Origin Energy Ltd Ord (OGFGF) Q4 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.419 -- 00:00:04.784 Good morning everyone and welcome to the Origin Energy results presentation for the 2025 00:00:04.784 -- 00:00:09.971 financial year. It's Frank Calabria here and I'm joined by my executive leadership 00:00:09.971 -- 00:00:14.216 team and we have a brief presentation followed by questions and answers. 00:00:14.216 -- 00:00:18.662 And you'll also note that we have provided additional information in the appendices for 00:00:18.662 -- 00:00:21.222 your review. Slide 00:00:21.726 -- 00:00:26.331 two provides a summary of the financial performance and business highlights for the year 00:00:26.331 -- 00:00:29.967 and I think underscores the strength of our portfolio. 00:00:29.967 -- 00:00:34.170 Energy markets, EBITDA of $1.404 00:00:34.212 -- 00:00:37.296 billion is ahead of guidance. 00:00:37.296 -- 00:00:42.322 APLNG production of 682 petajoules at a cost of $4.20 a 00:00:42.322 -- 00:00:47.229 gigajoule is in line with guidance. LNG trading is at the top end of guidance with trading 00:00:47.229 -- 00:00:52.675 gains of $441 million. And Octopus EBITDA is at a loss of $88 00:00:52.675 -- 00:00:58.423 million. It's within guidance and reflects the investment in its rapid global 00:00:58.423 -- 00:01:04.138 growth. but also some unseasonably warm weather and one-off adjustments. 00:01:04.138 -- 00:01:05.922 There are several business highlights for the year. 00:01:05.922 -- 00:01:11.253 Our customer accounts grew by 104,000, cost to serve reduced by 50 million. 00:01:11.253 -- 00:01:14.941 We have strong generation performance, and I'll talk to that later. 00:01:14.941 -- 00:01:20.947 Battery developments are on track, and Yanko Delta Wind Farm has secured access rights. 00:01:20.947 -- 00:01:26.055 We received $797 million of dividend...