View ValuationChorus 향후 성장Future 기준 점검 4/6Chorus (는) 각각 연간 35.1% 및 5.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 33.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 85.3% 로 예상됩니다.핵심 정보35.1%이익 성장률33.28%EPS 성장률Telecom 이익 성장9.6%매출 성장률5.1%향후 자기자본이익률85.32%애널리스트 커버리지Good마지막 업데이트15 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Neal Barclay was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Neal Barclay was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Neal Barclay was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Dec 09Chorus Limited to Report First Half, 2026 Results on Feb 23, 2026Chorus Limited announced that they will report first half, 2026 results on Feb 23, 2026Declared Dividend • Aug 27Final dividend of NZ$0.34 announcedShareholders will receive a dividend of NZ$0.34. Ex-date: 15th September 2025 Payment date: 17th October 2025 Dividend yield will be 6.3%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 62x earnings) nor is it covered by cash flows (163% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 6,848% to bring the payout ratio under control. EPS is expected to grow by 131% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 62x earnings per share. Cash payout ratio: 163% Minor Risk Large one-off items impacting financial results.Reported Earnings • Aug 25Full year 2025 earnings released: EPS: NZ$0.01 (vs NZ$0.021 loss in FY 2024)Full year 2025 results: EPS: NZ$0.01 (up from NZ$0.021 loss in FY 2024). Revenue: NZ$1.01b (flat on FY 2024). Net income: NZ$4.00m (up NZ$13.0m from FY 2024). Profit margin: 0.4% (up from net loss in FY 2024). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.공시 • Aug 25Chorus Limited, Annual General Meeting, Nov 05, 2025Chorus Limited, Annual General Meeting, Nov 05, 2025.공시 • Jul 10Chorus Limited to Report Fiscal Year 2025 Results on Aug 25, 2025Chorus Limited announced that they will report fiscal year 2025 results on Aug 25, 2025공시 • Feb 24Chorus Limited Declares an Interim Dividend in Respect of the Six-Month Period Ended 31 December 2024, Payable on 15 April 2025Chorus Limited declared an interim dividend in respect of the six-month period ended 31 December 2024. The total amount of the dividend is $100 million, which represents an unimputed dividend of 23 cents per ordinary share. Record Date is 18 March 2025. Dividend Payment Date is 15 April 2025.공시 • Dec 20Chorus Limited to Report First Half, 2025 Results on Feb 24, 2025Chorus Limited announced that they will report first half, 2025 results on Feb 24, 2025공시 • Sep 20Chorus Appoints Drew Davies as Chief Operating Officer, Effective October 14, 2024Chorus announced that Drew Davies has been appointed to the role of chief operating officer from 14 October 2024, filling the role left vacant when Mark Aue was appointed Chorus CEO in April this year. As COO, Davies will have responsibility for all financial functions along with strategy, brand and marketing, customer experience and customer engagement. He has more than 30 years' global experience in telecommunications, holding executive roles with 2degrees, multinational mobile telecommunications company Trilogy Partners and senior financial and operational roles with T-Mobile in the United States.Upcoming Dividend • Sep 11Upcoming dividend of NZ$0.28 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 08 October 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 6.3%. Within top quartile of Australian dividend payers (6.1%). Higher than average of industry peers (4.8%).공시 • Aug 28Chorus Limited Announces Cash Dividend for the Six Months Ended June 30, 2024, Payable on October 8, 2024Chorus Limited will pay a dividend of NZD 0.28500000 on CNU - ORDINARY FULLY PAID FOREIGN EXEMPT NZX security for the six month ended June 30, 2024. Record date is September 17, 2024. Ex-date is September 16, 2024. Payment date is October 8, 2024.Declared Dividend • Aug 28Final dividend of NZ$0.28 announcedShareholders will receive a dividend of NZ$0.28. Ex-date: 16th September 2024 Payment date: 8th October 2024 Dividend yield will be 5.9%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (356% cash payout ratio). The dividend has increased by an average of 15% per year over the past 9 years and payments have been stable during that time.공시 • Aug 28Chorus Limited Announces Board and Committee ChangesChorus Limited announced that Neal Barclay will join the company board from 26 August 2024. Neal has had extensive experience within the energy and telecommunications sectors and has held the role of Chief Executive of Meridian Energy since early 2018. Neal has held a number of executive roles at Meridian Energy since 2008 and prior to that was at Telecom New Zealand (now Spark) in senior finance leadership roles. The company board has determined that Neal will be an independent director and have appointed him to the Audit and Risk Management Committee. In accordance with NZX requirements Neal will stand for election at Chorus' upcoming Annual Shareholders Meeting. Murray Jordan has announced that he will resign from the company board effective from 30 September 2024 at the end of his nine year tenure. Murray joined the Chorus Board in 2015 and has provided a huge contribution to the company governance, particularly with his leadership of the People, Performance and Culture Committee during periods of significant change.Reported Earnings • Aug 27Full year 2024 earnings released: NZ$0.021 loss per share (vs NZ$0.056 profit in FY 2023)Full year 2024 results: NZ$0.021 loss per share (down from NZ$0.056 profit in FY 2023). Revenue: NZ$1.01b (up 3.1% from FY 2023). Net loss: NZ$9.00m (down 136% from profit in FY 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.