Telstra Group 향후 성장

Future 기준 점검 1/6

Telstra Group (는) 각각 연간 4.8% 및 2.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.3% 로 예상됩니다.

핵심 정보

4.8%

이익 성장률

5.95%

EPS 성장률

Telecom 이익 성장	11.6%
매출 성장률	2.3%
향후 자기자본이익률	19.31%
애널리스트 커버리지	Good
마지막 업데이트	05 Dec 2025

최근 향후 성장 업데이트

Analyst Estimates: Here's What Brokers Think Of Telstra Group Limited (ASX:TLS) After Its Interim Report

Feb 21

Recent updates

There's Been No Shortage Of Growth Recently For Telstra Group's (ASX:TLS) Returns On Capital

Apr 20

Here's Why Telstra Group (ASX:TLS) Can Manage Its Debt Responsibly

Mar 15

Some Investors May Be Willing To Look Past Telstra Group's (ASX:TLS) Soft Earnings

Feb 26

Telstra Group (ASX:TLS) Will Pay A Larger Dividend Than Last Year At A$0.095

Feb 25

Joint Venture With Accenture Will Expand AI Capabilities And Reinforce Future Market Leadership

Feb 23 Telstra's strategic partnerships and network investments aim to boost its technology leadership and revenue through improvements in customer experience and connectivity.

Analyst Estimates: Here's What Brokers Think Of Telstra Group Limited (ASX:TLS) After Its Interim Report

Feb 21

Telstra Group Limited's (ASX:TLS) Shares May Have Run Too Fast Too Soon

Dec 19

이익 및 매출 성장 예측

ASX:TLS - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
6/30/2028	24,838	2,598	3,379	7,741	11
6/30/2027	24,334	2,453	3,289	7,483	12
6/30/2026	23,939	2,331	2,990	7,186	12
6/30/2025	23,125	2,172	3,450	7,324	N/A
3/31/2025	23,115	1,929	2,785	7,256	N/A
12/31/2024	23,105	1,685	2,120	7,188	N/A
9/30/2024	23,017	1,654	2,053	7,119	N/A
6/30/2024	22,928	1,622	1,985	7,049	N/A
3/31/2024	22,875	1,825	2,489	7,009	N/A
12/31/2023	22,821	2,027	2,993	6,969	N/A
9/30/2023	22,762	1,978	2,963	6,886	N/A
6/30/2023	22,702	1,928	2,932	6,802	N/A
3/31/2023	22,391	1,892	3,236	6,836	N/A
12/31/2022	22,080	1,855	3,539	6,869	N/A
9/30/2022	21,679	1,772	3,847	7,059	N/A
6/30/2022	21,277	1,688	4,155	7,249	N/A
3/31/2022	21,177	1,573	4,010	7,142	N/A
12/31/2021	21,077	1,457	3,865	7,034	N/A
9/30/2021	21,318	1,657	3,978	7,133	N/A
6/30/2021	21,558	1,857	4,091	7,231	N/A
3/31/2021	22,044	1,818	4,140	7,476	N/A
12/31/2020	22,530	1,778	4,188	7,720	N/A
9/30/2020	23,120	1,799	3,878	7,365	N/A
6/30/2020	23,710	1,819	3,568	7,010	N/A
3/31/2020	24,274	1,940	3,374	6,805	N/A
12/31/2019	24,837	2,060	3,179	6,599	N/A
9/30/2019	25,048	2,107	2,746	6,641	N/A
6/30/2019	25,259	2,154	2,313	6,683	N/A
3/31/2019	25,442	2,633	N/A	N/A	N/A
12/31/2018	25,625	3,111	N/A	7,650	N/A
9/30/2018	25,737	3,351	N/A	8,128	N/A
6/30/2018	25,848	3,591	N/A	8,606	N/A
3/31/2018	25,932	3,702	N/A	N/A	N/A
12/31/2017	26,016	3,813	N/A	8,386	N/A
9/30/2017	26,015	3,852	N/A	8,081	N/A
6/30/2017	26,013	3,891	N/A	7,775	N/A
12/31/2016	25,428	3,573	N/A	7,618	N/A
9/30/2016	25,670	3,668	N/A	7,876	N/A
6/30/2016	25,911	3,763	N/A	8,133	N/A
12/31/2015	25,803	3,955	N/A	8,294	N/A
9/30/2015	25,666	3,998	N/A	8,303	N/A
6/30/2015	25,528	4,040	N/A	8,311	N/A
12/31/2014	25,774	4,620	N/A	8,553	N/A

애널리스트 향후 성장 전망

수입 대 저축률: TLS 의 연간 예상 수익 증가율(4.8%)이 saving rate(3.3%)보다 높습니다.

