Telia Company AB (publ)

OM:TELIA 주식 리포트

시가총액: SEK 196.8b

Telia Company 향후 성장

Future 기준 점검 3/6

Telia Company (는) 각각 연간 16.8% 및 1.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.5% 로 예상됩니다.

핵심 정보

16.8%

이익 성장률

16.89%

EPS 성장률

Telecom 이익 성장21.2%
매출 성장률1.9%
향후 자기자본이익률19.51%
애널리스트 커버리지

Good

마지막 업데이트22 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 May 15

TELIA: Limited Upside And Cautious Ratings Will Likely Restrain Overvalued Shares

Narrative Update The updated analyst price target for Telia Company changes from SEK 39.60 to SEK 44.85. Analysts point to adjusted assumptions on revenue growth, profit margins, discount rate and future P/E to support the revision.
내러티브 업데이트 May 01

TELIA: Norwegian Network Merger Will Test Elevated Dividend And Rating Expectations

Narrative Update: Telia Company The analyst price target for Telia Company has been raised from SEK 30.0 to SEK 30.7. This reflects analysts' updated assumptions on revenue growth, profit margins and discount rate, alongside a series of recent SEK-based target increases from several banks and a mixed but generally constructive research tone. Analyst Commentary Recent research on Telia Company shows a mix of price target adjustments and rating changes that point to a more balanced, and in some areas cautious, stance on the shares.
내러티브 업데이트 Apr 17

TELIA: Higher Earnings Quality And Network Synergies Will Support Future Returns

Telia Company's analyst price target has been updated from SEK 52 to SEK 58, as analysts point to revised fair value assumptions, a slightly lower discount rate, and modest adjustments to revenue growth, profit margin, and forward P/E expectations, reflected in recent target changes at JPMorgan and Morgan Stanley, alongside a rating shift to Neutral at New Street. Analyst Commentary Recent research points to a more constructive tone around Telia Company, with several large firms revisiting their valuation frameworks and pricing in updated assumptions on revenue, margins, and P/E multiples.
내러티브 업데이트 Apr 03

TELIA: Norwegian Network Merger And Dividend Plans Will Test Fully Priced Shares

Telia Company's analyst price targets have moved higher, with recent SEK 3 to SEK 8 increases from several firms, as analysts point to small shifts in revenue growth, profit margins, and assumed P/E multiples to support their updated views. Analyst Commentary Recent research on Telia Company shows a mix of opinions, with some firms lifting price targets while others step back from more optimistic ratings.
내러티브 업데이트 Mar 20

TELIA: Future Norwegian Network Merger Will Test Fully Priced Shares

Analysts have raised Telia Company's price target, with recent SEK-based increases such as Morgan Stanley's move to SEK 41 and UBS's to SEK 41.60. These changes reflect updated views on revenue growth, profit margins and valuation, even as some firms shift to Neutral on expectations that much of the visible upside is already priced in.
내러티브 업데이트 Mar 06

TELIA: Future Norwegian Network Deal Will Expose Fully Priced Shares

Telia Company's updated analyst price target has shifted to a range of SEK 41 to SEK 41.60, reflecting analysts' adjusted views on its valuation while fair value assumptions and key operating metrics remain broadly aligned with prior estimates. Analyst Commentary Recent research updates on Telia Company show a mixed picture, with some firms adjusting price targets higher but also tempering their stance on the shares.
내러티브 업데이트 Feb 19

TELIA: Future RAN Synergies Will Test Already Full Equity Pricing

Analysts have lifted their fair value estimate for Telia Company from SEK 27.00 to SEK 30.00, citing recent price target moves around SEK 41 and SEK 41.60, a shift to slightly positive revenue growth expectations of about 1%, firmer profit margin assumptions near 10%, and a modestly higher future P/E assumption, even as they apply a higher discount rate. Analyst Commentary Recent research views on Telia Company have been mixed, with some analysts lifting price targets into the low SEK 40s while tempering their stance on the shares.
내러티브 업데이트 Feb 05

TELIA: Network Synergies And Margin Discipline Will Support Stronger Future Returns

Analysts have lifted their fair value estimate for Telia Company from SEK 50.00 to about SEK 52.00, citing updated views on revenue growth, profit margins and future P/E assumptions reflected in recent target changes, including a higher SEK 41.60 target. They also note that much of the visible upside is already reflected in the share price.
분석 기사 Feb 03

Telia Company (STO:TELIA) Is Increasing Its Dividend To SEK0.52

Telia Company AB (publ) ( STO:TELIA ) has announced that it will be increasing its dividend from last year's comparable...
내러티브 업데이트 Jan 22

