Viva Energy Group Ltd (ASX:VEA)

Full Year 2025 Viva Energy Group Ltd Earnings Call Transcript

Feb 23, 2026 / 12:00 AM GMT

Release Date Price: A$1.87 (+8.09%)

Transcript

Key Points

Positve

Viva Energy Group Ltd (ASX:VEA) reported a strong finish to the year with a final dividend of $0.94 per share, representing 60% of C&I and CNM impact.
The company successfully completed a multi-year investment program at Geelong, including the ultra-low sulfur gasoline project, which was completed on schedule and largely within budget.
Commercial sales reached a record 11.8 billion liters, driven by growth in aviation and strong performances across all business units.
Refining margins rebounded in the final quarter, lifting the GRM to $9.60 per barrel for the year.
The company opened 35 new OTR stores, expanding its retail footprint and enhancing its convenience offerings.

Negative

The first half of the year was challenging, with significant impacts from planned maintenance and a site-wide power outage affecting refining operations.
Convenience sales were negatively impacted by illicit tobacco, affecting overall gross margins.
The transition to new ERP systems and supply chains was complex and challenging, impacting operational efficiency.
The company incurred $97.5 million in transition, integration, and restructuring costs, reflecting the final stages of a multi-year integration program.
Refining margins were below break-even in January, indicating a challenging start to the year from a refining margin perspective.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

VEA.AX - Viva Energy Group Ltd
Full Year 2025 Viva Energy Group Ltd Earnings Call
Feb 24, 2026 / 12:00AM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by, and welcome to the Viva Energy I'll show you full year 2025 results.

All participants are in the listen-only mode.

There will be a presentation followed by a question-and-answer session.

If you wish to ask a question via the phones, you will need to press the star key, followed by the number one on your telephone keypad.

I would now like to hand the conference over.

Mr.

Scott Wyatt, Chief Executive Officer.

Please go ahead.

Good morning and thank you all for joining us to discuss our 2025 full year results.

With me on the call this morning is Carolyn Pett, our financial Chief Financial Officer, and Jen Gray, our

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