Genesis Energy Limited Ordinary Shares

GNE.NZX

Utilities

Genesis Energy is a New Zealand-owned energy company that fosters strong links with its customers and community stakeholders. Formed in April 1999, Genesis Energy is a state-owned enterprise with a diverse electricity generation portfolio. Genesis Energy supplies 19 per cent of New Zealand's electricity from its thermal and renewable power stations. It is also a significant energy retailer supplying electricity, natural gas and LPG to more than 658,100 customers across the country. Our aim is to operate as a commercially-focused sustainable company providing responsible energy solutions to our customers. This underpins the way we operate and do business, how we interact with our customers and stakeholders, and can be seen in our efforts to reduce our impact on the environment. On the 17th April 2014, Genesis Energy Limited Listed on the NZSX with ordinary shares "GNE". GNE has been granted Listing with a 'Non-Standard' ("NS") designation. This designation was granted because of provisions in GNE's constitution regulating the ownership and transfer of its Ordinary Shares due to the Crown's shareholding. For further information, please see a copy of the waiver under Documents on GNE's homepage on nzx.com.

Market Data

Price

$2.600

+0.0%
Market Cap

$3.4B

P/E Ratio

15.0x

EPS

$0.174

Div. Yield

7.65%

52-Week Change

+0.1%

Latest Earnings

FY26 Q3 Performance Report and Updated Guidance

23 April 2026

Genesis Energy delivered a strong Q3 FY26 performance (quarter ended 31 March 2026), driven by favourable hydrology that boosted hydro generation 55% vs pcp while significantly reducing thermal generation and associated fuel/carbon costs. The company upgraded its FY26 normalised EBITDAF guidance to $515M–$545M (NZD), up from $490M–$520M, reflecting strong cost discipline and improved wholesale market conditions. Customer numbers declined 6.6% to 491,532 as Genesis deliberately prioritises margin quality over volume, with electricity netback improving 11.2% to $173/MWh. Key points: Normalised EBITDAF guidance upgraded by ~$25M at midpoint to $515M–$545M, driven by strong cost discipline, improved hydrology and favourable wholesale market conditions.; Hydro generation of 745 GWh, up 264 GWh (+55%) on pcp, supported by above-average lake storage levels; national lake levels at 117% of average as at 21 April 2026, providing strong Q4 momentum.; Electricity netback improved 11.2% to $173/MWh and gas netback up 14.5% to $30.5/GJ, reflecting value-over-volume strategy and portfolio optimisation.

Recent Announcements

3 Jul 2026 Insider Neutral

D&O Ongoing Disclosure Notices - Multiple

Genesis Energy Limited (GNE) directors and senior managers Claire Walker (Chief People Officer), Edward Hyde (Chief Transformation & Technology Officer), Malcolm Johns (Chief Executive), and Matthew Osborne (Chief Corporate Affairs Officer) received grants of performance share rights and restricted share rights on 1 July 2026 under various equity incentive plans, with no cash consideration paid.

1 Jul 2026 Neutral

Capital Change Notice - Lapse of Performance Share Rights

Genesis Energy Limited (GNE) announced the lapse of 399,020 performance share rights (PSRs) on July 1, 2026, representing 0.03% of total ordinary shares on issue, due to certain PSR holders ceasing employment with the Company. Following this lapse, GNE will have 3,085,234 PSRs remaining on issue.

1 Jul 2026 Neutral

Capital Change Notice - Issue of Additional Share Rights

Genesis Energy Limited issued 45,884 Performance Share Rights (PSRs) and 11,242 Restricted Share Rights (RSRs) on 1 July 2026, both convertible to ordinary shares at nil consideration, to senior executives and the CEO respectively. The issuance reflects adjustments for the company's March 2026 $300 million rights offer and is subject to performance and vesting conditions over three-year periods.

22 May 2026 Date Announcement Neutral

FY26 Results Announcement Date

Genesis Energy (NZX: GNE / ASX: GNE) announced that its FY26 financial results will be released on Thursday, 27 August 2026 prior to market opening, with a webcast hosted by CEO Malcolm Johns and CFO Emma Oettli at 10:30 am NZDT.

23 Apr 2026 Actual Results Positive

FY26 Q3 Performance Report and Updated Guidance

Genesis Energy delivered a strong Q3 FY26 performance (quarter ended 31 March 2026), driven by favourable hydrology that boosted hydro generation 55% vs pcp while significantly reducing thermal generation and associated fuel/carbon costs. The company upgraded its FY26 normalised EBITDAF guidance to $515M–$545M (NZD), up from $490M–$520M, reflecting strong cost discipline and improved wholesale market conditions. Customer numbers declined 6.6% to 491,532 as Genesis deliberately prioritises margin quality over volume, with electricity netback improving 11.2% to $173/MWh. Key points: Normalised EBITDAF guidance upgraded by ~$25M at midpoint to $515M–$545M, driven by strong cost discipline, improved hydrology and favourable wholesale market conditions.; Hydro generation of 745 GWh, up 264 GWh (+55%) on pcp, supported by above-average lake storage levels; national lake levels at 117% of average as at 21 April 2026, providing strong Q4 momentum.; Electricity netback improved 11.2% to $173/MWh and gas netback up 14.5% to $30.5/GJ, reflecting value-over-volume strategy and portfolio optimisation.

21 Apr 2026 Insider Neutral

D&O Initial Disclosure Notice - Emma Oettli

Emma Oettli, Chief Financial Officer of Genesis Energy Limited (appointed 15 April 2026), disclosed initial relevant interests comprising 19,940 ordinary shares, 41,695 performance share rights (FY2025), and 39,520 performance share rights (FY2026). No derivatives were disclosed.

20 Apr 2026 Neutral

Genesis reaches FID on Second Stage Huntly BESS

Genesis Energy has reached Final Investment Decision (FID) on a second-stage Battery Energy Storage System (BESS) project at Huntly Power Station, adding 100MW/200MWh capacity at an estimated cost of NZ$106 million with expected commercial operation by Q3 FY28. The project will be funded from Genesis' balance sheet and is part of the company's broader Gen35 growth strategy.

2 Apr 2026 Insider Neutral

D&O Ongoing Disclosure Notice - Amendment

Barbara Chapman, Director and Chairman of Genesis Energy Limited, disclosed that she and her spouse acquired 8,960 ordinary shares through dividend reinvestment and participation in a rights offer announced on 23 February 2026, increasing their joint holding from 13,805 to 22,765 shares at prices ranging from $2.05 to $2.22 per share.

1 Apr 2026 Leadership Neutral

Appointment of Chief Financial Officer

Genesis Energy has appointed Emma Oettli as Chief Financial Officer, effective 15 April 2026. Oettli, who joined Genesis in October 2020 and currently serves as General Manager of Portfolio Management, brings prior senior finance experience from Genesis and the banking sector.

30 Mar 2026 Insider Neutral

D&O Ongoing Disclosure Notices - DRP and Rights Offer

Four Genesis Energy Limited (GNE) directors and senior managers (Barbara Chapman, Catherine Margaret Drayton, Timothy Miles, and Tracey Elaine Hickman) acquired ordinary shares on 25 March 2026 through dividend reinvestment plan and rights offer participation at $2.05 per share, with holdings ranging from 2,082 to 18,796 new shares each.

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