Why Beach Energy shares just came roaring back

Beach Energy shares are smashing the benchmark on Monday. But why?

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Beach Energy Ltd (ASX: BPT) shares are storming higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) energy stock closed Friday trading for $1.14. In morning trade on Monday, shares are changing hands for $1.19 apiece, up 4.4%.

For some context, the ASX 200 is down 0.2% at this same time.

This outperformance follows the release of Beach Energy's full-year FY 2025 results.

Read on for the highlights.

Beach Energy shares lift off amid record dividend

After closing down for the past seven consecutive trading days, Beach Energy shares are racing higher. The company reported a 16% year-on-year increase in sales volumes to 24.7 million barrels of oil equivalent (MMboe).

Full-year sales revenue was up 13% to $2.0 billion.

Excluding one-off items, underlying earnings before interest, taxes, depreciation and amortisation (EBITDA) were up 20% from FY 2024 to $1.1 billion.

Underlying net profit after tax (NPAT) was up 32% to $451 million.

As for those one-off items, the ASX 200 energy stock reported a non-cash impairment charge of $474 million after tax, which it said was mainly due to lower near-term commodity prices. The company previously announced this on Thursday, sending Beach Energy shares down 9.3% on the day.

However, Beach Energy shares are finding plenty of support today, with the company achieving $657 million in pre-growth free cash flow. Management said this enabled them to declare a record final fully franked dividend of 6.0 cents per share. That's up 200% from the last final dividend.

If you'd like to score that passive income, you'll need to own shares at market close on 27 August. Beach Energy stock trades ex-dividend on 28 August. You can then expect to bank that income on 30 September.

At the end of FY 2025, Beach Energy had $652 million in total liquidity, with net gearing of 10%.

What did management say?

Commenting on the results helping lift Beach Energy shares today, CEO Brett Woods said:

This past financial year was one of transformational change for Beach as we positioned ourselves as an increasingly important supplier of natural gas to Australia's domestic markets and delivered on our key commitments.

We increased our market share by supplying 19% of East Coast gas demand from Beach's operated assets and non-operated equity interests.

On the sustainability front, Woods added:

A major achievement in the Cooper Basin was the successful commissioning of the Moomba CCS project, a landmark event for both Beach and Australia's decarbonisation journey. Moomba CCS has now safely injected and stored over one million tonnes of CO2e, equivalent to removing 400,000 cars from Australian roads.

What's next for Beach Energy shares?

Looking at what could impact Beach Energy shares in the year ahead, the company intends to complete its ramp-up of the Waitsia Gas Plant. Management said this will provide new gas for the domestic West Coast market and the global LNG market.

Slightly longer term, Beach noted that its Equinox rig campaign in offshore Victoria is targeting new gas supply for the East Coast market from 2028.

FY 2026 guidance is for production of 19.7 MMboe to 22.0 MMboe.

Capital expenditure is expected to be in the range of $675 million to $775 million, with abandonment expenditure in the range of $200 million to $250 million.

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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