공시 • Aug 26Chorus Limited, Annual General Meeting, Oct 24, 2024Chorus Limited, Annual General Meeting, Oct 24, 2024.공시 • Jul 09Chorus Limited to Report Fiscal Year 2024 Results on Aug 26, 2024Chorus Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 26, 2024Upcoming Dividend • Mar 11Upcoming dividend of NZ$0.19 per shareEligible shareholders must have bought the stock before 18 March 2024. Payment date: 16 April 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.9%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (5.0%).Declared Dividend • Feb 29First half dividend of NZ$0.19 announcedShareholders will receive a dividend of NZ$0.19. Ex-date: 18th March 2024 Payment date: 16th April 2024 Dividend yield will be 5.7%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings) nor is it covered by cash flows (dividend approximately 18x free cash flows). The dividend has increased by an average of 4.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 972% to bring the payout ratio under control. EPS is expected to grow by 145% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Feb 28First half 2024 earnings released: EPS: NZ$0.02 (vs NZ$0.04 in 1H 2023)First half 2024 results: EPS: NZ$0.02 (down from NZ$0.04 in 1H 2023). Revenue: NZ$503.0m (up 3.3% from 1H 2023). Net income: NZ$5.00m (down 44% from 1H 2023). Profit margin: 1.0% (down from 1.8% in 1H 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • Feb 28Chorus Limited Announces CEO Changes, Effective 15 April 2024Chorus announced that its current COO Mark Aue has been appointed as CEO from 15 April 2024, following JB Rousselot's decision to step down from the role. Aue joined Chorus in April 2023, having been most recently the CEO of 2Degrees and, before this, the CFO of Vodafone NZ (now One NZ).공시 • Dec 12Chorus Limited to Report First Half, 2024 Results on Feb 27, 2024Chorus Limited announced that they will report first half, 2024 results on Feb 27, 2024Upcoming Dividend • Sep 04Upcoming dividend of NZ$0.26 per share at 6.1% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 10 October 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.1%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (5.1%).공시 • Aug 29Chorus Limited Announces Executive ChangesChorus Limited announced that Mark Aue (former CEO of 2Degrees) who recently joined Chorus as Chief Financial Officer, will be responsible for a broader Chief Operating Officer team including Finance, Brand and Marketing, Strategy, and Customer engagement. Katrina Smidt will join the Executive team as Deputy CFO, reporting to Mark. Marcus Wofinden will lead the reshaped Network Operations team to better serve customers and the three value streams. Marcus has been a critical member of Chorus' customer and network operations team for 17 years and was most recently responsible for Chorus' Fibre Connect team. As previously announced, Jo Mataira is Chorus' new Chief People Officer. Jo has played a key role developing Chorus' People and Culture team over the last 8 years, most recently as Head of People Experience. Finally, Kristel McMeekin has been appointed General Counsel and Julian Kersey Chief Corporate and Regulatory Officer. They are both highly valued members of Elaine Campbell's current senior leadership team. The new operating model and the Executive team appointments, become effective in Second Quarter of FY24.공시 • Aug 22Chorus Limited Announces Final Dividend for the Six Months Ended June 30, 2023, Payable on October 10, 2023; Provides Dividend Guidance for 2024Chorus Limited will pay a final dividend of 25.5 cents per share on CNU - ORDINARY FULLY PAID FOREIGN EXEMPT NZX security for the six month ended June 30, 2023. Record date is September 12, 2023. Ex-date is September 11, 2023. Payment date is October 10, 2023.For the fiscal year 2024, the company provided dividend guidance subject to no material changes. For the period, the company expects to pay dividend of 47.5 cents per share, unimputed.New Risk • Aug 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 7x earnings per share. Dividend per share is over 7x cash flows per share. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.6% net profit margin).Reported Earnings • Aug 21Full year 2023 earnings released: EPS: NZ$0.06 (vs NZ$0.14 in FY 2022)Full year 2023 results: EPS: NZ$0.06 (down from NZ$0.14 in FY 2022). Revenue: NZ$980.0m (up 1.6% from FY 2022). Net income: NZ$25.0m (down 61% from FY 2022). Profit margin: 2.6% (down from 6.