Origin Energy Limited · ASX:ORG
Origin Energy — Q1 FY2027 Earnings Presentation
28 slides from Origin Energy's earnings presentation, Oct 30, 2026
Slide 1: ASX facsimile cover: September 2026 Quarterly Report
For personal use only To Company Announcements Office Facsimile 1300 135 638 Company ASX Limited Date 30 October 2026 From Helen Hardy Pages 28 Subject September 2026 Quarterly Report Please find attached a release on the above subject. Regards Authorised by: Helen Hardy Company Secretary Ph: 02 834
Slide 2: Quarterly Report September 2026 media release
Quarterly Report September 2026 ASX/Media Release 30 Oc tober 202 6 For personal use only Quarterly Report September 2026 Origin Energy Limited (Origin) has released its Quarterly Report for the period to 30 September 2026 covering the performance of its Integrated Gas, Energy Markets, Octopus Energ
Slide 3: Key quarterly metrics summary table
Quarterly Report September 2026 For personal use only Sep-26 Jun-26 % Sep-25 % % Unit FYTD-27 FYTD-26 QTR QTR Change QTR Change Change Integrated Gas - APLNG 100% Production PJ 162.8 164.6 (1%) 169.9 (4%) 162.8 169.9 (4%) Sales PJ 167.4 166.1 1% 161.3 4% 167.4 161.3 4% Commodity $Am 2,601 1,964 32%
Slide 4: Quarterly Report September 2026
personal use only Quarterly Report SEPTEMBER 2026
Slide 5: Integrated Gas
2 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE RL Y R EP OR T SE P TE MB ER 2 02 6 Markets Expenditure abbreviation personal use only Integrated Gas
Slide 6: Oil and LNG markets
3 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE RL Y R EP OR T SE P TE MB ER 2 02 6 Markets Expenditure abbreviation Oil and LNG markets Japan customs-cleared crude (US$/bbl) JKM (US$/mmbtu) FX (AUD/USD) personal use only 120 25 0.75 Q1 Q1 Q1 110 20 0.72 100
Slide 7: Production down 1%, sales up 1% from prior quarter
4 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE RL Y R EP OR T SE P TE MB ER 2 02 6 Markets Expenditure abbreviation Production down 1%, sales up 1% from prior quarter Quarterly production and sales volumes (APLNG 100%) (PJ) Financial year production and sale
Slide 8: APLNG revenue up 32% on prior quarter
5 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE RL Y R EP OR T SE P TE MB ER 2 02 6 Markets Expenditure abbreviation APLNG revenue up 32% on prior quarter Sep-26 vs Jun-26 QTR (APLNG 100%) ($m) FYTD-26 vs FYTD-27 (APLNG 100%) ($m) personal use only 320 691 16
Slide 9: APLNG capital expenditure
6 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE RL Y R EP OR T SE P TE MB ER 2 02 6 Markets Expenditure abbreviation APLNG capital expenditure Quarterly APLNG1 capex (APLNG 100%) Financial Year APLNG1 capex (APLNG 100%) personal use only 278 51 236 236 8 219
Slide 10: Energy Markets
7 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE RL Y R EP OR T SE P TE MB ER 2 02 6 Markets Expenditure abbreviation personal use only Energy Markets
Slide 11: Electricity and natural gas markets
8 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE RL Y R EP OR T SE P TE MB ER 2 02 6 Markets Expenditure abbreviation Electricity and natural gas markets Electricity price ($/MWh) Gas price ($/GJ) personal use only 300 20 Q1 Q1 Q1 Q1 Q1 Q1 Sep-24 Sep-25 Sep-26
Slide 12: Energy Markets – sales volumes
9 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE RL Y R EP OR T SE P TE MB ER 2 02 6 Markets Expenditure abbreviation Energy Markets – sales volumes Electricity sales volumes (TWh) Natural gas sales volumes (PJ) personal use only 0.2 9.5 51.9 1.9 9.2 0.1 48.1
Slide 13: Capital Expenditure
10 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation personal use only Capital Expenditure
Slide 14: Origin consolidated – capital expenditure
11 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation Origin consolidated – capital expenditure Quarterly capex and investments ($m) Financial year capex and investments ($m) personal use only 3
Slide 15: Data Tables
12 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation personal use only Data Tables
Slide 16: Integrated Gas – APLNG 100%
13 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation Integrated Gas – APLNG 100% APLNG Unit Sep-26 QTR Jun-26 QTR % Change Sep-25 QTR % Change FYTD-27 FYTD-26 % Change personal use only Total p
Slide 17: APLNG sources of gas – APLNG 100%
14 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation APLNG sources of gas – APLNG 100% Production volumes Units Sep-26 QTR Jun-26 QTR % Change Sep-25 QTR % Change FYTD-27 FYTD-26 % Change perso
Slide 18: Operated development drilling and production
15 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation Operated development drilling and production QTR Avg daily production APLNG operated production wells Wells Drilled Wells commissioned (100%
Slide 19: APLNG uses of gas – APLNG 100%
16 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation APLNG uses of gas – APLNG 100% Uses of gas Units Sep-26 QTR Jun-26 QTR % Change Sep-25 QTR % Change FYTD-27 FYTD-26 % Change personal use on
Slide 20: Integrated Gas – Origin share
17 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation Integrated Gas – Origin share APLNG (ORG Share) Unit Sep-26 QTR Jun-26 QTR % Change Sep-25 QTR % Change FYTD-27 FYTD-26 % Change personal us
Slide 21: Energy Markets
18 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation Energy Markets Unit Sep-26 QTR Jun-26 QTR % Change Sep-25 QTR % Change FYTD-27 FYTD-26 % Change personal use only Sales volumes Electricity
Slide 22: Conversion & abbreviation
19 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation personal use only Conversion & abbreviation
Slide 23: Conversion factors and abbreviations
20 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation Conversion factors and abbreviations Conversion factors Abbreviations personal use only LNG $ 0.0554 PJ/ktonnes Australian dollars, unless s
Slide 24: Analyst notes
21 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation personal use only Analyst notes
Slide 25: Analyst notes: change in reporting – Octopus Energy
22 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation Analyst notes CHANGE IN REPORTING - OCTOPUS ENERGY AND KRAKEN TECHNOLOGIES Given the separation of Octopus Energy and Kraken Technologies in
Slide 26: Kraken Technologies
23 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation Kraken Technologies Following the equity raise, Origin’s overall economic interest remains at 22.7 per cent in Kraken Technologies. However,
Slide 27: Change in reporting – Future Energy
24 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation CHANGE IN REPORTING - FUTURE ENERGY Origin currently reports Future Energy as a separate division within Energy Markets. This division inclu
Slide 28: About our reporting
25 Integrated Gas Energy Capital Data Tables Conversion & Analyst notes Directory QUAR TE R LY R EP O R T S EP T EM BE R 20 26 Markets Expenditure abbreviation Directory About our reporting Unless otherwise stated, in this report a reference to ‘Origin’, ‘Origin Energy’, ‘Group’, ‘Origin personal us