수익 vs 시장: TLS 의 연간 수익(4.8%)이 Australian 시장(12%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: TLS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: TLS 의 수익(연간 2.3%)이 Australian 시장(연간 6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: TLS 의 수익(연간 2.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: TLS의 자본 수익률은 3년 후 19.3%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/12/05 18:51
종가	2025/12/05 00:00
수익	2025/06/30
연간 수익	2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Telstra Group Limited는 26명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Eric Choi	Barrenjoey Markets Pty Limited
Aryan Norozi	Barrenjoey Markets Pty Limited
Chris Savage	Bell Potter

Telstra Group 향후 성장

Future 기준 점검 1/6

핵심 정보

최근 향후 성장 업데이트

Price target increased by 8.4% to AU$4.76

Analyst Estimates: Here's What Brokers Think Of Telstra Group Limited (ASX:TLS) After Its Interim Report

Telstra Reaffirms Earnings Guidance for the Fiscal Year 2024

Telstra Group Limited Provides Earnings Guidance for the Year 2024

Telstra Corporation Limited Provides Earnings Guidance for 2023

Recent updates

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

Now 20% undervalued after recent price drop

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

Now 20% undervalued

Now 21% undervalued

Telstra Group Limited, Annual General Meeting, Oct 14, 2025

Telstra Group Limited to Report First Half, 2026 Results on Feb 19, 2026

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

Final dividend increased to AU$0.095

Full year 2025 earnings: EPS and revenues miss analyst expectations

Telstra Group Limited (ASX:TLS) announces an Equity Buyback for $1,000 million worth of its shares.

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

Price target increased by 8.4% to AU$4.76

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

There's Been No Shortage Of Growth Recently For Telstra Group's (ASX:TLS) Returns On Capital

DAZN Group Limited completed the acquisition of Foxtel Management Pty Limited from Telstra Group Limited (ASX:TLS) and News Corporation (NasdaqGS:NWSA).

Here's Why Telstra Group (ASX:TLS) Can Manage Its Debt Responsibly

Some Investors May Be Willing To Look Past Telstra Group's (ASX:TLS) Soft Earnings

Telstra Group (ASX:TLS) Will Pay A Larger Dividend Than Last Year At A$0.095

Joint Venture With Accenture Will Expand AI Capabilities And Reinforce Future Market Leadership

First half dividend increased to AU$0.095

First half 2025 earnings: Revenues and EPS in line with analyst expectations

Analyst Estimates: Here's What Brokers Think Of Telstra Group Limited (ASX:TLS) After Its Interim Report

Telstra Group Limited (ASX:TLS) announces an Equity Buyback for AUD 750 million worth of its shares.

DAZN Group Limited entered into a definitive agreement to acquire Foxtel Management Pty Limited from Telstra Group Limited (ASX:TLS) and News Corporation (NasdaqGS:NWSA) for an enterprise value of AUD 3.4 billion.

Telstra Group Limited's (ASX:TLS) Shares May Have Run Too Fast Too Soon

Less than half of directors are independent

Telstra Group Limited (ASX:TLS) agreed to acquire Boost Mobile Australia from Paul Keating, Peter Adderton, and other shareholders for AUD 140 million.

Telstra Group Limited Announces the Cessation of Niek Jan Van Damme as Director

Telstra Group Limited Appoints David Lumont as Non-Executive Director, Effective 3 December 2024

Equipsuper Superannuation Fund signed a non-binding Memorandum of Understanding to acquire Telstra Super Pty Ltd. from Telstra Group Limited (ASX:TLS) in a merger of equals transaction.

Telstra Group Limited to Report First Half, 2025 Results on Feb 20, 2025

Upcoming dividend of AU$0.09 per share

Final dividend increased to AU$0.09

New minor risk - Earnings quality

Full year 2024 earnings: EPS and revenues miss analyst expectations

Telstra Corporation Limited Announces Fully Franked Final Dividend, Payable on 26 September 2024

Telstra Group Appoints Craig Emery as New Group Company Secretary, Effective 15 October 2024

Upcoming dividend of AU$0.09 per share

First half dividend increased to AU$0.09

First half 2024 earnings: EPS misses analyst expectations

Telstra Announces Management Changes

Telstra Reaffirms Earnings Guidance for the Fiscal Year 2024

Telstra Group Limited Announces Cessation of John Mullen as Director

Telstra Group Limited (ASX:TLS) agreed to acquire Versent Pty Ltd from Washington H. Soul Pattinson and Company Limited, founders, employees and investors for approximately AUD 260 million.

Now 21% undervalued after recent price drop

Telstra Group Limited to Report First Half, 2024 Results on Feb 15, 2024

Telstra Group Limited Announces Board Changes

Telstra Corporation Limited Announces Ordinary Fully-Franked Final Dividend for the Year 2023, Payable on 28 September 2023

Now 20% undervalued after recent price drop

Telstra Group Limited Provides Earnings Guidance for the Year 2024

Full year 2023 earnings: EPS exceeds analyst expectations

Non-Executive Director recently bought AU$105k worth of stock

Telstra Corporation Limited Provides Earnings Guidance for 2023

First half 2023 earnings released: EPS: AU$0.075 (vs AU$0.059 in 1H 2022)

Telstra Group Limited Appoints Maxine Brenner as Non-Executive Director

Telstra Group Limited Appoints Ming Long AM as A Non-Executive Director, Effective 1 January 2023

Alex Badenoch Leaves Telstra Corporation Limited on 23 December, 2022

Telstra Corporation Limited Announces Cessation of Andrew Penn as Director

Telstra Corporation Limited Appoints Brad Whitcomb as New Group Executive Consumer and Small Business

Telstra Corporation Limited to Report First Half, 2023 Results on Feb 16, 2023

Telstra Corporation Limited to Report Fiscal Year 2022 Results on Aug 26, 2022

이익 및 매출 성장 예측

애널리스트 향후 성장 전망

주당순이익 성장 예측

향후 자기자본이익률

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터 소스

분석 모델 및 스노우플레이크