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Investor Presentaiton

On track to deliver FY17 guidance 29 Underlying Profit after tax expected to be in the upper half of $720-800m guidance range, subject to normal trading conditions > Electricity: impact of rising wholesale prices expected to continue Forward curve points to sustained improvement Impact phased over time due to competition, customer affordability and timing of contracted positions > Gas: headwinds as previously flagged Lower margin on rollover of Queensland wholesale contracts, mild July/August weather and supply issues Resulting in $84m lower first-half gas margin; at least $100m lower margin FY17 vs. FY16 > Discipline around cost and price management to continue Supplementary Information AGL Energy in action. 9/2/2017 15
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