Telecom Plus Plc

Report azionario LSE:TEP

Capitalizzazione di mercato: UK£836.7m

Telecom Plus Gestione

Criteri Gestione verificati 3/4

Telecom Plus Il CEO è Stuart Burnett, nominato in Aug2024, e ha un mandato di 1.75 anni. la retribuzione annua totale è £ 2.20M, composta da 30.5% di stipendio e 69.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.02% delle azioni della società, per un valore di £ 166.16K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.6 anni e 4.8 anni.

Informazioni chiave

Stuart Burnett

Amministratore delegato

UK£2.2m

Compenso totale

Percentuale dello stipendio del CEO30.50%
Mandato del CEO1.8yrs
Proprietà del CEO0.02%
Durata media del management3.6yrs
Durata media del Consiglio di amministrazione4.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Stuart Burnett rispetto agli utili di Telecom Plus?
DataCompenso totaleStipendioUtili della società
Sep 30 2025n/an/a

UK£66m

Jun 30 2025n/an/a

UK£71m

Mar 31 2025UK£2mUK£672k

UK£76m

Dec 31 2024n/an/a

UK£76m

Sep 30 2024n/an/a

UK£75m

Jun 30 2024n/an/a

UK£73m

Mar 31 2024UK£3mUK£652k

UK£71m

Dec 31 2023n/an/a

UK£69m

Sep 30 2023n/an/a

UK£68m

Jun 30 2023n/an/a

UK£68m

Mar 31 2023UK£1mUK£557k

UK£68m

Dec 31 2022n/an/a

UK£57m

Sep 30 2022n/an/a

UK£45m

Jun 30 2022n/an/a

UK£40m

Mar 31 2022UK£896kUK£449k

UK£35m

Dec 31 2021n/an/a

UK£33m

Sep 30 2021n/an/a

UK£31m

Jun 30 2021n/an/a

UK£32m

Mar 31 2021UK£780kUK£288k

UK£33m

Compensazione vs Mercato: La retribuzione totale di Stuart ($USD 2.96M ) è superiore alla media delle aziende di dimensioni simili nel mercato UK ($USD 1.59M ).

Compensazione vs guadagni: La retribuzione di Stuart è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Stuart Burnett (43 yo)

1.8yrs
Mandato
UK£2,203,000
Compensazione

Mr. Stuart Burnett served as Co-Chief Executive Officer at Telecom Plus Plc since 2021 until August 2024 and serves as its Chief Executive Officer since August 2024. He had been Chief Operating Officer at...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Stuart Burnett
CEO & Director1.8yrsUK£2.20m0.020%
£ 166.2k
Nicholas Schoenfeld
CFO & Director11.3yrsUK£1.41m0.018%
£ 148.6k
Rob Harris
Chief Operating Officer2.5yrsNessun datoNessun dato
John Marshall
Chief Technology Officer1.3yrsNessun datoNessun dato
Sheryl Jermyn
General Counsel & Compliance Director4.7yrsNessun datoNessun dato
Libby Townsend
Chief People Officer3.3yrsNessun datoNessun dato
David Walter
Chief Commercial Officer3.9yrsNessun datoNessun dato
David Baxter
Head of Finance & Company Secretary16.8yrsNessun datoNessun dato
3.6yrs
Durata media
50yo
Età media

Gestione esperta: Il team dirigenziale di TEP è considerato esperto (durata media dell'incarico 3.6 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Stuart Burnett
CEO & Director5.8yrsUK£2.20m0.020%
£ 166.2k
Nicholas Schoenfeld
CFO & Director11.3yrsUK£1.41m0.018%
£ 148.6k
Charles Wigoder
Non-Executive Chairman28.3yrsUK£216.00k6.94%
£ 58.1m
Suzanne Williams
Senior Independent Non-Executive Director5.8yrsUK£65.00kNessun dato
Philip Bunker
Non-Executive Directorless than a yearNessun datoNessun dato
Gemma Godfrey
Non-Executive Directorless than a yearNessun datoNessun dato
Carla Stent
Non-Executive Director3.8yrsUK£70.00kNessun dato
Bindiya Karia
Non-Executive Director1.8yrsUK£38.00kNessun dato
4.8yrs
Durata media
54yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TEP sono considerati esperti (durata media dell'incarico 4.8 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 01:53
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2025/09/30
Utili annuali2025/03/31

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

Telecom Plus Plc è coperta da 12 analisti. 5 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
Alex SmithBerenberg
Timothy RamskillBofA Global Research
Andrew Murray DarleyCavendish