Ampol

ALD.ASX

Energy

Purchase, refining, distribution, and marketing of petroleum products and the operation of convenience stores.

Market Data

Price

$33.485

-0.0%
Market Cap

$8.1B

P/E Ratio

97.9x

EPS

$0.346

Div. Yield

2.96%

52-Week Change

+0.1%

Latest Earnings

Appendix 4E

23 February 2026

Revenue
$31,366
-10.1% YoY
NPAT
$82.40
-32.7% YoY
Dividend
$1.00

Ampol reported a challenging FY25 with statutory NPAT falling 32.7% to $82.4M amid a 10.1% revenue decline to $31.4B. However, underlying replacement cost operating profit surged 82.8% to $429.2M, demonstrating strong operational performance despite market headwinds. The company declared a 60c final dividend, bringing total dividends to 100c versus 65c in the prior year. Key points: Replacement cost operating profit surged 82.8% to $429.2M, demonstrating strong underlying operational performance; ROE on replacement cost basis improved significantly to 12.4% from 6.6%; Total dividend increased substantially to 100c from 65c in prior year

Recent Announcements

22 Apr 2026 Guidance Neutral

1Q2026 Trading Update and Update on Fuel Supply Arrangements

Ampol Limited reports strong 1Q 2026 trading performance with Lytton Refiner Margin of US$25.45/barrel (up over 100% year-on-year), refinery production up 10% to 1,434 million litres, and Australian fuel sales up 4.7%, benefiting from March margin uplift during Middle East conflict; the company has secured fuel supplies through May 2026 and crude through July 2026, with major refinery maintenance rescheduled to August to support domestic supply.

13 Apr 2026 Sph Neutral

Becoming a substantial holder - resubmission

resubmission became a substantial holder (5.005%).

8 Apr 2026 Sph Neutral

Becoming a substantial holder

Australian Retirement Trust Pty LTD ATF Australian Retirement Trust became a substantial holder (5.005%).

1 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

Australian Retirement Trust Pty LTD ATF Australian Retirement Trust ceased to be a substantial holder.

23 Feb 2026 Supplementary Positive

2025 Full Year Results Presentation

Ampol delivered strong FY2025 results with Group RCOP EBITDA of $1.4 billion (up 20%) and RCOP EBIT of $947 million (up 32%), driven by improved Lytton refinery performance and broad-based growth across all businesses. The company declared a final dividend of 60 cps taking total ordinary dividends to 100 cps fully franked, while maintaining leverage of 2.3x within target range. Key points: Strong 32% growth in Group RCOP EBIT to $947 million with broad-based improvement across all key businesses; Lytton refinery returned to profitability with RCOP EBIT of $163.1 million driven by stronger refiner margins and improved reliability; Convenience Retail maintained >5% CAGR track record with EBIT up 4.8% to $374 million, supported by U-GO rollout delivering >50% fuel volume uplift

23 Feb 2026 Actual Results Neutral

Appendix 4E

Ampol reported a challenging FY25 with statutory NPAT falling 32.7% to $82.4M amid a 10.1% revenue decline to $31.4B. However, underlying replacement cost operating profit surged 82.8% to $429.2M, demonstrating strong operational performance despite market headwinds. The company declared a 60c final dividend, bringing total dividends to 100c versus 65c in the prior year. Key points: Replacement cost operating profit surged 82.8% to $429.2M, demonstrating strong underlying operational performance; ROE on replacement cost basis improved significantly to 12.4% from 6.6%; Total dividend increased substantially to 100c from 65c in prior year

7 Feb 2026 Date Announcement Neutral

Earnings Release - 23 February 2026

Upcoming earnings release expected 23 February 2026 (from Yahoo Finance (confirmed))

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