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Macquarie Australia Conference – Origin Energy Ltd.

Origin Energy Ltd. · May 1, 2019 · 14 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. Macquarie Australia Conference – Origin Energy Ltd. – slide 1
    Origin Energy Macquarie Conference 1 May 2019 Frank Calabria, CEO
  2. Macquarie Australia Conference – Origin Energy Ltd. – slide 2
    Origin snapshot Stronger cash flow and financial position Getting energy right for our customers and communities Near term headwinds in Energy Markets but well positioned to connect customers to the energy and technologies of the…
  3. Macquarie Australia Conference – Origin Energy Ltd. – slide 3
    Stronger financial position Proportionate Free Cash Flow1 Both businesses generating significant 2,500 20% cash flow 17% 2,000 14% 15% Target capital structure in sight 1,500 10% Am 7% Credit rating upgraded to BBB…
  4. Macquarie Australia Conference – Origin Energy Ltd. – slide 4
    Getting energy right for our customers Absorbed higher wholesale costs in NSW in FY2018 Price relief Reduced prices for concession customers No increases for customers in our hardship program since 2016 Maximising generation…
  5. Macquarie Australia Conference – Origin Energy Ltd. – slide 5
    Getting energy right for our communities Origin 24 million to support communities and education since 2010 Foundation 5,000 employee volunteer hours in HY2019 Growing Indigenous employment Indigenous support Increased procurement…
  6. Macquarie Australia Conference – Origin Energy Ltd. – slide 6
    Energy Markets - regulatory impact Regulatory changes to standing offers Victorian Default Offer (VDO) Bottom up methodology Applies to customers on standing offers in VIC 20 million annual revenue reduction estimated (based on…
  7. Macquarie Australia Conference – Origin Energy Ltd. – slide 7
    Energy Markets - wholesale price headwinds Lower market prices reduce earnings as they flow into retail prices NSW forward baseload LREC forward prices energy prices 95 90 100 90 85 80 80 70 A/certificate A/MWh 75…
  8. Macquarie Australia Conference – Origin Energy Ltd. – slide 8
    Delivering Energy Markets strategy Energy Supply & Retail Future Energy Operations Simplified business centred Competitive cost of energy Connecting distributed around the customer in a changing world assets and data to…
  9. Macquarie Australia Conference – Origin Energy Ltd. – slide 9
    Integrated Gas LNG market context Asia LNG demand 2018-2025 (MTPA) 200 180 Continuing strong Asian CAGR: 160 LNG demand growth +7.7% 140 109 102 120 92 87 82 Significant new US supply 100 66 74 expected 2020 2022 80…
  10. Macquarie Australia Conference – Origin Energy Ltd. – slide 10
    APLNG continuing to deliver APLNG Production (100%) APLNG Revenue (100%) 180 2,500 150 2,000 120 1,500 Am 90 PJ 1,000 60 500 30 - - Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q1 Q2 Q3 Q4 Q1 Q2 Q3 FY18 FY19 FY18 FY19 Operated…
  11. Macquarie Australia Conference – Origin Energy Ltd. – slide 11
    Delivering Integrated Gas strategy Low cost operator - APLNG Develop resources to meet growing gas demand June-19 Metric Baseline Run Rate APLNG Cost per Well (A/well)1 2.4 1.2 Focus on maturing new resources with Operated opex (A…
  12. Macquarie Australia Conference – Origin Energy Ltd. – slide 12
    Questions
  13. Macquarie Australia Conference – Origin Energy Ltd. – slide 13
    For more information Peter Rice General Manager, Capital Markets Email: peter.riceoriginenergy.com.au Office: +61 2 8345 5308 Mobile: + 61 417 230 306 Liam Barry Group Manager, Investor Relations Email: liam.barryoriginenergy.com.au…
  14. Macquarie Australia Conference – Origin Energy Ltd. – slide 14
    Thank You

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