Telecom Plus Plc

LSE:TEP Rapport sur les actions

Capitalisation boursière : UK£844.7m

Telecom Plus Résultats passés

Passé contrôle des critères 2/6

Telecom Plus a connu une croissance annuelle moyenne de ses bénéfices de 19.1%, tandis que le secteur Integrated Utilities a vu ses bénéfices augmenter de en hausse à 11.1% par an. Les revenus ont augmenté de en hausse à un taux moyen de 18.4% par an. Le rendement des capitaux propres de Telecom Plus est 28.6% et ses marges nettes sont de 3.5%.

Informations clés

19.09%

Taux de croissance des bénéfices

18.91%

Taux de croissance du BPA

Integrated Utilities Croissance de l'industrie8.06%
Taux de croissance des recettes18.38%
Rendement des fonds propres28.58%
Marge nette3.51%
Prochaine mise à jour des résultats23 Jun 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit May 13

TEP: Cautious Assumptions On Returns Still Indicate Undervalued Upside Potential

Narrative Update on Telecom Plus Analysts have reduced their price target on Telecom Plus from approximately £23.48 to £20.58, as they now apply a slightly higher discount rate and more cautious assumptions for revenue growth, profit margins and future P/E. Valuation Changes Fair Value: reduced from £23.48 to £20.58, a decline of around 12% in the modelled estimate.
Mise à jour du récit Apr 26

TEP: Stable Assumptions Will Support Stronger Future Returns From Undervalued Shares

Analysts have kept their fair value and key assumptions for Telecom Plus broadly unchanged, so the price target remains steady at about £23.48. This reflects consistent views on revenue, profit margin and future P/E expectations.
Mise à jour du récit Apr 12

TEP: Stable Assumptions And Steady Outlook Will Support Stronger Future Returns

Telecom Plus sees its analyst price target held at £23.48, with analysts keeping their fair value, discount rate, revenue growth, profit margin and future P/E assumptions effectively unchanged. This signals that their latest review leaves the core investment case intact.
Mise à jour du récit Mar 28

TEP: Stable Assumptions And Steady Outlook Will Support Stronger Future Returns

Analysts have kept their fair value estimate for Telecom Plus steady at £23.48, with unchanged assumptions on discount rate, revenue growth, profit margin and future P/E. This suggests no material shift in their underlying view of the shares at this stage.
Mise à jour du récit Mar 12

TEP: Unchanged Fundamentals Will Support Stronger Future Shareholder Returns

Analysts have kept their fair value estimate for Telecom Plus steady at £23.48, reflecting unchanged assumptions for growth, profitability and future P/E that collectively support a stable price target outlook. Valuation Changes Fair Value: £23.48 is unchanged, indicating no revision to the central valuation for Telecom Plus.
Mise à jour du récit Feb 26

TEP: Stable Assumptions Will Support Stronger Future Shareholder Returns

Analysts have kept their fair value estimate for Telecom Plus steady at £23.48, citing unchanged assumptions on discount rate, revenue growth and profit margin, which together leave their long term P/E expectations broadly intact. Valuation Changes Fair Value: Held steady at £23.48, with no change in the underlying model input.
Article d’analyse Feb 11

Telecom Plus (LON:TEP) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Mise à jour du récit Feb 09

TEP: Rising Interim Dividend Will Support Stronger Future Shareholder Returns

Analysts have trimmed their price target for Telecom Plus to £23.48 per share, reflecting slightly more conservative revenue growth assumptions, a marginally higher discount rate, and a small uplift in expected profit margins and future P/E. What's in the News Telecom Plus proposed an interim dividend of 38 pence per share for the six months ended 30 September 2025.
Mise à jour du récit Jan 26

TEP: Interim Dividend And Steady Assumptions Will Support Future Shareholder Returns

Analysts have left their price target for Telecom Plus unchanged at £23.48, indicating stable views on revenue, profit margins and future P/E assumptions in their latest models. What's in the News Telecom Plus proposed an interim dividend of 38 pence per share for the six months ended 30 September 2025, compared with 37 pence per share for H1 FY25 (Key Developments).
Mise à jour du récit Jan 12

TEP: Interim Dividend And Stable Assumptions Will Support Future Shareholder Returns

Analysts have adjusted their price target for Telecom Plus to £23.48, reflecting updated assumptions on revenue growth, profit margins and future P/E that are now more finely calibrated yet broadly consistent with prior views. What's in the News Telecom Plus proposed an interim dividend of 38 pence per share for the six months ended 30 September 2025, compared with 37 pence per share in H1 FY25 (Key Developments).
Mise à jour du récit Dec 17

TEP: Increased Interim Dividend Will Support Attractive Future Shareholder Returns

Analysts have nudged their price target on Telecom Plus modestly higher to reflect steady expectations for fair value, discount rates, and long term profitability, while confirming that the shares remain appropriately valued against projected growth and earnings multiples. What's in the News Proposed increase to the interim dividend to 38 pence per share for the six months ended 30 September 2025, up from 37 pence in H1 FY25 (Company announcement) Dividend scheduled to be paid on 19 December 2025 to shareholders on the register as of 5 December 2025 (Company announcement) Shares to trade ex dividend on 4 December 2025, setting the cutoff date for eligibility for the increased interim payout (Company announcement) Valuation Changes Fair Value Estimate, unchanged at £23.48 per share, indicating no revision to the intrinsic value assessment.
Mise à jour du récit Dec 02

TEP: Interim Dividend Increase Will Support Future Shareholder Returns

Analysts have reduced their price target for Telecom Plus from £25.54 to £23.48, citing slightly lower growth and profit margin expectations as key factors in the revision. What's in the News Telecom Plus Plc proposed to increase its interim dividend to 38 pence per share for the six months ended 30 September 2025, up from 37 pence in the previous year (Key Developments).
Article d’analyse Nov 28

Telecom Plus' (LON:TEP) Dividend Will Be £0.38

The board of Telecom Plus Plc ( LON:TEP ) has announced that it will pay a dividend on the 19th of December, with...
Article d’analyse Sep 22

Subdued Growth No Barrier To Telecom Plus Plc's (LON:TEP) Price

With a price-to-earnings (or "P/E") ratio of 19.3x Telecom Plus Plc ( LON:TEP ) may be sending bearish signals at the...
Article d’analyse Sep 08

Telecom Plus (LON:TEP) Is Investing Its Capital With Increasing Efficiency

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Article d’analyse Aug 21

Does Telecom Plus (LON:TEP) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Article d’analyse Aug 07

Telecom Plus Plc's (LON:TEP) Intrinsic Value Is Potentially 36% Above Its Share Price

Key Insights The projected fair value for Telecom Plus is UK£26.10 based on 2 Stage Free Cash Flow to Equity Telecom...
Article d’analyse Jul 08

Here's Why Telecom Plus (LON:TEP) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Article d’analyse May 10

Earnings Not Telling The Story For Telecom Plus Plc (LON:TEP) After Shares Rise 25%

Telecom Plus Plc ( LON:TEP ) shareholders would be excited to see that the share price has had a great month, posting a...
Article d’analyse Mar 19

Telecom Plus Plc (LON:TEP) Shares Could Be 24% Below Their Intrinsic Value Estimate

Key Insights Telecom Plus' estimated fair value is UK£23.07 based on 2 Stage Free Cash Flow to Equity Telecom Plus is...
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Nouveau récit Mar 17

AI Efficiencies And New Offerings Like Ultrafast Broadband Will Expand Future Market Presence

Telecom Plus's multiservice model and innovation in product offerings aim to drive customer growth and enhance EBITDA per customer.
Article d’analyse Nov 12

Telecom Plus (LON:TEP) Knows How To Allocate Capital Effectively

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Article d’analyse Sep 12

Investor Optimism Abounds Telecom Plus Plc (LON:TEP) But Growth Is Lacking

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Article d’analyse Jul 23

Telecom Plus (LON:TEP) Is Increasing Its Dividend To £0.47

Telecom Plus Plc ( LON:TEP ) has announced that it will be increasing its dividend from last year's comparable payment...
Article d’analyse Jun 21

Telecom Plus (LON:TEP) Is Increasing Its Dividend To £0.47

Telecom Plus Plc ( LON:TEP ) has announced that it will be increasing its dividend from last year's comparable payment...
Article d’analyse May 13

We Ran A Stock Scan For Earnings Growth And Telecom Plus (LON:TEP) Passed With Ease

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Article d’analyse Apr 25

Is Telecom Plus Plc (LON:TEP) Trading At A 33% Discount?

Key Insights The projected fair value for Telecom Plus is UK£25.24 based on 2 Stage Free Cash Flow to Equity Telecom...
Article d’analyse Feb 17

Risks To Shareholder Returns Are Elevated At These Prices For Telecom Plus Plc (LON:TEP)

It's not a stretch to say that Telecom Plus Plc's ( LON:TEP ) price-to-earnings (or "P/E") ratio of 17x right now seems...
Article d’analyse Jan 30

Telecom Plus (LON:TEP) Seems To Use Debt Rather Sparingly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Jan 04

Telecom Plus Plc's (LON:TEP) Intrinsic Value Is Potentially 49% Above Its Share Price

Key Insights Telecom Plus' estimated fair value is UK£22.91 based on 2 Stage Free Cash Flow to Equity Telecom Plus is...
Article d’analyse Dec 13

Why We Like The Returns At Telecom Plus (LON:TEP)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Article d’analyse Nov 24

Telecom Plus (LON:TEP) Is Due To Pay A Dividend Of £0.36

The board of Telecom Plus Plc ( LON:TEP ) has announced that it will pay a dividend of £0.36 per share on the 15th of...
Article d’analyse Nov 18

Here's Why We Think Telecom Plus (LON:TEP) Might Deserve Your Attention Today

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Article d’analyse Sep 26

Calculating The Intrinsic Value Of Telecom Plus Plc (LON:TEP)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Telecom Plus fair value estimate is UK£14.67 Telecom Plus...
Article d’analyse Aug 11

Telecom Plus (LON:TEP) Has A Rock Solid Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Jun 30

Telecom Plus' (LON:TEP) Shareholders Will Receive A Bigger Dividend Than Last Year

Telecom Plus Plc ( LON:TEP ) will increase its dividend from last year's comparable payment on the 11th of August to...
Article d’analyse Jun 14

Here's Why We Think Telecom Plus (LON:TEP) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Article d’analyse Feb 25

The Return Trends At Telecom Plus (LON:TEP) Look Promising

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Article d’analyse Feb 05

Telecom Plus (LON:TEP) Could Easily Take On More Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Article d’analyse Dec 12

Should You Be Adding Telecom Plus (LON:TEP) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Article d’analyse Nov 27

News Flash: Analysts Just Made A Captivating Upgrade To Their Telecom Plus Plc (LON:TEP) Forecasts

Telecom Plus Plc ( LON:TEP ) shareholders will have a reason to smile today, with the analysts making substantial...
Article d’analyse Nov 25

Telecom Plus (LON:TEP) Has Announced That It Will Be Increasing Its Dividend To £0.34

The board of Telecom Plus Plc ( LON:TEP ) has announced that it will be increasing its dividend by 26% on the 16th of...
Article d’analyse Nov 22

Here's What To Make Of Telecom Plus' (LON:TEP) Decelerating Rates Of Return

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Article d’analyse Oct 21

Telecom Plus Plc (LON:TEP) Shares Could Be 33% Above Their Intrinsic Value Estimate

How far off is Telecom Plus Plc ( LON:TEP ) from its intrinsic value? Using the most recent financial data, we'll take...
Article d’analyse Oct 04

Growth Investors: Industry Analysts Just Upgraded Their Telecom Plus Plc (LON:TEP) Revenue Forecasts By 17%

Telecom Plus Plc ( LON:TEP ) shareholders will have a reason to smile today, with the analysts making substantial...
Article d’analyse Aug 11

Telecom Plus (LON:TEP) Hasn't Managed To Accelerate Its Returns

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Article d’analyse Jul 12

Telecom Plus (LON:TEP) Has A Rock Solid Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Ventilation des recettes et des dépenses

Comment Telecom Plus gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

LSE:TEP Recettes, dépenses et bénéfices (GBP Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
30 Sep 251,885662310
30 Jun 251,862712290
31 Mar 251,838762270
31 Dec 241,846762310
30 Sep 241,853752350
30 Jun 241,946732370
31 Mar 242,039712390
31 Dec 232,418692460
30 Sep 232,796682540
30 Jun 232,636682320
31 Mar 232,475682100
31 Dec 221,817571790
30 Sep 221,159451470
30 Jun 221,063401370
31 Mar 22967351270
31 Dec 21925331240
30 Sep 21883311210
30 Jun 21872321190
31 Mar 21861331170
31 Dec 20867351140
30 Sep 20872371100
30 Jun 20874361090
31 Mar 20876361080
31 Dec 19861351050
30 Sep 19847341010
30 Jun 1982633990
31 Mar 1980433960
31 Dec 1880532940
30 Sep 1880531910
30 Jun 1879931890
31 Mar 1879330870
31 Dec 1777031850
30 Sep 1774831840
30 Jun 1774431810
31 Mar 1774030790
30 Sep 1674228760
30 Jun 1674327760
31 Mar 1674526760
31 Dec 1575132740
30 Sep 1575833720
30 Jun 1574333700

Des revenus de qualité: TEP a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de TEP sont inférieures à celles de l'année dernière TEP. (3.5%) sont inférieures à celles de l'année dernière (4.1%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de TEP ont augmenté de 19.1% par an au cours des 5 dernières années.

Accélération de la croissance: TEP a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: TEP a enregistré une croissance négative de ses bénéfices ( -12.1% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Integrated Utilities ( -7.9% ).


Rendement des fonds propres

ROE élevé: Bien que le retour sur capitaux propres ( 28.58% ) de TEP soit élevé, cette mesure est faussée en raison de son niveau d'endettement élevé.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 11:01
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2025/09/30
Revenus annuels2025/03/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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

Telecom Plus Plc est couverte par 12 analystes. 5 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.

AnalysteInstitution
Alex SmithBerenberg
Timothy RamskillBofA Global Research
Andrew Murray DarleyCavendish