AGL's Renewables Divestment Should Cut Gearing -- Market Talk

Dow Jones11-10

0028 GMT - AGL Energy's decision to drastically trim its stake in Tilt Renewables should significantly reduce its balance sheet leverage, RBC Capital Markets analyst Gordon Ramsay says. He sees the Australian power generator and retailer reducing gearing to 30% from 37% by the end of FY 2026, although he points out in a note that this assumes no other major transactions. AGL clearly flagged its sale of a 19.9% interest and the divestment fits into its asset-recycling strategy, Ramsay adds. AGL's retention of a 0.1% interest in Tilt fits with a continued strategic partnership featuring offtake agreements, he says. RBC has a last-published sector-perform rating and A$10.00 target price on the stock, which is up A$1.35% at A$9.04. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

November 09, 2025 19:28 ET (00:28 GMT)

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AGL clearly flagged its sale of a 19.9% interest and the divestment fits into its asset-recycling strategy, Ramsay adds. AGL's retention of a 0.1% interest in Tilt fits with a continued strategic partnership featuring offtake agreements, he says. RBC has a last-published sector-perform rating and A$10.00 target price on the stock, which is up A$1.35% at A$9.04. 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He sees the Australian power generator and retailer reducing gearing to 30% from 37% by the end of FY 2026, although he points out in a note that this assumes no other major transactions. AGL clearly flagged its sale of a 19.9% interest and the divestment fits into its asset-recycling strategy, Ramsay adds. AGL's retention of a 0.1% interest in Tilt fits with a continued strategic partnership featuring offtake agreements, he says. RBC has a last-published sector-perform rating and A$10.00 target price on the stock, which is up A$1.35% at A$9.04. 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