View ValuationTelecom Plus 향후 성장Future 기준 점검 3/6Telecom Plus (는) 각각 연간 7.8% 및 4.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 34.4% 로 예상됩니다.핵심 정보7.8%이익 성장률9.44%EPS 성장률Integrated Utilities 이익 성장10.5%매출 성장률4.5%향후 자기자본이익률34.36%애널리스트 커버리지Low마지막 업데이트06 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공지 • Apr 28Telecom Plus Plc to Report Fiscal Year 2026 Results on Jun 23, 2026Telecom Plus Plc announced that they will report fiscal year 2026 results at 8:00 AM, GMT Standard Time on Jun 23, 2026공지 • Jan 08Telecom Plus plc Announces Termination of Andrew Mark Blowers as Director, Effective December 31, 2025Telecom Plus plc reported the termination of director appointment of Mr. Andrew Mark Blowers, effective December 31, 2025.공지 • Nov 26Telecom Plus plc Proposes Interim Dividend for the Six Months Ended 30 September 2025, Payable on 19 December 2025Telecom Plus Plc proposed Interim dividend increased to 38 pence (H1 FY25: 37 pence) per share for the Six Months ended 30 September 2025, payable on 19 December 2025 to shareholders on the register on 5 December 2025; the Company's shares will go ex-dividend on 4 December 2025.공지 • Oct 07Telecom Plus Plc to Report First Half, 2026 Results on Nov 25, 2025Telecom Plus Plc announced that they will report first half, 2026 results on Nov 25, 2025공지 • Aug 08Telecom Plus Plc Approves Final DividendTelecom Plus Plc at its AGM held on 6 August 2025, approved payment of final dividend of 57.0 pence per share.공지 • Jun 24+ 2 more updatesTelecom Plus Plc, Annual General Meeting, Aug 06, 2025Telecom Plus Plc, Annual General Meeting, Aug 06, 2025.공지 • May 01Telecom Plus Plc to Report Fiscal Year 2025 Results on Jun 24, 2025Telecom Plus Plc announced that they will report fiscal year 2025 results on Jun 24, 2025공지 • Apr 29Telecom Plus plc Provides Dividend Guidance for the Fiscal Year 2025Telecom Plus Plc provided dividend guidance for the fiscal year 2025. Total FY25 dividend is expected to increase by just over 13% to 94 pence for the full year (FY24: 83 pence).공지 • Oct 03Telecom Plus Plc to Report Q2, 2025 Results on Nov 26, 2024Telecom Plus Plc announced that they will report Q2, 2025 results on Nov 26, 2024공지 • Aug 14Telecom Plus Plc Approve Final DividendTelecom Plus Plc at the AGM held on August 13, 2024, the shareholders approve the payment of a 47.0 pence final dividend.공지 • Jun 19+ 1 more updateTelecom Plus Plc, Annual General Meeting, Aug 13, 2024Telecom Plus Plc, Annual General Meeting, Aug 13, 2024.공지 • Jun 18Telecom Plus Plc Appoints Bindi Karia as Non-Executive DirectorTelecom Plus PLC announced the appointment of Bindi Karia as a Non-Executive Director with effect from immediately after the Company's forthcoming AGM on 13 August 2024. Bindi has deep experience in technology and innovation having held senior board, investment and advisory roles across the technology sector in Europe. She is currently a non-executive director at Zigup Plc (formerly Redde Northgate Plc), and a Venture Partner at Molten Ventures Plc, a European Technology Venture Capital Fund. Bindi has previously held a variety of senior technology roles, including as a Digital Advisory Board member at The Very Group and Centrica, as well as senior roles at Silicon Valley Bank, Microsoft Ventures and PwC. Bindi also serves on the University of East London Board of Governors, where she is also Chair of the Ethics Advisory Committee.공지 • Apr 30Telecom Plus plc Announces Dividend for the Full Year of 2024Telecom Plus Plc announced total dividend of 83 pence per share for the full year of 2024 (FY23: 80 pence per share).