Telstra Group Limited

ASX:TLS 株式レポート

時価総額：AU$59.3b

Telstra Group 将来の成長

Future 基準チェック /26

Telstra Group利益と収益がそれぞれ年間4.3%と2.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.5% 5.1%なると予測されています。

主要情報

4.3%

収益成長率

5.07%

EPS成長率

Telecom 収益成長9.9%
収益成長率2.4%
将来の株主資本利益率20.47%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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.

業績と収益の成長予測

ASX:TLS - アナリストの将来予測と過去の財務データ ( )AUD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: TLSの予測収益成長率 (年間4.3% ) は 貯蓄率 ( 3.6% ) を上回っています。

収益対市場: TLSの収益 ( 4.3% ) Australian市場 ( 12% ) よりも低い成長が予測されています。

高成長収益: TLSの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: TLSの収益 ( 2.4% ) Australian市場 ( 6.4% ) よりも低い成長が予測されています。

高い収益成長: TLSの収益 ( 2.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TLSの 自己資本利益率 は、3年後には高くなると予測されています ( 20.5 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/09 16:32
終値2026/05/08 00:00
収益2025/12/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Telstra Group Limited 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27

アナリスト機関
Eric ChoiBarrenjoey Markets Pty Limited
Aryan NoroziBarrenjoey Markets Pty Limited
Chris SavageBell Potter