View ValuationTPG Telecom 将来の成長Future 基準チェック /36TPG Telecom利益と収益がそれぞれ年間32.9%と2.9%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2.7% 32.1%なると予測されています。主要情報32.9%収益成長率32.10%EPS成長率Telecom 収益成長21.5%収益成長率2.9%将来の株主資本利益率2.69%アナリストカバレッジGood最終更新日17 Apr 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Feb 27Tpg Telecom Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2025, Payable on April 2, 2026TPG Telecom Limited announced ordinary dividend of AUD 0.09000000 for the six months ended December 31, 2025. Record date is March 6, 2026. Ex-date is March 5, 2026. The dividend will be payable on April 2, 2026.お知らせ • Dec 24+ 1 more updateTPG Telecom Limited to Report Fiscal Year 2025 Results on Feb 27, 2026TPG Telecom Limited announced that they will report fiscal year 2025 results on Feb 27, 2026お知らせ • Dec 15TPG Telecom Limited, Annual General Meeting, May 08, 2026TPG Telecom Limited, Annual General Meeting, May 08, 2026.お知らせ • Nov 19TPG Telecom Limited has completed a Follow-on Equity Offering in the amount of AUD 300 million.TPG Telecom Limited has completed a Follow-on Equity Offering in the amount of AUD 300 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 83,102,493 Price\Range: AUD 3.61 Transaction Features: Subsequent Direct Listingお知らせ • Nov 18TPG Telecom Limited has filed a Follow-on Equity Offering in the amount of AUD 550.000001 million.TPG Telecom Limited has filed a Follow-on Equity Offering in the amount of AUD 550.000001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 152,354,571 Price\Range: AUD 3.61 Transaction Features: Subsequent Direct Listingお知らせ • Aug 18TPG Telecom Limited Appoints John Otty as Non-Executive Director, Effective 18 August 2025TPG Telecom Limited announced a change to the directors of the Company. The Board of the Company has appointed John Otty as a non-executive director to replace Serpil Timuray as a nominated director of Vodafone Group Plc, which holds 25.05% of the shares in the Company. Mr. Otty's appointment will be effective on 18 August 2025 and fills the casual vacancy arising from Ms Timuray's resignation in July. Mr. Otty will stand for election at TPG's Annual General Meeting in May 2026. Mr. Otty has served as a non-executive director of various companies for over 15 years and served as a director of the Company between 2009 - 2010 and 2012 - 2018 when it was named Vodafone Hutchison Australia and before the merger with TPG. Mr. Otty currently holds directorships with Vodacom Group Ltd. (listed in Johannesburg), Vodafone Ziggo Group BV (Netherlands) and Vodafone Procurement Company SARL (Luxembourg). Previously he was the Vodafone Group Financial Controller. Mr. Otty joined Vodafone in December 1992 and held a number of senior executive positions including Group Technology Financial Director, interim Chief Financial Officer of Vodafone India, Vodafone Plc Group Internal Audit Director and Chief Financial Officer for Africa, Middle East and Asia Pacific region. Mr. Otty holds a degree in Electronic Engineering (Cambridge University) and is a Fellow of the Institute of Chartered Accountants in England and Wales (FCA).お知らせ • Jul 31Vocus Group Limited completed the acquisition of Non-Mobile Fibre Assets of TPG from TPG Telecom Limited (ASX:TPG).Vocus Group Limited agreed to acquire Non-Mobile Fibre Assets of TPG from TPG Telecom Limited (ASX:TPG) for AUD 6.3 billion on August 1, 2023. The indicative offer is conditional upon a number of matters, including due diligence, debt financing, finalization of transaction documentation, and approvals of the respective Boards of TPG and Vocus Group. As of October 14, 2024, Vocus Group Limited entered into a binding Share Purchase Agreement to acquire Non-Mobile Fibre Assets of TPG from TPG Telecom Limited (ASX:TPG) for an enterprise value of AUD 5.1 billion. This includes a potential AUD 250 million Contingent Value Payment, subject to the meeting of certain subscriber targets for the Vision Network wholesale residential fixed access business between two and four years after completion. TPG intends to use these proceeds to support future capital management and business investment initiatives. The transaction will see TPG offload nearly 27,000 kilometres of fibre, 15,000 kilometres of international submarine cables and its enterprise, government and wholesale fixed business units to Vocus, which is partly owned by Aware Super