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • Aug 05Chorus Limited, Annual General Meeting, Nov 08, 2023Chorus Limited, Annual General Meeting, Nov 08, 2023, at 14:00 NZST - New Zealand Standard.공시 • Jul 13Chorus Limited to Report Fiscal Year 2023 Results on Aug 21, 2023Chorus Limited announced that they will report fiscal year 2023 results on Aug 21, 2023Recent Insider Transactions • May 27Chief Technology Officer recently sold AU$98k worth of stockOn the 24th of May, Ewen Powell sold around 13k shares on-market at roughly AU$7.73 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought AU$1.1m more than they sold in the last 12 months.공시 • May 23Chorus Limited Announces Executive ChangesChorus announced that it will be migrating to a new operating model to better execute its strategy, reflect its new regulatory framework, and respond to a changing market environment. The new operating model will cover the introduction of new capabilities, tools, and ways of working with the intention of keeping the organisation at pace with leading practices and allowing it to be more focused on end-to-end delivery of key initiatives. The new operating model will include migrating to a new organisational structure to become effective in Second Quarter of FY24. This structure includes the introduction of three end- to-end value streams of Access (focusing on fibre broadband to homes and businesses), Infrastructure (leveraging Chorus assets to generate new revenues) and Fibre Frontier (focusing on rural and regional strategy). These will be led by Executive GMs that will be part of the Executive Team led by Chief Executive JB Rousselot. Other executive roles will continue to hold accountabilities for Technology, Network Operations, People and Culture, Finance, Legal, Regulatory and Stakeholder Engagement. Accountabilities for Strategy, Enterprise performance and for CX, Customer Engagement and Brand & Marketing will be combined with Finance accountabilities under an expanded role of Chief Operating Officer to be held by current Chief Financial Officer Mark Aue. Mr. Rousselot said the new operating model reflects that Chorus is entering a new phase of its evolution. Under the new structure the current roles held by Executive members Andrew Carroll (GM Customer & Network Operations) and Ed Hyde (Chief Customer Officer) are being disestablished, and both have elected not to pursue new roles created in the new Operating Model. Mr. Carroll and Mr. Hyde will continue to be part of the Chorus team while a transition plan is developed. Chorus Limited has announced that Jo Mataira, the current Head of People Experience at Chorus, will be appointed as Chief People Officer, succeeding Shaun Philp, who will be departing for a new role. Additionally, Katrina Smidt, Deputy Chief Financial Officer, will join the Executive team as part of the company's new organisational structure.Upcoming Dividend • Mar 06Upcoming dividend of NZ$0.17 per share at 4.3% yieldEligible shareholders must have bought the stock before 13 March 2023. Payment date: 11 April 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Lower than top quartile of Australian dividend payers (7.0%). Lower than average of industry peers (4.8%).Recent Insider Transactions • Feb 25Independent Director recently bought AU$109k worth of stockOn the 21st of February, Will Irving bought around 15k shares on-market at roughly AU$7.24 per share. This transaction increased Will's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$1.1m more in shares than they have sold in the last 12 months.Reported Earnings • Feb 22First half 2023 earnings released: EPS: NZ$0.02 (vs NZ$0.09 in 1H 2022)First half 2023 results: EPS: NZ$0.02 (down from NZ$0.09 in 1H 2022). Revenue: NZ$487.0m (up 1.5% from 1H 2022). Net income: NZ$9.00m (down 79% from 1H 2022). Profit margin: 1.8% (down from 8.8% in 1H 2022). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공시 • Feb 20Chorus Limited Declares Dividend for the Six Months Ended Dec. 31, 2022, Payable on April 11, 2023Chorus Limited declares dividend for the six months of NZD 0.17000000 for the six months ended Dec. 31, 2022, payable on April 11, 2023. Record Date is March 14, 2023 and Ex Date is March 13, 2023.