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AGL Energy
AGL Energy (AGL) investor relations material
AGL Energy H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary11 Feb, 2026
Executive summary
Underlying EBITDA was flat at $1,092 million, while Underlying NPAT declined 6.4% to $353 million, reflecting lower electricity margins and higher costs, partially offset by customer growth and cost optimization.
Statutory profit after tax was $94 million, down $68 million from the prior period, mainly due to negative fair value movements in financial instruments.
Customer satisfaction rose to 83.8, with strong customer growth and improved margins in energy, telco, and Netflix services.
Strategic investments in flexible assets and batteries delivered higher realized price premiums and $35 million EBITDA, up $10 million from the prior half.
Significant progress in the transition strategy, with a development pipeline growing to 11.3 GW and new renewable PPAs signed.
Financial highlights
Revenue was $7,044 million, down 0.9% year-over-year; gross margin was $1,969 million, down 1.6%.
Operating free cash flow increased by $240 million to $314 million.
Net debt increased to $3,249 million, mainly due to growth investments and dividend payments; liquidity remains strong at nearly $1.2 billion.
Fully franked interim dividend of 24 cents per share declared, up from 23 cents, targeting a 50%-75% payout ratio.
Battery portfolio contributed $35 million EBITDA, up $10 million from the prior half.
Outlook and guidance
FY26 guidance narrowed: Underlying EBITDA $2,020–$2,180 million; Underlying NPAT $580–$680 million.
Full-year operating costs expected to be lower than previously indicated; depreciation forecast revised down by $40 million.
Targeting $50 million in sustainable net operating cost reductions in FY27.
Earnings expected to remain skewed to the first half due to seasonality and contract roll-offs.
PPA restatement's strategic implications
Future cash flow from growth projects
Mitigate Customer Markets CGU impairment risk
Drivers of $50M net cost reduction
Battery project IRR targets and current performance
Rationale for telco divestment and partnership
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Next AGL Energy earnings date
H2 202612 Aug, 2026
AGL Energy
Next AGL Energy earnings date
H2 202612 Aug, 2026
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Frequently asked questions
AGL Energy Limited is one of the leading integrated renewable energy companies in Australia. It is a major electricity producer with large-scale solar and wind farms and a diverse portfolio of other renewable energy generation sources including biomass, hydro, landfill gas and large scale battery storage technology. AGL Energy Limited sells electricity, gas and numerous other energy products to residential, small business, and large corporate customers, as well as to wholesale customers.
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