Telstra Group Gestione
Criteri Gestione verificati 3/4
Telstra Group Il CEO è Vicki Brady, nominato in Sep2022, e ha un mandato di 3.92 anni. la retribuzione annua totale è A$ 7.52M, composta da 32.5% di stipendio e 67.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.022% delle azioni della società, per un valore di A$ 11.29M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.6 anni e 3.9 anni.
Informazioni chiave
Vicki Brady
Amministratore delegato
AU$7.5m
Compenso totale
| Percentuale dello stipendio del CEO | 32.47% |
| Mandato del CEO | 3.9yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 3.6yrs |
| Durata media del Consiglio di amministrazione | 3.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • Aug 14
Analysts Are Updating Their Telstra Group Limited (ASX:TLS) Estimates After Its Full-Year Results
Telstra Group Limited ( ASX:TLS ) just released its latest yearly report and things are not looking great. Telstra...
Aggiornamento narrativa • Aug 13
TLS: Future Returns Will Rely On Buybacks Margins And Pricing Power
Analysts have trimmed their Telstra Group fair value estimate from A$5.28 to A$5.06, citing adjusted assumptions around discount rates, revenue growth, profit margins and future P/E multiples, alongside neutral coverage initiation that highlights valuation and potential upside to medium term margin targets. What's in the News for Telstra Group Telstra Group announced an A$1 billion share buyback alongside its latest annual results, according to recent news reports.Aggiornamento narrativa • Jun 25
TLS: Future Returns Will Rely On Buybacks Dividends And Pricing Power
Analysts have nudged their fair value estimate for Telstra Group slightly higher to about A$5.28 from A$5.27, reflecting updated assumptions around discount rates, margin potential and longer term valuation that align with a recent Neutral initiation carrying a A$5.50 price target. What’s in the News for Telstra Group Telstra Group reported an 8.1% change in underlying NPAT for the first half of FY2026, alongside higher interim dividends, as part of its Connected Future 30 plan, according to recent earnings coverage.Aggiornamento narrativa • Jun 06
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.Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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$5.27. This reflects modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in light of recent research commentary on peers facing software sector pressure but still reporting solid results and in-line guidance.Aggiornamento narrativa • Mar 18
TLS: Future Returns Will Rely On Buybacks Dividends And Margin Resilience
Analysts have made only a modest adjustment to Telstra Group's valuation, with the updated A$ 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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...
Nuova narrativa • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | AU$8m | AU$2m | AU$2b |
| Mar 31 2026 | n/a | n/a | AU$2b |
| 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$2b |
Compensazione vs Mercato: La retribuzione totale di Vicki ($USD 5.37M ) è superiore alla media delle aziende di dimensioni simili nel mercato Australian ($USD 3.87M ).
Compensazione vs guadagni: La retribuzione di Vicki è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Vicki Brady
3.9yrs
Mandato
AU$7,524,000
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, MD & Director | 3.9yrs | AU$7.52m | 0.022% A$ 11.3m | |
| CFO and Group Executive of Strategy & Finance | 3.9yrs | AU$4.28m | 0.016% A$ 8.5m | |
| Group Executive of People | 3.1yrs | AU$3.06m | 0.0018% A$ 923.8k | |
| Executive Officer | 7.8yrs | AU$1.23m | 0.017% A$ 8.7m | |
| CEO of Telstra Digital Infrastructure | less than a year | AU$4.31m | Nessun dato | |
| Group Executive of Network | no data | AU$3.89m | 0.0077% A$ 4.0m | |
| Group Executive of Telstra Enterprise | no data | AU$3.11m | 0.0017% A$ 882.1k | |
| Group Executive of Telstra Consumer | 3.6yrs | AU$3.59m | 0.0030% A$ 1.6m | |
| Group Executive Telstra Business | 2.8yrs | AU$3.07m | 0.0049% A$ 2.6m | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Group General Counsel and Group Executive | 6.3yrs | Nessun dato | Nessun dato | |
| CEO of Broadcast | 1.7yrs | Nessun dato | Nessun dato |
3.6yrs
Durata media
Gestione esperta: Il team dirigenziale di TLS è considerato esperto (durata media dell'incarico 3.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, MD & Director | 3.9yrs | AU$7.52m | 0.022% A$ 11.3m | |
| Independent Non-Executive Chairman | 10.3yrs | AU$805.00k | 0.0012% A$ 642.0k | |
| Non-Executive Director | 7.5yrs | AU$316.00k | 0.00069% A$ 360.1k | |
| Independent Non-Executive Director | 8.3yrs | AU$316.00k | 0.00066% A$ 344.5k | |
| Non-Executive Director | less than a year | AU$88.00k | Nessun dato | |
| Non-Executive Director | 1.7yrs | AU$341.00k | 0.00090% A$ 469.7k | |
| Non-Executive Director | 3.5yrs | AU$342.00k | 0.00057% A$ 297.5k | |
| Non-Executive Director | 3.6yrs | AU$309.00k | 0.00081% A$ 422.8k | |
| Independent Non-Executive Director | 6yrs | AU$277.00k | 0.00056% A$ 292.3k |
3.9yrs
Durata media
62.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TLS sono considerati esperti (durata media dell'incarico 3.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/21 12:53 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2026/06/30 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 delle guide su come utilizzare i nostri report e dei 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 26 analisti. 13 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.
| Analista | Istituzione |
|---|---|
| Eric Choi | Barrenjoey Markets Pty Limited |
| Chris Savage | Bell Potter |
| Chris Lane | Bernstein |