidance for energy markets. 00:00:45.489 -- 00:00:48.212 Our retail performance continued to strengthen. 00:00:48.212 -- 00:00:51.636 Grid scale batteries added further portfolio flexibility. 00:00:51.636 -- 00:00:56.642 Gas production was steady and we continued to maintain cost management 00:00:56.642 -- 00:00:58.344 discipline. 00:00:58.344 -- 00:01:03.571 Turning to the summary of the financial result, Overall, we've got EBITDA 00:01:03.571 -- 00:01:09.266 of $860 million for energy markets, which is higher than expected with continued strong 00:01:09.266 -- 00:01:11.252 operational performance. 00:01:11.252 -- 00:01:15.503 Integrated Gas also had an EBITDA of $860 million, which was in line with expectations 00:01:15.503 -- 00:01:18.398 for APLNG and LNG trading. 00:01:18.398 -- 00:01:23.987 Octopus recorded an EBITDA loss of $89 million for the half, reflecting seasonality 00:01:23.987 -- 00:01...