공지 • Nov 25Telecom Plus Plc (LSE:TEP) commences an Equity Buyback Plan for 7,947,344 shares, representing 10% of its issued share capital, under the authorization approved on August 4, 2023.Telecom Plus Plc (LSE:TEP) commences share repurchases on November 22, 2023, under the program mandated by the shareholders in the Annual General Meeting held on August 4, 2023. As per the mandate, the company is authorized to repurchase up to 7,947,344 shares, representing 10% of its issued share capital. The minimum repurchase price which may be paid for an Ordinary Share is £0.05 and the maximum price which may be paid for an Ordinary Share cannot be more than the higher of 105% of the average market value of an Ordinary Share for the five business days prior to the day on which the Ordinary Share is contracted to be purchased. The repurchased shares will be cancelled or held in treasury. The repurchase authority will expire at the conclusion of the 2024 AGM or if earlier, at the close of business on November 4, 2024. As of June 30, 2023, the company had 79,473,446 shares in issue and 482,276 shares held in treasury.Reported Earnings • Nov 24First half 2024 earnings released: EPS: UK£0.29 (vs UK£0.30 in 1H 2023)First half 2024 results: EPS: UK£0.29 (down from UK£0.30 in 1H 2023). Revenue: UK£883.6m (up 57% from 1H 2023). Net income: UK£23.4m (down 3.0% from 1H 2023). Profit margin: 2.6% (down from 4.3% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공지 • Nov 22Telecom Plus Plc Announces Interim Dividend for the Six Months Ended September 30, 2023, Payable on 15 December 2023Telecom Plus Plc will be paying an increased interim dividend for the six months ended September 30, 2023 of 36 pence per share (2022: 34 pence) on 15 December 2023 to shareholders on the register on 1 December 2023; the Company's shares will go ex-dividend on 30 November 2023.공지 • Nov 21+ 1 more updateTelecom Plus plc Announces Andrew Lindsay to Step Down as Co-CeoTelecom Plus Plc announces that Andrew Lindsay has informed the Board of his decision to step down as Co-CEO and from the Board to pursue other interests after 16 years with the Company. Stuart Burnett will become sole CEO from the AGM next summer. He joined the business in 2016 and has been Co-CEO with Andrew since 2021. Andrew will subsequently remain with the business on a part time basis for at least the next 3 years, with a focus on supporting and further growing Partner community.Upcoming Dividend • Jul 13Upcoming dividend of UK£0.46 per share at 5.5% yieldEligible shareholders must have bought the stock before 20 July 2023. Payment date: 11 August 2023. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 5.5%. Lower than top quartile of British dividend payers (6.2%). In line with average of industry peers (5.8%).공지 • Jul 07Telecom Plus Plc, Annual General Meeting, Aug 04, 2023Telecom Plus Plc, Annual General Meeting, Aug 04, 2023, at 11:00 Coordinated Universal Time. Location: Network HQ, 508 Edgware Road, The Hyde, London, NW9 5AB London United KingdomReported Earnings • Jun 29Full year 2023 earnings released: EPS: UK£0.87 (vs UK£0.45 in FY 2022)Full year 2023 results: EPS: UK£0.87 (up from UK£0.45 in FY 2022). Revenue: UK£2.48b (up 156% from FY 2022). Net income: UK£68.4m (up 93% from FY 2022). Profit margin: 2.8% (down from 3.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공지 • Jun 28Telecom Plus Plc Proposes a Final Dividend, Payable on 11 August 2023Telecom Plus Plc proposed the final dividend of 46 pence per share (2022: 30 pence) will be paid on 11 August 2023 to shareholders on the register at the close of business on 21 July 2023 and is subject to approval by shareholders at the Company's Annual General Meeting which will be held on 4 August 2023. This makes a total dividend payable for the year of 80 pence (2022: 57 pence).Reported Earnings • Nov 23First half 2023 earnings released: EPS: UK£0.30 (vs UK£0.18 in 1H 2022)First half 2023 results: EPS: UK£0.30 (up from UK£0.18 in 1H 2022). Revenue: UK£562.4m (up 52% from 1H 2022). Net income: UK£24.1m (up 68% from 1H 2022). Profit margin: 4.3% (up from 3.