Origin Energy (ORG) investor relations material

Opening remarks and agenda

• The 27th AGM opened at 10:00 a.m. with a quorum; proxies represented ~1.2bn shares, or 70.07% of issued capital.

• The agenda covered the year in review, financial performance, customer and community support, the outlook and formal resolutions.

Financial performance review

• FY26 statutory profit was $1,574m versus $1,481m; underlying profit was $1,159m versus $1,490m.

• Adjusted free cash flow was $2,074m versus $1,207m; underlying EBITDA was $3,220m versus $3,411m, and adjusted net debt / adjusted underlying EBITDA was 1.6x versus 1.7x.

• Energy Markets underlying EBITDA rose to $1.701bn from $1.404bn; Integrated Gas EBITDA fell to $1.62bn from $2.202bn, as expected with lower oil-linked earnings and LNG trading gains.

• Australia Pacific LNG paid $911m in fully franked dividends, up from $797m in FY25; domestic gas prices remained below international prices.

• Customer accounts reached 4.94m; churn was nearly 7% better than the market average, and Origin Loop reached 409,000 connected services.

Board and executive committee updates

• The Board unanimously recommended Scott Perkins’ re-election, citing his performance, experience and continuity through Board renewal; proxy votes were 94.88% For.

• Perkins envisaged orderly Chair succession during his next term; CEO Frank Calabria presented FY26 performance and FY27 outlook.

• The total recordable injury frequency rate improved to 2.9 from 4.4; employee engagement rose slightly to 7.5.