Australia's Origin Energy rises, analysts bullish on energy markets segment

Origin Energy

15/08/2025 03:33

Updates

 ** Australia's top electricity and gas retailer Origin Energy ORG.AX rises 2.2% to A$12.865, their highest since October 2014

** Analysts at Jefferies raise PT to A$13.15 from A$12.34

** Morningstar lifts fair value estimate by 15% to A$10

** Jefferies notes ORG's annual results underscore strong performance of its energy markets division, driven by the growing strategic value of its peaking and flexible generation assets

** Co posted a 26% climb in FY25 profit to A$1.49 bln ($967.90 mln)

** Jefferies revises FY26 EBITDA outlook for energy markets business to A$1.65 bln, near the top-end of the co's guidance range of A$1.4-1.7 bln

** Morningstar upgrades medium-term forecasts for co's energy markets segment and its share of profits from the UK's Octopus Energy by 6% and 18%, respectively

** YTD, stock up 17.9%

($1 = 1.5394 Australian dollars)

 (Reporting by Keshav Singh Chundawat and Kumar Tanishk in Bengaluru)

 ((Keshav.SinghChundawat@thomsonreuters.com;))