공시 • Dec 15Chorus Limited to Report First Half, 2023 Results on Feb 20, 2023Chorus Limited announced that they will report first half, 2023 results on Feb 20, 2023Recent Insider Transactions • Nov 04Chief Executive Officer recently sold AU$186k worth of stockOn the 26th of October, Jean-Baptiste Rousselot sold around 27k shares on-market at roughly AU$6.89 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Jean-Baptiste has been a net buyer over the last 12 months, purchasing a net total of AU$295k worth of shares.Upcoming Dividend • Sep 05Upcoming dividend of NZ$0.21 per shareEligible shareholders must have bought the stock before 12 September 2022. Payment date: 11 October 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.4%. Lower than top quartile of Australian dividend payers (6.6%). Lower than average of industry peers (5.0%).Reported Earnings • Aug 22Full year 2022 earnings released: EPS: NZ$0.001 (vs NZ$0.10 in FY 2021)Full year 2022 results: EPS: NZ$0.001. Revenue: NZ$965.0m (up 1.9% from FY 2021). Net income: NZ$64.0m (up 36% from FY 2021). Profit margin: 6.6% (up from 5.0% in FY 2021). Over the next year, revenue is forecast to stay flat compared to a 9.6% growth forecast for the Telecom industry in Australia.Upcoming Dividend • Mar 07Upcoming dividend of NZ$0.16 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 12 April 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.4%. Lower than top quartile of Australian dividend payers (5.8%). Lower than average of industry peers (4.7%).Recent Insider Transactions • Feb 26Insider recently sold AU$108k worth of stockOn the 23rd of February, Andrew Carroll sold around 15k shares on-market at roughly AU$7.21 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought AU$155k more than they sold in the last 12 months.Reported Earnings • Feb 23First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: NZ$0.09 (up from NZ$0.06 in 1H 2021). Revenue: NZ$477.0m (flat on 1H 2021). Net income: NZ$42.0m (up 56% from 1H 2021). Profit margin: 8.8% (up from 5.6% in 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 8.2% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 06Upcoming dividend of NZ$0.17 per shareEligible shareholders must have bought the stock before 13 September 2021. Payment date: 12 October 2021. Trailing yield: 3.5%. Lower than top quartile of Australian dividend payers (5.1%). Lower than average of industry peers (3.9%).Reported Earnings • Aug 25Full year 2021 earnings released: EPS NZ$0.10 (vs NZ$0.12 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: NZ$947.0m (down 1.3% from FY 2020). Net income: NZ$47.0m (down 9.6% from FY 2020). Profit margin: 5.0% (down from 5.4% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Recent Insider Transactions • Apr 09Independent Director recently bought AU$114k worth of stockOn the 7th of April, Prudence Flacks bought around 19k shares on-market at roughly AU$6.05 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$274k more in shares than they have sold in the last 12 months.Upcoming Dividend • Mar 08Upcoming Dividend of NZ$0.12 Per ShareWill be paid on the 13th of April to those who are registered shareholders by the 15th of March. The trailing yield of 3.0% is below the top quartile of Australian dividend payers (5.6%), and is lower than industry peers (4.2%).Is New 90 Day High Low • Feb 24New 90-day low: AU$6.99The company is down 10.0% from its price of AU$7.79 on 26 November 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$7.38 per share.Reported Earnings • Feb 23First half 2021 earnings released: EPS NZ$0.05 (vs NZ$0.07 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: NZ$473.0m (down 1.5% from 1H 2020). Net income: NZ$24.0m (down 23% from 1H 2020). Profit margin: 5.1% (down from 6.5% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.Recent Insider Transactions • Dec 19Independent Chairman recently bought AU$75k worth of stockOn the 11th of December, Patrick Strange bought around 10k shares on-market at roughly AU$7.47 per share. This was the largest purchase by an insider in the last 3 months. This was Patrick's only on-market trade for the last 12 months.Recent Insider Transactions • Dec 16Independent Chairman recently bought AU$75k worth of stockOn the 11th of December, Patrick Strange bought around 10k shares on-market at roughly AU$7.47 per share. This was the largest purchase by an insider in the last 3 months. This was Patrick's only on-market trade for the last 12 months.Is New 90 Day High Low • Dec 08New 90-day low: AU$7.53The company is down 9.0% from its price of AU$8.29 on 09 September 2020. The Australian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.71 per share.Recent Insider Transactions • Oct 01Insider recently sold AU$78k worth of stockOn the 29th of September, Andrew Carroll sold around 10k shares on-market at roughly AU$7.83 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$225k more than they bought in the last 12 months.이익 및 매출 성장 예측CHIA:CNU - 애널리스트 향후 추정치 및 과거 재무 데이터 (NZD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20281,12412126058876/30/20271,0749321855676/30/20261,03052144512612/31/20251,02024162530N/A9/30/20251,01714161545N/A6/30/20251,0144160559N/A3/31/20251,011-7155543N/A12/31/20241,007-19150527N/A9/30/20241,009-14110520N/A6/30/20241,010-970513N/A3/31/20241,003641521N/A12/31/20239962111529N/A9/30/20239882320527N/A6/30/20239802528524N/A3/31/20239762834521N/A12/31/20229723139518N/A9/30/20229694845544N/A6/30/20229656450570N/A3/31/20229616527578N/A12/31/2021957664586N/A9/30/202195659-50565N/A6/30/202195551-105544N/A3/31/202195650-125527N/A12/31/202095748-145509N/A9/30/202095850-176492N/A6/30/202095952-208474N/A3/31/202096153-228504N/A12/31/201996354-248533N/A9/30/201996754N/A515N/A6/30/201997053N/A496N/A3/31/201997461N/A508N/A12/31/201897868N/A519N/A9/30/201898477N/A514N/A6/30/201899085N/A508N/A3/31/20181,00090N/A474N/A12/31/20171,01094N/A439N/A9/30/20171,025104N/A482N/A6/30/20171,040113N/A524N/A3/31/20171,049119N/A513N/A12/31/20161,058124N/A502N/A9/30/20161,033108N/A469N/A6/30/20161,00891N/A435N/A3/31/201698376N/A387N/A12/31/201595860N/A338N/A9/30/201598276N/A377N/A6/30/20151,00691N/A416N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CNU 의 연간 예상 수익 증가율(35.1%)이 saving rate(3.6%)보다 높습니다.