Slides
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2026 Annual General Meeting 14 October 2026
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Chair address Scott Perkins 14 October 2026
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Welcome to the 2026 AGM 3 1. The year in review 2. Financial performance 3. Supporting customers, communities and the planet 4. Looking ahead
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The year in review 4 • A dynamic year in energy - Geopolitical uncertainty caused significant shifts in commodity markets - Cost-of-living pressures persisted - Rapid regulatory and technological change continued • Energy transition advanced, but unevenly - Household electrification accelerated - Large-scale infrastructure getting harder - AI and data centres reshaping demand • Sharing benefits fairly is the task ahead
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FY26 financial performance 5 • Solid full-year result • Strong cash generation and balance sheet supported continued investment • Steady shareholder returns - 60 cents per share in total dividends for FY26 • Good progress executing strategy - Portfolio well positioned for a changing energy market
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Delivering for customers, communities and the planet 6 • Total support for customers in hardship grew to $125m over the past 3 years • Responding to the data security incident • Origin Foundation contributed $3.7m to community initiatives • Progress on emissions targets 6
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Concluding remarks 7 • Origin has the strategy, assets and capabilities to navigate the energy transition successfully • Our focus is on continuing to deliver value to our customers, Australia and our shareholders • Thank you for your continued support
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CEO address Frank Calabria 14 October 2026
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Outline 9 1. Policy reform 2. FY26 performance 3. Outlook 4. Conclusion
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10Policy reform that delivers for customers and the economy • Early customer-led progress must be matched by large- scale infrastructure delivery • Major reforms at key decision points critical for investment • Policy needs durability and bipartisan agreement — uncertainty delays investment and costs customers
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FY26 performance 11 Reflecting a strong portfolio and strategy delivery
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Outlook 12 Summary of FY27 guidance: • Reaffirming FY27 guidance from full year results • Energy Markets Underlying EBITDA guidance: $1,550–$1,850m • Australia Pacific LNG production guidance: 625–670 PJ • Octopus Energy UK retail: another strong year expected • Kraken Technologies: revenue growth of more than 20% expected Guidance is provided on the basis that market conditions and the regulatory environment do not materially change.
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13 Conclusion Positioned to deliver for customers and communities, and create lasting value for our shareholders.
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2026 AGM proxy summary as at proxy close 14 Item of Business For Against Proxy’s Discretion Abstain* 2. Re-election of Mr Scott Perkins 1,144,640,004 94.88% 52,297,048 4.34% 9,414,431 0.78% 755,790 3. Remuneration Report 1,182,969,175 98.10% 13,445,780 1.12% 9,347,958 0.78% 1,300,444 4. Equity grants to Managing Director and CEO Mr Frank Calabria 1,183,891,410 98.18% 12,757,841 1.06% 9,209,164 0.76% 1,204,942 *Votes by a person who abstains on an item are not counted in calculating the required majority on a poll
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Thank you