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.
3 Aug 2026agm notice● Neutral
Origin will hold its 2026 AGM at 10:00am on 14 October 2026. Director nominations close 11 August and the annual results are due 13 August. Administrative notice only.
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.
27 Apr 2026quarterly activities report▼ Bad
March 2026 quarter: APLNG production 164.5 PJ, revenue down to $1,855m, LNG price US$9.51/mmbtu. APLNG refinanced some debt, deferring US$321m (FY27) and US$265m (FY28) principal at 100%. Octopus FY26 EBITDA guidance cut to -$70m to +$30m from $0-150m.
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.
30 Jan 2026quarterly activities report● Neutral
December 2025 quarter: APLNG production 169.0 PJ and revenue $2,102m; FY26 production guidance narrowed to 645-680 PJ. Origin received $542m of dividends in HY26 and expects $700-950m for the year. The 460MW Eraring battery began earning revenue in late December.
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.
31 Oct 2025quarterly activities report● Neutral
September 2025 quarter: APLNG production steady at 169.9 PJ, revenue down 5% to $2,124m, LNG price US$10.08/mmbtu. About 90% of FY26 coal is contracted or hedged. Octopus added ~560,000 accounts and intends to formally separate Kraken.
15 Oct 2025agm notice● Neutral
2025 AGM addresses and presentations lodged. Chair says FY25 profit was $1.48bn, dividends 60c, ~$1.7bn of battery investment, and Yanco Delta (1.46GW) transmission access secured. It restates the exit from Beetaloo, Canning and Cooper-Eromanga permits. Extract is truncated, so vote results are not shown.
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.
8 Aug 2025agm notice● Neutral
Origin set its 2025 AGM for 10:00am on 15 October 2025, with full-year results due 14 August. Administrative date notice only.
31 July 2025quarterly activities report▼ Bad
June 2025 quarter: APLNG revenue $2,241m, FY25 production 682.1 PJ (down 2%). FY26 production is guided lower at 635-680 PJ on natural field decline. Origin received a further $335m fully franked dividend on 3 July.
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.
30 Apr 2025quarterly activities report● Neutral
March 2025 quarter: APLNG revenue fell 11% to $2,427m, production 167.1 PJ, within FY25 guidance. Origin expects to pay an extra $175m for Yanco Delta after securing ~1.5GW transmission access. APLNG dividends are now expected to be fully franked.