and Macquarie Asset Management. TPG will retain its mobile network infrastructure and its consumer business unit under the deal, which follows a similar failed AUD 6.3 billion agreement with Vocus that was shelved this time last year. As part of the agreement, 560 TPG employees will shift to Vocus, and TPG will buy fixed network services from Vocus for an annual fee of AUD 130 million. The parties are targeting completion of the Transaction in the second half of 2025 subject to satisfaction of conditions precedent, including regulatory approvals. TPG intends to use these proceeds to support future capital management and business investment initiatives. As of November 18, 2024, The Australian Competition and Consumer Commission declared that the submissions are invited from interested parties regarding the Proposed Acquisition by 5pm on December 2, 2024. TPG Telecom has extended the exclusive due diligence period with Vocus Group until October 4, 2023. As on October 4, 2023, exclusive due diligence period granted to Vocus Group in relation to acquisition has expired. Discussions in relation to the commercial terms remain ongoing. As on 4 August 2024, stating that TPG is in discussions with Vocus Group in relation to the possible sale of its fibre network. At the TPG Annual General Meeting on 3 May 2024, TPG confirmed previous statements that it would continue assessing value-optimizing alternatives for its fixed infrastructure assets as part of a strategic review. Vocus Group and TPG have engaged in non-exclusive discussions as part of that strategic review process. As of March 20, 2025, The Australian Competition and Consumer Commission declared that it will not oppose acquisition. As of July 7, 2025, the deal has been approved by Foreign Investment Review Board. Macquarie Australia Capital Limited and BofA acted as the financial advisor to TPG, Allens acted as legal advisor to TPG Telecom Limited (ASX:TPG). Vocus Group Limited completed the acquisition of Non-Mobile Fibre Assets of TPG from TPG Telecom Limited (ASX:TPG) on July 31, 2025. TPG Telecom Limited completed the sale of its fibre network infrastructure assets and Enterprise, Government and Wholesale fixed business to Vocus Group Limited, for an enterprise value of AUD 5.25 billion.お知らせ • Mar 02TPG Telecom Limited Declares Ordinary Fully Paid Dividend for the Period of Six Months Ended December 31, 2024, Payable on April 4, 2025TPG Telecom Limited declared an ordinary fully paid dividend of AUD 0.09000000 for a period of six months ended December 31, 2024. The Ex Date is March 6, 2025, the Record Date is March 7, 2025, and the Payment Date is April 4, 2025.お知らせ • Feb 14TPG Telecom Limited, Annual General Meeting, May 07, 2025TPG Telecom Limited, Annual General Meeting, May 07, 2025.お知らせ • Jan 20+ 1 more updateTPG Telecom Limited to Report First Half, 2025 Results on Aug 28, 2025TPG Telecom Limited announced that they will report first half, 2025 results on Aug 28, 2025Board Change • Oct 23Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 1 independent director (9 non-independent directors). Senior Independent Director Helen Nugent was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Aug 02Vocus Group Limited agreed to acqiuire Non-Mobile Fibre Assets of TPG from TPG Telecom Limited (ASX:TPG) for AUD6.3 billion.Vocus Group Limited agreed to acqiuire Non-Mobile Fibre Assets of TPG from TPG Telecom Limited (ASX:TPG) for AUD6.3 billion on August 1, 2023. The indicative offer is conditional upon a number of matters, including due diligence, debt financing, finalisation of transaction documentation, and approvals of the respective Boards of TPG and Vocus Group.業績と収益の成長予測DB:YST1 - 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12/31/20285,4432097301,5541112/31/20275,3031298071,4921212/31/20265,158586641,4281212/31/20255,051521,5262,417N/A6/30/20255,577-828971,915N/A3/31/20255,553-948271,921N/A12/31/20244,907-1407561,926N/A9/30/20245,080-666731,848N/A6/30/20245,25285901,769N/A3/31/20245,411294791,646N/A12/31/20235,569493681,522N/A9/30/20235,5502223141,480N/A6/30/20235,5313942601,437N/A3/31/20235,4914542601,344N/A12/31/20225,4515132591,251N/A9/30/20225,3713584401,419N/A6/30/20225,2912026201,587N/A3/31/20225,2921586631,605N/A12/31/20215,2921137051,622N/A9/30/20215,3694256791,528N/A6/30/20215,4457366531,433N/A3/31/20214,8987395131,311N/A12/31/20204,3517413721