TL
TLS.AX
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ASX
Integrated Telecommunications Services
Telstra Group Ltd
Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Div yield
5,29 %
Op margin
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ROE
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Net margin
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Debt / equity
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Beta
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TR 1Y
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About
Telstra Group Ltd provides wired telecommunications services, primarily generating revenue through the provision of mobile and fixed-line communications, broadband, and digital services to consumers and businesses.
Business. Telstra Group Ltd (TLS.AX) is an integrated telecommunications services provider that operates within the wired telecommunications services industry. The company generates revenue primarily through a subscription-based model. Specific details regarding its operating segments, headquarters location, and primary listing exchange are not provided in the available data.
Classification92 %
SectorTechnology
Business sectorTelecommunications Services
IndustryIntegrated Telecommunications Services
ActivityWired Telecommunications Services
Generated · model-assisted
Sell-side consensus
HOLD13 analysts
4 buy9 hold0 sell
Avg 12m price target5,24
Analyst recommendations
13 analysts · consensus HoldBuy4
Hold9
Sell0
12-month price target
5,24
Consensus of sell-side coverage.
At a glance
Score→
30
composite score
Valuation
—
valuation pending
Analysts→
Hold
13 analysts · indicative
Ownership
—
not yet wired
Profitability
—
not yet wired
Quality→
57
quality score (0-100)
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
— missing data
News & coverage
0Sector rotation
Sector1D1Mvs mkt
Materials+2,2 %+1,6 %+2,4 %
Energy+1,2 %+5,3 %+1,4 %
Real Estate+0,7 %+4,1 %+0,8 %
Health Care+0,7 %−0,5 %+0,8 %
Consumer Discretionary+0,3 %+8,7 %+0,5 %
Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
Financials−0,3 %−4,5 %−0,1 %
Consumer Staples−1,0 %+3,0 %−0,8 %
Utilities−1,5 %−21,2 %−1,3 %
Industrials−1,7 %−2,3 %−1,6 %
Communication Services———
Developing storylines
No tracked sagas currently linked to TLS.AX. Browse all sagas →
Analysis
AI analysis
Generated · analysis pipeline · tier hybrid · as of 2026-07-07
↑ At a glance
Opportunity
— missing data
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
— missing data
Signals & dispatch
peak dispatch · —
Composite-score breakdown
Composite score30 / 100
Composite score 0-100 · Data quality 0,57
Data quality0,57 / 1.00
Synthesis
Business
Telstra Group Ltd (TLS.AX) is an integrated telecommunications services provider that operates within the wired telecommunications services industry. The company generates revenue primarily through a subscription-based model. Specific details regarding its operating segments, headquarters location, and primary listing exchange are not provided in the available data.
Classification92 %
SectorTechnology
Business sectorTelecommunications Services
IndustryIntegrated Telecommunications Services
ActivityWired Telecommunications Services
AI synthesis
GENERATEDTelstra Group Ltd maintains a capital structure with no dilution risk, as the number of basic and diluted shares outstanding is identical at 11,189,517,463 shares. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents.
Profitability and returns data are not available in the current valuation snapshot, precluding a direct comparison with industry_config preferred metrics or cohort medians. Analysts have provided a mean price target of 5.24 AUD and a median of 5.30 AUD, indicating a generally positive outlook.
Telstra's revenue concentration and geographic exposure are not disclosed in the available data, limiting the ability to assess segment or regional risk. The company operates primarily in Australia, but specific segment breakdowns are not provided in the input data.
Growth trajectory is supported by analyst estimates, with a mean recommendation of 2.62 (on a 1-5 scale, where 1 is strong buy and 5 is strong sell). The company has a strong-buy count of 1, a buy count of 3, and a hold count of 9, suggesting a cautiously optimistic outlook.
Risk factors include the inability to assess liquidity risk due to missing balance-sheet data. Dilution risk is currently low, as no dilution is indicated in the shares outstanding data. No recent events, such as filings or transcripts, are provided in the input data to inform additional risk or growth signals.
No recent events, such as filings or transcripts, are provided in the input data to inform additional risk or growth signals.
Key takeaways
- Telstra Group Ltd has no dilution risk, as basic and diluted shares are equal.
- Analysts have a cautiously optimistic outlook, with a mean recommendation of 2.62 and a median price target of 5.30 AUD.
- Liquidity risk could not be assessed due to missing balance-sheet data and no going-concern language in source documents.
- Revenue concentration and geographic exposure are not disclosed, limiting the ability to assess segment or regional risk.
- Growth trajectory is supported by analyst estimates, with a strong-buy count of 1 and a buy count of 3.
