)
Genesis Energy (GNE) investor relations material
Genesis Energy Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Strong Q3 FY26 operating performance, with above-average hydro storage and robust execution of Gen35 strategy.
Hydro generation rose 55% year-over-year, while thermal generation dropped 75% due to market conditions and fuel management.
Customer base declined 6.6% year-over-year as focus shifted to margin quality over volume.
Integration of Frank into the main brand completed, simplifying the retail offering.
Financial highlights
Electricity netback increased 11.2% year-over-year to $173/MWh, reflecting improved pricing and portfolio optimization.
Total electricity sales were 1,380 GWh, down 94 GWh year-over-year, mainly due to lower customer numbers.
Kupe gas sales fell 0.6 PJ and oil production dropped 36% year-over-year due to unplanned outages.
Retail segment netbacks improved across electricity, gas, and LPG.
Outlook and guidance
FY26 normalised EBITDAF guidance raised to $515–$545 million (from $490–$520 million), driven by cost discipline, favorable hydrology, and improved wholesale market conditions.
Guidance remains subject to hydrological conditions, gas availability, plant reliability, and market stability.
- Net zero by 2040 with $1.1b renewables investment and robust governance drive transition.GNE
presentation15 May 2026 - High engagement, safety, and community investment drive sustainable performance and shared value.GNE
Investor presentation15 May 2026 - Targeting 500MW solar by FY28, with Lauriston Solar Farm and digital upgrades driving growth.GNE
presentation15 May 2026 - ChargeNet's strategic growth in public EV charging is unlocking high-margin, scalable value.GNE
Investor presentation15 May 2026 - Accelerated digital and retail transformation targets net zero, renewables, and EV leadership.GNE
presentation15 May 2026 - AI adoption is driving margin growth, efficiency, and transformative business value.GNE
Investor presentation15 May 2026 - Biomass transition advances with fixed pricing, supply chain growth, and coal plant conversions.GNE
Investor presentation15 May 2026 - Flexible gas sourcing, storage, and LNG readiness drive resilience amid NZ market challenges.GNE
Investor presentation15 May 2026 - EBITDAF and NPAT declined as renewables and battery investments accelerated.GNE
H2 202415 May 2026
Next Genesis Energy earnings date
Next Genesis Energy earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)