Telstra Group stock analysis
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Telstra Group (TLGPY) Stock Price & Analysis
TLGPY Stock Chart & Stats
- Day’s Range
- $17.39 - $17.39
- 52-Week Range
- $15.67 - $19.66
- Previous Close
- $17.53
- Volume
- N/A
- Average Volume (3M)
- 4,670
- Market Cap
- $38.49B
- Enterprise Value
- $53.23B
- Total Cash (Recent Filing)
- $1.10B
- Total Debt (Recent Filing)
- $18.92B
- Price to Earnings (P/E)
- 25.5
- Beta
- 0.18
- Next Earnings
- Feb 18, 2027 (Est.)
- EPS Estimate
- 0.37
- Last Dividend Ex-Date
- Aug 27, 2026
- Dividend Yield
- 4.17%
Bulls Say, Bears Say
Bulls Say
Strong Cash Generation
Strong operating and free cash flow supports network investment, dividends, buybacks and debt servicing. The improvement in free cash flow enhances financial flexibility, although year-to-year cash conversion remains variable.
Mobile Market Momentum
Mobile growth provides a durable recurring-revenue engine supported by customer scale, pricing and network quality. Telstra’s national infrastructure and continued 5G investment can reinforce retention and support long-term monetisation.
Network And Aura Infrastructure Investment
Aura and sustained network investment expand Telstra’s infrastructure capabilities and enterprise connectivity opportunity. The larger sales pipeline and planned routes could support future wholesale and managed-service growth over several years.
Bears Say
Rising Leverage
Higher leverage reduces financial flexibility and increases sensitivity to weaker operating conditions, especially alongside elevated network and Aura spending. Buybacks may further shift the capital structure toward debt and less equity.
Weak Growth And Fixed-Service Pressure
Weak group revenue and fixed-customer losses constrain the company’s ability to grow organically. Wholesale cost pressure and declining service volumes may limit margin expansion, leaving mobile performance to offset structural weakness elsewhere.
Network Outage Regulatory Risk
The outage creates lasting operational, regulatory and reputational risk beyond the immediate credits and remediation costs. Potential findings or penalties could raise resilience spending, weaken customer trust and increase management distraction.
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Telstra Group Stock Smart Score
Company Description
Telstra Group
Telstra Group Limited stands as a prominent provider of comprehensive telecommunications and digital information services, serving a diverse clientele that includes individual consumers, businesses, and government bodies, both within Australia and on a global scale. The company's operations are strategically organized into four distinct segments: Telstra Consumer and Small Business, Telstra Enterprise, Networks and IT, and Telstra InfraCo. Primarily serving the Australian market, Telstra delivers a broad spectrum of connectivity, media, and technology solutions. These are supported by robust mobile and fixed network infrastructures and distributed through a multi-channel approach encompassing call centers, retail outlets, a dealership network, digital platforms, and dedicated distribution systems, further enhanced by the Telstra Plus customer loyalty program. For its government and large enterprise clients, the company extends specialized services such as network capacity and management, unified communications, cloud computing solutions, cybersecurity, tailored industry solutions, and comprehensive integrated and monitoring services. Furthermore, Telstra acts as a wholesale provider, supplying voice and data services, as well as various telecommunication products, to other carriers, carriage service providers, and internet service providers. It also undertakes the development and management of digital platforms. Telstra also possesses and manages a significant fixed passive network infrastructure, which includes crucial assets like data centers, exchanges, poles, ducts, pits, pipes, and its extensive fiber optic network. Through this infrastructure, it grants wholesale customers access and offers long-term access to various components under specific infrastructure services agreements. The company is also actively involved in the design and construction of new fiber networks, exchanges, and other critical infrastructure. Moreover, Telstra oversees the physical and passive mobile tower assets that are either owned or managed by Amplitel Pty Ltd. Established in 1901 and headquartered in Melbourne, Australia, the company previously operated as Telstra Corporation Limited before officially rebranding to Telstra Group Limited in November 2022.
- Sector
- Communicationservices
- Industry
- Telecommunications Services
- CEO
- Vicki Maree Brady
- Employees
- 29,334
- Website
- www.telstra.com.au
- Address
- Telstra Centre, Melbourne, VIC, 3000, AU
Telstra Group (TLGPY) Earnings & Revenues
TLGPY Company Deck
TLGPY Earnings Call
Earnings Call SentimentPositive
The call presented a broadly positive financial and operational picture: solid underlying EBITDA and cash earnings growth, strong cash EPS growth (+14%), an increased dividend (+10.5%), completed and additional buybacks, continued heavy investment in networks and digital infrastructure, and clear progress on Aura and AI capability. These positives were tempered by a material July network outage (operational, regulatory and reputational risk), higher remediation and redundancy costs, some international and fixed-market headwinds, and a $200 million uplift in Aura project spend with lumpy cashflow timing. On balance, the company demonstrated growth momentum, disciplined capital allocation and strategic progress while acknowledging and actively addressing the key operational failure.
View all TLGPY earnings summariesTechnical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 16 | 3 | 3 |
| Technical Analysis | 4 | 3 | 3 |
| Moving Averages | 12 | 0 | 0 |
