Tele2 AB (publ)

OM:TEL2 B 주식 리포트

시가총액: SEK 128.3b

Tele2 과거 순이익 실적

과거 기준 점검 4/6

Tele2의 수입은 연평균 -5.3%의 비율로 감소해 온 반면, Wireless Telecom 산업은 수입이 연평균 12.3% 감소했습니다. 매출은 연평균 2.7%의 비율로 증가해 왔습니다. Tele2의 자기자본이익률은 35.1%이고 순이익률은 33.7%입니다.

핵심 정보

-5.30%

순이익 성장률

-5.46%

주당순이익(EPS) 성장률

Wireless Telecom 산업 성장률13.03%
매출 성장률2.71%
자기자본이익률35.06%
순이익률33.65%
다음 순이익 업데이트16 Jul 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Apr 30

TEL2 B: Higher Payout Policy And Retail Expansion Will Support Future Returns

Analysts have lifted the average price target for Tele2 by SEK 10 to SEK 225, with recent SEK 7 to SEK 34 target hikes balanced by several downgrades and slightly lower revenue growth and profit margin assumptions, alongside a marginally higher future P/E multiple in updated models. Analyst Commentary Recent Street research on Tele2 shows a split view, with several bullish analysts lifting price targets while others turn more cautious or downgrade their ratings.
내러티브 업데이트 Apr 16

TEL2 B: Elevated Payout Policy Will Drive Future Return Profile

The analyst price target for Tele2 has been raised from SEK 210.00 to SEK 225.00. This change reflects updated views from analysts who are weighing mixed recent research, including several downgrades alongside selective target increases around the sector.
내러티브 업데이트 Apr 02

TEL2 B: Limited Upside Will Constrain Returns Despite Supportive Capital Actions

The analyst price target for Tele2 has increased by about SEK 6 to SEK 170, reflecting recent mixed research updates in which some analysts raised their targets while others became more cautious on the stock’s upside potential. Analyst Commentary Recent research on Tele2 presents a split picture, with some bullish analysts lifting price targets and others turning more cautious or stepping back from high conviction ratings.
내러티브 업데이트 Mar 19

TEL2 B: Mixed Ratings And Rich Dividend Policy Will Shape Returns

Analysts now place Tele2's fair value at about SEK 210, up from SEK 200, as they weigh slightly higher long term revenue growth, profit margins and future P/E expectations against a mixed set of recent price target revisions and rating changes across the Street. Analyst Commentary Recent Street research provides a mixed but generally constructive view on Tele2, with some firms trimming price targets or shifting ratings, while others see enough support to justify higher valuation levels.
내러티브 업데이트 Mar 05

TEL2 B: Mixed Street Views And High Dividend Will Shape Returns

The analyst fair value estimate for Tele2 has moved from SEK 190 to SEK 200. This reflects mixed recent price target changes from several banks and adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E multiples by analysts.
분석 기사 Feb 13

Tele2 AB (publ)'s (STO:TEL2 B) 25% Price Boost Is Out Of Tune With Earnings

The Tele2 AB (publ) ( STO:TEL2 B ) share price has done very well over the last month, posting an excellent gain of...
내러티브 업데이트 Feb 04

TEL2 B: Rich P/E And Dividend Payout Will Likely Limit Future Upside

The analyst price target for Tele2 has increased from SEK 122.0 to approximately SEK 128.4, reflecting updated views from analysts who have recently adjusted their targets in both directions based on revised expectations for revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research updates around Tele2 show a mix of views, with some analysts raising their targets and others trimming them by small amounts.
분석 기사 Feb 01

Tele2's (STO:TEL2 B) Dividend Will Be Increased To SEK5.25

Tele2 AB (publ) ( STO:TEL2 B ) will increase its dividend from last year's comparable payment on the 25th of May to...
분석 기사 Jan 31

Tele2 AB (publ) (STO:TEL2 B) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

As you might know, Tele2 AB (publ) ( STO:TEL2 B ) recently reported its yearly numbers. Tele2 reported in line with...
내러티브 업데이트 Jan 21

TEL2 B: Sector Mergers Will Drive Near-Term Outperformance With Stable Fairly Priced Outlook

Analysts have nudged their fair value estimate for Tele2 to SEK164.33 from SEK161.63 as small tweaks to assumptions on long term revenue growth, profit margin and future P/E filter through their models. Valuation Changes The fair value estimate has increased modestly from SEK161.63 to SEK164.33 per share.
내러티브 업데이트 Jan 07