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Suzi Williams was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 23% share price gain to UK£21.35, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 9x in the Integrated Utilities industry in Europe. Total returns to shareholders of 95% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£21.71 per share.Upcoming Dividend • Jul 07Upcoming dividend of UK£0.30 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 05 August 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (5.4%).Reported Earnings • Jun 22Full year 2022 earnings released: EPS: UK£0.45 (vs UK£0.41 in FY 2021)Full year 2022 results: EPS: UK£0.45 (up from UK£0.41 in FY 2021). Revenue: UK£967.4m (up 12% from FY 2021). Net income: UK£35.5m (up 8.9% from FY 2021). Profit margin: 3.7% (down from 3.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 85%, compared to a 4.4% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Buying Opportunity • Jun 17Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be UK£22.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 112% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Suzi Williams was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Dec 03Executive Chairman recently sold UK£29m worth of stockOn the 30th of November, Charles Wigoder sold around 2m shares on-market at roughly UK£14.50 per share. This was the largest sale by an insider in the last 3 months. This was Charles' only on-market trade for the last 12 months.Reported Earnings • Nov 24First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: UK£0.18 (down from UK£0.21 in 1H 2021). Revenue: UK£371.3m (up 6.3% from 1H 2021). Net income: UK£14.4m (down 12% from 1H 2021). Profit margin: 3.9% (down from 4.7% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 24%, compared to a 1.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to UK£11.64, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 14x in the Integrated Utilities industry in Europe. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£17.44 per share.Upcoming Dividend • Jul 01Upcoming dividend of UK£0.30 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 30 July 2021. Trailing yield: 5.0%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (4.1%).Reported Earnings • Jun 21Full year 2021 earnings released: EPS UK£0.41 (vs UK£0.46 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£861.2m (down 1.7% from FY 2020). Net income: UK£32.6m (down 9.3% from FY 2020). Profit margin: 3.8% (down from 4.1% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.Is New 90 Day High Low • Feb 24New 90-day low: UK£12.38The company is down 15% from its price of UK£14.62 on 25 November 2020. The British market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Integrated Utilities industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£21.80 per share.Is New 90 Day High Low • Feb 01New 90-day low: UK£12.98The company is down 2.0% from its price of UK£13.28 on 03 November 2020. The British market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Integrated Utilities industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£21.53 per share.Is New 90 Day High Low • Dec 03New 90-day high: UK£14.74The company is up 11% from its price of UK£13.23 on 04 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Integrated Utilities industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£18.40 per share.