,188N/A9/30/20203,8443494401,200N/A6/30/20203,336-445081,212N/A3/31/20203,425-1625931,254N/A12/31/20193,513-2806781,296N/A9/30/20193,539-233N/AN/AN/A6/30/20193,564-185N/AN/AN/A3/31/20193,587-155N/AN/AN/A12/31/20183,610-124N/A1,125N/A9/30/20183,586-157N/AN/AN/A7/31/20182,495397N/A674N/A6/30/20183,569-189N/AN/AN/A3/31/20183,510-183N/AN/AN/A12/31/20173,445-178N/A1,099N/A9/30/20173,413-169N/AN/AN/A7/31/20172,491414N/A723N/A6/30/20173,382-159N/AN/AN/A3/31/20173,358-201N/AN/AN/A12/31/20163,334-242N/A1,040N/A9/30/20163,403-288N/AN/AN/A6/30/20163,477-335N/AN/AN/A3/31/20163,563-383N/AN/AN/A12/31/20153,645-430N/A829N/A9/30/20153,592-558N/AN/AN/A6/30/20153,539-685N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: YST1の予測収益成長率 (年間32.9% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: YST1の収益 ( 32.9% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。高成長収益: YST1の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: YST1の収益 ( 2.9% ) German市場 ( 7.1% ) よりも低い成長が予測されています。高い収益成長: YST1の収益 ( 2.9% ) 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: YST1の 自己資本利益率 は、3年後には低くなると予測されています ( 2.7 %)。成長企業の発掘7D1Y7D1Y7D1YTelecom 業界の高成長企業。View Past Performance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2026/05/16 07:19終値2026/05/14 00:00収益2025/12/31年間収益2025/12/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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TPG Telecom 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。17 アナリスト機関Eric ChoiBarrenjoey Markets Pty LimitedWare KuoBofA Global ResearchNicholas BasileCLSA14 その他のアナリストを表示
お知らせ • Feb 27Tpg Telecom Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2025, Payable on April 2, 2026TPG Telecom Limited announced ordinary dividend of AUD 0.09000000 for the six months ended December 31, 2025. Record date is March 6, 2026. Ex-date is March 5, 2026. The dividend will be payable on April 2, 2026.
お知らせ • Dec 24+ 1 more updateTPG Telecom Limited to Report Fiscal Year 2025 Results on Feb 27, 2026TPG Telecom Limited announced that they will report fiscal year 2025 results on Feb 27, 2026
お知らせ • Dec 15TPG Telecom Limited, Annual General Meeting, May 08, 2026TPG Telecom Limited, Annual General Meeting, May 08, 2026.
お知らせ • Nov 19TPG Telecom Limited has completed a Follow-on Equity Offering in the amount of AUD 300 million.TPG Telecom Limited has completed a Follow-on Equity Offering in the amount of AUD 300 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 83,102,493 Price\Range: AUD 3.61 Transaction Features: Subsequent Direct Listing
お知らせ • Nov 18TPG Telecom Limited has filed a Follow-on Equity Offering in the amount of AUD 550.000001 million.TPG Telecom Limited has filed a Follow-on Equity Offering in the amount of AUD 550.000001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 152,354,571 Price\Range: AUD 3.61 Transaction Features: Subsequent Direct Listing
お知らせ • Aug 18TPG Telecom Limited Appoints John Otty as Non-Executive Director, Effective 18 August 2025TPG Telecom Limited announced a change to the directors of the Company. The Board of the Company has appointed John Otty as a non-executive director to replace Serpil Timuray as a nominated director of Vodafone Group Plc, which holds 25.05% of the shares in the Company. Mr. Otty's appointment will be effective on 18 August 2025 and fills the casual vacancy arising from Ms Timuray's resignation in July. Mr. Otty will stand for election at TPG's Annual General Meeting in May 2026. Mr. Otty has served as a non-executive director of various companies for over 15 years and served as a director of the Company between 2009 - 2010 and 2012 - 2018 when it was named Vodafone Hutchison Australia and before the merger with TPG. Mr. Otty currently holds directorships with Vodacom Group Ltd. (listed in Johannesburg), Vodafone Ziggo Group BV (Netherlands) and Vodafone Procurement Company SARL (Luxembourg). Previously he was the Vodafone Group Financial Controller. Mr. Otty joined Vodafone in December 1992 and held a number of senior executive positions including Group Technology Financial Director, interim Chief Financial Officer of Vodafone India, Vodafone Plc Group Internal Audit Director and Chief Financial Officer for Africa, Middle East and Asia Pacific region. Mr. Otty holds a degree in Electronic Engineering (Cambridge University) and is a Fellow of the Institute of Chartered Accountants in England and Wales (FCA).
