Telstra Group Beheer
Beheer criteriumcontroles 4/4
De CEO Telstra Group is Vicki Brady, benoemd in Sep2022, heeft een ambtstermijn van 3.58 jaar. De totale jaarlijkse vergoeding van { bedraagt A$ 6.73M, bestaande uit 35.1% salaris en 64.9% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.022% van de aandelen van het bedrijf, ter waarde A$ 12.65M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3 jaar en 3.6 jaar.
Belangrijke informatie
Vicki Brady
Algemeen directeur
AU$6.7m
Totale compensatie
| Percentage CEO-salaris | 35.11% |
| Dienstverband CEO | 3.6yrs |
| Eigendom CEO | 0.02% |
| Management gemiddelde ambtstermijn | 3yrs |
| Gemiddelde ambtstermijn bestuur | 3.6yrs |
Recente managementupdates
Recent updates
TLS: Future Returns Will Rely On Buybacks Dividends And Sentiment Resilience
Analysts have made a small adjustment to Telstra Group's price target, reflecting largely unchanged fair value estimates with only minor tweaks to assumptions such as discount rate, long term revenue growth, profit margin and future P/E, following recent sector wide software volatility rather than company specific drivers. Analyst Commentary Recent Street research on a peer name in the software and security space shows that price target changes can sit alongside relatively steady views on business quality and long term prospects.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$5.27. This reflects modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in light of recent research commentary on peers facing software sector pressure but still reporting solid results and in-line guidance.TLS: Future Returns Will Rely On Buybacks Dividends And Margin Resilience
Analysts have made only a modest adjustment to Telstra Group's valuation, with the updated A$ fair value per share held at A$5.21. They cite steady profit margin assumptions and a slightly higher discount rate as key drivers behind the refreshed price target outlook.TLS: Future Returns Will Depend On Buybacks Dividends And P/E Support
Analysts have raised their price target on Telstra Group to A$5.21 from A$4.97, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News Telstra Group announced an increase in its equity buyback authority by A$250 million on February 19, 2026, bringing the total authorization to A$1.25 billion (Key Developments).TLS: Stable Fair Value Will Rely On Modest Margin And Multiple Support
Analysts have kept their A$4.97 price target for Telstra Group broadly unchanged, noting only slight adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that offset one another in their updated model. Valuation Changes Fair Value: A$4.97 remains unchanged, with no movement in the modelled fair value estimate.TLS: Modest Model Tweaks Will Shape Future Margins And Measured Upside
Analysts have nudged their price target for Telstra Group slightly higher to about A$4.97 from A$4.93, citing modest model updates that reflect small adjustments to discount rates, revenue growth assumptions, profit margins, and future P/E expectations. Analyst Commentary Recent Street research on a different company in the broader telecom and technology space highlights what bullish and cautious analysts tend to focus on when they revisit models and targets.TLS: Future Margins And Discount Rate Assumptions Will Shape Measured Upside Potential
Analysts have nudged their fair value estimate for Telstra Group slightly lower to A$4.93, reflecting updated assumptions around the discount rate, modest revenue growth and profit margin trends, while keeping future P/E expectations broadly steady. Analyst Commentary Recent Street research on a peer company, Telos, has centered on earnings quality and guidance revisions, which can be useful context when you think about how analysts frame valuation and execution risk for Telstra Group.Telstra Group Limited (ASX:TLS) Investors Are Less Pessimistic Than Expected
Dec 28
TLS: Future Margins And Cash Flow Will Support Measured Upside Potential
Analysts have raised their price target on Telstra Group to $9.00 from $7.00, citing stronger than expected revenue and EBITDA performance, as well as improving margin expansion and free cash flow visibility that supports a higher valuation multiple. Analyst Commentary Street research has turned increasingly constructive on Telstra Group, with multiple firms lifting price targets as they recalibrate models to reflect stronger operating trends and improved visibility into medium term cash generation.TLS Margins And Cash Flow Will Shape Measured Upside Outlook
Analysts have nudged their price target on Telstra Group modestly higher to reflect a slightly increased fair value estimate of about $4.94, citing ongoing revenue growth, resilient margins, and expectations for stronger future earnings multiples despite a marginally higher discount rate. Analyst Commentary Bullish analysts view Telstra Group's recent performance and guidance as evidence that the company is entering a more durable growth phase, with improving earnings quality and greater visibility on cash generation.Do Telstra Group's (ASX:TLS) Earnings Warrant Your Attention?
