View Future GrowthTelestrada 과거 순이익 실적과거 기준 점검 3/6Telestrada은 연평균 8%의 비율로 수입이 증가해 온 반면, Telecom 산업은 수입이 18.1% 증가했습니다. 매출은 연평균 1.5%의 비율로 감소했습니다. Telestrada의 자기자본이익률은 21.9%이고 순이익률은 13.5%입니다.핵심 정보8.05%순이익 성장률16.24%주당순이익(EPS) 성장률Telecom 산업 성장률23.96%매출 성장률-1.47%자기자본이익률21.88%순이익률13.46%다음 순이익 업데이트14 Aug 2026최근 과거 실적 업데이트Reported Earnings • Nov 19Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł14.7m (up 7.4% from 3Q 2024). Net income: zł1.09m (down 54% from 3Q 2024). Profit margin: 7.4% (down from 17% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.공시 • Nov 12Telestrada SA to Report Q3, 2025 Results on Nov 14, 2025Telestrada SA announced that they will report Q3, 2025 results on Nov 14, 2025분석 기사 • Aug 22There May Be Underlying Issues With The Quality Of Telestrada's (WSE:TLS) EarningsTelestrada SA ( WSE:TLS ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...분석 기사 • Aug 22Telestrada's (WSE:TLS) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite Telestrada SA's ( WSE:TLS ) recent earnings report having lackluster headline numbers, the market responded...Reported Earnings • Aug 18Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł13.4m (up 4.2% from 2Q 2023). Net income: zł2.35m (up 20% from 2Q 2023). Profit margin: 18% (up from 15% in 2Q 2023). The increase in margin was driven by higher revenue.Reported Earnings • May 20First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł13.4m (up 8.9% from 1Q 2023). Net income: zł1.21m (up 6.9% from 1Q 2023). Profit margin: 9.0% (down from 9.2% in 1Q 2023). The decrease in margin was driven by higher expenses.모든 업데이트 보기Recent updates분석 기사 • Jan 15Market Might Still Lack Some Conviction On Telestrada SA (WSE:TLS) Even After 26% Share Price BoostTelestrada SA ( WSE:TLS ) shares have continued their recent momentum with a 26% gain in the last month alone. Looking...Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł30.00, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 17x in the Telecom industry in Poland. Total returns to shareholders of 104% over the past three years.Reported Earnings • Nov 19Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł14.7m (up 7.4% from 3Q 2024). Net income: zł1.09m (down 54% from 3Q 2024). Profit margin: 7.4% (down from 17% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.공시 • Nov 12Telestrada SA to Report Q3, 2025 Results on Nov 14, 2025Telestrada SA announced that they will report Q3, 2025 results on Nov 14, 2025분석 기사 • Aug 22There May Be Underlying Issues With The Quality Of Telestrada's (WSE:TLS) EarningsTelestrada SA ( WSE:TLS ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...분석 기사 • Aug 20Calculating The Fair Value Of Telestrada SA (WSE:TLS)Key Insights The projected fair value for Telestrada is zł24.15 based on 2 Stage Free Cash Flow to Equity With zł23.80...New Risk • Aug 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (51% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (zł48.3m market cap, or US$13.3m).분석 기사 • Aug 22Telestrada's (WSE:TLS) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite Telestrada SA's ( WSE:TLS ) recent earnings report having lackluster headline numbers, the market responded...Reported Earnings • Aug 18Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł13.4m (up 4.2% from 2Q 2023). Net income: zł2.35m (up 20% from 2Q 2023). Profit margin: 18% (up from 15% in 2Q 2023). The increase in margin was driven by higher revenue.공시 • May 25Telestrada SA, Annual General Meeting, Jun 21, 2024Telestrada SA, Annual General Meeting, Jun 21, 2024.New Risk • May 20New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 6.8% per year over the past 5 years. High level of non-cash earnings (30% accrual ratio). Market cap is less than US$10m (zł34.7m market cap, or US$8.85m). Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).Reported Earnings • May 20First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł13.4m (up 8.9% from 1Q 2023). Net income: zł1.21m (up 6.9% from 1Q 2023). Profit margin: 9.0% (down from 9.2% in 1Q 2023). The decrease in margin was driven by higher expenses.New Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 9.0% per year over the past 5 years. Market cap is less than US$10m (zł38.6m market cap, or US$9.82m). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).분석 기사 • Feb 21Shareholders Can Be Confident That Telestrada's (WSE:TLS) Earnings Are High QualityTelestrada SA ( WSE:TLS ) recently posted some strong earnings, and the market responded positively. Our analysis found...Reported Earnings • Feb 18Full year 2023 earnings released: EPS: zł2.90 (vs zł1.59 in FY 2022)Full year 2023 results: EPS: zł2.90 (up from zł1.59 in FY 2022). Revenue: zł51.8m (up 2.1% from FY 2022). Net income: zł5.88m (up 36% from FY 2022). Profit margin: 11% (up from 8.5% in FY 2022). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • Jan 19+ 4 more updatesTelestrada SA to Report Fiscal Year 2023 Results on May 31, 2024Telestrada SA announced that they will report fiscal year 2023 results at 11:30 AM, Central European Standard Time on May 31, 2024공시 • Jun 04Telestrada SA, Annual General Meeting, Jun 28, 2023Telestrada SA, Annual General Meeting, Jun 28, 2023, at 12:00 Central European Standard Time.Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł12.3m (down 3.9% from 1Q 2022). Net income: zł1.13m (down 35% from 1Q 2022). Profit margin: 9.2% (down from 14% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Feb 17Full year 2022 earnings released: EPS: zł2.00 (vs zł5.17 in FY 2021)Full year 2022 results: EPS: zł2.00 (down from zł5.17 in FY 2021). Revenue: zł50.7m (down 19% from FY 2021). Net income: zł4.06m (down 71% from FY 2021). Profit margin: 8.0% (down from 23% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.공시 • Jan 12+ 4 more updatesTelestrada SA to Report Q2, 2023 Results on Aug 16, 2023Telestrada SA announced that they will report Q2, 2023 results on Aug 16, 2023Reported Earnings • Aug 19Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł12.5m (down 31% from 2Q 2021). Net loss: zł1.81m (down 136% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł15.90, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 10x in the Telecom industry in Poland. Total returns to shareholders of 11% over the past three years.공시 • Jun 07Telestrada SA, Annual General Meeting, Jun 28, 2022Telestrada SA, Annual General Meeting, Jun 28, 2022, at 12:00 Central European Standard Time.Reported Earnings • May 20First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł12.8m (down 22% from 1Q 2021). Net income: zł1.73m (down 58% from 1Q 2021). Profit margin: 14% (down from 25% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł17.20, the stock trades at a trailing P/E ratio of 2.8x. Average trailing P/E is 12x in the Telecom industry in Poland. Total returns to shareholders of 31% over the past three years.Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: zł5.10 (up from zł0.036 loss in FY 2020). Revenue: zł62.6m (up 12% from FY 2020). Net income: zł13.9m (up zł14.1m from FY 2020). Profit margin: 22% (up from net loss in FY 2020). The move to profitability was primarily driven by lower expenses. Revenue missed analyst estimates by 13%. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • Nov 18Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł14.6m (up 4.8% from 3Q 2020). Net income: zł2.87m (up 18% from 3Q 2020). Profit margin: 20% (up from 18% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.Reported Earnings • Aug 22Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł18.0m (up 27% from 2Q 2020). Net income: zł4.97m (up 133% from 2Q 2020). Profit margin: 28% (up from 15% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Recent Insider Transactions • Jul 27President of Management Board recently sold zł288k worth of stockOn the 20th of July, Jacek Lichota sold around 13k shares on-market at roughly zł23.00 per share. This was the largest sale by an insider in the last 3 months. This was Jacek's only on-market trade for the last 12 months.공시 • Jul 23Telestrada SA (WSE:TLS) acquired Telemit for PLN 0.14 million.Telestrada SA (WSE:TLS) acquired Telemit for PLN 0.14 million on July 22, 2021. Telestrada SA (WSE:TLS) completed the acquisition of Telemit on July 22, 2021.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł25.00, the stock trades at a trailing P/E ratio of 33.8x. Average trailing P/E is 33x in the Telecom industry in Poland. Total returns to shareholders of 95% over the past three years.