Mercury NZ

MCY.ASX

Utilities

Electricity generation and electricity retailing.

Market Data

Price

$5.870

+0.0%
Market Cap

$8.4B

P/E Ratio

111.0x

EPS

$0.063

Div. Yield

3.59%

52-Week Change

+0.0%

Latest Earnings

HY2026 Half Year Results

24 February 2026

Revenue
$1,664
-5.0% YoY
NPAT
$20.00
+130.0% YoY
Dividend
$0.10

Mercury delivered strong HY2026 performance with EBITDAF surging 28% to NZ$537M despite 5% revenue decline, supported by above-average hydro generation and lower operating costs. The company reinvested 50% of earnings into renewable projects totalling $1B investment, with full-year EBITDAF guidance of $1.0B on track. Net profit recovered strongly to NZ$20M from prior year, with interim dividend maintained at 10 cents per share. Key points: EBITDAF jumped 28% to NZ$537M driven by above-average hydro generation and cost discipline; Strong recovery in NPAT to NZ$20M vs prior year, representing 130% improvement; Massive $1B investment in renewable projects progressing on budget and on time

Recent Announcements

22 Apr 2026 Guidance Positive

FY2026 EBITDAF guidance upgraded to $1.05b

Mercury NZ Limited (MCY) upgraded its FY2026 EBITDAF guidance from $1.0 billion to $1.05 billion, reflecting disciplined portfolio management and higher forecast renewable generation from hydro and new generation assets.

24 Feb 2026 Actual Results Positive

HY2026 Half Year Results

Mercury delivered strong HY2026 performance with EBITDAF surging 28% to NZ$537M despite 5% revenue decline, supported by above-average hydro generation and lower operating costs. The company reinvested 50% of earnings into renewable projects totalling $1B investment, with full-year EBITDAF guidance of $1.0B on track. Net profit recovered strongly to NZ$20M from prior year, with interim dividend maintained at 10 cents per share. Key points: EBITDAF jumped 28% to NZ$537M driven by above-average hydro generation and cost discipline; Strong recovery in NPAT to NZ$20M vs prior year, representing 130% improvement; Massive $1B investment in renewable projects progressing on budget and on time

24 Feb 2026 Supplementary Neutral

2026 Half Year Results Presentation

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7 Feb 2026 Date Announcement Neutral

Earnings Release - 24 February 2026

Upcoming earnings release expected 24 February 2026 (from Yahoo Finance (confirmed))

19 Aug 2025 Actual Results Neutral

FY2025 Full Year Results

Mercury NZ reported FY2025 earnings down 100% to $1M NPAT (from $290M) due to challenging hydro conditions (4th lowest Waikato inflows since 1980), lower wind speeds, and unrealised losses on electricity derivatives, though EBITDAF of $786M declined only 10%. Despite near-term headwinds, the company advanced major renewable builds ($1B invested in three projects) and guided to $1B EBITDAF for FY26 with 4% dividend growth to 25 cents per share. Key points: Revenue grew 2% to $3,498M despite severe hydro generation challenges (4th lowest Waikato inflows since 1980, 17% lower hydro generation); Maintained strong dividend commitment with 3% increase to 24.0 cps fully imputed, supported by $1B invested in major renewable generation projects simultaneously under construction; Retail customer base expanded 5% to 906,000 connections with 38% now purchasing multiple products, demonstrating effective customer strategy

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