China Oil & Gas: 1H26 Revenue Dips 1%, Net Profit to Shareholders Falls 22%; Senior Notes Fully Repaid and New US$300 Million Issue Completed

Bulletin Express
Yesterday

China Oil & Gas Group Limited released its unaudited interim results for the six months ended 30 June 2026.

Financial highlights • Revenue: HK$7.85 billion, down 1% year-on-year. • Gross profit: HK$1.09 billion, up 11%; gross margin improved to 14% from 12%. • Profit attributable to owners: HK$196.20 million, down 22%. • Total profit: HK$500.63 million, down 8.5%. • Finance costs: HK$238.58 million, +12%. Weighted average funding cost stood at 4.5% (1H25: 4.7%). • No interim dividend declared.

Segment performance • Natural gas sales & distribution: HK$6.51 billion (83% of group revenue), –3% YoY; sales volume fell 9% to 2.10 billion m³. • Pipeline construction & connection: HK$294 million, +1%; gross margin rose to 41% (1H25: 37%). • Crude-oil & gas production in Canada: HK$240 million, –3%; output averaged 5,209 boe/d (–4%). • Coal-based clean energy & other products: HK$806 million, +27%.

Balance-sheet snapshot • Total assets: HK$22.13 billion; cash and time deposits: HK$5.05 billion. • Total indebtedness: HK$9.79 billion; net-debt-to-assets ratio: 21%; gearing (debt/total equity): 122%.

Capital markets & liquidity • US$39 million of 4.7% senior notes due 2026 were repurchased in the open market, US$271.80 million were bought back via tender, and the remaining US$89.21 million were settled in June; the issue is now fully redeemed. • In February, the group issued US$300 million of 7.0% senior notes due 2029 at 99.337% of par.

Operations & strategy • Domestic gas franchise portfolio remained stable; industrial-commercial customer mix continued to expand. • Digital-intelligence rollout covered more than ten business areas, with unified accounting and data dashboards live. • Strategic cooperation agreement signed with Shandong Ronghui to develop LNG production for new-energy vessels. • Pending share-swap transaction with Shenzhen-listed Shengli Share (000407 SZ) would lift China Oil & Gas’s stake in Shengli Share to 51.11% upon completion.

Outlook Management will prioritise core gas operations, accelerate digital upgrades and integrated-energy pilots, and maintain a low-leverage profile while monitoring North American M&A opportunities.

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