Friday, 1 May 2026 Β· Generated 2 May 2026 (Australia/Melbourne)
Sales definition (updated 20 Apr 2026): Confirmed records counted by CreatedAt date; Completed records counted by ConsumerStartDate (with 7-day rule). All $ figures are ex GST.
Active Book β Total
19,670
YoY +63.7% (+7,656)MoM +4.6% (+871)
Active Electricity
15,588
YoY +68.6% (+6,344)MoM +5.3% (+784)
Active Gas
4,082
YoY +47.4% (+1,312)MoM +2.2% (+87)
π Performance Summary β 1 May 2026
Headline wins and concerns from yesterday and FYTD
β Wins
Active book grew to 19,670 customers β up +63.7% YoY (+7,656) and +4.6% MoM.
Active electricity book hit 15,588 (+6,344 YoY, +68.6%); QLD elec alone grew from 1,008 β 3,282 (+225%).
April 2026 set a sales record β 1,047 elec + 287 gas = 1,334 sales, generating ~$97.8k monthly GP (ex GST) vs $65.2k April-25.
FYTD GP $634.4k ex GST vs PY $557.5k β +13.8% YoY, driven by recurring book contribution.
Yesterday delivered zero cancels (vs PY 15 and MoM 11) β a clean acquisition day.
Net acquisitions yesterday 24 (vs PY net 27 ex-cancels) β only β11% on a net basis despite gross softness.
β οΈ Concerns
Yesterday gross sales 24 vs PY 42 (β43%) and MoM 49 (β51%) β soft opener for May.
Gas materially weak β yesterday gas 6 vs PY 13 (β54%); FYTD gas β32.9% YoY (1,199 vs 1,787).
FYTD cancels 7,286 vs PY 3,176 (+129%) β gross cancels now exceed gross sales (cancel rate 105% FYTD).
Geographic concentration risk β only NSW (22) and VIC (2) sold yesterday; QLD and SA both zero.
May run-rate projecting ~$66k GP ex GST β well below April's $97.8k actual.
FYTD gross sales 6,925 vs PY 7,687 (β9.9%) β softer despite a much larger active book.
π Yesterday β Friday, 1 May 2026
Sales by fuel + region, with YoY (vs 1 May 2025) and MoM (vs 1 Apr 2026)
Total Sales
24
YoY β42.9%MoM β51.0%
Electricity
18
YoY β37.9%MoM β52.6%
Gas
6
YoY β53.8%MoM β45.5%
Cancels
0
YoY β100%MoM β100%
Net (Sales β Cancels)
24
YoY β11.1%MoM β36.8%
β‘ Electricity Sales by State
π₯ Gas Sales by State
π MTD β May 2026 (1 day)
May to date β only 1 day in (matches Yesterday); YoY vs May-25 same period, MoM vs Apr-26 same period
Total Sales
24
YoY β42.9%MoM β51.0%
Electricity
18
YoY β37.9%MoM β52.6%
Gas
6
YoY β53.8%MoM β45.5%
Cancels
0
YoY β100%MoM β100%
Net (Sales β Cancels)
24
YoY β11.1%MoM β36.8%
MTD GP (est., ex GST)
$29.4k
Run-rate Monthly (ex GST)
$66.1k
Cancels β Elec MTD
0
Cancels β Gas MTD
0
β‘ Elec Sales by State (MTD)
π₯ Gas Sales by State (MTD)
π FYTD β 1 Jul 2025 to 1 May 2026
Year to date vs prior year same period
Total Sales
6,925
YoY β9.9% (β762)
Electricity
5,726
YoY β2.9% (β174)
Gas
1,199
YoY β32.9% (β588)
Cancels
7,286
YoY +129.4% (+4,110)
Net
β361
vs PY +4,511
FYTD GP (ex GST)
$634.4k
PY FYTD GP (ex GST)
$557.5k
GP YoY
+13.8%
Cancel Rate FYTD
105.2%
β‘ FYTD Elec Sales by State
π₯ FYTD Gas Sales by State
π° Monthly GP (ex GST) β Current FY vs Prior FY
Jul β current month, all $ ex GST
π₯ Customers β Active Book Trend
Month-end snapshots from Nov 2023, plus partial 1 May 2026 β
Total Active Electricity Customers
Total Active Gas Customers
Active Electricity by State (NSW / VIC / QLD / SA)
π Trends β Last 36 Months
Jun 2023 β May 2026 (current month MTD)
β‘ Electricity Sales β by Month
π° GP (est., ex GST) β by Month
Estimated monthly GP (ex GST) using the formula ((elecΓ$75)+(gasΓ$29.50)+(active_elecΓ$2)+(active_gasΓ$1))Γ0.8