TEL2 B: Lower Revenue Assumptions Will Likely Cap Upside At Current Levels

Analysts have revised their price target on Tele2 to SEK 122.0. This reflects updated assumptions for slightly lower revenue growth, a modestly higher profit margin, and a small adjustment to the future P/E multiple. Valuation Changes Fair Value: Unchanged at SEK 122.0 per share.
분석 기사 Dec 30

Here's Why Tele2 (STO:TEL2 B) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 Dec 17

Earnings Not Telling The Story For Tele2 AB (publ) (STO:TEL2 B)

When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 21x, you may consider Tele2...
내러티브 업데이트 Dec 15

TEL2 B: Merger Driven Upside Will Likely Disappoint At Current Levels

Analysts have raised their price target on Tele2 to SEK 190, reflecting stronger expected revenue growth, higher profit margins, and a richer merger-driven outlook for telecom operators compared to previous forecasts. Analyst Commentary The latest upgrade to Outperform with a SEK 190 price target underscores a more constructive stance on Tele2's ability to benefit from sector consolidation and merger related synergies.
분석 기사 Dec 03

Returns At Tele2 (STO:TEL2 B) Are On The Way Up

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
내러티브 업데이트 Dec 01

TEL2 B: Sector Mergers Will Drive Near-Term Outperformance Amid Fair Valuation

Analysts have raised their price target for Tele2 from SEK 161.02 to SEK 161.63, citing expectations of favorable industry conditions and improved margins, which they believe could support near-term share performance. Analyst Commentary Recent analyst activity reflects evolving sentiment on Tele2, with upward revisions and renewed attention to potential sector tailwinds.
내러티브 업데이트 Nov 17

TEL2 B: Sector Mergers Will Shape Near-Term Outperformance Amid Stable Outlook

Narrative Update on Tele2 Analysts have revised Tele2's fair value price target to SEK 161.02, maintaining their outlook as positive in light of recent sector upgrades and expectations that upcoming telecom mergers will drive outperformance. Analyst Commentary Bullish Takeaways Bullish analysts have upgraded Tele2's rating, reflecting increased confidence in the company's growth prospects.
내러티브 업데이트 Nov 03

TEL2 B: Sector Mergers And Baltic Tower Deal Will Shape Outlook

Tele2's analyst price target has been raised from SEK 160 to SEK 161.02, as analysts cite expectations of revenue growth and improved profit margins due to anticipated sector consolidation. Analyst Commentary Following recent sector reviews, analysts have updated their views on Tele2, highlighting both encouraging prospects and areas of caution regarding the company's path forward.
내러티브 업데이트 Oct 20

Digitalization And 5G Will Shape Future Connectivity Markets

Analysts have raised their fair value estimate for Tele2 from SEK 159.26 to SEK 160.00. They cite anticipated benefits from industry mergers expected to boost performance in the near term.
내러티브 업데이트 Oct 05

Digitalization And 5G Will Shape Future Connectivity Markets

Analysts have raised their price target for Tele2 from SEK 154 to SEK 159, citing expectations of higher profit margins and improved shareholder returns as key drivers for the upgrade. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent upgrades reflect confidence in Tele2's ability to capture near-term outperformance, especially in the wake of potential telecom sector mergers.
내러티브 업데이트 Sep 20

Digitalization And 5G Will Shape Future Connectivity Markets

Analysts have raised Tele2’s price target to SEK153.98, driven by improved shareholder return catalysts and operational stability, though some reservations persist among bearish analysts. Analyst Commentary Bullish analysts cite improved shareholder return catalysts as a key reason for increased optimism.
내러티브 업데이트 Sep 05

Digitalization And 5G Will Shape Future Connectivity Markets

Analysts have turned more optimistic on Tele2 due to enhanced shareholder return catalysts and improved confidence in capital allocation, leading to upward price target revisions, with the consensus Analyst Price Target remaining effectively unchanged at SEK152.14. Analyst Commentary Bullish analysts highlight enhanced shareholder return catalysts as a key reason for an upgraded outlook.
분석 기사 Aug 31

Are Investors Undervaluing Tele2 AB (publ) (STO:TEL2 B) By 26%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tele2 fair value estimate is kr226 Tele2's kr167 share price...
분석 기사 Jul 30