분석 기사 • May 21There Are Reasons To Feel Uneasy About Telestrada's (WSE:TLS) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Is New 90 Day High Low • Mar 12New 90-day high: zł16.50The company is up 2.0% from its price of zł16.10 on 11 December 2020. The Polish market is up 6.0% 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.분석 기사 • Jan 28Does Telestrada's (WSE:TLS) Statutory Profit Adequately Reflect Its Underlying Profit?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...공시 • Jan 13+ 3 more updatesTelestrada SA to Report Q3, 2021 Results on Nov 15, 2021Telestrada SA announced that they will report Q3, 2021 results on Nov 15, 2021Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to zł14.30, the stock is trading at a trailing P/E ratio of 5.5x, down from the previous P/E ratio of 6.5x. This compares to an average P/E of 21x in the Telecom industry in Poland. Total returns to shareholders over the past three years are 1.6%.분석 기사 • Dec 10Is Telestrada SA (WSE:TLS) The Right Choice For A Smart Dividend Investor?Dividend paying stocks like Telestrada SA ( WSE:TLS ) tend to be popular with investors, and for good reason - some...Is New 90 Day High Low • Dec 08New 90-day high: zł16.90The company is up 10.0% from its price of zł15.40 on 09 September 2020. The Polish market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is down 6.0% over the same period.Reported Earnings • Nov 22Third quarter 2020 earnings released: EPS zł0.78The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł13.9m (up 3.0% from 3Q 2019). Net income: zł2.44m (up 39% from 3Q 2019). Profit margin: 18% (up from 13% in 3Q 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 05New 90-day high: zł16.70The company is up 7.0% from its price of zł15.60 on 07 July 2020. The Polish market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 6.0% over the same period.매출 및 비용 세부 내역Telestrada가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이WSE:TLS 매출, 비용 및 순이익 (PLN Millions)날짜매출순이익일반관리비연구개발비31 Mar 2659825031 Dec 2557825030 Sep 2556824030 Jun 25551023031 Mar 2554923031 Dec 2454823030 Sep 2454822030 Jun 2454722031 Mar 2453621031 Dec 2352621030 Sep 2351721030 Jun 2351820031 Mar 2350419031 Dec 2251419030 Sep 2252319030 Jun 2254519031 Mar 22591219031 Dec 21631419030 Sep 2163519030 Jun 2162518031 Mar 2158218031 Dec 2056019030 Sep 2056820030 Jun 2055721031 Mar 2055722031 Dec 1955721030 Sep 1955820030 Jun 1956920031 Mar 19561019031 Dec 18571019030 Sep 1857919030 Jun 18581019031 Mar 18591019031 Dec 17591018030 Sep 17601112030 Jun 17601013031 Mar 1761714031 Dec 1663615030 Sep 1664421030 Jun 1666322031 Mar 1669521031 Dec 1572521030 Sep 1575523030 Jun 15644200양질의 수익: TLS는 고품질 수익을 보유하고 있습니다.이익 마진 증가: TLS의 현재 순 이익률 (13.5%)은 지난해 (17.1%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: TLS의 수익은 지난 5년 동안 연평균 8% 증가했습니다.성장 가속화: TLS은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: TLS은 지난 1년 동안 수익이 감소(-15.3%)하여 Telecom 업계 평균(-10%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: TLS의 자본 수익률(21.9%)은 높음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTelecom 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/09 07:17종가2026/06/09 00:00수익2026/03/31연간 수익2025/12/31데이터 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 소스Telestrada SA는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Adrian KowollikDr. Kalliwoda Research
Reported Earnings • Nov 19Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł14.7m (up 7.4% from 3Q 2024). Net income: zł1.09m (down 54% from 3Q 2024). Profit margin: 7.4% (down from 17% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
공시 • Nov 12Telestrada SA to Report Q3, 2025 Results on Nov 14, 2025Telestrada SA announced that they will report Q3, 2025 results on Nov 14, 2025
분석 기사 • Aug 22There May Be Underlying Issues With The Quality Of Telestrada's (WSE:TLS) EarningsTelestrada SA ( WSE:TLS ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...
분석 기사 • Aug 22Telestrada's (WSE:TLS) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite Telestrada SA's ( WSE:TLS ) recent earnings report having lackluster headline numbers, the market responded...
