Highlights

  • Lytton refiner Margin reached US$23.92 per barrel versus US$10.64 a year earlier.
  • Group third-quarter sales were 6,245 ML, up 3.6% year on year.
  • The company expects Lytton’s FCCU to restart in mid-November following additional maintenance.

Ampol Ltd (ASX:ALD) operates in the energy and resources sector and disclosed a series of operational and financial developments in its latest ASX release. Its shares were quoted at AUD 38.73 and was down 3.18% on 28 October 2026. The company’s announcement sets out the reported results for its stated financial or operating period, with information on Business activity, operational indicators and management’s disclosed next steps. The update covers separately reported operational, financial and project measures for the periods identified by the company.

Fuel Sales and Refining Economics

In its third-quarter trading update released on 19 October 2026, Ampol reported group fuel sales of 6,245 megalitres, compared with 6,028 ML in the same quarter of 2025. Convenience Retail volumes were 1,256 ML versus 864 ML a year earlier, while Australian wholesale sales were 2,081 ML, compared with 2,570 ML. International sales reached 1,841 ML, up from 1,492 ML. For the first nine months of 2026, overall group sales were 18,546 ML compared with 18,476 ML. These comparisons reflect the group’s reported categories, including the realignment of acquired EG Australia volumes.

Lytton Turnaround and Production

The Lytton refiner margin increased to US$23.92 per barrel in the quarter from US$10.64 a year earlier. The nine-month average reached US$27.05 per barrel compared with US$8.45. Third-quarter refinery production totalled 1,137 ML versus 1,252 ML in the previous corresponding period, during a planned turnaround and inspection. Additional reactor refractory relining and crude-unit maintenance were added to the programme. Ampol expected its fluidised catalytic cracking unit to restart in mid-November and expected fourth-quarter higher-value fuel output to be about 150 ML below its previous projection.

Retail Integration and Other Updates

Ampol reported double-digit growth in headline shop sales across its core retail network excluding EG and U-GO sites, with improvements in shop gross margin and average basket value. It completed its first U-GO conversion in early October. The group said commissioning of the Ultra Low Sulfur Fuels project was now expected in the first quarter of 2027, without changing its group Capital Expenditure outlook. Ampol also announced a proposed Acquisition of Evie Networks, subject to Australian Competition and Consumer Commission clearance, with completion expected in the first half of 2027. The release did not provide a numeric third-quarter group RCOP EBIT figure.

The reported figures and operational updates were provided by Ampol Ltd (ASX:ALD) for the period identified in its filing. Forecasts, targets, proposed transactions and commissioning schedules are company statements rather than completed outcomes. Where the announcement describes conditions, dependencies or approvals, those qualifications remain part of the disclosed position. Financial measures and operating units are retained separately to avoid presenting different measures as interchangeable.

The quarterly breakdown recorded Australian sales Volume of 3,551 ML, down 2.3% from 3,635 ML one year earlier. New Zealand volumes declined 5.3% to 853 ML, while international volumes grew 23% to 1,841 ML. On a year-to-date basis, Australian wholesale sales were 7,137 ML versus 7,484 ML, and Convenience Retail sales were 3,034 ML versus 2,600 ML. The Lytton refining margin in Australian cents per litre was 21.40, compared with 10.22 in the third quarter of 2025. The company cautioned that the comparative retail sales figures had not been restated for the EG Australia category realignment.

Source: Company ASX announcement; share figures provided for 28 October 2026.