Earnings Not Telling The Story For Tele2 AB (publ) (STO:TEL2 B) After Shares Rise 35%

Tele2 AB (publ) ( STO:TEL2 B ) shareholders have had their patience rewarded with a 35% share price jump in the last...
분석 기사 Jul 12

We Like These Underlying Return On Capital Trends At Tele2 (STO:TEL2 B)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
분석 기사 Jun 26

Tele2's (STO:TEL2 B) Dividend Will Be Reduced To SEK3.15

Tele2 AB (publ) ( STO:TEL2 B ) is reducing its dividend from last year's comparable payment to SEK3.15 on the 15th of...
분석 기사 Jun 10

Tele2 (STO:TEL2 B) Is Reducing Its Dividend To SEK3.15

Tele2 AB (publ) ( STO:TEL2 B ) has announced that on 15th of October, it will be paying a dividend ofSEK3.15, which a...
분석 기사 May 27

Tele2's (STO:TEL2 B) Shareholders Will Receive A Smaller Dividend Than Last Year

Tele2 AB (publ)'s ( STO:TEL2 B ) dividend is being reduced from last year's payment covering the same period to SEK3.15...
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새로운 내러티브 Nov 30

Unified IT Stack And 5G Expansion Set To Elevate Revenue And Drive Competitive Edge

Unified IT stack and 5G expansion enhance customer experience, competitive position, and revenue through improved offerings and service expansion.

매출 및 비용 세부 내역

Tele2가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

OM:TEL2 B 매출, 비용 및 순이익 (SEK Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2629,98410,0905,8930
31 Dec 2529,8904,5806,0530
30 Sep 2529,6344,3326,2780
30 Jun 2529,5814,1506,5030
31 Mar 2529,5833,9006,7550
31 Dec 2429,5833,8346,8140
30 Sep 2429,4843,7956,7290
30 Jun 2429,3473,7486,6370
31 Mar 2429,2423,6906,5440
31 Dec 2329,0993,7316,4810
30 Sep 2328,8683,6946,4850
30 Jun 2328,6993,6336,4150
31 Mar 2328,3673,5926,3560
31 Dec 2228,1025,2136,2350
30 Sep 2227,6775,2286,1680
30 Jun 2227,2325,2666,1610
31 Mar 2226,9835,5646,1200
31 Dec 2126,7893,9606,1790
30 Sep 2126,6457,5266,1390
30 Jun 2126,5507,6246,1240
31 Mar 2126,5237,3066,1970
31 Dec 2026,5547,2336,3450
30 Sep 2026,4843,3776,3250
30 Jun 2026,7923,2216,4570
31 Mar 2027,0412,4286,5330
31 Dec 1927,2032,3016,4420
30 Sep 1926,9959266,6000
30 Jun 1925,2055556,2360
31 Mar 1923,5241,0485,8490
31 Dec 1821,7759705,5560
30 Sep 1818,4202,3165,1850
30 Jun 1819,4562,3965,4800
31 Mar 1820,4952,4185,7660
31 Dec 1721,4662,4035,9630
30 Sep 1719,8855,2814,5090
30 Jun 1720,7602,6354,8380
31 Mar 1720,7092,1065,1620
31 Dec 1618,1312,0935,1910
30 Sep 1626,164-1,7427,6170
30 Jun 1626,2818337,7790
31 Mar 1626,7911,1227,7740
31 Dec 1519,3381,5125,5700
30 Sep 1526,7891,7177,9390
30 Jun 1526,5822,0467,7570

양질의 수익: TEL2 B는 SEK4.7B 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: TEL2 B의 현재 순 이익률 (33.7%)은 지난해 (13.2%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: TEL2 B의 수익은 지난 5년 동안 연평균 5.3% 감소했습니다.

성장 가속화: 지난 1년간 TEL2 B 의 수익 증가율(158.7%)은 연간 평균(-5.3%)을 초과합니다.

수익 대 산업: TEL2 B의 지난 1년 수익 증가율(158.7%)은 Wireless Telecom 업계의 86.5%를 상회했습니다.


자기자본이익률

높은 ROE: TEL2 B의 자본 수익률(35.1%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 10:39
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 소스

Tele2 AB (publ)는 34명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullABG Sundal Collier
Jonathan DannBarclays
Maurice PatrickBarclays