Telstra Group Gestion
Gestion contrôle des critères 4/4
Le PDG Telstra Group est Vicki Brady, nommé en Sep2022, a un mandat de 3.75 ans. La rémunération annuelle totale est A$ 6.73M, composée du salaire de 35.1% et des bonus 64.9%, y compris les actions et options de la société. détient directement 0.022% des actions de la société, d'une valeur de A$ 12.52M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.2 ans et 3.8 ans.
Informations clés
Vicki Brady
Directeur général
AU$6.7m
Rémunération totale
| Pourcentage du salaire du PDG | 35.11% |
| Durée du mandat du directeur général | 3.8yrs |
| Propriété du PDG | 0.02% |
| Durée moyenne d'occupation des postes de direction | 3.2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 3.8yrs |
Mises à jour récentes de la gestion
Recent updates
TLS: Future Returns Will Depend On Buybacks Dividends And Sector Risk Repricing
Analysts have trimmed Telstra Group's fair value estimate slightly to A$5.27, reflecting a modestly higher discount rate and updated sector comparisons after recent software stock weakness, while still pointing to steady expectations for revenue growth, profit margins and a future P/E near 28x. Analyst Commentary Recent sector commentary on software and security-focused stocks highlights a mix of optimism about operational execution and caution around valuation for companies exposed to government and federal spending, which investors often compare to Telstra's infrastructure and service profile.TLS: Future Returns Will Rely On Buybacks Dividends And Risk Repricing
Analysts have trimmed their Telstra Group price targets, citing slightly higher discount rate assumptions and cautious readthrough from recent software sector weakness. Fair value, long term revenue growth, margin and P/E inputs remain broadly unchanged.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
When you see that almost half of the companies in the Telecom industry in Australia have price-to-sales ratios (or...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?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Investor Optimism Abounds Telstra Group Limited (ASX:TLS) But Growth Is Lacking
Telstra Group Limited's ( ASX:TLS ) price-to-sales (or "P/S") ratio of 2.4x may not look like an appealing investment...Telstra Group (ASX:TLS) Is Due To Pay A Dividend Of A$0.095
The board of Telstra Group Limited ( ASX:TLS ) has announced that it will pay a dividend on the 25th of September, with...Telstra Group (ASX:TLS) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | AU$2b |
| Sep 30 2025 | n/a | n/a | AU$2b |
| Jun 30 2025 | AU$7m | AU$2m | AU$2b |
| Mar 31 2025 | n/a | n/a | AU$2b |
| Dec 31 2024 | n/a | n/a | AU$2b |
| Sep 30 2024 | n/a | n/a | AU$2b |
| Jun 30 2024 | AU$6m | AU$2m | AU$2b |
| Mar 31 2024 | n/a | n/a | AU$2b |
| Dec 31 2023 | n/a | n/a | AU$2b |
| Sep 30 2023 | n/a | n/a | AU$2b |
| Jun 30 2023 | AU$5m | AU$2m | AU$2b |
| Mar 31 2023 | n/a | n/a | AU$2b |
| Dec 31 2022 | n/a | n/a | AU$2b |
| Sep 30 2022 | n/a | n/a | AU$2b |
| Jun 30 2022 | AU$3m | AU$1m | AU$2b |
| Mar 31 2022 | n/a | n/a | AU$2b |
| Dec 31 2021 | n/a | n/a | AU$1b |
| Sep 30 2021 | n/a | n/a | AU$2b |
| Jun 30 2021 | AU$3m | AU$1m | AU$2b |
| Mar 31 2021 | n/a | n/a | AU$2b |
| Dec 31 2020 | n/a | n/a | AU$2b |
| Sep 30 2020 | n/a | n/a | AU$2b |
| Jun 30 2020 | AU$2m | AU$1m | AU$2b |
| Mar 31 2020 | n/a | n/a | AU$2b |
| Dec 31 2019 | n/a | n/a | AU$2b |
| Sep 30 2019 | n/a | n/a | AU$2b |
| Jun 30 2019 | AU$348k | AU$193k | AU$2b |
Rémunération vs marché: La rémunération totale de Vicki ($USD 4.74M ) est dans la moyenne des entreprises de taille similaire sur le marché Australian ($USD 3.94M ).
Rémunération et revenus: La rémunération de Vicki a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Vicki Brady
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, MD & Director | 3.8yrs | AU$6.73m | 0.022% A$ 12.5m | |
| CFO and Group Executive of Strategy & Finance | 3.8yrs | AU$3.86m | 0.016% A$ 9.4m | |
| Group Executive of People | 2.9yrs | AU$2.45m | 0.0018% A$ 1.0m | |
| Executive Officer | 7.7yrs | AU$6.08m | 0.017% A$ 9.6m | |
| Group Executive of Product & Technology | no data | AU$3.39m | 0.0077% A$ 4.5m | |
| Group Executive of Telstra Consumer | 3.4yrs | AU$3.00m | 0.0030% A$ 1.8m | |
| Group Executive Telstra Business | 2.7yrs | AU$2.56m | 0.0050% A$ 2.9m | |
| Group Executive of Global Networks & Technology | 2.3yrs | AU$2.33m | 0.0015% A$ 847.2k | |
| Head of Investor Relations | no data | pas de données | pas de données | |
| Group General Counsel and Group Executive | 6.2yrs | pas de données | pas de données | |
| CEO of Broadcast | 1.5yrs | pas de données | pas de données | |
| Legal Executive & Company Secretary | 1.7yrs | pas de données | pas de données |
Gestion expérimentée: L'équipe de direction de TLS est considérée comme expérimentée (ancienneté moyenne 3.2 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, MD & Director | 3.8yrs | AU$6.73m | 0.022% A$ 12.5m | |
| Independent Non-Executive Chairman | 10.2yrs | AU$790.00k | 0.0012% A$ 714.6k | |
| Non-Executive Director | 7.3yrs | AU$251.00k | 0.00069% A$ 397.6k | |
| Independent Non-Executive Director | 8.1yrs | AU$274.00k | 0.00067% A$ 386.1k | |
| Non-Executive Director | less than a year | pas de données | pas de données | |
| Non-Executive Director | 1.5yrs | AU$179.00k | 0.00090% A$ 518.7k | |
| Non-Executive Director | 3.3yrs | AU$320.00k | 0.00057% A$ 328.5k | |
| Non-Executive Director | 3.4yrs | AU$305.00k | 0.00082% A$ 472.6k | |
| Independent Non-Executive Director | 5.8yrs | AU$272.00k | 0.00056% A$ 322.7k |
Conseil d'administration expérimenté: Les membres du conseil d'administration de TLS sont considérés comme expérimentés (ancienneté moyenne 3.8 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/12 08:50 |
| Cours de l'action en fin de journée | 2026/06/12 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Telstra Group Limited est couverte par 26 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Eric Choi | Barrenjoey Markets Pty Limited |
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Chris Savage | Bell Potter |