공지 • Oct 14Telecom Plus PLC to Report First Half, 2021 Results on Nov 17, 2020Telecom Plus PLC announced that they will report first half, 2021 results on Nov 17, 2020이익 및 매출 성장 예측BATS-CHIXE:TEPL - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20292,19493N/AN/A13/31/20282,1461019311533/31/20272,070978510053/31/20261,91789779259/30/20251,8856648120N/A6/30/20251,8627164114N/A3/31/20251,8387680109N/A12/31/20241,846766586N/A9/30/20241,853755164N/A6/30/20241,94673-47-34N/A3/31/20242,03971-145-132N/A12/31/20232,41869-71-59N/A9/30/20232,79668315N/A6/30/20232,63668114126N/A3/31/20232,47568225236N/A12/31/20221,81757161172N/A9/30/20221,1594597107N/A6/30/20221,063406979N/A3/31/2022967354151N/A12/31/2021925332837N/A9/30/2021883311423N/A6/30/2021872322433N/A3/31/2021861333343N/A12/31/2020867353849N/A9/30/2020872374355N/A6/30/2020874363647N/A3/31/2020876362939N/A12/31/2019861352635N/A9/30/2019847342231N/A6/30/201982633N/A29N/A3/31/201980433N/A27N/A12/31/201880532N/A41N/A9/30/201880531N/A54N/A6/30/201879931N/A46N/A3/31/201879330N/A37N/A12/31/201777031N/A36N/A9/30/201774831N/A35N/A6/30/201774431N/A39N/A3/31/201774030N/A43N/A9/30/201674228N/A48N/A6/30/201674327N/A51N/A3/31/201674526N/A54N/A12/31/201575132N/A56N/A9/30/201575833N/A58N/A6/30/201574333N/A54N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TEPL 의 연간 예상 수익 증가율(7.8%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: TEPL 의 연간 수익(7.8%)이 UK 시장(12.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: TEPL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: TEPL 의 수익(연간 4.5%)이 UK 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: TEPL 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TEPL의 자본 수익률은 3년 후 34.4%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YUtilities 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 07:39종가2026/05/07 00:00수익2025/09/30연간 수익2025/03/31데이터 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 소스Telecom Plus Plc는 12명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Alex SmithBerenbergTimothy RamskillBofA Global ResearchAndrew Murray DarleyCavendish9명의 분석가 더 보기
공지 • Apr 28Telecom Plus Plc to Report Fiscal Year 2026 Results on Jun 23, 2026Telecom Plus Plc announced that they will report fiscal year 2026 results at 8:00 AM, GMT Standard Time on Jun 23, 2026
공지 • Jan 08Telecom Plus plc Announces Termination of Andrew Mark Blowers as Director, Effective December 31, 2025Telecom Plus plc reported the termination of director appointment of Mr. Andrew Mark Blowers, effective December 31, 2025.
공지 • Nov 26Telecom Plus plc Proposes Interim Dividend for the Six Months Ended 30 September 2025, Payable on 19 December 2025Telecom Plus Plc proposed Interim dividend increased to 38 pence (H1 FY25: 37 pence) per share for the Six Months ended 30 September 2025, payable on 19 December 2025 to shareholders on the register on 5 December 2025; the Company's shares will go ex-dividend on 4 December 2025.
공지 • Oct 07Telecom Plus Plc to Report First Half, 2026 Results on Nov 25, 2025Telecom Plus Plc announced that they will report first half, 2026 results on Nov 25, 2025
공지 • Aug 08Telecom Plus Plc Approves Final DividendTelecom Plus Plc at its AGM held on 6 August 2025, approved payment of final dividend of 57.0 pence per share.
공지 • Jun 24+ 2 more updatesTelecom Plus Plc, Annual General Meeting, Aug 06, 2025Telecom Plus Plc, Annual General Meeting, Aug 06, 2025.
공지 • May 01Telecom Plus Plc to Report Fiscal Year 2025 Results on Jun 24, 2025Telecom Plus Plc announced that they will report fiscal year 2025 results on Jun 24, 2025
공지 • Apr 29Telecom Plus plc Provides Dividend Guidance for the Fiscal Year 2025Telecom Plus Plc provided dividend guidance for the fiscal year 2025. Total FY25 dividend is expected to increase by just over 13% to 94 pence for the full year (FY24: 83 pence).
공지 • Oct 03Telecom Plus Plc to Report Q2, 2025 Results on Nov 26, 2024Telecom Plus Plc announced that they will report Q2, 2025 results on Nov 26, 2024
공지 • Aug 14Telecom Plus Plc Approve Final DividendTelecom Plus Plc at the AGM held on August 13, 2024, the shareholders approve the payment of a 47.0 pence final dividend.
공지 • Jun 19+ 1 more updateTelecom Plus Plc, Annual General Meeting, Aug 13, 2024Telecom Plus Plc, Annual General Meeting, Aug 13, 2024.
