Ampol

Ampol reported record results for the first half of 2026: RCOP EBITDA rose 152% to A$1.64bn, RCOP NPAT to A$857m and statutory NPAT to A$1.36bn. Drivers were unusually high refinery margins at Lytton, robust fuel sales and gains from the integrated supply network; the share price climbed 4.32% to $41.57. The company raised the interim dividend to A$1.85, cites the EG-Australia acquisition and the U-Go discount network as growth drivers, and expects a temporary production slowdown to around 70% capacity after an FCC revision at Lytton in October. Ampol anticipates lower capital spending after completing a low-sulphur fuels project and an improvement in leverage from strong cash flows, but warns of a possible normalization of refinery margins. » More on de.investing.com

Ampol lifted adjusted net profit for the first half of 2026 to A$857.2m (up 376% year‑on‑year), beating the consensus estimate of around A$840m. RCOP EBIT rose to A$1.39bn, supported by average Lytton refinery margins of US$28.26/barrel due to tightening in global fuel markets. The company announced a more than fourfold interim dividend of 185 cents (A$1.85), reported A$5.8bn of committed liquidity and a gearing ratio of 1.8, confirmed the scheduled start of the Lytton ULSD project in late 2026, and expected synergies from the EG acquisition of A$65–80m per year within two years. » More on de.investing.com

Ampol reports RCOP EBIT of $947m for fiscal 2025 (+32%) and RCOP NPAT of $429m (+83%), while statutory NPAT fell to $82m due to one-off items. Drivers were higher refinery margins, notably at the Lytton plant, plus growth in convenience retail and the rollout of the U-GO concept. The company confirmed a final dividend of 60 cents (100 cents for the full year), expects completion of the EG Australia acquisition by mid-2026 and cites a net purchase volume of 25.2 billion L. Net debt stands at $2.9bn (gearing 2.3); the stock fell 3.11% to $28.98 after publication. » More on de.investing.com

Ampol expects EBITDA of around 640 million dollars for the first half of 2025 and EBIT about 2% above market consensus. Despite a decrease in fuel volumes, strong margins and a favorable product mix supported results, while the New Zealand business saw moderate growth. The Lytton refinery achieved a higher margin in the second quarter, and Jefferies slightly raised its price target for the stock. » More on de.investing.com