ASX All Ordinaries Energy Stocks to Watch in September 2026: Santos (ASX:STO), Origin Energy (ASX:ORG) and Ampol (ASX:ALD)

Sonal Goyal

14 September 2026 08:39 PM AEST

ASX All Ordinaries Energy Stocks to Watch in September 2026: Santos (ASX:STO), Origin Energy (ASX:ORG) and Ampol (ASX:ALD)

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Santos (ASX:STO), Origin Energy (ASX:ORG) and Ampol (ASX:ALD) operate across different parts of Australia’s energy industry. Santos operates LNG, Natural Gas and oil assets, Origin Energy combines electricity and gas retailing, generation and LNG exposure, while Ampol operates refining, fuel distribution and convenience retail businesses. During 2026, all three companies released financial and operational updates covering production, earnings, project activity and Investment programs.

Santos (ASX:STO)

Santos operates oil and gas Assets across Australia, Papua New Guinea, Timor-Leste and Alaska. Its portfolio includes LNG, domestic gas and oil operations, with Barossa and Pikka forming important parts of its 2026 development program.

For the six months ended 30 June 2026, Santos reported production of 45.6 million barrels of oil equivalent. Sales Revenue was US$2.6 billion, while EBITDAX was US$1.6 billion. Net profit after tax was US$355 million and Underlying Profit was US$397 million. Free Cash Flow from operations was US$378 million.

The company reported gearing of 23.2% excluding operating leases. Santos also declared an unfranked Interim Dividend of US 11.6 cents per share.

Origin Energy (ASX:ORG)

Origin Energy operates an integrated energy Business covering electricity and gas retailing, generation and storage. The company also has a 27.5% interest in Australia Pacific LNG and economic interests in Octopus Energy and Kraken Technologies.

For the year ended 30 June 2026, Origin Energy (ASX:ORG) reported statutory profit of AUD 1,574 million and underlying profit of AUD 1,159 million. Underlying EBITDA was AUD 3,220 million, while adjusted free cash flow reached AUD 2,074 million.

Energy Markets generated underlying EBITDA of AUD 1,701 million during FY26. Integrated Gas recorded underlying EBITDA of AUD 1,620 million. Origin received AUD 911 million in fully franked dividends from Australia Pacific LNG during the year.

Adjusted net Debt represented 1.6 times adjusted underlying EBITDA. Origin declared a fully franked final dividend of 30 cents per share, taking total FY26 dividends to 60 cents per share.

Ampol (ASX:ALD)

Ampol operates the Lytton refinery in Brisbane together with fuel sourcing, storage, distribution and convenience retail operations. Its activities extend across Australia and New Zealand.

For the six months ended 30 June 2026, Ampol (ASX:ALD) reported Group RCOP EBITDA of AUD 1,637.1 million and Group RCOP EBIT of AUD 1,391.7 million. RCOP net profit after tax attributable to the parent, excluding significant items, was AUD 857.2 million.

Statutory net profit after tax attributable to shareholders was AUD 1,363.4 million. The result included an after-tax inventory gain of AUD 527.6 million. Ampol declared a fully franked interim dividend of 185 cents per share.

2026 Business Positioning

Santos (ASX:STO) entered the second half of 2026 with Barossa LNG producing and Pikka progressing through its production ramp-up. Its half-year disclosure also reported production of 45.6 MMboe and US$378 million of free cash flow from operations.

Origin Energy (ASX:ORG) reported FY26 Earnings across Energy Markets and Integrated Gas while continuing investment in batteries and retaining exposure to Australia Pacific LNG, Octopus Energy and Kraken Technologies.

Ampol (ASX:ALD) reported its first-half results alongside elevated Lytton refining margins, higher reported earnings and continued activity across refining, fuel distribution and convenience operations.

FAQs

Q: What did Santos (ASX:STO) report for the first half of 2026?

A: Santos reported production of 45.6 MMboe, sales revenue of US$2.6 billion, underlying profit of US$397 million and free cash flow from operations of US$378 million.

Q: What were Origin Energy’s (ASX:ORG) main FY26 figures?

A: Origin reported statutory profit of AUD 1,574 million, underlying profit of AUD 1,159 million, underlying EBITDA of AUD 3,220 million and adjusted free cash flow of AUD 2,074 million.

Q: What did Ampol (ASX:ALD) report for the first half of 2026?

A: Ampol reported Group RCOP EBITDA of AUD 1,637.1 million, RCOP NPAT of AUD 857.2 million and statutory NPAT of AUD 1,363.4 million. The company declared a fully franked interim dividend of 185 cents per share.

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