Origin Vitality Restricted (OGFGF) FY 2025 Earnings Name Transcript

Origin Vitality Restricted (OTCPK:OGFGF) FY 2025 Earnings Convention Name August 13, 2025 7:30 PM ET

Firm Individuals

Andrew Thornton – Govt Common Supervisor of Built-in Gasoline
Anthony Lucas – Chief Monetary Officer
Frank G. Calabria – MD, CEO & Govt Director
Greg Jarvis – Govt Common Supervisor of Vitality Provide & Operations
James Magill – Govt Common Supervisor, Origin Zero
Jon Briskin – Govt Common Supervisor of Retail

Convention Name Individuals

Amit Kanwatia – Jefferies LLC, Analysis Division
Dale Johannes Koenders – Barrenjoey Markets Pty Restricted, Analysis Division
Gordon Alexander Ramsay – RBC Capital Markets, Analysis Division
Henry Meyer – Goldman Sachs Group, Inc., Analysis Division
Ian Myles – Macquarie Analysis
Nik Burns – Jarden Restricted, Analysis Division
Robert Koh – Morgan Stanley, Analysis Division
Tom Allen – UBS Funding Financial institution, Analysis Division

Frank G. Calabria

Good morning, everybody, and welcome to the Origin Vitality outcomes presentation for the 2025 monetary yr. It is Frank Calabria right here, and I am joined by my government management crew, and we’ve got a quick presentation adopted by questions and solutions. And you may additionally observe that we’ve got supplied further data within the appendices on your overview.

Slide 2 offers a abstract of the monetary efficiency and enterprise highlights for the yr and I believe underscores the energy of our portfolio. Vitality Markets EBITDA of $1.404 billion is forward of steerage. APLNG manufacturing of 682 petajoules at a value of $4.20 a gigajoule is in step with steerage. LNG buying and selling is on the high finish of steerage with buying and selling beneficial properties of $441 million, and Octopus EBITDA is at a lack of $88 million inside — it is inside steerage and displays the funding in its fast international progress, but in addition some unseasonably heat climate and one-off changes.

There are a number of enterprise highlights for the yr. Our buyer accounts