AGL Energy

AGL.ASX

Utilities

Proudly Australian for more than 185 years, AGL supplies around 4.5 million energy, telecommunications and Netflix customer services and operates Australia's largest private electricity generation portfolio within the National Electricity Market.

Market Data

Price

$8.615

-0.0%
Market Cap

$5.8B

P/E Ratio

-100000.0x

EPS

$-0.151

Div. Yield

5.68%

52-Week Change

-0.1%

Latest Earnings

Appendix 4D and FY26 Half-Year Report

11 February 2026

Revenue
$7,044
-0.9% YoY
NPAT
$94.00
-42.0% YoY
EPS
$0.14
Dividend
$0.24

AGL Energy delivered a mixed FY26 half-year result with underlying NPAT falling 6.4% to $353 million despite revenue remaining broadly flat at $7.04 billion. While Customer Markets performed strongly with increased margins and customer growth, lower wholesale electricity volatility and reduced generation output weighed on Integrated Energy performance. The company declared a higher interim dividend of 24 cents, up from 23 cents previously. Key points: Customer Markets delivered strong performance with underlying EBIT up 59.8% to $163 million driven by higher consumer margins; Total services to customers grew 2.4% to 4.67 million, supported by Ampol Energy acquisition and organic growth; Customer churn remains 5.3 percentage points lower than rest of market despite modest increase to 16.9%

Recent Announcements

18 May 2026 Sph Neutral

Ceasing to be a substantial holder

State Street Corporation ceased to be a substantial holder.

14 May 2026 Sph Neutral

Becoming a substantial holder

State Street Corporation became a substantial holder (5.62%).

11 Feb 2026 Actual Results Neutral

Appendix 4D and FY26 Half-Year Report

AGL Energy delivered a mixed FY26 half-year result with underlying NPAT falling 6.4% to $353 million despite revenue remaining broadly flat at $7.04 billion. While Customer Markets performed strongly with increased margins and customer growth, lower wholesale electricity volatility and reduced generation output weighed on Integrated Energy performance. The company declared a higher interim dividend of 24 cents, up from 23 cents previously. Key points: Customer Markets delivered strong performance with underlying EBIT up 59.8% to $163 million driven by higher consumer margins; Total services to customers grew 2.4% to 4.67 million, supported by Ampol Energy acquisition and organic growth; Customer churn remains 5.3 percentage points lower than rest of market despite modest increase to 16.9%

7 Feb 2026 Date Announcement Neutral

Earnings Release - 11 February 2026

Upcoming earnings release expected 11 February 2026 (from Yahoo Finance (confirmed))

13 Aug 2025 Actual Results Neutral

Appendix 4E and 2025 Annual Report

AGL Energy delivered FY25 underlying net profit after tax of $640 million (down 21.2% YoY) on revenue of $14,393 million (up 6.0%), with a statutory loss of $98 million reflecting significant items including $596 million in onerous contract provisions and $142 million fair value losses on financial instruments. The company maintained its dividend at 48 cents per share (fully franked) and continued strong progress on its decarbonization strategy, deploying over $3 billion with the development pipeline expanded to 9.6 GW, while achieving 29.1% scope 1&2 emissions reduction against FY19 baseline. Key points: Revenue growth of 6.0% to $14,393 million despite reduced coal fleet availability in H2 FY25; Development pipeline expanded to 9.6 GW with $3 billion+ deployed over three years on decarbonization strategy; scope 1&2 emissions reduced 29.1% vs FY19 baseline; Underlying EBITDA of $2,010 million with flexible asset fleet capacity grown to 8.3 GW providing portfolio benefits during outages

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