お知らせ • Jul 31Vocus Group Limited completed the acquisition of Non-Mobile Fibre Assets of TPG from TPG Telecom Limited (ASX:TPG).Vocus Group Limited agreed to acquire Non-Mobile Fibre Assets of TPG from TPG Telecom Limited (ASX:TPG) for AUD 6.3 billion on August 1, 2023. The indicative offer is conditional upon a number of matters, including due diligence, debt financing, finalization of transaction documentation, and approvals of the respective Boards of TPG and Vocus Group. As of October 14, 2024, Vocus Group Limited entered into a binding Share Purchase Agreement to acquire Non-Mobile Fibre Assets of TPG from TPG Telecom Limited (ASX:TPG) for an enterprise value of AUD 5.1 billion. This includes a potential AUD 250 million Contingent Value Payment, subject to the meeting of certain subscriber targets for the Vision Network wholesale residential fixed access business between two and four years after completion. TPG intends to use these proceeds to support future capital management and business investment initiatives. The transaction will see TPG offload nearly 27,000 kilometres of fibre, 15,000 kilometres of international submarine cables and its enterprise, government and wholesale fixed business units to Vocus, which is partly owned by Aware Super and Macquarie Asset Management. TPG will retain its mobile network infrastructure and its consumer business unit under the deal, which follows a similar failed AUD 6.3 billion agreement with Vocus that was shelved this time last year. As part of the agreement, 560 TPG employees will shift to Vocus, and TPG will buy fixed network services from Vocus for an annual fee of AUD 130 million. The parties are targeting completion of the Transaction in the second half of 2025 subject to satisfaction of conditions precedent, including regulatory approvals. TPG intends to use these proceeds to support future capital management and business investment initiatives. As of November 18, 2024, The Australian Competition and Consumer Commission declared that the submissions are invited from interested parties regarding the Proposed Acquisition by 5pm on December 2, 2024. TPG Telecom has extended the exclusive due diligence period with Vocus Group until October 4, 2023. As on October 4, 2023, exclusive due diligence period granted to Vocus Group in relation to acquisition has expired. Discussions in relation to the commercial terms remain ongoing. As on 4 August 2024, stating that TPG is in discussions with Vocus Group in relation to the possible sale of its fibre network. At the TPG Annual General Meeting on 3 May 2024, TPG confirmed previous statements that it would continue assessing value-optimizing alternatives for its fixed infrastructure assets as part of a strategic review. Vocus Group and TPG have engaged in non-exclusive discussions as part of that strategic review process. As of March 20, 2025, The Australian Competition and Consumer Commission declared that it will not oppose acquisition. As of July 7, 2025, the deal has been approved by Foreign Investment Review Board. Macquarie Australia Capital Limited and BofA acted as the financial advisor to TPG, Allens acted as legal advisor to TPG Telecom Limited (ASX:TPG). Vocus Group Limited completed the acquisition of Non-Mobile Fibre Assets of TPG from TPG Telecom Limited (ASX:TPG) on July 31, 2025. TPG Telecom Limited completed the sale of its fibre network infrastructure assets and Enterprise, Government and Wholesale fixed business to Vocus Group Limited, for an enterprise value of AUD 5.25 billion.
お知らせ • Mar 02TPG Telecom Limited Declares Ordinary Fully Paid Dividend for the Period of Six Months Ended December 31, 2024, Payable on April 4, 2025TPG Telecom Limited declared an ordinary fully paid dividend of AUD 0.09000000 for a period of six months ended December 31, 2024. The Ex Date is March 6, 2025, the Record Date is March 7, 2025, and the Payment Date is April 4, 2025.
お知らせ • Feb 14TPG Telecom Limited, Annual General Meeting, May 07, 2025TPG Telecom Limited, Annual General Meeting, May 07, 2025.
お知らせ • Jan 20+ 1 more updateTPG Telecom Limited to Report First Half, 2025 Results on Aug 28, 2025TPG Telecom Limited announced that they will report first half, 2025 results on Aug 28, 2025
Board Change • Oct 23Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 1 independent director (9 non-independent directors). Senior Independent Director Helen Nugent was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Aug 02Vocus Group Limited agreed to acqiuire Non-Mobile Fibre Assets of TPG from TPG Telecom Limited (ASX:TPG) for AUD6.3 billion.Vocus Group Limited agreed to acqiuire Non-Mobile Fibre Assets of TPG from TPG Telecom Limited (ASX:TPG) for AUD6.3 billion on August 1, 2023. The indicative offer is conditional upon a number of matters, including due diligence, debt financing, finalisation of transaction documentation, and approvals of the respective Boards of TPG and Vocus Group.