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Australian (ASX) Integrated Telecom Services Industry Analysis

UpdatedApr 06, 2026
DataAggregated Company Financials
Companies8
  • 7D1.4%
  • 3M9.6%
  • 1Y18.7%
  • YTDn/a

The Integrated Telecom Services industry is up 1.4% in the last week, with Telstra Group up 1.7%. This means that the industry has gained 19% over the past year. Earnings are forecast to grow by 7.5% annually.

Industry Valuation and Performance

Has the Australian Integrated Telecom Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Apr 2026AU$72.1bAU$28.7bAU$2.3b50x31x2.5x
Wed, 04 Mar 2026AU$70.0bAU$28.6bAU$2.3b50.8x30.2x2.4x
Fri, 30 Jan 2026AU$65.7bAU$29.1bAU$2.1b264.2x31.6x2.3x
Sun, 28 Dec 2025AU$66.0bAU$29.1bAU$2.1b257.9x31.8x2.3x
Tue, 25 Nov 2025AU$66.6bAU$29.1bAU$2.1b228.1x32x2.3x
Thu, 23 Oct 2025AU$69.4bAU$29.1bAU$2.1b239.4x33.4x2.4x
Sat, 20 Sep 2025AU$68.3bAU$29.1bAU$2.1b798.4x32.9x2.3x
Mon, 18 Aug 2025AU$69.5bAU$29.0bAU$2.1b810.4x33.9x2.4x
Wed, 16 Jul 2025AU$69.0bAU$29.0bAU$1.6b495.5x44.1x2.4x
Fri, 13 Jun 2025AU$68.4bAU$29.0bAU$1.6b558.1x43.7x2.4x
Sun, 11 May 2025AU$65.1bAU$29.0bAU$1.6b552.8x41.6x2.2x
Tue, 08 Apr 2025AU$60.8bAU$29.0bAU$1.6b459.1x38.9x2.1x
Thu, 06 Mar 2025AU$59.9bAU$29.0bAU$1.6b28.8x38.5x2.1x
Sat, 01 Feb 2025AU$56.9bAU$28.8bAU$1.6b150x34.9x2x
Mon, 30 Dec 2024AU$57.7bAU$28.8bAU$1.6b152.1x35.4x2x
Wed, 27 Nov 2024AU$55.8bAU$28.8bAU$1.6b148.3x34.2x1.9x
Fri, 25 Oct 2024AU$55.9bAU$28.8bAU$1.6b155.7x34.3x1.9x
Sun, 22 Sep 2024AU$56.7bAU$28.8bAU$1.6b161.8x35.6x2x
Tue, 20 Aug 2024AU$56.2bAU$28.8bAU$1.6b99.7x34.8x2x
Thu, 18 Jul 2024AU$55.9bAU$28.7bAU$2.0b100.6x27.7x1.9x
Sat, 15 Jun 2024AU$51.2bAU$28.7bAU$2.0b98.4x25.4x1.8x
Mon, 13 May 2024AU$52.6bAU$28.7bAU$2.0b96.2x26x1.8x
Wed, 10 Apr 2024AU$53.9bAU$28.7bAU$2.0b94.7x26.7x1.9x
Fri, 08 Mar 2024AU$54.0bAU$28.6bAU$2.0b98.1x26.8x1.9x
Sun, 04 Feb 2024AU$58.8bAU$28.5bAU$2.3b24.4x26x2.1x
Tue, 02 Jan 2024AU$56.9bAU$28.5bAU$2.3b23.7x25.2x2x
Thu, 30 Nov 2023AU$53.6bAU$28.5bAU$2.3b22.2x23.7x1.9x
Sat, 28 Oct 2023AU$54.6bAU$28.5bAU$2.3b22.8x24.2x1.9x
Mon, 25 Sep 2023AU$55.6bAU$28.5bAU$2.3b23x24.7x2x
Wed, 23 Aug 2023AU$56.8bAU$28.4bAU$2.4b24.5x23.7x2x
Fri, 21 Jul 2023AU$60.2bAU$28.1bAU$2.3b73.9x25.8x2.1x
Sun, 18 Jun 2023AU$62.7bAU$28.1bAU$2.3b67.4x26.8x2.2x
Tue, 16 May 2023AU$62.8bAU$28.1bAU$2.3b62.3x26.9x2.2x
Thu, 13 Apr 2023AU$61.0bAU$28.1bAU$2.3b63.6x26.1x2.2x
Price to Earnings Ratio

26.1x


Total Market Cap: AU$61.0bTotal Earnings: AU$2.3bTotal Revenue: AU$28.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Integrated Telecom Services Industry Price to Earnings3Y Average 31.2x202420252026
Current Industry PE
  • Investors are relatively neutral on the Australian Integrated Telecommunication Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 31.2x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Integrated Telecommunication Services industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Comparison

How does Australian Integrated Telecom Services compare with similar industries?

AU Market0.63%
Telecom1.29%
Telecom Services and Carriers1.29%
Integrated Telecom Services1.38%
Alternative Carriers-0.92%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TLS Telstra GroupAU$5.421.7%
+AU$978.6m		25.2%PE26.8x
TPG TPG TelecomAU$4.081.2%
+AU$97.6m		-13.9%PE153.2x
FRX FlexiRoamAU$0.02315.0%
+AU$4.6m		475.0%PE22.5x
5GG PentanetAU$0.0239.5%
+AU$866.3k		-23.3%PS0.4x
CCG Comms GroupAU$0.0671.5%
+AU$546.5k		45.7%PE50x

Latest News

TLS
AU$5.42
Telstra Group
7D
1.7%
1Y
25.2%

TLS: Future Returns Will Rely On Buybacks Dividends And Execution Resilience

Analysts have slightly lifted their fair value estimate for Telstra Group, taking the implied price target from about A$5.21 to around A$5.27. This reflects modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in light of recent research commentary on peers facing software sector pressure but still reporting solid results and in-line guidance.
TPG
AU$4.08
TPG Telecom
7D
1.2%
1Y
-13.9%

TPG: Stable Outlook Will Rely On Slightly Softer Discount Rate Assumptions

Analysts have nudged their price target for TPG Telecom slightly higher to A$4.13 from A$4.11, reflecting small adjustments to fair value, discount rate, revenue growth assumptions, profit margin outlook and future P/E expectations. Valuation Changes Fair Value: A$4.11 to A$4.13, a small upward adjustment to the estimated share valuation.
TUA
AU$5.79
Tuas
7D
-4.0%
1Y
14.0%
5GG
AU$0.023
Pentanet
7D
9.5%
1Y
-23.3%
HFY
AU$0.017
Hubify
7D
-5.6%
1Y
88.9%
CCG
AU$0.067
Comms Group
7D
1.5%
1Y
45.7%
FRX
AU$0.023
FlexiRoam
7D
15.0%
1Y
475.0%