Revenue distribution by sectors:

• Fuel distribution: approx. 70%
• Refinery and production: approx. 20%
• Retail and convenience stores: approx. 10%

TOP 3 markets and their percentage shares:

• Australia: approx. 65%
• New Zealand: approx. 20%
• Asia-Pacific region: approx. 15%

Ampol Limited generates the majority of its revenue from fuel distribution, highlighting the company's central role in the energy sector. The Australian market remains the main revenue contributor, followed by New Zealand and the Asia-Pacific region. These markets reflect Ampol's geographical presence and strategic focus on providing energy products and services.

Production sites of Ampol Limited:

1. Lytton Refinery, Brisbane, Australia
2. Import terminals in Australia
3. Distribution networks in New Zealand and the Asia-Pacific region

Ampol Limited operates the Lytton Refinery in Brisbane, which is one of the main production sites for its fuels. Additionally, the company imports products through various terminals in Australia to meet local demand. Ampol also has a distribution network in New Zealand and the Asia-Pacific region, supporting the import and distribution of fuels.

Strategy for Future Growth:

1. Diversification into Renewable Energies
2. Expansion of the Convenience Store Division
3. International Expansion

Ampol Limited is pursuing a strategy of diversification to prepare for the shift towards renewable energies. The company is investing in the development and expansion of charging infrastructure for electric vehicles and researching alternative fuels to adapt to the energy transition.

In parallel, Ampol plans to expand its convenience store division to tap into additional revenue streams. This includes modernizing existing locations and introducing new product lines to meet changing consumer needs.

Furthermore, Ampol is focusing on international expansion, particularly in the Asia-Pacific region, to access new markets and strengthen its market presence. These measures are intended to support the company's growth in the coming years and enhance its competitiveness.

Main Commodities: Crude oil, refinery products

Countries of Origin: Singapore, South Korea, Japan, Malaysia, USA

Ampol Limited mainly imports crude oil and refinery products, which are needed for the production of fuels and other petrochemical products. The main countries of origin for these commodities are Singapore, South Korea, Japan, Malaysia, and the USA. These countries are significant players in the global energy market and provide a stable supply of the required raw materials.

Australia's strategic location and trade relationships enable Ampol to import from these countries to meet demand in the domestic market and ensure supply security.

Market share in Australia: Approximately 30% (2024 estimate)
Refinery capacity: 109,000 barrels per day (2023)
Net income growth: 8% (2024)

Ampol Limited, as one of the leading fuel providers in Australia, possesses a significant competitive advantage due to its strong market presence and extensive infrastructure. With an estimated market share of around 30% in 2024, Ampol remains a dominant player in the Australian fuel market.

Ampol's refinery capacity, particularly the Lytton Refinery with a capacity of 109,000 barrels per day, provides the company with a strategic advantage in supply security and cost control. This enables Ampol to offer competitive prices and simultaneously benefit from the demand for refined products.

Additionally, Ampol has steadily increased its net income in recent years, with a growth of 8% in 2024. This financial stability and continuous growth strengthen the company's position in the competition and enable investments in new technologies and markets to tackle future challenges.

Institutional Investor Share: approximately 60% (estimated, based on historical data from 2023)

Insider Buys/Sells: No specific data available for 2025. Historically, there were no significant insider transactions in 2023.

The institutional investor share in Ampol Limited traditionally stands at around 60%, indicating the confidence of institutional investors in the company's stability and growth potential. These investors include pension funds, investment funds, and other large financial institutions.

Insider transactions, such as purchases or sales by company management or board members, are regularly monitored as they can provide insights into management's assessment of the company's future prospects. In 2023, no significant insider buys or sells were reported, which could suggest a stable assessment of the company's situation by the executives.

Market share of Ampol Limited: 18% (2025, estimated)

Top competitors and their market shares:

1. Viva Energy Group Limited: 22%
2. BP Australia: 20%
3. Shell Australia: 15%
4. Caltex Australia: 12%
5. 7-Eleven Australia: 8%

Ampol Limited is a significant player in the Australian fuel market with an estimated market share of 18%. The largest competitors are Viva Energy Group Limited and BP Australia, holding market shares of 22% and 20% respectively. Shell Australia and Caltex Australia follow with 15% and 12%.

Ampol Limited's moat is based on a strong brand name, an extensive network of gas stations, and strategic partnerships. These factors provide a certain competitive advantage, especially in terms of customer loyalty and geographic coverage.

However, companies like BP and Shell may have a stronger moat due to their global presence, extensive resources, and diversified business models. These factors can help them be more resilient in economically challenging times and benefit from global market trends.

Overall, Ampol Limited has a solid, but not insurmountable, moat compared to its competitors. Competition remains intense, and the ability to adapt to market changes will be crucial for long-term success.

Revenue Growth: 7.8% (2024) Profit Growth: 5.5% (2024) Dividend Yield: 4.2% (2024)

Ampol Limited recorded solid revenue growth of 7.8% in 2024, attributed to strong operational performance and stable demand for its products. The 5.5% profit growth indicates that the company was able to effectively manage its costs and maintain its margins.

The 4.2% dividend yield is attractive to investors seeking regular returns. This yield is above the industry average and suggests that Ampol follows a reliable dividend policy.

Additionally, Ampol has invested in sustainable energy projects in recent years, making the company future-proof in a changing energy landscape. These strategic investments could lead to further growth and stability in the long term.

Overall, Ampol Limited could be a good investment for investors who value stable returns and long-term growth potential, especially in a changing energy market.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Continuous payout in recent years

Ampol Limited has regularly distributed dividends to its shareholders in the past. The dividend yield for 2025 is estimated to be around 4.5%, based on current market data and payouts from recent years.

The company has a solid dividend history, indicating a reliable payout. This stability is supported by Ampol's strong market position and continuous profitability. Analysts believe that Ampol will continue to be able to distribute dividends at a similar level in the future, unless significant market changes occur.