Energy Transmission: 70%
Natural Gas Distribution: 20%
Renewable Energies: 10%

Top 3 Markets:

1. Australia: 85%
2. New Zealand: 10%
3. USA: 5%

APA Group generates the majority of its revenue from energy transmission, particularly through the operation of pipelines for natural gas distribution. The Australian market dominates with a share of 85% of total revenue, reflecting APA Group's strong local presence and infrastructure.

New Zealand and the USA are also important markets, with New Zealand accounting for 10% and the USA 5% of revenues. These markets offer growth opportunities, especially in the field of renewable energies, where APA Group is expanding its activities.

Production Sites: No specific production sites, as APA Group is an infrastructure company.

APA Group is a leading energy infrastructure company in Australia, primarily focusing on operating gas pipelines and energy infrastructure. The company does not produce physical products in the traditional sense, but operates and manages an extensive network of pipelines and energy transport infrastructure.

The main activities of APA Group include transporting natural gas through a network of pipelines that spans across Australia. Additionally, APA is also involved in power generation and operating renewable energy facilities.

Investments in Renewable Energies: 2 billion AUD by 2027
Expansion of Gas Infrastructure: 1.5 billion AUD by 2026

The APA Group is pursuing a growth strategy that heavily focuses on diversifying its energy portfolio. A key component of this strategy is investing in renewable energies, with around 2 billion AUD expected to flow into projects for generating solar and wind energy by 2027.

At the same time, the company plans to expand and modernize its existing gas infrastructure to meet the increasing demand for natural gas. Investments totaling 1.5 billion AUD by 2026 are earmarked for this purpose. These measures aim not only to enhance supply security but also to increase the efficiency of existing systems.

Additionally, the APA Group is relying on strategic partnerships and acquisitions to strengthen its market position in Australia and potentially in international markets. These steps are part of a comprehensive plan to ensure both short-term and long-term profitability.

Main raw material: Natural gas

Countries of origin: Australia (mainly), importing countries are not specifically mentioned.

APA Group is primarily active in the field of energy infrastructure, especially in the transportation of natural gas. The company operates one of the largest natural gas pipeline networks in Australia and sources the majority of its natural gas locally.

Since APA Group is mainly involved in the distribution and transportation of natural gas within Australia, there are no significant imports of raw materials from other countries. The focus is on the use and transportation of domestically produced natural gas.

For specific materials or components needed for the operation and maintenance of the infrastructure, imports from various countries could take place, but this information is not detailed in the publicly available reports.

Market Share: 30% in the Australian gas transport market (2024)

EBITDA Margin: 62% (2024)

Network Length: Over 15,000 km of pipelines (2024)

APA Group has a significant competitive advantage in the Australian gas transport market. With a market share of around 30%, the company is the leading operator in the gas infrastructure sector. The high EBITDA margin of 62% indicates an efficient cost structure and strong pricing power.

Another key advantage is the extensive network of over 15,000 km of pipelines, providing broad geographic coverage and flexibility. This infrastructure enables APA to efficiently serve both existing and new markets.

In addition, APA benefits from long-term contracts with major energy providers, ensuring stable revenues. The strategic positioning in the energy sector and continuous investments in infrastructure further strengthen the competitive advantage.

Institutional Investor Share: approximately 55% (estimated for 2025)
Insider Purchases/Sales: No significant insider transactions in the last year (estimated for 2025)

The institutional investor share in APA Group typically exceeds 50%, indicating strong trust from institutional investors in the company. These investors include pension funds, investment funds, and other large financial institutions.

In 2025, there were no significant insider purchases or sales, suggesting that the management and other insiders are currently not making significant changes to their holdings. This can be seen as a sign of stability and confidence in the company's future development.

Market Share APA Group: 18% (2025, estimated)

Main Competitors and their Market Share:

1. AusNet Services: 22%
2. AGL Energy: 20%
3. APA Group: 18%
4. Jemena: 15%
5. Alinta Energy: 10%
6. Origin Energy: 8%
7. EnergyAustralia: 7%

The APA Group is a leading provider in the field of energy infrastructure in Australia and holds a significant market share of approximately 18%. Its main advantage lies in its extensive network of gas pipelines and strategic positioning within the energy supply chain. This represents a moderate moat as the infrastructure is difficult to replicate and requires high investment costs.

In comparison to competitors, AusNet Services holds the largest market share at 22%, followed by AGL Energy at 20%. These companies also benefit from large infrastructure networks and diversified energy supply, giving them a strong competitive advantage.

The APA Group must compete against these strong rivals who have similar advantages in terms of infrastructure and market presence. Competition in the industry is intense, and while the moat of the APA Group is significant, it is not insurmountable compared to the leading competitors.

Revenue Growth: 3.5% (2024) EBITDA Margin: 62% (2024) Net Debt to EBITDA Ratio: 3.8x (2024)

In 2024, APA Group recorded a revenue growth of 3.5%, attributed to stable demand for its services in the energy infrastructure sector. The EBITDA margin of 62% demonstrates strong operational efficiency and the ability to generate high profits from revenues.

The net debt to EBITDA ratio of 3.8x is relatively high, indicating that the company utilizes a significant amount of debt to finance its activities. This could pose a risk, especially in an environment of rising interest rates.

Overall, APA Group exhibits solid operational performance, but the level of debt should be closely monitored. Potential investors should consider the company's long-term growth strategies and its ability to manage its debts before making an investment decision.

Dividend Yield: 5.8% (2025, estimated)
Dividend History: Continuous payout for over 10 years

The APA Group is known for its reliable dividend policy. The company has been consistently paying dividends in recent years and maintains a stable dividend yield. APA Group's dividend policy aims to distribute a significant portion of profits to shareholders, making it an attractive option for income-oriented investors.

The reliability of the payout is supported by the stable cash flow generation from its diversified portfolio of energy infrastructure assets. Analysts expect that APA Group will continue its dividend policy in the future, provided that no significant negative market changes occur.