Origin Energy Limited (OTCPK:OGFGF) FY 2025 Earnings Conference Call August 13, 2025 7:30 PM ET
Company Participants
Andrew Thornton – Executive General Manager of Integrated Gas
Anthony Lucas – Chief Financial Officer
Frank G. Calabria – MD, CEO & Executive Director
Greg Jarvis – Executive General Manager of Energy Supply & Operations
James Magill – Executive General Manager, Origin Zero
Jon Briskin – Executive General Manager of Retail
Conference Call Participants
Amit Kanwatia – Jefferies LLC, Research Division
Dale Johannes Koenders – Barrenjoey Markets Pty Limited, Research Division
Gordon Alexander Ramsay – RBC Capital Markets, Research Division
Henry Meyer – Goldman Sachs Group, Inc., Research Division
Ian Myles – Macquarie Research
Nik Burns – Jarden Limited, Research Division
Robert Koh – Morgan Stanley, Research Division
Tom Allen – UBS Investment Bank, Research Division
Frank G. Calabria
Good morning, everyone, and welcome to the Origin Energy results presentation for the 2025 financial year. It’s Frank Calabria here, and I’m joined by my executive leadership team, and we have a brief presentation followed by questions and answers. And you’ll also note that we have provided additional information in the appendices for your review.
Slide 2 provides a summary of the financial performance and business highlights for the year and I think underscores the strength of our portfolio. Energy Markets EBITDA of $1.404 billion is ahead of guidance. APLNG production of 682 petajoules at a cost of $4.20 a gigajoule is in line with guidance. LNG trading is at the top end of guidance with trading gains of $441 million, and Octopus EBITDA is at a loss of $88 million within — it’s within guidance and reflects the investment in its rapid global growth, but also some unseasonably warm weather and one-off adjustments.
There are several business highlights for the year. Our customer accounts
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