Origin Energy
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Consensus Narrative from 12 Analysts
Shifting To Renewables Will Increase Costs And Compress Future Margins
Key Takeaways Transitioning to renewables and investing in infrastructure increases capital expenditure, impacting cash flows and net margins due to delayed ROI. Rising costs from gas supply investments and heightened competition in energy retail may squeeze margins, offsetting customer growth efforts.
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2.3% undervalued intrinsic discount-0.72%
Revenue growth p.a.
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11 days ago author updated this narrative