Bull / Bear case
Generated · model-assisted— missing data
In focus — financials by report
Annual
ANNUALFiled 2025-08-14
FY 2025 · Full-year highlights
Revenue A$23.12B, +0,9% YoY; Operating income +37,7% YoY.
RevenueA$23.12B+0,9 % YoY
Operating incomeA$3.44B+37,7 % YoY
Net incomeA$2.17B+33,9 % YoY
Free cash flowA$1.02B+224,9 % YoY
EPS—
Operating cash flowA$7.32B+3,9 % YoY
Financials
Income statement
RevenueA$23.12B
Gross profitA$14.91B
Operating incomeA$3.44B
Net incomeA$2.17B
Margins
Gross margin64.5%
Operating margin14.9%
Net margin9.4%
FCF margin4.4%
Balance sheet
Total assetsA$44.97B
Total liabilitiesA$31.07B
Total equityA$13.90B
Cash & equivalentsA$453.0M
Long-term debtA$18.00B
Cash flow
Operating cash flowA$7.32B
CapEx-A$3.87B
Free cash flowA$1.02B
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue A$23.12B, +0,9% YoY
- ▍Operating income +37,7% YoY
- ▍Net income +33,9% YoY
- ▍Free cash flow +224,9% YoY
- ▍Net margin 9.4%
ANNUALFiled 2024-08-15
FY 2024 · Full-year highlights
Revenue A$22.93B, +1,0% YoY; Operating income −12,6% YoY.
RevenueA$22.93B+1,0 % YoY
Operating incomeA$2.50B−12,6 % YoY
Net incomeA$1.62B−15,9 % YoY
Free cash flow-A$819.0M−219,2 % YoY
EPS—
Operating cash flowA$7.05B+3,6 % YoY
Financials
Income statement
RevenueA$22.93B
Gross profitA$14.49B
Operating incomeA$2.50B
Net incomeA$1.62B
Margins
Gross margin63.2%
Operating margin10.9%
Net margin7.1%
FCF margin-3.6%
Balance sheet
Total assetsA$45.55B
Total liabilitiesA$30.63B
Total equityA$14.92B
Cash & equivalentsA$489.0M
Long-term debtA$16.97B
Cash flow
Operating cash flowA$7.05B
CapEx-A$5.06B
Free cash flow-A$819.0M
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue A$22.93B, +1,0% YoY
- ▍Operating income −12,6% YoY
- ▍Net income −15,9% YoY
- ▍Free cash flow −219,2% YoY
- ▍Net margin 7.1%
ANNUALFiled 2023-08-17
FY 2023 · Full-year highlights
Revenue A$22.70B, +6,7% YoY; Operating income +33,6% YoY.
RevenueA$22.70B+6,7 % YoY
Operating incomeA$2.85B+33,6 % YoY
Net incomeA$1.93B+14,2 % YoY
Free cash flowA$687.0M−42,3 % YoY
EPS—
Operating cash flowA$6.80B−6,2 % YoY
Financials
Income statement
RevenueA$22.70B
Gross profitA$14.19B
Operating incomeA$2.85B
Net incomeA$1.93B
Margins
Gross margin62.5%
Operating margin12.6%
Net margin8.5%
FCF margin3.0%
Balance sheet
Total assetsA$45.03B
Total liabilitiesA$29.62B
Total equityA$15.41B
Cash & equivalentsA$435.0M
Long-term debtA$15.87B
Cash flow
Operating cash flowA$6.80B
CapEx-A$3.87B
Free cash flowA$687.0M
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue A$22.70B, +6,7% YoY
- ▍Operating income +33,6% YoY
- ▍Net income +14,2% YoY
- ▍Free cash flow −42,3% YoY
- ▍Net margin 8.5%
ANNUALFiled 2022-08-11
FY 2022 · Full-year highlights
Revenue A$21.28B, −1,3% YoY; Operating income +40,1% YoY.
RevenueA$21.28B−1,3 % YoY
Operating incomeA$2.14B+40,1 % YoY
Net incomeA$1.69B−9,1 % YoY
Free cash flowA$1.19B−21,0 % YoY
EPS—
Operating cash flowA$7.25B+0,2 % YoY
Financials
Income statement
RevenueA$21.28B
Gross profitA$13.05B
Operating incomeA$2.14B
Net incomeA$1.69B
Margins
Gross margin61.3%
Operating margin10.0%
Net margin7.9%
FCF margin5.6%
Balance sheet
Total assetsA$41.63B
Total liabilitiesA$26.14B
Total equityA$15.49B
Cash & equivalentsA$623.0M
Long-term debtA$14.27B
Cash flow
Operating cash flowA$7.25B
CapEx-A$3.09B
Free cash flowA$1.19B
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue A$21.28B, −1,3% YoY
- ▍Operating income +40,1% YoY
- ▍Net income −9,1% YoY
- ▍Free cash flow −21,0% YoY
- ▍Net margin 7.9%
ANNUALFiled 2021-08-12
FY 2021 · Full-year highlights
Revenue A$21.56B; Operating income A$1.52B.
