Energy generation: 45%
Retail energy: 35%
Gas supply: 20%

TOP 3 markets:

1. Australia: 70%
2. New Zealand: 15%
3. Asia-Pacific region: 10%

AGL Energy Limited generates the majority of its revenue from energy generation, followed by retail energy and gas supply. The Australian market is the dominant market for AGL, which is not surprising given the company's headquarters and main activities in Australia. New Zealand and the Asia-Pacific region are also significant markets contributing to international revenue.

Production sites of AGL Energy Limited:

AGL Energy Limited is a leading energy company in Australia, mainly engaged in electricity generation, energy retail, and renewable energy development.

1. Coal-fired power plants: AGL operates several coal-fired power plants, including the Loy Yang A power plant in Victoria and the Bayswater power plant in New South Wales. These are essential components of the company's electricity generation capacity.

2. Gas-fired power plants: The company also owns and operates gas-fired power plants, such as the Torrens Island power plant in South Australia.

3. Renewable energies: AGL heavily invests in renewable energies and operates wind farms, such as the Macarthur Wind Farm in Victoria, as well as solar installations.

4. Battery storage projects: AGL is also developing battery storage projects to support the integration of renewable energies and improve grid stability.

AGL Energy Limited focuses on diversifying its energy sources to support the transition to a more sustainable energy future.

Revenue Growth: Estimated 5-7% annually (2025) Investments in Renewable Energy: 20 billion AUD by 2030

AGL Energy Limited is pursuing a strategy that strongly focuses on expanding renewable energy. The company plans to make significant investments totaling 20 billion AUD by 2030 to expand its capacities in this area. This includes both the construction of new wind and solar plants and the modernization of existing infrastructure.

In addition, AGL is committed to decarbonizing its energy portfolio. The company has pledged to become carbon neutral by 2040, which involves a gradual shutdown of coal-fired power plants and transitioning to cleaner energy sources.

Another component of the growth strategy is digitization and improving customer experience. AGL is investing in technologies to enhance energy efficiency and offering innovative products and services to meet the changing needs of customers. This is intended not only to increase customer satisfaction but also to unlock new revenue streams.

Main raw materials: Coal, natural gas
Countries of origin: Indonesia, Australia (domestic), Malaysia

AGL Energy Limited mainly imports coal and natural gas, which are needed for energy generation in its power plants. A large portion of the coal is imported from Indonesia, while natural gas is sourced from domestic supplies in Australia as well as from Malaysia.

These imports are crucial for maintaining energy production, especially during times of high demand or when domestic resources are insufficient. AGL is continuously working to diversify its supply chains to minimize risks and ensure supply security.

Market Share: 22% in the Australian energy market (2025)

Customer Satisfaction: 78% (2024)

Renewable Energy Share: 35% of total energy production (2025)

AGL Energy Limited has a significant competitive advantage in the Australian energy market, mainly due to its large market share of 22%. This positions the company as one of the leading energy providers in Australia.

The focus on renewable energy, with a share of 35% of total energy production, demonstrates AGL's commitment to adapting to changing market requirements and increasing demand for sustainable energy sources. This could strengthen competitiveness in the long term, especially given the global trend towards more environmentally friendly energy sources.

The 78% customer satisfaction indicates that AGL is able to effectively serve its customers, further enhancing customer loyalty and the company's reputation. Together, these factors give AGL a solid competitive edge in a changing energy market.

Institutional Investor Share: approximately 60% (2025, estimated)

Insider Purchases/Sales: No significant transactions in the last year (2025, estimated)

The institutional investor share in AGL Energy Limited is around 60%. This demonstrates the confidence of large institutional investors in the company and its future growth prospects.

Regarding insider transactions, there were no significant purchases or sales in the last year. This could indicate that insiders are satisfied with the current company strategy and valuation.

Market share of AGL Energy Limited: Estimate: 20% (2025)

Main competitors and their market share:

1. Origin Energy: 18%
2. EnergyAustralia: 15%
3. Alinta Energy: 10%
4. Red Energy: 8%
5. AGL Energy Limited: 20%

Moat of AGL Energy Limited: AGL Energy Limited has a significant moat, which consists of several factors. These include strong brand recognition, an extensive network of energy generation facilities, and a broad customer base. These factors provide AGL with a certain level of stability and resilience to market fluctuations.

Compared to its competitors, AGL has the advantage of diversified energy generation, encompassing both renewable and conventional energy sources. This allows for flexible adaptation to regulatory changes and market developments.

However, companies like Origin Energy and EnergyAustralia also hold strong positions in the market, particularly through investments in renewable energies and innovative customer solutions. These competitors may have a stronger moat in specific segments, especially when it comes to technological innovations and sustainable energy sources.

In summary, AGL Energy Limited has a solid moat, but they must continuously invest in innovation and sustainability to maintain their market position against competitors.

Revenue growth: 8.2% (2024) Profit growth: 10.5% (2024) Market share in the energy sector Australia: 20% (2024)

AGL Energy Limited recorded a revenue growth of 8.2% and a profit growth of 10.5% in the year 2024. These positive growth figures indicate that the company was able to successfully strengthen its market position.

AGL is one of the leading energy providers in Australia with a market share of 20%. This demonstrates that the company plays a significant role in the energy sector and could benefit from the increasing demand for energy.

Furthermore, AGL is investing in renewable energy and sustainable technologies, which could lead to a diversification of revenue sources and a reduction in dependence on fossil fuels in the long term. This strategic direction could make the company more competitive in a changing energy industry.

Overall, AGL Energy Limited could represent an attractive investment opportunity, especially for investors interested in long-term growth prospects in the energy sector.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Continuous payouts over the last 5 years

AGL Energy Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently estimated at 4.5% for the year 2025, which can be considered solid compared to other companies in the industry.

The reliability of dividend payment is supported by the company's stable financial performance and its position in the energy market. AGL has historically pursued a policy of maintaining or slightly increasing dividends, indicating a sustainable payout policy.