Genesis Energy
Logotype for Genesis Energy Limited

Genesis Energy (GNE) investor relations material

Genesis Energy Q2 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Genesis Energy Limited
Q2 2026 TU earnings summary22 Jan, 2026

Executive summary

  • Achieved a solid Q2 FY26 performance, leveraging portfolio flexibility and favorable hydrological conditions to deliver record-low thermal generation and strong financial results.

  • Hydro generation increased to 740 GWh (+21 GWh year-over-year), with lake levels rising to 122% of average, enhancing dispatch options.

  • Portfolio optimization enabled incremental gas monetization and improved margin quality, with electricity netbacks at $159/MWh, up 18% year-over-year.

  • Strategic progress included advancing renewable projects, executing a framework with Yinson Renewables, and finalizing investments in solar farms.

Financial highlights

  • Normalised EBITDAF guidance for FY26 raised to $490–$520 million, up from $455–$485 million, reflecting strong H1 performance and margin quality.

  • Total electricity sales reached 1,455 GWh (+22 GWh year-over-year), with retail netback at $159/MWh (+18%).

  • Thermal generation dropped to 85 GWh in Q2 (–201 GWh year-over-year), a record low.

  • Kupe gas sales were 1.5 PJ (+0.03 PJ), while oil production was 31 kbbl (–2.9%).

  • Total customers declined 4% year-over-year to 495,706, reflecting a focus on margin quality.

Outlook and guidance

  • FY26 Normalised EBITDAF guidance increased due to strong H1 performance and margin optimization, partially offset by higher operating costs.

  • H2 FY26 EBITDAF expected to align with prior assumptions; diversified portfolio and disciplined capital allocation support guidance.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Genesis Energy earnings date

Logotype for Genesis Energy Limited
H1 202622 Feb, 2026
Genesis Energy
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Genesis Energy earnings date

Logotype for Genesis Energy Limited
H1 202622 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Genesis Energy Limited is a diversified energy company based in New Zealand, engaged in the generation, trading, and retailing of electricity, natural gas, and LPG. The company operates a portfolio of thermal, hydro, and wind generation assets, supplying energy to residential, commercial, and industrial customers. Genesis Energy is also involved in renewable energy initiatives, aiming to reduce carbon emissions and support New Zealand’s transition to sustainable energy sources. The company is headquartered in Auckland, New Zealand, and its shares are listed on the NZX.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage