Telstra Group Limited

ASX:TLS 株式レポート

時価総額：AU$60.0b

Telstra Group マネジメント

マネジメント 基準チェック /44

Telstra Groupの CEO はVicki Bradyで、 Sep2022年に任命され、 の在任期間は 3.67年です。 の年間総報酬はA$ 6.73Mで、 35.1%給与と64.9%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.022%を直接所有しており、その価値はA$ 12.94M 。経営陣と取締役会の平均在任期間はそれぞれ3.1年と3.7年です。

主要情報

Vicki Brady

最高経営責任者

AU$6.7m

報酬総額

CEO給与比率35.11%
CEO在任期間3.7yrs
CEOの所有権0.02%
経営陣の平均在職期間3.1yrs
取締役会の平均在任期間3.7yrs

経営陣の近況

Recent updates

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.

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.

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.

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).

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.

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.

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.

Telstra Group Limited (ASX:TLS) Investors Are Less Pessimistic Than Expected

Dec 28
Telstra Group Limited (ASX:TLS) Investors Are Less Pessimistic Than Expected

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.

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.

Do Telstra Group's (ASX:TLS) Earnings Warrant Your Attention?

Dec 01
Do Telstra Group's (ASX:TLS) Earnings Warrant Your Attention?

Investor Optimism Abounds Telstra Group Limited (ASX:TLS) But Growth Is Lacking

Sep 22
Investor Optimism Abounds Telstra Group Limited (ASX:TLS) But Growth Is Lacking

Telstra Group (ASX:TLS) Is Due To Pay A Dividend Of A$0.095

Aug 16
Telstra Group (ASX:TLS) Is Due To Pay A Dividend Of A$0.095

Telstra Group (ASX:TLS) Seems To Use Debt Quite Sensibly

Jun 25
Telstra Group (ASX:TLS) Seems To Use Debt Quite Sensibly

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

May 12
Telstra Group Limited's (ASX:TLS) Price Is Out Of Tune With Earnings
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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.

CEO報酬分析

Telstra Group の収益と比較して、Vicki Brady の報酬はどのように変化したか？
日付総報酬給与会社業績
Dec 31 2025n/an/a

AU$2b

Sep 30 2025n/an/a

AU$2b

Jun 30 2025AU$7mAU$2m

AU$2b

Mar 31 2025n/an/a

AU$2b

Dec 31 2024n/an/a

AU$2b

Sep 30 2024n/an/a

AU$2b

Jun 30 2024AU$6mAU$2m

AU$2b

Mar 31 2024n/an/a

AU$2b

Dec 31 2023n/an/a

AU$2b

Sep 30 2023n/an/a

AU$2b

Jun 30 2023AU$5mAU$2m

AU$2b

Mar 31 2023n/an/a

AU$2b

Dec 31 2022n/an/a

AU$2b

Sep 30 2022n/an/a

AU$2b

Jun 30 2022AU$3mAU$1m

AU$2b

Mar 31 2022n/an/a

AU$2b

Dec 31 2021n/an/a

AU$1b

Sep 30 2021n/an/a

AU$2b

Jun 30 2021AU$3mAU$1m

AU$2b

Mar 31 2021n/an/a

AU$2b

Dec 31 2020n/an/a

AU$2b

Sep 30 2020n/an/a

AU$2b

Jun 30 2020AU$2mAU$1m

AU$2b

Mar 31 2020n/an/a

AU$2b

Dec 31 2019n/an/a

AU$2b

Sep 30 2019n/an/a

AU$2b

Jun 30 2019AU$348kAU$193k

AU$2b

報酬と市場: Vickiの 総報酬 ($USD 4.85M ) は、 Australian市場 ($USD 3.89M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Vickiの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Vicki Brady

3.7yrs
在職期間
AU$6,730,000
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Vicki Brady
CEO, MD & Director3.7yrsAU$6.73m0.022%
A$ 12.9m
Michael Ackland
CFO and Group Executive of Strategy & Finance3.7yrsAU$3.86m0.016%
A$ 9.7m
Kathryn van der Merwe
Group Executive of People2.8yrsAU$2.45m0.0018%
A$ 1.1m
Brendon Riley
Executive Officer7.6yrsAU$6.08m0.017%
A$ 9.9m
Kim Andersen
Group Executive of Product & Technologyno dataAU$3.39m0.0077%
A$ 4.6m
Bradley Whitcomb
Group Executive of Telstra Consumer3.3yrsAU$3.00m0.0030%
A$ 1.8m
Amanda Hutton
Group Executive Telstra Business2.6yrsAU$2.56m0.0049%
A$ 3.0m
Shailin Sehgal
Group Executive of Global Networks & Technology2.2yrsAU$2.33m0.0015%
A$ 876.1k
Nathan Burley
Head of Investor Relationsno dataデータなしデータなし
Lyndall Stoyles
Group General Counsel and Group Executive6.1yrsデータなしデータなし
Karen Clark
CEO of Broadcast1.4yrsデータなしデータなし
Craig Emery
Legal Executive & Company Secretary1.6yrsデータなしデータなし
3.1yrs
平均在職期間

経験豊富な経営陣: TLSの経営陣は 経験豊富 であると考えられます ( 3.1年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Vicki Brady
CEO, MD & Director3.7yrsAU$6.73m0.022%
A$ 12.9m
Craig Dunn
Independent Non-Executive Chairman10.1yrsAU$790.00k0.0012%
A$ 738.1k
Eelco Blok
Non-Executive Director7.3yrsAU$251.00k0.00068%
A$ 408.0k
Roy Chestnutt
Independent Non-Executive Director8yrsAU$274.00k0.00066%
A$ 396.0k
Holly Kramer
Non-Executive Directorless than a yearデータなしデータなし
David Lamont
Non-Executive Director1.4yrsAU$179.00k0.00089%
A$ 534.0k
Maxine Brenner
Non-Executive Director3.3yrsAU$320.00k0.00056%
A$ 336.0k
Ming Long
Non-Executive Director3.3yrsAU$305.00k0.00081%
A$ 486.0k
Bridget Loudon
Independent Non-Executive Director5.8yrsAU$272.00k0.00055%
A$ 330.0k
3.7yrs
平均在職期間
61.5yo
平均年齢

経験豊富なボード: TLSの 取締役会 は 経験豊富 であると考えられます ( 3.7年の平均在任期間)。

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2026/05/02 22:29
終値2026/05/01 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。

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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

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