Telstra Group Limited

Report azionario ASX:TLS

Capitalizzazione di mercato: AU$59.3b

Telstra Group Crescita futura

Criteri Future verificati 2/6

Telstra Group prevede che gli utili e i ricavi cresceranno rispettivamente di 4.3% e 2.4% all'anno. Si prevede che l'EPS crescerà di 5.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 20.5% in 3 anni.

Informazioni chiave

4.3%

Tasso di crescita degli utili

5.07%

Tasso di crescita dell'EPS

Telecom crescita degli utili9.9%
Tasso di crescita dei ricavi2.4%
Rendimento futuro del capitale proprio20.47%
Copertura analitica

Good

Ultimo aggiornamento07 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento dell'analisi • May 05

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.
Aggiornamento dell'analisi • Apr 20

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.
Aggiornamento dell'analisi • Apr 03

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.
Aggiornamento dell'analisi • Mar 18

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.
Aggiornamento dell'analisi • Mar 03

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).
Aggiornamento dell'analisi • Feb 17

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.
Aggiornamento dell'analisi • Feb 03

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.
Aggiornamento dell'analisi • Jan 19

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.
Articolo di analisi • Dec 28

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...
Aggiornamento dell'analisi • Dec 20

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.
Aggiornamento dell'analisi • Dec 06

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.
Articolo di analisi • Dec 01

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...
Articolo di analisi • Sep 22

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...
Articolo di analisi • Aug 16

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...
Articolo di analisi • Jun 25

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...
Articolo di analisi • May 12

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

Telstra Group Limited's ( ASX:TLS ) price-to-earnings (or "P/E") ratio of 31.2x might make it look like a strong sell...
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Nuova analisi • Feb 23

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.

Previsioni di crescita degli utili e dei ricavi

ASX:TLS - Stime future degli analisti e dati finanziari passati (AUD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/202824,7112,5933,0777,73511
6/30/202724,2292,4513,2947,49212
6/30/202623,8242,3212,9857,21912
12/31/202523,1642,2693,9737,789N/A
9/30/202523,1452,2213,7127,557N/A
6/30/202523,1252,1723,4507,324N/A
3/31/202523,1151,9292,7857,256N/A
12/31/202423,1051,6852,1207,188N/A
9/30/202423,0171,6542,0537,119N/A
6/30/202422,9281,6221,9857,049N/A
3/31/202422,8751,8252,4897,009N/A
12/31/202322,8212,0272,9936,969N/A
9/30/202322,7621,9782,9636,886N/A
6/30/202322,7021,9282,9326,802N/A
3/31/202322,3911,8923,2366,836N/A
12/31/202222,0801,8553,5396,869N/A
9/30/202221,6791,7723,8477,059N/A
6/30/202221,2771,6884,1557,249N/A
3/31/202221,1771,5734,0107,142N/A
12/31/202121,0771,4573,8657,034N/A
9/30/202121,3181,6573,9787,133N/A
6/30/202121,5581,8574,0917,231N/A
3/31/202122,0441,8184,1407,476N/A
12/31/202022,5301,7784,1887,720N/A
9/30/202023,1201,7993,8787,365N/A
6/30/202023,7101,8193,5687,010N/A
3/31/202024,2741,9403,3746,805N/A
12/31/201924,8372,0603,1796,599N/A
9/30/201925,0482,107N/A6,641N/A
6/30/201925,2592,154N/A6,683N/A
3/31/201925,4422,633N/AN/AN/A
12/31/201825,6253,111N/A7,650N/A
9/30/201825,7373,351N/A8,128N/A
6/30/201825,8483,591N/A8,606N/A
3/31/201825,9323,702N/AN/AN/A
12/31/201726,0163,813N/A8,386N/A
9/30/201726,0153,852N/A8,081N/A
6/30/201726,0133,891N/A7,775N/A
12/31/201625,4283,573N/A7,618N/A
9/30/201625,6703,668N/A7,876N/A
6/30/201625,9113,763N/A8,133N/A
12/31/201525,8033,955N/A8,294N/A
9/30/201525,6663,998N/A8,303N/A
6/30/201525,5284,040N/A8,311N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di TLS ( 4.3% all'anno) è superiore al tasso di risparmio ( 3.6% ).

Guadagni vs Mercato: Si prevede che gli utili di TLS ( 4.3% all'anno) cresceranno più lentamente rispetto al mercato Australian ( 12% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di TLS cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di TLS ( 2.4% all'anno) crescerà più lentamente rispetto al mercato Australian ( 6.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di TLS ( 2.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di TLS sarà elevato tra 3 anni ( 20.5 %)

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/08 15:57
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2025/12/31
Utili annuali2025/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Telstra Group Limited è coperta da 27 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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