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Telstra Group Limited Stock Price

ASX:TLS Community·AU$55.1b Market Cap
  • 1 Narratives written by author
  • 1 Comments on narratives written by author
  • 156 Fair Values set on narratives written by author

TLS Share Price Performance

AU$4.97
4.97 (0.00%)
AU$5.27
Fair Value
AU$4.97
4.97 (0.00%)
5.7% undervalued intrinsic discount
AU$5.27
Fair Value
Price AU$4.97
AnalystConsensusTarget AU$5.27

TLS Community Narratives

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Fair Value AU$5.27 5.6% undervalued intrinsic discount

Expanding 5G And Fiber Will Unlock Future Digital Opportunities

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Trending Discussion

Updated Narratives

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TLS: Future Returns Will Depend On Buybacks Dividends And Sector Risk Repricing

Fair Value: AU$5.27 5.6% undervalued intrinsic discount
92 users have set this as their fair value
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Snowflake Analysis

Solid track record and fair value.

2 Risks
3 Rewards

Telstra Group Limited Key Details

AU$23.2b

Revenue

AU$11.8b

Cost of Revenue

AU$11.3b

Gross Profit

AU$9.1b

Other Expenses

AU$2.3b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 20, 2026
0.20
48.94%
9.80%
97.3%
View Full Analysis

About TLS

Founded
1901
Employees
29520
CEO
Vicki Brady
WebsiteView website
www.telstra.com.au

Telstra Group Limited provides telecommunications and information services in Australia and internationally. The company operates through six segments: Telstra Consumer; Telstra Business; Telstra Enterprise Australia; Telstra International; Networks, IT and Products; and Telstra InfraCo. It offers telecommunication and technology products and services to consumer and small and medium business customers using mobile and fixed network technologies, as well as operates call centers, retail stores, distribution network, digital channels, distribution systems, and Telstra Plus customer loyalty program. The company also provides network capacity and management, unified communications, cloud, security, industry solutions, integrated and monitoring services to government and large enterprise and business customers; wholesale services, including voice and data; and telecommunication products and services to other carriers, carriage service providers, and internet service providers, as well as builds and manages digital platforms. In addition, it operates the fixed passive network infrastructure, including data centers, exchanges, poles, ducts, pits and pipes, and fiber network; provides wholesale customers with access to network infrastructure; offers long-term access to components of infrastructure under the infrastructure services agreement; and operates the passive and physical mobile tower. The company was formerly known as Telstra Corporation Limited and changed its name to Telstra Group Limited in November 2022. Telstra Group Limited was founded in 1901 and is based in Melbourne, Australia.

Recent TLS News & Updates

Narrative Update Jun 06

TLS: Future Returns Will Depend On Buybacks Dividends And Sector Risk Repricing

Analysts have trimmed Telstra Group's fair value estimate slightly to A$5.27, reflecting a modestly higher discount rate and updated sector comparisons after recent software stock weakness, while still pointing to steady expectations for revenue growth, profit margins and a future P/E near 28x. Analyst Commentary Recent sector commentary on software and security-focused stocks highlights a mix of optimism about operational execution and caution around valuation for companies exposed to government and federal spending, which investors often compare to Telstra's infrastructure and service profile.
Narrative Update May 05

TLS: Future Returns Will Rely On Buybacks Dividends And Risk Repricing

Analysts have trimmed their Telstra Group price targets, citing slightly higher discount rate assumptions and cautious readthrough from recent software sector weakness. Fair value, long term revenue growth, margin and P/E inputs remain broadly unchanged.
Narrative Update Apr 20

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.

Recent updates

No updates