RevenueA$21.56B
Operating incomeA$1.52B
Net incomeA$1.86B
Free cash flowA$1.51B
EPS—
Operating cash flowA$7.23B
Financials
Income statement
RevenueA$21.56B
Gross profitA$13.24B
Operating incomeA$1.52B
Net incomeA$1.86B
Margins
Gross margin61.4%
Operating margin7.1%
Net margin8.6%
FCF margin7.0%
Balance sheet
Total assetsA$42.52B
Total liabilitiesA$27.94B
Total equityA$14.59B
Cash & equivalentsA$859.0M
Long-term debtA$17.44B
Cash flow
Operating cash flowA$7.23B
CapEx-A$3.14B
Free cash flowA$1.51B
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue A$21.56B
- ▍Operating income A$1.52B
- ▍Net margin 8.6%
Valuation FY
Market price
A$0,00
Market cap
—
Enterprise valueⓘ
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P/Eⓘ
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Non-GAAP P/Eⓘ
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EV / Revenueⓘ
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EV / Op incomeⓘ
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EV / OCFⓘ
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P / Bⓘ
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P / Tangible bookⓘ
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Tangible book
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Net cashⓘ
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Current ratioⓘ
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Debt / equityⓘ
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ROAⓘ
—
ROEⓘ
—
Cash conversionⓘ
—
CapEx / revenueⓘ
—
SBC / revenueⓘ
—
Dilution ratioⓘ
0.0%
Revenue by segment
Business relationships
— missing data
Supply chain
— missing data
Peer comparison
Peer comparison8 peers · vs TLS · multiples and returns
JB
JBL—
Jabil Inc
$338,80
36,4B USDP/E
61,4x
— vs self
Div yield
—
— vs self
ROE
43,4 %
+48,2 vs self
FL
FLEX—
Flex Ltd
$138,55
50,9B USDP/E
—
— vs self
Div yield
—
— vs self
ROE
—
— vs self
AP
APH—
Amphenol Corp
—
—P/E
—
— vs self
Div yield
—
— vs self
ROE
—
— vs self
AV
AVT—
Avnet Inc
$82,46
6,8B USDP/E
28,5x
— vs self
Div yield
1,7 %
— vs self
ROE
4,8 %
+9,6 vs self
TE
TEL—
Te Connectivity PLC
—
—P/E
—
— vs self
Div yield
—
— vs self
ROE
—
— vs self
GL
GLW—
Corning Inc
$188,14
163,9B USDP/E
89,9x
— vs self
Div yield
—
— vs self
ROE
13,5 %
+18,3 vs self
LP
LPL—
LG Display Co., Ltd.
—
—P/E
—
— vs self
Div yield
—
— vs self
ROE
—
— vs self
CL
CLS—
CLS.TO
—
—P/E
—
— vs self
Div yield
—
— vs self
ROE
—
— vs self
Market position
Stress test
— missing data
Predictor forecast
Next quarternear-term
Earnings · next quarterconf 45 %
EPS
Consensus EPS
0,21
Predicted surprise
-0,00
Beat probability
45 %
Analysts
13
Other metrics
Revenue
—
no estimate
Segment revenue
—
no estimate
Margin
—
no estimate
Segment margin
—
no estimate
as of 2026-05-01 · Earnings Surprise V1
Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
Full fiscal year~1 year ahead
Full fiscal year · our forecast vs guidance vs consensus
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,21 |
| Revenue | —no estimate | —no estimate | 23,8B AUD |
| Operating income | —no estimate | —no estimate | 4,1B AUD |
Full-year consensus mean (period as reported by source) · consensus in AUD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
Probabilistic model output — not investment advice. · generated 2026-07-07
Options
— missing data
Short squeeze
— missing data
Earnings-call key lines
— missing data
Consensus distribution
sell-side coverageRecommendation distribution13 analysts
Strong buy1
Buy3
Hold9
Sell0
Strong sell0
12-month price targetA$5,24 · Median A$5,30
Low A$4,60High A$5,64
Operating income · consensus4,1B AUD
EPS surprise
−8,2 %
reported vs consensus · miss
Revenue surprise
−2,9 %
reported vs consensus · miss
Estimate revisions
consensus EPS · 26-week trend— missing data
Sell-side observations
LowA$4,60
MeanA$5,24
MedianA$5,30
HighA$5,64
SpotA$0,00
12-month sell-side price targets · ▲ spot
Themes
— missing data
ESG
— missing data
Risk factors
Dilution riskLow
Liquidity riskUnknown
Benchmarks vs cohort
No cohort benchmark data available for this issuer yet.
