AGL Energy Limited (AGLXY) Q4 2026 Earnings Call Transcript

SA Transcripts 161.76K Followers Follow AGL Energy Limited ( AGLXY ) Q4 2026 Earnings Call August 11, 2026 9:00 PM EDT Company Participants Damien Nicks - MD, CEO & Director Gary Brown - Chief Financial Officer David Moretto Jo Egan - Chief Customer Officer Conference Call Participants Tom Allen - UBS Investment Bank, Research Division Tom Wallington - Citigroup Inc., Research Division Uwan Minogue - Barrenjoey Markets Pty Limited, Research Division Gordon Ramsay - RBC Capital Markets, Research Division Robert Koh - Morgan Stanley, Research Division Cameron Needham - BofA Securities, Research Division Ian Myles - Macquarie Research Adrian Atkins - Morningstar Inc., Research Division Anthony Moulder - Jefferies LLC, Research Division Presentation Operator Thank you for standing by, and welcome to the AGL Energy Full Year Results Briefing Conference Call. [Operator Instructions] I would now like to hand over the conference to Managing Director and Chief Executive Officer, Mr. Damien Nicks. Please go ahead. Damien Nicks MD, CEO & Director Good morning, everyone. Thank you for joining us for AGL's 2026 Full Year Results Webcast. I'd like to begin by acknowledging the traditional owners of the land I'm on today, the Gadigal people of the Eora Nation and pay my respects to their Elders past, present and emerging and from the various lands from which you're all joining. Today, I'm joined by some members of my executive team, Gary Brown, Jo Egan, Dave Moretto and Matthew Currie. I'll get us started, and we'll have time for questions at the end. Our strong full year results reflected excellent business performance across AGL with the strength of our integrated business helping to mitigate the impact of softer market conditions and a very mild May and June. Customer markets delivered a great result, driven by growth in customer services, excellent customer satisfaction outcomes and a return to more sustainable margins. The improved availability and flexibility of our generation asset portfolio, including the continued