Reported Earnings • Aug 18Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł13.4m (up 4.2% from 2Q 2023). Net income: zł2.35m (up 20% from 2Q 2023). Profit margin: 18% (up from 15% in 2Q 2023). The increase in margin was driven by higher revenue.
Reported Earnings • May 20First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł13.4m (up 8.9% from 1Q 2023). Net income: zł1.21m (up 6.9% from 1Q 2023). Profit margin: 9.0% (down from 9.2% in 1Q 2023). The decrease in margin was driven by higher expenses.
분석 기사 • Jan 15Market Might Still Lack Some Conviction On Telestrada SA (WSE:TLS) Even After 26% Share Price BoostTelestrada SA ( WSE:TLS ) shares have continued their recent momentum with a 26% gain in the last month alone. Looking...
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł30.00, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 17x in the Telecom industry in Poland. Total returns to shareholders of 104% over the past three years.
Reported Earnings • Nov 19Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł14.7m (up 7.4% from 3Q 2024). Net income: zł1.09m (down 54% from 3Q 2024). Profit margin: 7.4% (down from 17% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
공시 • Nov 12Telestrada SA to Report Q3, 2025 Results on Nov 14, 2025Telestrada SA announced that they will report Q3, 2025 results on Nov 14, 2025
분석 기사 • Aug 22There May Be Underlying Issues With The Quality Of Telestrada's (WSE:TLS) EarningsTelestrada SA ( WSE:TLS ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...
분석 기사 • Aug 20Calculating The Fair Value Of Telestrada SA (WSE:TLS)Key Insights The projected fair value for Telestrada is zł24.15 based on 2 Stage Free Cash Flow to Equity With zł23.80...
New Risk • Aug 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (51% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (zł48.3m market cap, or US$13.3m).
분석 기사 • Aug 22Telestrada's (WSE:TLS) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite Telestrada SA's ( WSE:TLS ) recent earnings report having lackluster headline numbers, the market responded...
Reported Earnings • Aug 18Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł13.4m (up 4.2% from 2Q 2023). Net income: zł2.35m (up 20% from 2Q 2023). Profit margin: 18% (up from 15% in 2Q 2023). The increase in margin was driven by higher revenue.
공시 • May 25Telestrada SA, Annual General Meeting, Jun 21, 2024Telestrada SA, Annual General Meeting, Jun 21, 2024.
New Risk • May 20New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 6.8% per year over the past 5 years. High level of non-cash earnings (30% accrual ratio). Market cap is less than US$10m (zł34.7m market cap, or US$8.85m). Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).
Reported Earnings • May 20First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł13.4m (up 8.9% from 1Q 2023). Net income: zł1.21m (up 6.9% from 1Q 2023). Profit margin: 9.0% (down from 9.2% in 1Q 2023). The decrease in margin was driven by higher expenses.
New Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 9.0% per year over the past 5 years. Market cap is less than US$10m (zł38.6m market cap, or US$9.82m). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).
분석 기사 • Feb 21Shareholders Can Be Confident That Telestrada's (WSE:TLS) Earnings Are High QualityTelestrada SA ( WSE:TLS ) recently posted some strong earnings, and the market responded positively. Our analysis found...
Reported Earnings • Feb 18Full year 2023 earnings released: EPS: zł2.90 (vs zł1.59 in FY 2022)Full year 2023 results: EPS: zł2.90 (up from zł1.59 in FY 2022). Revenue: zł51.8m (up 2.1% from FY 2022). Net income: zł5.88m (up 36% from FY 2022). Profit margin: 11% (up from 8.5% in FY 2022). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • Jan 19+ 4 more updatesTelestrada SA to Report Fiscal Year 2023 Results on May 31, 2024Telestrada SA announced that they will report fiscal year 2023 results at 11:30 AM, Central European Standard Time on May 31, 2024
공시 • Jun 04Telestrada SA, Annual General Meeting, Jun 28, 2023Telestrada SA, Annual General Meeting, Jun 28, 2023, at 12:00 Central European Standard Time.
Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł12.3m (down 3.9% from 1Q 2022). Net income: zł1.13m (down 35% from 1Q 2022). Profit margin: 9.2% (down from 14% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: zł2.00 (vs zł5.17 in FY 2021)Full year 2022 results: EPS: zł2.00 (down from zł5.17 in FY 2021). Revenue: zł50.7m (down 19% from FY 2021). Net income: zł4.06m (down 71% from FY 2021). Profit margin: 8.0% (down from 23% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.
