Telstra Group Limited

Informe acción ASX:TLS

Capitalización de mercado: AU$59.9b

Telstra Group Dirección

Dirección controles de criterios 4/4

El CEO de Telstra Group es Vicki Brady , nombrado en Sep 2022, tiene una permanencia de 3.67 años. compensación anual total es A$6.73M, compuesta por 35.1% salario y 64.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.022% de las acciones de la empresa, por valor de A$12.91M. La antigüedad media del equipo directivo y de la junta directiva es de 3.1 años y 3.7 años, respectivamente.

Información clave

Vicki Brady

Chief Executive Officer (CEO)

AU$6.7m

Compensación total

Porcentaje del salario del CEO35.11%
Permanencia del CEO3.7yrs
Participación del CEO0.02%
Permanencia media de la dirección3.1yrs
Promedio de permanencia en la Junta Directiva3.7yrs

Actualizaciones recientes de la dirección

Recent updates

TLS: Future Returns Will Rely On Buybacks Dividends And Sentiment Resilience

Analysts have made a small adjustment to Telstra Group's price target, reflecting largely unchanged fair value estimates with only minor tweaks to assumptions such as discount rate, long term revenue growth, profit margin and future P/E, following recent sector wide software volatility rather than company specific drivers. Analyst Commentary Recent Street research on a peer name in the software and security space shows that price target changes can sit alongside relatively steady views on business quality and long term prospects.

TLS: Future Returns Will Rely On Buybacks Dividends And Execution Resilience

Analysts have slightly lifted their fair value estimate for Telstra Group, taking the implied price target from about A$5.21 to around A$5.27. This reflects modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in light of recent research commentary on peers facing software sector pressure but still reporting solid results and in-line guidance.

TLS: Future Returns Will Rely On Buybacks Dividends And Margin Resilience

Analysts have made only a modest adjustment to Telstra Group's valuation, with the updated A$ fair value per share held at A$5.21. They cite steady profit margin assumptions and a slightly higher discount rate as key drivers behind the refreshed price target outlook.

TLS: Future Returns Will Depend On Buybacks Dividends And P/E Support

Analysts have raised their price target on Telstra Group to A$5.21 from A$4.97, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News Telstra Group announced an increase in its equity buyback authority by A$250 million on February 19, 2026, bringing the total authorization to A$1.25 billion (Key Developments).

TLS: Stable Fair Value Will Rely On Modest Margin And Multiple Support

Analysts have kept their A$4.97 price target for Telstra Group broadly unchanged, noting only slight adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that offset one another in their updated model. Valuation Changes Fair Value: A$4.97 remains unchanged, with no movement in the modelled fair value estimate.

TLS: Modest Model Tweaks Will Shape Future Margins And Measured Upside

Analysts have nudged their price target for Telstra Group slightly higher to about A$4.97 from A$4.93, citing modest model updates that reflect small adjustments to discount rates, revenue growth assumptions, profit margins, and future P/E expectations. Analyst Commentary Recent Street research on a different company in the broader telecom and technology space highlights what bullish and cautious analysts tend to focus on when they revisit models and targets.

TLS: Future Margins And Discount Rate Assumptions Will Shape Measured Upside Potential

Analysts have nudged their fair value estimate for Telstra Group slightly lower to A$4.93, reflecting updated assumptions around the discount rate, modest revenue growth and profit margin trends, while keeping future P/E expectations broadly steady. Analyst Commentary Recent Street research on a peer company, Telos, has centered on earnings quality and guidance revisions, which can be useful context when you think about how analysts frame valuation and execution risk for Telstra Group.

Telstra Group Limited (ASX:TLS) Investors Are Less Pessimistic Than Expected

Dec 28
Telstra Group Limited (ASX:TLS) Investors Are Less Pessimistic Than Expected

TLS: Future Margins And Cash Flow Will Support Measured Upside Potential

Analysts have raised their price target on Telstra Group to $9.00 from $7.00, citing stronger than expected revenue and EBITDA performance, as well as improving margin expansion and free cash flow visibility that supports a higher valuation multiple. Analyst Commentary Street research has turned increasingly constructive on Telstra Group, with multiple firms lifting price targets as they recalibrate models to reflect stronger operating trends and improved visibility into medium term cash generation.

TLS Margins And Cash Flow Will Shape Measured Upside Outlook

Analysts have nudged their price target on Telstra Group modestly higher to reflect a slightly increased fair value estimate of about $4.94, citing ongoing revenue growth, resilient margins, and expectations for stronger future earnings multiples despite a marginally higher discount rate. Analyst Commentary Bullish analysts view Telstra Group's recent performance and guidance as evidence that the company is entering a more durable growth phase, with improving earnings quality and greater visibility on cash generation.

Do Telstra Group's (ASX:TLS) Earnings Warrant Your Attention?

Dec 01
Do Telstra Group's (ASX:TLS) Earnings Warrant Your Attention?

