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Investor Presentaiton

Business Market key indicators 1H17 1H16 Change Electricity Volume (GWh) 5,805 6,439 (10%) Revenue ($m) 775 826 (6%) Gross margin ($m) 18 17 6% Gross margin 2.3% 2.1% 0.2 pts Gross margin per MWh ($) 3.14 2.72 15% Gas Volume (PJ) Revenue ($m) Gross margin ($m) Gross margin Gross margin per GJ ($) 41 Generation portfolio 39.1 36.8 6% 290 268 8% 38 31 23% 12.8% 11.6% 1.2 pts 0.97 0.84 15% AGL Energy in action. Asset State Туре Status Capacity (MW) Carbon intensity (tCO₂e/MWh) 1H17 sent out generation (GWh) Bayswater NSW Coal Owned 2,640 0.94 7,715 Liddell NSW Coal Owned 2,000 0.94 4,888 Loy Yang A VIC Coal Owned 2,210 1.28 7,135 Total coal 6,850 19,738 Torrens Island SA Gas steam turbine Owned 1,280 0.62 1,375. Yabulu QLD CCGT Controlled dispatch 122 0.51 112 Somerton VIC OCGT Owned 160 1.04 11 Other Various Gas/diesel Various 88 0.71 161 Total oil and gas 1,650 1,658 Macarthur VIC Wind Controlled dispatch 420 0.00 542 Hallett SA Wind Controlled dispatch 350 0.00 582 Wattle Point SA Wind Controlled dispatch 91 0.00 118 Oaklands Hill VIC Wind Controlled dispatch 63 0.00 102 VIC hydro VIC Hydro Owned 734 0.01 489 NSW hydro NSW Hydro Owned 54 0.00 32 NSW solar NSW Solar PARF 156 0.01 174 Other Various Landfill and bio-gas Various 47 0.09 80 Total renewables 1,915 2,119 Generation portfolio at 31 December 2016 10,415 0.94 23,515 NEM industry average 0.87 Note: the difference between sent out generation of 23,515 GWh and pool generation volume of 22,205 GWh (as disclosed in the Operating and Financial Review) is due to marginal loss factor. nonscheduled generation and auxiliary usage. 42 AGL Energy in action?' 9/2/2017 224 21
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