수익 vs 시장: CNU 의 연간 수익(35.1%)이 Australian 시장(11.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: CNU 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: CNU 의 수익(연간 5.1%)이 Australian 시장(연간 6.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: CNU 의 수익(연간 5.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: CNU의 자본 수익률은 3년 후 85.3%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTelecom 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 20:22종가2026/05/22 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 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.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Chorus Limited는 12명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ian MartinCGS InternationalRoger SamuelCLSAGeoff ZameDeutsche Bank9명의 분석가 더 보기
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Neal Barclay was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Neal Barclay was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Neal Barclay was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Dec 09Chorus Limited to Report First Half, 2026 Results on Feb 23, 2026Chorus Limited announced that they will report first half, 2026 results on Feb 23, 2026
Declared Dividend • Aug 27Final dividend of NZ$0.34 announcedShareholders will receive a dividend of NZ$0.34. Ex-date: 15th September 2025 Payment date: 17th October 2025 Dividend yield will be 6.3%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 62x earnings) nor is it covered by cash flows (163% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 6,848% to bring the payout ratio under control. EPS is expected to grow by 131% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 62x earnings per share. Cash payout ratio: 163% Minor Risk Large one-off items impacting financial results.
Reported Earnings • Aug 25Full year 2025 earnings released: EPS: NZ$0.01 (vs NZ$0.021 loss in FY 2024)Full year 2025 results: EPS: NZ$0.01 (up from NZ$0.021 loss in FY 2024). Revenue: NZ$1.01b (flat on FY 2024). Net income: NZ$4.00m (up NZ$13.0m from FY 2024). Profit margin: 0.4% (up from net loss in FY 2024). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.
공시 • Aug 25Chorus Limited, Annual General Meeting, Nov 05, 2025Chorus Limited, Annual General Meeting, Nov 05, 2025.
공시 • Jul 10Chorus Limited to Report Fiscal Year 2025 Results on Aug 25, 2025Chorus Limited announced that they will report fiscal year 2025 results on Aug 25, 2025
공시 • Feb 24Chorus Limited Declares an Interim Dividend in Respect of the Six-Month Period Ended 31 December 2024, Payable on 15 April 2025Chorus Limited declared an interim dividend in respect of the six-month period ended 31 December 2024. The total amount of the dividend is $100 million, which represents an unimputed dividend of 23 cents per ordinary share. Record Date is 18 March 2025. Dividend Payment Date is 15 April 2025.
공시 • Dec 20Chorus Limited to Report First Half, 2025 Results on Feb 24, 2025Chorus Limited announced that they will report first half, 2025 results on Feb 24, 2025
공시 • Sep 20Chorus Appoints Drew Davies as Chief Operating Officer, Effective October 14, 2024Chorus announced that Drew Davies has been appointed to the role of chief operating officer from 14 October 2024, filling the role left vacant when Mark Aue was appointed Chorus CEO in April this year. As COO, Davies will have responsibility for all financial functions along with strategy, brand and marketing, customer experience and customer engagement. He has more than 30 years' global experience in telecommunications, holding executive roles with 2degrees, multinational mobile telecommunications company Trilogy Partners and senior financial and operational roles with T-Mobile in the United States.
Upcoming Dividend • Sep 11Upcoming dividend of NZ$0.28 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 08 October 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 6.3%. Within top quartile of Australian dividend payers (6.1%). Higher than average of industry peers (4.8%).
공시 • Aug 28Chorus Limited Announces Cash Dividend for the Six Months Ended June 30, 2024, Payable on October 8, 2024Chorus Limited will pay a dividend of NZD 0.28500000 on CNU - ORDINARY FULLY PAID FOREIGN EXEMPT NZX security for the six month ended June 30, 2024. Record date is September 17, 2024. Ex-date is September 16, 2024. Payment date is October 8, 2024.
