Origin Energy Limited (ORG) Earnings Call Transcripts

Origin Energy Limited's Latest Earnings Call - April 27, 2026

In the Q1 2026 earnings call for Origin Energy Limited (ORG:AU), management reaffirmed its commitment to the Kraken platform, emphasizing its role in driving operational efficiencies and customer satisfaction. The company maintained its fiscal year 2026 guidance for Octopus Energy, citing regulatory changes and trading outcomes in the U.K. retail business. Revenue for the quarter came in at $3.2 billion, with an EPS of $0.75, both inline with expectations, but management highlighted a strong growth trajectory for Kraken, which could significantly enhance future earnings potential.

Reported metrics

Guidance from management

Management maintained its fiscal year 2026 guidance for Octopus Energy, indicating stability in earnings despite regulatory challenges in the U.K. retail business.

What management said

No. I'll ask you later on. So Amir, could you please comment on how Kraken thinks about the value of each customer and quantify the upside on value per customer when customers adopt multiple products within the Kraken product suite? For example, what does orchestration of customers' distributed assets mean for realized value per customer?

You probably get the sense to me that I can keep talking forever on this. But just the last couple of questions if there's any questions online as well, if there's any last questions, please send them through. Good way to stop there.

What analysts pressed on

Analysts expressed concerns regarding the pace of market penetration in the U.S., questioning the slower conversion rates compared to the U.K. and Europe. There were also inquiries about the potential impact of AI on operational efficiencies and customer interactions.

Main topics on the call

• Kraken Platform Performance — Management reported that Kraken is managing over 90 million accounts globally with a gross retention rate exceeding 99%. The platform has achieved '40% efficiency gains' and a '3x increase in customer delight', underscor...
• Regulatory Impact on Guidance — Origin reiterated its fiscal year 2026 guidance for Octopus Energy, stating that 'the earnings outlook for Kraken is unchanged' despite regulatory changes affecting the U.K. retail business. This suggests stability in th...
• AI Integration and Future Opportunities — Management emphasized the integration of AI into Kraken, stating it 'allows us to reduce our cost to serve' and enhances operational agility. This positions Kraken to capitalize on future market demands.
• Customer Satisfaction Metrics — Kraken's Net Promoter Score stands at 84, significantly higher than legacy vendors at 21. This reflects strong customer satisfaction and loyalty, which is critical for long-term growth.

Read the full Origin Energy Limited transcript (April 27, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 19 Origin Energy Limited earnings call transcripts on record, spanning February 19, 2020 to April 27, 2026. Based on this history, Origin Energy Limited reports semi-annually. The most recent call on file is dated April 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ORG

Exchange

ASX

Country

AU

Sector

Utilities

Industry

Electric Utilities

Calls on record

19

First call

February 19, 2020

Most recent

April 27, 2026

Reporting cadence

semi-annually