공지 • Jun 18Telecom Plus Plc Appoints Bindi Karia as Non-Executive DirectorTelecom Plus PLC announced the appointment of Bindi Karia as a Non-Executive Director with effect from immediately after the Company's forthcoming AGM on 13 August 2024. Bindi has deep experience in technology and innovation having held senior board, investment and advisory roles across the technology sector in Europe. She is currently a non-executive director at Zigup Plc (formerly Redde Northgate Plc), and a Venture Partner at Molten Ventures Plc, a European Technology Venture Capital Fund. Bindi has previously held a variety of senior technology roles, including as a Digital Advisory Board member at The Very Group and Centrica, as well as senior roles at Silicon Valley Bank, Microsoft Ventures and PwC. Bindi also serves on the University of East London Board of Governors, where she is also Chair of the Ethics Advisory Committee.
공지 • Apr 30Telecom Plus plc Announces Dividend for the Full Year of 2024Telecom Plus Plc announced total dividend of 83 pence per share for the full year of 2024 (FY23: 80 pence per share).
공지 • Nov 25Telecom Plus Plc (LSE:TEP) commences an Equity Buyback Plan for 7,947,344 shares, representing 10% of its issued share capital, under the authorization approved on August 4, 2023.Telecom Plus Plc (LSE:TEP) commences share repurchases on November 22, 2023, under the program mandated by the shareholders in the Annual General Meeting held on August 4, 2023. As per the mandate, the company is authorized to repurchase up to 7,947,344 shares, representing 10% of its issued share capital. The minimum repurchase price which may be paid for an Ordinary Share is £0.05 and the maximum price which may be paid for an Ordinary Share cannot be more than the higher of 105% of the average market value of an Ordinary Share for the five business days prior to the day on which the Ordinary Share is contracted to be purchased. The repurchased shares will be cancelled or held in treasury. The repurchase authority will expire at the conclusion of the 2024 AGM or if earlier, at the close of business on November 4, 2024. As of June 30, 2023, the company had 79,473,446 shares in issue and 482,276 shares held in treasury.
Reported Earnings • Nov 24First half 2024 earnings released: EPS: UK£0.29 (vs UK£0.30 in 1H 2023)First half 2024 results: EPS: UK£0.29 (down from UK£0.30 in 1H 2023). Revenue: UK£883.6m (up 57% from 1H 2023). Net income: UK£23.4m (down 3.0% from 1H 2023). Profit margin: 2.6% (down from 4.3% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공지 • Nov 22Telecom Plus Plc Announces Interim Dividend for the Six Months Ended September 30, 2023, Payable on 15 December 2023Telecom Plus Plc will be paying an increased interim dividend for the six months ended September 30, 2023 of 36 pence per share (2022: 34 pence) on 15 December 2023 to shareholders on the register on 1 December 2023; the Company's shares will go ex-dividend on 30 November 2023.
공지 • Nov 21+ 1 more updateTelecom Plus plc Announces Andrew Lindsay to Step Down as Co-CeoTelecom Plus Plc announces that Andrew Lindsay has informed the Board of his decision to step down as Co-CEO and from the Board to pursue other interests after 16 years with the Company. Stuart Burnett will become sole CEO from the AGM next summer. He joined the business in 2016 and has been Co-CEO with Andrew since 2021. Andrew will subsequently remain with the business on a part time basis for at least the next 3 years, with a focus on supporting and further growing Partner community.
Upcoming Dividend • Jul 13Upcoming dividend of UK£0.46 per share at 5.5% yieldEligible shareholders must have bought the stock before 20 July 2023. Payment date: 11 August 2023. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 5.5%. Lower than top quartile of British dividend payers (6.2%). In line with average of industry peers (5.8%).