Declared Dividend • Aug 28Final dividend of NZ$0.28 announcedShareholders will receive a dividend of NZ$0.28. Ex-date: 16th September 2024 Payment date: 8th October 2024 Dividend yield will be 5.9%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (356% cash payout ratio). The dividend has increased by an average of 15% per year over the past 9 years and payments have been stable during that time.
공시 • Aug 28Chorus Limited Announces Board and Committee ChangesChorus Limited announced that Neal Barclay will join the company board from 26 August 2024. Neal has had extensive experience within the energy and telecommunications sectors and has held the role of Chief Executive of Meridian Energy since early 2018. Neal has held a number of executive roles at Meridian Energy since 2008 and prior to that was at Telecom New Zealand (now Spark) in senior finance leadership roles. The company board has determined that Neal will be an independent director and have appointed him to the Audit and Risk Management Committee. In accordance with NZX requirements Neal will stand for election at Chorus' upcoming Annual Shareholders Meeting. Murray Jordan has announced that he will resign from the company board effective from 30 September 2024 at the end of his nine year tenure. Murray joined the Chorus Board in 2015 and has provided a huge contribution to the company governance, particularly with his leadership of the People, Performance and Culture Committee during periods of significant change.
Reported Earnings • Aug 27Full year 2024 earnings released: NZ$0.021 loss per share (vs NZ$0.056 profit in FY 2023)Full year 2024 results: NZ$0.021 loss per share (down from NZ$0.056 profit in FY 2023). Revenue: NZ$1.01b (up 3.1% from FY 2023). Net loss: NZ$9.00m (down 136% from profit in FY 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
공시 • Aug 26Chorus Limited, Annual General Meeting, Oct 24, 2024Chorus Limited, Annual General Meeting, Oct 24, 2024.
공시 • Jul 09Chorus Limited to Report Fiscal Year 2024 Results on Aug 26, 2024Chorus Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 26, 2024
Upcoming Dividend • Mar 11Upcoming dividend of NZ$0.19 per shareEligible shareholders must have bought the stock before 18 March 2024. Payment date: 16 April 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.9%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (5.0%).
Declared Dividend • Feb 29First half dividend of NZ$0.19 announcedShareholders will receive a dividend of NZ$0.19. Ex-date: 18th March 2024 Payment date: 16th April 2024 Dividend yield will be 5.7%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings) nor is it covered by cash flows (dividend approximately 18x free cash flows). The dividend has increased by an average of 4.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 972% to bring the payout ratio under control. EPS is expected to grow by 145% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Feb 28First half 2024 earnings released: EPS: NZ$0.02 (vs NZ$0.04 in 1H 2023)First half 2024 results: EPS: NZ$0.02 (down from NZ$0.04 in 1H 2023). Revenue: NZ$503.0m (up 3.3% from 1H 2023). Net income: NZ$5.00m (down 44% from 1H 2023). Profit margin: 1.0% (down from 1.8% in 1H 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • Feb 28Chorus Limited Announces CEO Changes, Effective 15 April 2024Chorus announced that its current COO Mark Aue has been appointed as CEO from 15 April 2024, following JB Rousselot's decision to step down from the role. Aue joined Chorus in April 2023, having been most recently the CEO of 2Degrees and, before this, the CFO of Vodafone NZ (now One NZ).
공시 • Dec 12Chorus Limited to Report First Half, 2024 Results on Feb 27, 2024Chorus Limited announced that they will report first half, 2024 results on Feb 27, 2024
Upcoming Dividend • Sep 04Upcoming dividend of NZ$0.26 per share at 6.1% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 10 October 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.1%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (5.1%).
공시 • Aug 29Chorus Limited Announces Executive ChangesChorus Limited announced that Mark Aue (former CEO of 2Degrees) who recently joined Chorus as Chief Financial Officer, will be responsible for a broader Chief Operating Officer team including Finance, Brand and Marketing, Strategy, and Customer engagement. Katrina Smidt will join the Executive team as Deputy CFO, reporting to Mark. Marcus Wofinden will lead the reshaped Network Operations team to better serve customers and the three value streams. Marcus has been a critical member of Chorus' customer and network operations team for 17 years and was most recently responsible for Chorus' Fibre Connect team. As previously announced, Jo Mataira is Chorus' new Chief People Officer. Jo has played a key role developing Chorus' People and Culture team over the last 8 years, most recently as Head of People Experience. Finally, Kristel McMeekin has been appointed General Counsel and Julian Kersey Chief Corporate and Regulatory Officer. They are both highly valued members of Elaine Campbell's current senior leadership team. The new operating model and the Executive team appointments, become effective in Second Quarter of FY24.
