Telstra Group Limited

ASX:TLS Stok Raporu

Piyasa değeri: AU$57.4b

Telstra Group Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 5/6

Telstra Group yıllık ortalama 4.2% oranında kazançlarını artırırken, Telecom sektöründe kazançlar growing at 17.8% annual. Gelirler growing yılda ortalama 1.7% oranında artmaktadır. Telstra Group'in özkaynak karlılığı 15.5% ve net marjı 9.8%'dir.

Anahtar bilgiler

4.25%

Kazanç büyüme oranı

5.06%

EPS büyüme oranı

Telecom Sektör Büyümesi39.66%
Gelir büyüme oranı1.74%
Özkaynak getirisi15.46%
Net Marj9.80%
Sonraki Kazanç Güncellemesi20 Aug 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi Apr 03

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.
Anlatı Güncellemesi Mar 18

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.
Anlatı Güncellemesi Mar 03

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).
Anlatı Güncellemesi Feb 17

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.
Anlatı Güncellemesi Feb 03

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.
Anlatı Güncellemesi Jan 19

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.
Analiz Makalesi Dec 28

Telstra Group Limited (ASX:TLS) Investors Are Less Pessimistic Than Expected

When you see that almost half of the companies in the Telecom industry in Australia have price-to-sales ratios (or...
Anlatı Güncellemesi Dec 20

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.
Anlatı Güncellemesi Dec 06

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.
Analiz Makalesi Dec 01

Do Telstra Group's (ASX:TLS) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analiz Makalesi Sep 22

Investor Optimism Abounds Telstra Group Limited (ASX:TLS) But Growth Is Lacking

Telstra Group Limited's ( ASX:TLS ) price-to-sales (or "P/S") ratio of 2.4x may not look like an appealing investment...
Analiz Makalesi Aug 16

Telstra Group (ASX:TLS) Is Due To Pay A Dividend Of A$0.095

The board of Telstra Group Limited ( ASX:TLS ) has announced that it will pay a dividend on the 25th of September, with...
Analiz Makalesi Jun 25

Telstra Group (ASX:TLS) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
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Yeni Anlatı Feb 23

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.

Gelir ve Gider Dağılımı

Telstra Group nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

ASX:TLS Gelir, gider ve kazançlar (AUD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Dec 2523,1642,2692920
30 Sep 2523,1452,2212920
30 Jun 2523,1252,1722920
31 Mar 2523,1151,9292970
31 Dec 2423,1051,6853010
30 Sep 2423,0171,6543010
30 Jun 2422,9281,6223010
31 Mar 2422,8751,8252940
31 Dec 2322,8212,0272860
30 Sep 2322,7621,9782860
30 Jun 2322,7021,9282860
31 Mar 2322,3911,8922780
31 Dec 2222,0801,8552690
30 Sep 2221,6791,7722690
30 Jun 2221,2771,6882690
31 Mar 2221,1771,5733660
31 Dec 2121,0771,4574620
30 Sep 2121,3181,6574620
30 Jun 2121,5581,8574620
31 Mar 2122,0441,8184930
31 Dec 2022,5301,7785240
30 Sep 2023,1201,7995240
30 Jun 2023,7101,8195240
31 Mar 2024,2741,9401,0920
31 Dec 1924,8372,0601,6590
30 Sep 1925,0482,1071,6590
30 Jun 1925,2592,1541,6590
31 Mar 1925,4422,6331,5370
31 Dec 1825,6253,1111,4150
30 Sep 1825,7373,3511,4150
30 Jun 1825,8483,5911,4150
31 Mar 1825,9323,7021,2350
31 Dec 1726,0163,8131,0540
30 Sep 1726,0153,8521,0540
30 Jun 1726,0133,8911,0540
31 Dec 1625,4283,5739610
30 Sep 1625,6703,6689610
30 Jun 1625,9113,7639610
31 Dec 1525,8033,9558940
30 Sep 1525,6663,9988940
30 Jun 1525,5284,0408940

Kaliteli Kazançlar: TLS yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: TLS 'nin mevcut net kar marjları (9.8%) geçen yılın (7.3%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: TLS şirketinin kazancı son 5 yılda yılda 4.2% oranında arttı.

Büyüme Hızlandırma: TLS 'un son bir yıldaki kazanç büyümesi ( 34.7% ) 5 yıllık ortalamasını (yıllık 4.2% ) aşıyor.

Kazançlar vs. Sektör: TLS geçen yılki kazanç büyümesi ( 34.7% ) Telecom sektörünün 4.2% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: TLS 'nin Özsermaye Getirisi ( 15.5% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/10 17:05
Gün Sonu Hisse Fiyatı2026/06/10 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/06/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Telstra Group Limited 26 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Eric ChoiBarrenjoey Markets Pty Limited
Aryan NoroziBarrenjoey Markets Pty Limited
Chris SavageBell Potter