Past year: ▼ 33%(83.5c – 1.29 AUD)
Each one in plain English, with the numbers worked through for a shareholder.
6 Aug 2026annual report● Neutral
Beach's 2026 Annual Report, covering the year to June 2026, repeats the results already released the same day. Production was 19.4 MMboe and underlying NPAT $355m. AGM is set for 11 November 2026. The extract shows no new information.
6 Aug 2026annual report● Neutral
Beach's FY26 Appendix 4E showed revenue down 9% to $1,921.2m, statutory profit up 742% to $281.4m and underlying NPAT down 21% to $354.8m. The final dividend was 2.0 cents (3.0 cents for the year) and NTA per share was $1.41.
6 Aug 2026annual report● NeutralMajor
FY26 results: production 19.4 MMboe, sales revenue $1.8bn, underlying NPAT $355m, free cash flow $146m, net gearing 10.6%. Final dividend 2.0c, full-year 3.0c, against 6.0c final last year. A revised capital management framework prioritises balance sheet strength; nearshore Otway FID targeted H1 FY27.
6 Aug 2026other● Neutral
2026 Corporate Governance Statement, approved by the Board on 4 August 2026. It describes the board's roles and structure (seven directors) and carries no new business information.
6 Aug 2026investor presentation● Neutral
Slides for the FY26 results released the same day. The extract shows only disclaimers and assumptions (Brent US$76/bbl for FY27); no new information visible.
6 Aug 2026other● Neutral
Appendix 4G, the annual key to Beach's corporate governance disclosures for the year to 30 June 2026. Administrative only, no new business information.
31 July 2026other● Neutral
Notice that FY26 full year results and a webcast will be released on 6 August 2026. Administrative only, no new business information.
21 July 2026drilling scheduled● Neutral
Operator Omega began mobilising a rig to Canyon-3 to start its 2026/27 Taroom Trough program: four vertical wells, about 30 days each, then one or two horizontals. Beach holds 25% of ATP 2081 (not the Canyon pads), where a third pad is being built. Start was later than planned.
8 July 2026director officer appointment● Neutral
CEO Brett Woods received 217,271 shares on 1 July 2026 from vesting of deferred FY24 and FY25 short-term incentive rights, supplied from shares already bought on market. His holding is now 236,195 shares. Routine director interest notice.
25 May 2026asset acquisition disposition▲ GoodMajor
Beach agreed to sell its 60% of VIC/L35 (Artisan gas discovery) to Amplitude (50%) and O.G. Otway (10%) for $70m upfront plus a $3.75/GJ royalty, about $140m in total. La Bella 2 will not be drilled, freeing over $500m of capital.
6 May 2026investor presentation● Neutral
Macquarie conference slides dated 6 May 2026. The extract shows only disclaimers and assumptions (Brent US$76.8/bbl for FY26); no new information visible.
28 Apr 2026quarterly activities report▼ BadMajor
March quarter production rose 7% to 4.8 MMboe as Waitsia reached 94% of nameplate; revenue $419m, liquidity $974m. FY26 production guidance cut to 19.4-20.3 MMboe (from 19.7-22.0) on Waitsia ramp-up and Cooper rain. New Queensland acreage awarded.
9 Mar 2026material agreement▲ GoodMajor
Beach and operator Santos took final investment decision on Moomba Central Optimisation in the Cooper Basin. Net capex is about $250m over three years, targeting over $400m of net savings; completion targeted H1 FY29.
10 Feb 2026asset acquisition disposition▲ GoodMajor
Omega-led joint venture awarded 750 sq km Taroom Trough block PLR2025-1-9 by Queensland; Beach takes 25% (Omega 45% operator, Tri-Star 30%). This is Beach's entry into the Taroom Trough, with drilling possible from H2 2026.
5 Feb 2026half year report● Neutral
H1 FY26 results: production 9.5 MMboe (down 7%, flood-hit), underlying NPAT $219m, net gearing 12%, liquidity $925m. Interim dividend 1.0c. FY26 guidance maintained, with Waitsia now ramping up after its first gas export.
5 Feb 2026half year report● Neutral
Half year to December 2025 profit was $150.2m (down 32%), underlying NPAT $219m (down 8%) and revenue $982m. The interim dividend was cut to 1.0c from about 2.0c a year earlier, and the unsuccessful Hercules 1 well was expensed.
5 Feb 2026investor presentation● Neutral
Slides for the H1 FY26 results released the same day. The extract shows only disclaimers and assumptions (Brent US$63.7/bbl for FY26); no new information visible.
30 Jan 2026director officer appointment● Neutral
CEO Brett Woods' 1,061,426 performance rights from his 2023 sign-on grant vested on 29 January 2026. They remain rights until exercised, with until January 2028 to convert. Routine director interest notice.
29 Jan 2026other● Neutral
Notice of the FY26 half year results release and webcast on 5 February 2026. Administrative only, no new business information.
8 Dec 2025production update▲ GoodMajor
First sales gas exported from the Waitsia Gas Plant into the pipeline on 8 December 2025, completing the long-delayed Stage 2 project. Emergency power restart tests come before ramp-up begins. This is later than the earlier 'within two weeks' expectation of 7 November.
7 Nov 2025production update▲ GoodMajor
Waitsia Gas Plant reached Ready For Start Up, with first sales gas expected within two weeks. After repeated slippage, this is the final step before ramp-up; the plant's nameplate is 250 TJ/day.
25 Aug 2025director officer appointment● Neutral
Lead independent director Peter Moore will retire at the November 2025 AGM after eight years. Former Woodside executive Shaun Gregory joins as independent non-executive director from 1 September 2025.
4 Aug 2025annual report● Neutral
2025 Annual Report restating FY25 results already announced: production 19.7 MMboe, revenue $1,997m, underlying NPAT $451m, dividends 9.0c. AGM set for 12 November 2025. Nothing new beyond the results release.
4 Aug 2025other● Neutral
2025 Corporate Governance Statement, approved by the board 3 August 2025; the board has seven directors. Routine compliance document with no new business information.
4 Aug 2025other● Neutral
Appendix 4G, the key to Beach's corporate governance disclosures for FY25, lodged with the annual report. Administrative only.
4 Aug 2025annual report● Neutral
Appendix 4E for FY25: revenue up 13% to $2,106m, underlying NPAT up 32% to $450.5m, but statutory net loss of $43.8m. Final dividend 6.0c fully franked, record date 29 August, payable 30 September 2025.
4 Aug 2025annual report▲ GoodMajor
FY25 results: underlying NPAT up 32% to $451m, sales revenue $2.0bn, record final dividend 6.0c (9.0c total). A $474m after-tax impairment drove a statutory loss. FY26 guidance: production 19.7-22.0 MMboe, capex $675-775m; Waitsia completion expected Q1 FY26.
4 Aug 2025investor presentation● Neutral
Slides for the FY25 results released the same day. The extract shows only disclaimers and assumptions (Brent US$65/bbl for FY26); no new information visible.
31 July 2025quarterly activities report▼ BadMajor
June quarter production 4.6 MMboe; FY25 production up 9% to 19.7 MMboe, revenue $2.0bn, net debt $368m. Waitsia first gas slips again to Q1 FY26. Beharra Springs Deep 3 shows depletion (-10.7 MMboe 2P); $674m impairment expected.
17 July 2025asset acquisition disposition● Neutral
Vintage says Amplitude waived pre-emption rights and consented to Beach as operator of PEP 171, clearing joint venture conditions for the sale of Vintage's 25% to Beach. Completion still needs regulatory and Ministerial approvals; consideration is $1.25m.