공시 • Jan 12+ 4 more updatesTelestrada SA to Report Q2, 2023 Results on Aug 16, 2023Telestrada SA announced that they will report Q2, 2023 results on Aug 16, 2023
Reported Earnings • Aug 19Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł12.5m (down 31% from 2Q 2021). Net loss: zł1.81m (down 136% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł15.90, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 10x in the Telecom industry in Poland. Total returns to shareholders of 11% over the past three years.
공시 • Jun 07Telestrada SA, Annual General Meeting, Jun 28, 2022Telestrada SA, Annual General Meeting, Jun 28, 2022, at 12:00 Central European Standard Time.
Reported Earnings • May 20First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł12.8m (down 22% from 1Q 2021). Net income: zł1.73m (down 58% from 1Q 2021). Profit margin: 14% (down from 25% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł17.20, the stock trades at a trailing P/E ratio of 2.8x. Average trailing P/E is 12x in the Telecom industry in Poland. Total returns to shareholders of 31% over the past three years.
Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: zł5.10 (up from zł0.036 loss in FY 2020). Revenue: zł62.6m (up 12% from FY 2020). Net income: zł13.9m (up zł14.1m from FY 2020). Profit margin: 22% (up from net loss in FY 2020). The move to profitability was primarily driven by lower expenses. Revenue missed analyst estimates by 13%. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 18Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł14.6m (up 4.8% from 3Q 2020). Net income: zł2.87m (up 18% from 3Q 2020). Profit margin: 20% (up from 18% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 22Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł18.0m (up 27% from 2Q 2020). Net income: zł4.97m (up 133% from 2Q 2020). Profit margin: 28% (up from 15% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Jul 27President of Management Board recently sold zł288k worth of stockOn the 20th of July, Jacek Lichota sold around 13k shares on-market at roughly zł23.00 per share. This was the largest sale by an insider in the last 3 months. This was Jacek's only on-market trade for the last 12 months.
공시 • Jul 23Telestrada SA (WSE:TLS) acquired Telemit for PLN 0.14 million.Telestrada SA (WSE:TLS) acquired Telemit for PLN 0.14 million on July 22, 2021. Telestrada SA (WSE:TLS) completed the acquisition of Telemit on July 22, 2021.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł25.00, the stock trades at a trailing P/E ratio of 33.8x. Average trailing P/E is 33x in the Telecom industry in Poland. Total returns to shareholders of 95% over the past three years.
분석 기사 • May 21There Are Reasons To Feel Uneasy About Telestrada's (WSE:TLS) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Is New 90 Day High Low • Mar 12New 90-day high: zł16.50The company is up 2.0% from its price of zł16.10 on 11 December 2020. The Polish market is up 6.0% 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.
분석 기사 • Jan 28Does Telestrada's (WSE:TLS) Statutory Profit Adequately Reflect Its Underlying Profit?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...
공시 • Jan 13+ 3 more updatesTelestrada SA to Report Q3, 2021 Results on Nov 15, 2021Telestrada SA announced that they will report Q3, 2021 results on Nov 15, 2021
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to zł14.30, the stock is trading at a trailing P/E ratio of 5.5x, down from the previous P/E ratio of 6.5x. This compares to an average P/E of 21x in the Telecom industry in Poland. Total returns to shareholders over the past three years are 1.6%.
분석 기사 • Dec 10Is Telestrada SA (WSE:TLS) The Right Choice For A Smart Dividend Investor?Dividend paying stocks like Telestrada SA ( WSE:TLS ) tend to be popular with investors, and for good reason - some...
Is New 90 Day High Low • Dec 08New 90-day high: zł16.90The company is up 10.0% from its price of zł15.40 on 09 September 2020. The Polish market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is down 6.0% over the same period.
Reported Earnings • Nov 22Third quarter 2020 earnings released: EPS zł0.78The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł13.9m (up 3.0% from 3Q 2019). Net income: zł2.44m (up 39% from 3Q 2019). Profit margin: 18% (up from 13% in 3Q 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 05New 90-day high: zł16.70The company is up 7.0% from its price of zł15.60 on 07 July 2020. The Polish market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 6.0% over the same period.