Past year: ▼ 10%(10.76 – 12.38 AUD)
Each one in plain English, with the numbers worked through for a shareholder.
13 Aug 2026investor presentation● Neutral
FY26 results presentation repeating the release: underlying EBITDA $3,220m, Energy Markets $1,701m, Integrated Gas $1,620m, Octopus/Kraken -$8m. It adds 1.3 GW/4.1 GWh of batteries operating out of 1.8 GW/6.4 GWh planned, and a data incident update.
13 Aug 2026annual report● Neutral
Lodges the FY26 Appendix 4E and Annual Report. Revenue fell 10% to $15,569m, profit to members rose 6% to $1,574m, and NTA per share fell to $3.77. Final dividend 30c fully franked, paid 2 October 2026.
13 Aug 2026other● Neutral
Appendix 4G governance checklist for FY26, pointing to pages 14-20 of the annual report. Administrative filing with no new substance.
13 Aug 2026annual report● NeutralMajor
FY26 results: statutory profit rose to $1,574m, but underlying profit fell to $1,159m from $1,490m on lower oil-linked Integrated Gas earnings. Adjusted free cash flow rose to $2,074m, net debt 1.6x, final dividend 30c (60c for year). APLNG 2P reserves rose 332 PJ before production to 9,619 PJ.
31 July 2026quarterly activities report● NeutralMajor
June 2026 quarter: APLNG FY26 production 668 PJ and $911m of dividends to Origin, near the top of guidance. The data incident review found about 900,000 customers affected. Kraken and Octopus formally separated, with the US$1bn Kraken raise completed in July. FY27 APLNG production guided lower at 625-670 PJ.
23 July 2026other▼ BadMajor
Origin confirms customer data was accessed and disclosed without authorisation, possibly including names, addresses, birth dates and partial card or bank digits. CEO Calabria apologised. The number affected is not yet known. Follows the 22 July notice of a potential incident.
22 July 2026other▼ BadMajor
Origin says it is investigating a potential security incident that may involve unauthorised access to some customer data. It does not believe card or bank details are affected. The Cyber Security Centre and Federal Police have been notified.
12 Feb 2026investor presentation● Neutral
HY26 results presentation. It adds Energy Markets EBITDA $860m, Octopus loss of $89m, $80m committed to Eraring battery stage 2, a further $25m to Golden Beach gas storage, and Kraken contracted accounts of 90 million. Mostly repeats the results release.
12 Feb 2026half year report▼ Bad
HY26 profit attributable to members fell 45% to $557m (from $1,017m) on revenue down 9% to $7,993m. Interim dividend held at 30c fully franked, payable 27 March 2026. NTA fell to $3.92 from $4.05.
12 Feb 2026other● Neutral
Cover note lodging the HY26 results release for the half to 31 December 2025. It carries no new figures itself; the results (profit $557m, 30c interim dividend) were already summarised from the main release.
20 Jan 2026asset acquisition disposition● NeutralMajor
Origin will keep all four Eraring units running until 30 April 2029, rather than closing from 19 August 2027. This is consistent with the 2024 NSW Government agreement. Eraring battery began operating in late 2025 and will reach 700MW/3,160MWh when complete.
30 Dec 2025asset acquisition disposition▲ GoodMajor
Kraken is raising US$1bn in its first standalone round at a US$8.65bn valuation, paving the way for separation from Octopus (targeted mid-2026). Origin invests US$140m (~$210m) and waives Australian exclusivity for 1.5% extra equity, keeping its 22.7% economic interest.
28 Aug 2025other● Neutral
Director interest notices for CEO Frank Calabria and Dr Nora Scheinkestel. Calabria's incentive rights vested and 408,750 restricted shares were released, all at nil cost, on 22 August 2025. Scheinkestel's notice is not shown in the extracted text.
18 Aug 2025director officer appointment● Neutral
Appendices 3X confirm Fiona Hick and Stephen Mikkelsen joined the Board on 18 August 2025, as announced on 11 August. Both declare nil holdings in Origin securities.
14 Aug 2025other● Neutral
Climate Transition Action Plan lodged for a shareholder advisory vote at the 2025 AGM. It reaffirms the 2030 emissions targets and net zero by 2050 ambition. No financial figures or transactions in the extracted text.
