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Ampol (ALD) investor relations material
Ampol Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary9 Dec, 2025
Company overview and market position
Operates in Australian, New Zealand, and Asia-Pacific transport fuels and convenience markets, with strong supply chain and iconic brands.
Holds 25% market share in Australian transport fuels and 40% in New Zealand road transport fuels.
Manages 2,200 retail sites, 23 terminals, and 1.8 billion litres of storage capacity, serving over 4 million customers weekly.
Integrated value chain from international sourcing to retail, with a unique refinery asset in Brisbane.
Maintains a strong investment grade credit rating (Baa1 Moody's) and diversified funding sources.
Financial and operational performance
Group RCOP EBITDA for 1H 2025 was $649 million, with RCOP EBIT at $404 million; statutory NPAT loss of $25 million.
YTD total sales volume reached 18.5 billion litres; 3Q 2025 RCOP EBIT improved over both 1H 2025 and 3Q 2024.
Lytton Refiner Margin rose from US$13.78/bbl in October to US$17.90/bbl in November 2025, with refinery production increasing to 532ML.
Interim dividend of 40 cps, fully franked; leverage at 2.8x with net borrowings of $2.8 billion.
Productivity program targets $50 million cost reduction for FY 2025.
Strategic initiatives and growth priorities
Focus on growing convenience retail, progressing EG Australia acquisition, and accelerating U-GO rollout.
U-GO rollout delivers 50% uplift in fuel volumes at converted sites, with $300K average site EBITDA improvement and rapid payback.
EG Australia acquisition expected to deliver $65-80 million in cost synergies and high single-digit EPS accretion.
Strategy centers on enhancing core business, expanding platform, and evolving energy offer, including EV charging and renewable fuels.
Exited electricity retailing to focus on EV charging and renewable fuels for energy transition.
EG acquisition's impact on earnings mix
Pathway to target leverage range
Update on Fuel Security Services Payment review
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Next Ampol earnings date
H2 202522 Feb, 2026
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Frequently asked questions
Ampol Ltd is an Australian transport energy company involved in the supply, refining, distribution, and marketing of petroleum and related products. It serves a variety of sectors including retail, commercial, and industrial customers across Australia and the Asia-Pacific region. Ampol operates within the energy and industrial sectors. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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