TELIA: Cost Discipline And Capital Allocation Will Likely Support Fairly Valued Shares

Narrative Update Analysts have lifted their fair value estimate for Telia Company from SEK 37.71 to about SEK 39.60, citing updated assumptions for revenue trends, profitability, discount rate, and future P/E following recent price target increases and changes in ratings across the Street. Analyst Commentary Recent Street views on Telia Company are mixed, with some analysts focusing on improved profitability and capital discipline, while others see limited upside at current levels.
분석 기사 Jan 20

Telia Company's (STO:TELIA) Dividend Will Be SEK0.50

The board of Telia Company AB (publ) ( STO:TELIA ) has announced that it will pay a dividend on the 11th of February...
내러티브 업데이트 Jan 07

TELIA: Capital Discipline And Cost Efficiency Will Support Stronger Future Returns

Narrative Update We are lifting our Telia Company fair value estimate to SEK 50 from SEK 48, in line with recent analyst price target moves to SEK 35 and SEK 40 that highlight disciplined capital allocation and cost efficiency as key supports for the updated view. Analyst Commentary Recent Street research supports a more constructive stance on Telia Company, with fresh price targets clustering above current levels used in our fair value work.
분석 기사 Jan 06

Telia Company (STO:TELIA) Has Announced A Dividend Of SEK0.50

The board of Telia Company AB (publ) ( STO:TELIA ) has announced that it will pay a dividend on the 11th of February...
내러티브 업데이트 Dec 14

TELIA: Cost Discipline And Efficiency Will Drive Stronger Profitability Ahead

Analysts have raised their fair value estimate for Telia Company from SEK 45.24 to SEK 48.00, citing recent price target increases and expectations that disciplined capital allocation and cost efficiency will continue to support improving profitability, even with slightly weaker revenue growth assumptions. Analyst Commentary Recent Street research indicates that bullish analysts are incrementally more confident in Telia Company's ability to execute on its strategic priorities, reflected in a series of upward price target revisions.
분석 기사 Dec 09

Telia Company (STO:TELIA) Is Due To Pay A Dividend Of SEK0.50

Telia Company AB (publ) ( STO:TELIA ) will pay a dividend of SEK0.50 on the 11th of February. Based on this payment...
내러티브 업데이트 Nov 28

TELIA: Disciplined Capital Allocation And Cost Efficiency Will Likely Sustain Profitability

Analysts have slightly increased their fair value estimate for Telia Company to SEK 37.71 from SEK 37.38. They cite continued cost efficiency and disciplined capital allocation as key drivers for the upward revision.
내러티브 업데이트 Nov 14

TELIA: Cost Discipline And Efficiency Are Expected To Sustain Profitability

Analysts have slightly increased their price target for Telia Company, reflecting a modest rise from SEK 37.33 to SEK 37.38. They cite maintained capital discipline and improved cost efficiency as key factors supporting profitability.
분석 기사 Nov 06

Telia Company (STO:TELIA) Has Announced A Dividend Of SEK0.50

The board of Telia Company AB (publ) ( STO:TELIA ) has announced that it will pay a dividend on the 11th of February...
내러티브 업데이트 Oct 31

TELIA: Disciplined Capital Allocation And Cost Efficiency Will Drive Steady Performance

Analysts have modestly increased their price target for Telia Company. This reflects the company's disciplined capital allocation and improving profitability, with the consensus fair value rising from SEK 36.81 to SEK 37.33.
분석 기사 Oct 28

Results: Telia Company AB (publ) Beat Earnings Expectations And Analysts Now Have New Forecasts

It's been a good week for Telia Company AB (publ) ( STO:TELIA ) shareholders, because the company has just released its...
내러티브 업데이트 Oct 17

Digital Convergence And 5G Will Ignite Nordic Market Opportunities

Analysts have modestly increased their fair value estimate for Telia Company to SEK 36.81. This move is supported by recent price target hikes that cite improved return potential, despite muted growth forecasts.
내러티브 업데이트 Oct 03

Digital Convergence And 5G Will Ignite Nordic Market Opportunities

Analysts have raised their price target for Telia Company from SEK 38 to SEK 40, citing improved second quarter results and a stronger outlook for shareholder returns. Analyst Commentary Recent analyst sentiment toward Telia Company has shifted following improved second quarter performance and increased shareholder return prospects.
분석 기사 Sep 27

There's No Escaping Telia Company AB (publ)'s (STO:TELIA) Muted Revenues

When you see that almost half of the companies in the Telecom industry in Sweden have price-to-sales ratios (or "P/S...
내러티브 업데이트 Sep 17