공지 • Jul 07Telecom Plus Plc, Annual General Meeting, Aug 04, 2023Telecom Plus Plc, Annual General Meeting, Aug 04, 2023, at 11:00 Coordinated Universal Time. Location: Network HQ, 508 Edgware Road, The Hyde, London, NW9 5AB London United Kingdom
Reported Earnings • Jun 29Full year 2023 earnings released: EPS: UK£0.87 (vs UK£0.45 in FY 2022)Full year 2023 results: EPS: UK£0.87 (up from UK£0.45 in FY 2022). Revenue: UK£2.48b (up 156% from FY 2022). Net income: UK£68.4m (up 93% from FY 2022). Profit margin: 2.8% (down from 3.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공지 • Jun 28Telecom Plus Plc Proposes a Final Dividend, Payable on 11 August 2023Telecom Plus Plc proposed the final dividend of 46 pence per share (2022: 30 pence) will be paid on 11 August 2023 to shareholders on the register at the close of business on 21 July 2023 and is subject to approval by shareholders at the Company's Annual General Meeting which will be held on 4 August 2023. This makes a total dividend payable for the year of 80 pence (2022: 57 pence).
Reported Earnings • Nov 23First half 2023 earnings released: EPS: UK£0.30 (vs UK£0.18 in 1H 2022)First half 2023 results: EPS: UK£0.30 (up from UK£0.18 in 1H 2022). Revenue: UK£562.4m (up 52% from 1H 2022). Net income: UK£24.1m (up 68% from 1H 2022). Profit margin: 4.3% (up from 3.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Suzi Williams was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 23% share price gain to UK£21.35, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 9x in the Integrated Utilities industry in Europe. Total returns to shareholders of 95% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£21.71 per share.
Upcoming Dividend • Jul 07Upcoming dividend of UK£0.30 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 05 August 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (5.4%).
Reported Earnings • Jun 22Full year 2022 earnings released: EPS: UK£0.45 (vs UK£0.41 in FY 2021)Full year 2022 results: EPS: UK£0.45 (up from UK£0.41 in FY 2021). Revenue: UK£967.4m (up 12% from FY 2021). Net income: UK£35.5m (up 8.9% from FY 2021). Profit margin: 3.7% (down from 3.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 85%, compared to a 4.4% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Buying Opportunity • Jun 17Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be UK£22.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 112% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Suzi Williams was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Dec 03Executive Chairman recently sold UK£29m worth of stockOn the 30th of November, Charles Wigoder sold around 2m shares on-market at roughly UK£14.50 per share. This was the largest sale by an insider in the last 3 months. This was Charles' only on-market trade for the last 12 months.
Reported Earnings • Nov 24First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: UK£0.18 (down from UK£0.21 in 1H 2021). Revenue: UK£371.3m (up 6.3% from 1H 2021). Net income: UK£14.4m (down 12% from 1H 2021). Profit margin: 3.9% (down from 4.7% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 24%, compared to a 1.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to UK£11.64, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 14x in the Integrated Utilities industry in Europe. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£17.44 per share.
Upcoming Dividend • Jul 01Upcoming dividend of UK£0.30 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 30 July 2021. Trailing yield: 5.0%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (4.1%).
Reported Earnings • Jun 21Full year 2021 earnings released: EPS UK£0.41 (vs UK£0.46 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£861.2m (down 1.7% from FY 2020). Net income: UK£32.6m (down 9.3% from FY 2020). Profit margin: 3.8% (down from 4.1% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.
Is New 90 Day High Low • Feb 24New 90-day low: UK£12.38The company is down 15% from its price of UK£14.62 on 25 November 2020. The British market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Integrated Utilities industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£21.80 per share.
Is New 90 Day High Low • Feb 01New 90-day low: UK£12.98The company is down 2.0% from its price of UK£13.28 on 03 November 2020. The British market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Integrated Utilities industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£21.53 per share.
Is New 90 Day High Low • Dec 03New 90-day high: UK£14.74The company is up 11% from its price of UK£13.23 on 04 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Integrated Utilities industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£18.40 per share.
공지 • Oct 14Telecom Plus PLC to Report First Half, 2021 Results on Nov 17, 2020Telecom Plus PLC announced that they will report first half, 2021 results on Nov 17, 2020