Dec 01Investor Optimism Abounds Telstra Group Limited (ASX:TLS) But Growth Is Lacking
Sep 22Telstra Group (ASX:TLS) Is Due To Pay A Dividend Of A$0.095
Aug 16Telstra Group (ASX:TLS) Seems To Use Debt Quite Sensibly
Jun 25Telstra Group Limited's (ASX:TLS) Price Is Out Of Tune With Earnings
May 12
Joint Venture With Accenture Will Expand AI Capabilities And Reinforce Future Market Leadership
Telstra's strategic partnerships and network investments aim to boost its technology leadership and revenue through improvements in customer experience and connectivity.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | AU$2b |
| Sep 30 2025 | n/a | n/a | AU$2b |
| Jun 30 2025 | AU$7m | AU$2m | AU$2b |
| Mar 31 2025 | n/a | n/a | AU$2b |
| Dec 31 2024 | n/a | n/a | AU$2b |
| Sep 30 2024 | n/a | n/a | AU$2b |
| Jun 30 2024 | AU$6m | AU$2m | AU$2b |
| Mar 31 2024 | n/a | n/a | AU$2b |
| Dec 31 2023 | n/a | n/a | AU$2b |
| Sep 30 2023 | n/a | n/a | AU$2b |
| Jun 30 2023 | AU$5m | AU$2m | AU$2b |
| Mar 31 2023 | n/a | n/a | AU$2b |
| Dec 31 2022 | n/a | n/a | AU$2b |
| Sep 30 2022 | n/a | n/a | AU$2b |
| Jun 30 2022 | AU$3m | AU$1m | AU$2b |
| Mar 31 2022 | n/a | n/a | AU$2b |
| Dec 31 2021 | n/a | n/a | AU$1b |
| Sep 30 2021 | n/a | n/a | AU$2b |
| Jun 30 2021 | AU$3m | AU$1m | AU$2b |
| Mar 31 2021 | n/a | n/a | AU$2b |
| Dec 31 2020 | n/a | n/a | AU$2b |
| Sep 30 2020 | n/a | n/a | AU$2b |
| Jun 30 2020 | AU$2m | AU$1m | AU$2b |
| Mar 31 2020 | n/a | n/a | AU$2b |
| Dec 31 2019 | n/a | n/a | AU$2b |
| Sep 30 2019 | n/a | n/a | AU$2b |
| Jun 30 2019 | AU$348k | AU$193k | AU$2b |
Compensatie versus markt: De totale vergoeding ($USD 4.79M ) Vicki } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de Australian markt ($USD 3.87M ).
Compensatie versus inkomsten: De vergoeding van Vicki is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Vicki Brady
Ms. Vicki Maree Brady, MScM (Stanford GSB), B.Com (ANU), CA, GAICD, serves as Chief Executive Officer, Managing Director and Director at Telstra Group Limited since September 01, 2022 and had been its Chie...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, MD & Director | 3.6yrs | AU$6.73m | 0.022% A$ 12.6m | |
| CFO and Group Executive of Strategy & Finance | 3.6yrs | AU$3.86m | 0.016% A$ 9.5m | |
| Group Executive of People | 2.8yrs | AU$2.45m | 0.0018% A$ 1.0m | |
| Executive Officer | 7.5yrs | AU$6.08m | 0.017% A$ 9.7m | |
| Group Executive of Product & Technology | no data | AU$3.39m | 0.0077% A$ 4.5m | |
| Group Executive of Telstra Consumer | 3.3yrs | AU$3.00m | 0.0030% A$ 1.8m | |
| Group Executive Telstra Business | 2.5yrs | AU$2.56m | 0.0049% A$ 2.9m | |
| Group Executive of Global Networks & Technology | 2.1yrs | AU$2.33m | 0.0014% A$ 851.4k | |
| Head of Investor Relations | no data | geen gegevens | geen gegevens | |
| Group General Counsel and Group Executive | 6yrs | geen gegevens | geen gegevens | |
| CEO of Broadcast | 1.3yrs | geen gegevens | geen gegevens | |
| Legal Executive & Company Secretary | 1.5yrs | geen gegevens | geen gegevens |
Ervaren management: Het managementteam van TLS wordt beschouwd als ervaren (gemiddelde ambtstermijn 3 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, MD & Director | 3.6yrs | AU$6.73m | 0.022% A$ 12.6m | |
| Independent Non-Executive Chairman | 10yrs | AU$790.00k | 0.0012% A$ 716.4k | |
| Non-Executive Director | 7.2yrs | AU$251.00k | 0.00068% A$ 399.3k | |
| Independent Non-Executive Director | 7.9yrs | AU$274.00k | 0.00066% A$ 387.5k | |
| Non-Executive Director | less than a year | geen gegevens | geen gegevens | |
| Non-Executive Director | 1.3yrs | AU$179.00k | 0.00089% A$ 522.6k | |
| Non-Executive Director | 3.2yrs | AU$320.00k | 0.00056% A$ 328.8k | |
| Non-Executive Director | 3.3yrs | AU$305.00k | 0.00081% A$ 475.6k | |
| Independent Non-Executive Director | 5.7yrs | AU$272.00k | 0.00055% A$ 322.9k |
Ervaren bestuur: De raad van bestuur van TLS wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.6 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/04/30 16:37 |
| Aandelenkoers aan het einde van de dag | 2026/04/30 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/06/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Telstra Group Limited wordt gevolgd door 27 analisten. 12 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Eric Choi | Barrenjoey Markets Pty Limited |
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Chris Savage | Bell Potter |