공시 • Aug 22Chorus Limited Announces Final Dividend for the Six Months Ended June 30, 2023, Payable on October 10, 2023; Provides Dividend Guidance for 2024Chorus Limited will pay a final dividend of 25.5 cents per share on CNU - ORDINARY FULLY PAID FOREIGN EXEMPT NZX security for the six month ended June 30, 2023. Record date is September 12, 2023. Ex-date is September 11, 2023. Payment date is October 10, 2023.For the fiscal year 2024, the company provided dividend guidance subject to no material changes. For the period, the company expects to pay dividend of 47.5 cents per share, unimputed.
New Risk • Aug 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 7x earnings per share. Dividend per share is over 7x cash flows per share. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.6% net profit margin).
Reported Earnings • Aug 21Full year 2023 earnings released: EPS: NZ$0.06 (vs NZ$0.14 in FY 2022)Full year 2023 results: EPS: NZ$0.06 (down from NZ$0.14 in FY 2022). Revenue: NZ$980.0m (up 1.6% from FY 2022). Net income: NZ$25.0m (down 61% from FY 2022). Profit margin: 2.6% (down from 6.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • Aug 05Chorus Limited, Annual General Meeting, Nov 08, 2023Chorus Limited, Annual General Meeting, Nov 08, 2023, at 14:00 NZST - New Zealand Standard.
공시 • Jul 13Chorus Limited to Report Fiscal Year 2023 Results on Aug 21, 2023Chorus Limited announced that they will report fiscal year 2023 results on Aug 21, 2023
Recent Insider Transactions • May 27Chief Technology Officer recently sold AU$98k worth of stockOn the 24th of May, Ewen Powell sold around 13k shares on-market at roughly AU$7.73 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought AU$1.1m more than they sold in the last 12 months.
공시 • May 23Chorus Limited Announces Executive ChangesChorus announced that it will be migrating to a new operating model to better execute its strategy, reflect its new regulatory framework, and respond to a changing market environment. The new operating model will cover the introduction of new capabilities, tools, and ways of working with the intention of keeping the organisation at pace with leading practices and allowing it to be more focused on end-to-end delivery of key initiatives. The new operating model will include migrating to a new organisational structure to become effective in Second Quarter of FY24. This structure includes the introduction of three end- to-end value streams of Access (focusing on fibre broadband to homes and businesses), Infrastructure (leveraging Chorus assets to generate new revenues) and Fibre Frontier (focusing on rural and regional strategy). These will be led by Executive GMs that will be part of the Executive Team led by Chief Executive JB Rousselot. Other executive roles will continue to hold accountabilities for Technology, Network Operations, People and Culture, Finance, Legal, Regulatory and Stakeholder Engagement. Accountabilities for Strategy, Enterprise performance and for CX, Customer Engagement and Brand & Marketing will be combined with Finance accountabilities under an expanded role of Chief Operating Officer to be held by current Chief Financial Officer Mark Aue. Mr. Rousselot said the new operating model reflects that Chorus is entering a new phase of its evolution. Under the new structure the current roles held by Executive members Andrew Carroll (GM Customer & Network Operations) and Ed Hyde (Chief Customer Officer) are being disestablished, and both have elected not to pursue new roles created in the new Operating Model. Mr. Carroll and Mr. Hyde will continue to be part of the Chorus team while a transition plan is developed. Chorus Limited has announced that Jo Mataira, the current Head of People Experience at Chorus, will be appointed as Chief People Officer, succeeding Shaun Philp, who will be departing for a new role. Additionally, Katrina Smidt, Deputy Chief Financial Officer, will join the Executive team as part of the company's new organisational structure.
Upcoming Dividend • Mar 06Upcoming dividend of NZ$0.17 per share at 4.3% yieldEligible shareholders must have bought the stock before 13 March 2023. Payment date: 11 April 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Lower than top quartile of Australian dividend payers (7.0%). Lower than average of industry peers (4.8%).
Recent Insider Transactions • Feb 25Independent Director recently bought AU$109k worth of stockOn the 21st of February, Will Irving bought around 15k shares on-market at roughly AU$7.24 per share. This transaction increased Will's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$1.1m more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 22First half 2023 earnings released: EPS: NZ$0.02 (vs NZ$0.09 in 1H 2022)First half 2023 results: EPS: NZ$0.02 (down from NZ$0.09 in 1H 2022). Revenue: NZ$487.0m (up 1.5% from 1H 2022). Net income: NZ$9.00m (down 79% from 1H 2022). Profit margin: 1.8% (down from 8.8% in 1H 2022). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공시 • Feb 20Chorus Limited Declares Dividend for the Six Months Ended Dec. 31, 2022, Payable on April 11, 2023Chorus Limited declares dividend for the six months of NZD 0.17000000 for the six months ended Dec. 31, 2022, payable on April 11, 2023. Record Date is March 14, 2023 and Ex Date is March 13, 2023.