Digital Convergence And 5G Will Ignite Nordic Market Opportunities

With both Telia Company's future P/E ratio and consensus revenue growth forecasts holding steady, analysts made only a marginal upward adjustment to the fair value price target from SEK35.82 to SEK36.25. What's in the News Telia Company AB (publ) added to OMX Nordic 40 Index.
분석 기사 Aug 28

Telia Company (STO:TELIA) Will Pay A Dividend Of SEK0.50

Telia Company AB (publ) ( STO:TELIA ) will pay a dividend of SEK0.50 on the 4th of November. This means that the annual...
분석 기사 Aug 25

Does Telia Company (STO:TELIA) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Aug 07

Telia Company's (STO:TELIA) Dividend Will Be SEK0.50

Telia Company AB (publ)'s ( STO:TELIA ) investors are due to receive a payment of SEK0.50 per share on 4th of November...
분석 기사 Jul 22

Telia Company AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Investors in Telia Company AB (publ) ( STO:TELIA ) had a good week, as its shares rose 5.9% to close at kr35.13...
분석 기사 Jul 20

Telia Company (STO:TELIA) Has Announced A Dividend Of SEK0.50

The board of Telia Company AB (publ) ( STO:TELIA ) has announced that it will pay a dividend on the 5th of August, with...
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새로운 내러티브 Nov 18

Digital Transformation And Profitability Initiatives Set The Stage For Robust Growth

Telia's focus on digital transformation and restructuring non-core operations enhances efficiency and profitability, supporting margin improvement.

이익 및 매출 성장 예측

OM:TELIA - 애널리스트 향후 추정치 및 과거 재무 데이터 (SEK Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202886,27210,39612,33728,37413
12/31/202784,3939,53111,70727,66117
12/31/202682,7798,72010,55626,55117
3/31/202680,9164,63913,20327,791N/A
12/31/202580,9825,06812,62227,602N/A
9/30/202581,1025,80811,15725,309N/A
6/30/202581,2455,7679,55823,432N/A
3/31/202581,6405,3609,77023,970N/A
12/31/202480,9654,2207,30721,196N/A
9/30/202482,5851,49312,94727,086N/A
6/30/202484,52882814,92529,346N/A
3/31/202486,224-10212,16026,824N/A
12/31/202388,561-5889,20524,671N/A
9/30/202388,416-15,5822,94219,921N/A
6/30/202387,565-15,5771,11118,558N/A
3/31/202385,459-14,8452,31319,379N/A
12/31/202285,580-14,3838,09324,001N/A
9/30/202286,0675,0288,79224,831N/A
6/30/202286,2424,9829,77025,277N/A
3/31/202288,34711,48910,64725,874N/A
12/31/202188,34311,50411,72927,376N/A
9/30/202188,427-14,10713,86328,014N/A
6/30/202188,685-13,16314,77028,809N/A
3/31/202188,578-23,07814,74628,908N/A
12/31/202089,191-22,71415,11428,604N/A
9/30/202088,5643,08413,00726,396N/A
6/30/202088,1362,98613,95327,474N/A
3/31/202087,5566,69714,53128,370N/A
12/31/201985,9657,434N/A27,594N/A
9/30/201985,3358,476N/A28,149N/A
6/30/201984,9198,484N/A25,978N/A
3/31/201984,5439,421N/A25,544N/A
12/31/201883,5599,612N/A26,696N/A
9/30/201882,51411,119N/A26,915N/A
6/30/201881,4449,285N/A22,560N/A
3/31/201880,4157,894N/A23,332N/A
12/31/201779,7907,954N/A23,204N/A
9/30/201779,75611,186N/A22,191N/A
6/30/201781,66614,023N/A28,050N/A
3/31/201783,01113,205N/A26,912N/A
12/31/201684,17813,669N/A25,970N/A
9/30/201685,6877,616N/A28,860N/A
6/30/201685,8757,334N/A30,053N/A
3/31/201686,3038,622N/A34,613N/A
12/31/201586,4987,878N/A35,249N/A
9/30/201570,6636,401N/A33,677N/A
6/30/201574,3677,324N/A35,389N/A

애널리스트 향후 성장 전망

수입 대 저축률: TELIA 의 연간 예상 수익 증가율(16.8%)이 saving rate(2%)보다 높습니다.

수익 vs 시장: TELIA 의 연간 수익(16.8%)이 Swedish 시장(8.7%)보다 빠르게 성장할 것으로 예상됩니다.

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

수익 대 시장: TELIA 의 수익(연간 1.9%)이 Swedish 시장(연간 0.07%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: TELIA 의 수익(연간 1.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: TELIA의 자본 수익률은 3년 후 19.5%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 04:24
종가2026/05/25 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Telia Company AB (publ)는 41명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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