Investor Optimism Abounds Telstra Group Limited (ASX:TLS) But Growth Is Lacking

Sep 22
Investor Optimism Abounds Telstra Group Limited (ASX:TLS) But Growth Is Lacking

Telstra Group (ASX:TLS) Is Due To Pay A Dividend Of A$0.095

Aug 16
Telstra Group (ASX:TLS) Is Due To Pay A Dividend Of A$0.095

Telstra Group (ASX:TLS) Seems To Use Debt Quite Sensibly

Jun 25
Telstra Group (ASX:TLS) Seems To Use Debt Quite Sensibly

Telstra Group Limited's (ASX:TLS) Price Is Out Of Tune With Earnings

May 12
Telstra Group Limited's (ASX:TLS) Price Is Out Of Tune With Earnings
User avatar

Joint Venture With Accenture Will Expand AI Capabilities And Reinforce Future Market Leadership

Telstra's strategic partnerships and network investments aim to boost its technology leadership and revenue through improvements in customer experience and connectivity.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Vicki Brady en comparación con los beneficios de Telstra Group?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025n/an/a

AU$2b

Sep 30 2025n/an/a

AU$2b

Jun 30 2025AU$7mAU$2m

AU$2b

Mar 31 2025n/an/a

AU$2b

Dec 31 2024n/an/a

AU$2b

Sep 30 2024n/an/a

AU$2b

Jun 30 2024AU$6mAU$2m

AU$2b

Mar 31 2024n/an/a

AU$2b

Dec 31 2023n/an/a

AU$2b

Sep 30 2023n/an/a

AU$2b

Jun 30 2023AU$5mAU$2m

AU$2b

Mar 31 2023n/an/a

AU$2b

Dec 31 2022n/an/a

AU$2b

Sep 30 2022n/an/a

AU$2b

Jun 30 2022AU$3mAU$1m

AU$2b

Mar 31 2022n/an/a

AU$2b

Dec 31 2021n/an/a

AU$1b

Sep 30 2021n/an/a

AU$2b

Jun 30 2021AU$3mAU$1m

AU$2b

Mar 31 2021n/an/a

AU$2b

Dec 31 2020n/an/a

AU$2b

Sep 30 2020n/an/a

AU$2b

Jun 30 2020AU$2mAU$1m

AU$2b

Mar 31 2020n/an/a

AU$2b

Dec 31 2019n/an/a

AU$2b

Sep 30 2019n/an/a

AU$2b

Jun 30 2019AU$348kAU$193k

AU$2b

Compensación vs. Mercado: La compensación total ($USD4.84M) de Vicki está en línea con el promedio de empresas de tamaño similar en el mercado Australian ($USD3.89M).

Compensación vs. Ingresos: La compensación de Vicki ha sido consistente con los resultados de la empresa en el último año.


CEO

Vicki Brady

3.7yrs
Permanencia
AU$6,730,000
Compensación

Ms. Vicki Maree Brady, MScM (Stanford GSB), B.Com (ANU), CA, GAICD, serves as Chief Executive Officer, Managing Director and Director at Telstra Group Limited since September 01, 2022 and had been its Chie...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Vicki Brady
CEO, MD & Director3.7yrsAU$6.73m0.022%
A$ 12.9m
Michael Ackland
CFO and Group Executive of Strategy & Finance3.7yrsAU$3.86m0.016%
A$ 9.7m
Kathryn van der Merwe
Group Executive of People2.8yrsAU$2.45m0.0018%
A$ 1.1m
Brendon Riley
Executive Officer7.6yrsAU$6.08m0.017%
A$ 9.9m
Kim Andersen
Group Executive of Product & Technologyno dataAU$3.39m0.0077%
A$ 4.6m
Bradley Whitcomb
Group Executive of Telstra Consumer3.3yrsAU$3.00m0.0030%
A$ 1.8m
Amanda Hutton
Group Executive Telstra Business2.6yrsAU$2.56m0.0049%
A$ 2.9m
Shailin Sehgal
Group Executive of Global Networks & Technology2.2yrsAU$2.33m0.0015%
A$ 874.4k
Nathan Burley
Head of Investor Relationsno datasin datossin datos
Lyndall Stoyles
Group General Counsel and Group Executive6.1yrssin datossin datos
Karen Clark
CEO of Broadcast1.4yrssin datossin datos
Craig Emery
Legal Executive & Company Secretary1.6yrssin datossin datos
3.1yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de TLS se considera experimentado (3.1 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Vicki Brady
CEO, MD & Director3.7yrsAU$6.73m0.022%
A$ 12.9m
Craig Dunn
Independent Non-Executive Chairman10.1yrsAU$790.00k0.0012%
A$ 736.7k
Eelco Blok
Non-Executive Director7.3yrsAU$251.00k0.00068%
A$ 407.3k
Roy Chestnutt
Independent Non-Executive Director8yrsAU$274.00k0.00066%
A$ 395.3k
Holly Kramer
Non-Executive Directorless than a yearsin datossin datos
David Lamont
Non-Executive Director1.4yrsAU$179.00k0.00089%
A$ 533.0k
Maxine Brenner
Non-Executive Director3.3yrsAU$320.00k0.00056%
A$ 335.4k
Ming Long
Non-Executive Director3.3yrsAU$305.00k0.00081%
A$ 485.1k
Bridget Loudon
Independent Non-Executive Director5.8yrsAU$272.00k0.00055%
A$ 329.4k
3.7yrs
Permanencia media
61.5yo
Promedio de edad

Junta con experiencia: La junta directiva de TLS se considera experimentada (3.7 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/04 00:50
Precio de las acciones al final del día2026/05/04 00:00
Beneficios2025/12/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Telstra Group Limited está cubierta por 27 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Eric ChoiBarrenjoey Markets Pty Limited
Aryan NoroziBarrenjoey Markets Pty Limited
Chris SavageBell Potter