공시 • Dec 15Chorus Limited to Report First Half, 2023 Results on Feb 20, 2023Chorus Limited announced that they will report first half, 2023 results on Feb 20, 2023
Recent Insider Transactions • Nov 04Chief Executive Officer recently sold AU$186k worth of stockOn the 26th of October, Jean-Baptiste Rousselot sold around 27k shares on-market at roughly AU$6.89 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Jean-Baptiste has been a net buyer over the last 12 months, purchasing a net total of AU$295k worth of shares.
Upcoming Dividend • Sep 05Upcoming dividend of NZ$0.21 per shareEligible shareholders must have bought the stock before 12 September 2022. Payment date: 11 October 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.4%. Lower than top quartile of Australian dividend payers (6.6%). Lower than average of industry peers (5.0%).
Reported Earnings • Aug 22Full year 2022 earnings released: EPS: NZ$0.001 (vs NZ$0.10 in FY 2021)Full year 2022 results: EPS: NZ$0.001. Revenue: NZ$965.0m (up 1.9% from FY 2021). Net income: NZ$64.0m (up 36% from FY 2021). Profit margin: 6.6% (up from 5.0% in FY 2021). Over the next year, revenue is forecast to stay flat compared to a 9.6% growth forecast for the Telecom industry in Australia.
Upcoming Dividend • Mar 07Upcoming dividend of NZ$0.16 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 12 April 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.4%. Lower than top quartile of Australian dividend payers (5.8%). Lower than average of industry peers (4.7%).
Recent Insider Transactions • Feb 26Insider recently sold AU$108k worth of stockOn the 23rd of February, Andrew Carroll sold around 15k shares on-market at roughly AU$7.21 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought AU$155k more than they sold in the last 12 months.
Reported Earnings • Feb 23First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: NZ$0.09 (up from NZ$0.06 in 1H 2021). Revenue: NZ$477.0m (flat on 1H 2021). Net income: NZ$42.0m (up 56% from 1H 2021). Profit margin: 8.8% (up from 5.6% in 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 8.2% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 06Upcoming dividend of NZ$0.17 per shareEligible shareholders must have bought the stock before 13 September 2021. Payment date: 12 October 2021. Trailing yield: 3.5%. Lower than top quartile of Australian dividend payers (5.1%). Lower than average of industry peers (3.9%).
Reported Earnings • Aug 25Full year 2021 earnings released: EPS NZ$0.10 (vs NZ$0.12 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: NZ$947.0m (down 1.3% from FY 2020). Net income: NZ$47.0m (down 9.6% from FY 2020). Profit margin: 5.0% (down from 5.4% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Apr 09Independent Director recently bought AU$114k worth of stockOn the 7th of April, Prudence Flacks bought around 19k shares on-market at roughly AU$6.05 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$274k more in shares than they have sold in the last 12 months.
Upcoming Dividend • Mar 08Upcoming Dividend of NZ$0.12 Per ShareWill be paid on the 13th of April to those who are registered shareholders by the 15th of March. The trailing yield of 3.0% is below the top quartile of Australian dividend payers (5.6%), and is lower than industry peers (4.2%).
Is New 90 Day High Low • Feb 24New 90-day low: AU$6.99The company is down 10.0% from its price of AU$7.79 on 26 November 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$7.38 per share.
Reported Earnings • Feb 23First half 2021 earnings released: EPS NZ$0.05 (vs NZ$0.07 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: NZ$473.0m (down 1.5% from 1H 2020). Net income: NZ$24.0m (down 23% from 1H 2020). Profit margin: 5.1% (down from 6.5% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Dec 19Independent Chairman recently bought AU$75k worth of stockOn the 11th of December, Patrick Strange bought around 10k shares on-market at roughly AU$7.47 per share. This was the largest purchase by an insider in the last 3 months. This was Patrick's only on-market trade for the last 12 months.
Recent Insider Transactions • Dec 16Independent Chairman recently bought AU$75k worth of stockOn the 11th of December, Patrick Strange bought around 10k shares on-market at roughly AU$7.47 per share. This was the largest purchase by an insider in the last 3 months. This was Patrick's only on-market trade for the last 12 months.
Is New 90 Day High Low • Dec 08New 90-day low: AU$7.53The company is down 9.0% from its price of AU$8.29 on 09 September 2020. The Australian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.71 per share.
Recent Insider Transactions • Oct 01Insider recently sold AU$78k worth of stockOn the 29th of September, Andrew Carroll sold around 10k shares on-market at roughly AU$7.83 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$225k more than they bought in the last 12 months.