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TPG Telecom Limited Stock Price

ASX:TPG Community·AU$7.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 32 Fair Values set on narratives written by author

TPG Share Price Performance

AU$3.63
3.63 (0.00%)
AU$4.12
Fair Value
AU$3.63
3.63 (0.00%)
11.8% undervalued intrinsic discount
AU$4.12
Fair Value
Price AU$3.63
AnalystConsensusTarget AU$4.12
AnalystHighTarget AU$5.90
AnalystLowTarget AU$3.30

TPG Community Narratives

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Fair Value AU$4.12 11.8% undervalued intrinsic discount

5G And Digital Investments Will Transform Australia's Telecom Landscape

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·
Fair Value AU$5.9 38.5% undervalued intrinsic discount

Regional Network Expansion And Digital Brands Will Drive Stronger Telecom Performance

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·
Fair Value AU$3.3 10.0% overvalued intrinsic discount

Mobile Subscriber Growth Slowdown And Rising Network Costs Will Pressure Long-Term Returns

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1users have followed this narrative
AU$4.12
11.8% undervalued intrinsic discount
Revenue
2.39% p.a.
Profit Margin
3.77%
Future PE
56.07x
Price in 2029
AU$5.04
AU$5.9
38.5% undervalued intrinsic discount
Profit Margin
6.16%
Future PE
40.19x
Price in 2028
AU$7.32
AU$3.3
10.0% overvalued intrinsic discount
Profit Margin
5.57%
Future PE
26.65x
Price in 2028
AU$4.1

Trending Discussion

Updated Narratives

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TPG: Mobile First Model And AI Focus Will Support Future Upside

Fair Value: AU$4.12 11.8% undervalued intrinsic discount
13 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Regional Network Expansion And Digital Brands Will Drive Stronger Telecom Performance

Fair Value: AU$5.9 38.5% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Mobile Subscriber Growth Slowdown And Rising Network Costs Will Pressure Long-Term Returns

Fair Value: AU$3.3 10.0% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Moderate growth potential with mediocre balance sheet.

2 Risks
2 Rewards

TPG Telecom Limited Key Details

AU$5.1b

Revenue

AU$2.7b

Cost of Revenue

AU$2.3b

Gross Profit

AU$2.3b

Other Expenses

AU$52.0m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 21, 2026
0.027
46.47%
1.03%
15.7%
View Full Analysis

About TPG

Founded
1986
Employees
2745
CEO
Inaki Berroeta
WebsiteView website
www.tpgtelecom.com.au

TPG Telecom Limited provides telecommunications services to consumer, business, enterprise, and government and wholesale customers in Australia. It also sells mobile handsets, mobile accessory, and fixed modem devices. In addition, the company owns and operates the Vodafone mobile network products. It serves residential and small office/home office customers. It serves its services under the Vodafone, TPG, iiNet, Internode, Lebara, and felix brand names. The company was formerly known as Vodafone Hutchison Australia Limited and changed its name to TPG Telecom Limited in June 2020. TPG Telecom Limited was founded in 1986 and is based in Barangaroo, Australia.

Recent TPG News & Updates

Narrative Update Jun 04

TPG: Mobile First Model And AI Focus Will Support Future Upside

Analysts have lowered their price target for TPG Telecom to A$4.12 from A$4.16, citing updated assumptions that include slightly lower revenue growth, modestly softer profit margins and a small uplift in the projected future P/E multiple. What's in the News TPG Telecom highlighted first half FY26 mobile service revenue, supported by a digital first focus, AI use and disciplined cost management.
Narrative Update May 19

TPG: Fair Outlook Will Rely On Modest Discount Rate And P E Expectations

Analysts have kept their fair value estimate for TPG Telecom steady at A$4.16, with a slightly higher discount rate and a largely unchanged future P/E assumption. This has led to no change in the overall price target while reflecting a modestly more cautious risk outlook.

Recent updates

No updates