14 Aug 2025other● Neutral
2025 Sustainability Report lodged. It restates the Climate Transition Action Plan's 2030 emissions targets and 2050 net zero ambition, and Origin's 22.7% Octopus stake. No new financial figures or transactions in the extracted text.
14 Aug 2025annual report● Neutral
Cover lodgement of the FY25 Appendix 4E, Annual Report, Reserves Report and governance statement. Revenue rose 7% to $17,224m, profit attributable to members rose 6% to $1,481m, final dividend 30c fully franked. Detail is in the results release.
14 Aug 2025half year report▲ GoodMajor
FY25 statutory profit rose to $1,481m and underlying profit to $1,490m, helped by lower tax as APLNG dividends became fully franked. Underlying EBITDA fell to $3,411m. Final dividend 30c, 60c for the year (86% of adjusted free cash flow); adjusted net debt/EBITDA 1.9x.
14 Aug 2025investor presentation● Neutral
FY25 results presentation repeating the release: underlying profit $1,490m, underlying EBITDA $3,411m, final dividend 30c (60c for year). It adds Energy Markets EBITDA $1,404m, LNG trading gains $441m, Octopus EBITDA -$88m, and ROCE of 14.6%.
11 Aug 2025director officer appointment● Neutral
Fiona Hick (ex-Woodside, briefly Fortescue CEO) and Stephen Mikkelsen (Sims CEO, ex-AGL CFO) join the Board as independent directors from 18 August 2025. Maxine Brenner retires after the 2025 AGM, following 12 years.
26 May 2025other▼ BadMajor
FY25 guidance update: Energy Markets EBITDA narrowed to $1,300-1,400m (from $1,100-1,400m). Origin's share of Octopus EBITDA is now a $0-100m loss, versus up to a $100m gain before, on warm UK weather and subsidy issues.
23 May 2025material agreement▼ BadMajor
APLNG's Sinopec price review, opened October 2024, concluded by mutual agreement with a lower contract slope from 1 January 2025. Origin expects its H2 FY25 share of APLNG EBITDA to be $55m lower. Contract runs to December 2035.
11 Mar 2025other● Neutral
Updated Dealing in Securities Policy lodged under Listing Rule 12.10. Sets trading blackout periods and clearance rules for directors and staff, and bans new margin lending on Origin shares. No financial impact.
13 Feb 2025half year report● NeutralMajor
HY25 statutory profit $1,017m (from $995m); underlying profit rose to $924m (from $747m) on Integrated Gas, though Energy Markets and Octopus earnings fell. Free cash flow was a $552m outflow on battery spending. Interim dividend 30c fully franked.
13 Feb 2025investor presentation● Neutral
Half-year results presentation repeating the release: underlying profit $924m, interim dividend 30c. It adds adjusted net debt/EBITDA of 1.5x (1.0x at June 2024) and LNG trading EBITDA of $285m.
13 Feb 2025half year report▲ GoodMajor
HY25 revenue rose 10% to $8,771m and profit attributable to members rose 2% to $1,017m. Interim dividend 30c fully franked, up from 27.5c. The Yanco Delta wind farm, about 1.5GW, is still pre-final investment decision.
31 Jan 2025quarterly activities report▼ BadMajor
December 2024 quarter: APLNG revenue rose 3% to $2,714m, but FY25 production guidance was cut to 670-690 PJ from 685-710 PJ on weaker well optimisation results. The third Eraring battery stage was approved, taking the battery to 700MW/2,800MWh.
4 Oct 2024material agreement▼ BadMajor
APLNG, in which Origin holds 27.5%, received a price review notice from Sinopec on its long-term LNG supply contract. Any price change would apply from 1 January 2025; absent agreement it can go to expert determination. Outcome unknown.
25 Sept 2024admin correction● Neutral
Correction to the FY24 Remuneration Report: former CFO Lawrie Tremaine's accelerated long-term cash awards were $1.049m, not the $234,000 originally disclosed. The change reflects expense brought forward on his 31 July 2024 retirement.
28 Aug 2024director officer appointment● Neutral
Deion Campbell, a renewables and infrastructure executive and former Tilt Renewables CEO, joins the Board as independent director from 2 September 2024. Steve Sargent, a director for nine years, will retire after the October 2024 AGM.