Corporate actions / M&A
— missing data
FX exposure
— missing data
Comparable transactions
— missing data
Derivatives & instruments
— missing data
Actions
Ask Handelsavisen
— missing data
Data sources
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
How metrics are computed
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
Source documents
- Telstra Group Ltd Market data — financials · 2026-05-29
- Telstra Group Ltd Market data — analyst estimates · 2026-05-29
Ownership & reference
Insider activity
— missing data
Short positioning
— missing data
Index membership
S&P/ASX 200
Geographic breakdown
— missing data
Listings · one canonical issuer
all listings resolve to the canonical
TLS.AXCanonical
ASX · AUD
Intel & risk
peak dispatch · —
OSINT findings
Dilution riskLow
Liquidity riskUnknown
Evidence & claims
From filings & derived data- Total assets (YoY) (2025-12-31 vs 2024-12-31): -11.6%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 41.2%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -24.5%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 52.2%Derived (calculated)
- R&D expense (YoY) (2025-12-31 vs 2024-12-31): -16.4%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): 28.6%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 216.4%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 31.5%Derived (calculated)
- Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 40.6%Derived (calculated)
- Net margin (FY 2025-12-31): -22.2%Derived (calculated)
- Gross margin (FY 2025-12-31): 37.0%Derived (calculated)
- Return on equity (FY 2025-12-31): -38.1%Derived (calculated)
- Return on assets (FY 2025-12-31): -26.1%Derived (calculated)
- Current ratio (FY 2025-12-31): 2.57xDerived (calculated)
- Debt-to-equity (FY 2025-12-31): 0.46xDerived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 30.4%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 31.5%Derived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): -67.2%Derived (calculated)
- Gross profit (YoY) (2025-12-31 vs 2024-12-31): 77.2%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -2.6%Derived (calculated)
- Shares outstanding (annual): 72.77MSEC XBRL filing
- Revenue (annual): USD 164.81MSEC XBRL filing
- Gross profit (annual): USD 61.02MSEC XBRL filing
- Operating cash flow (annual): USD 30.18MSEC XBRL filing
Showing 24 of 60 surfaced claims.
Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.
The Thread
Everything we know, in order2026-07-28EVENTUpcomingQ2 2026 earnings (expected) estimated date
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: insider_flow_signal (90d)
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)
2026-06-26 00:00 UTCINSIDER5 insider transactions — 2026-06 · net sell $1.3M
2026-06-26 00:00 UTCINSIDER5 insider transactions — 2026-06 · net sell $1.3M
2026-06-26INSIDERBendza Gary Mark sold 80.1k sh — EVP, CFO ~$353k
2026-06-25INSIDERBendza Gary Mark sold 98.0k sh — EVP, CFO ~$411k
2026-06-24INSIDERDockery Derrick D. sold 7.0k sh — Director ~$31k
2026-06-24INSIDERBendza Gary Mark sold 71.9k sh — EVP, CFO ~$313k
2026-06-22INSIDERJacobs Bradley W. sold 55.8k sh — Director ~$240k
2026-06-21 02:57 UTCHOLDERInstitutional holding changed
2026-06-21 02:57 UTCHOLDERInstitutional holding changed
2026-06-21 02:57 UTCHOLDERInstitutional holding changed
2026-06-21 02:57 UTCHOLDERInstitutional holding changed
2026-06-21 02:57 UTCHOLDERInstitutional holding changed
2026-06-21 02:57 UTCHOLDERInstitutional holding changed
2026-06-21 02:57 UTCHOLDERInstitutional holding changed
2026-06-21 02:57 UTCHOLDERInstitutional holding changed
2026-06-21 02:57 UTCHOLDER23 institutional position changes flagged
2026-05-28 00:00 UTCINSIDER26 insider transactions — 2026-05 · net sell $1.1M 6 derivative
2026-05-28 00:00 UTCINSIDER26 insider transactions — 2026-05 · net sell $1.1M 6 derivative
2026-05-28INSIDERDockery Derrick D. sold 8.0k sh — Director ~$38k
2026-05-26INSIDERCooke Malcolm G. transacted 52.8k sh — VP, Chief Info Tech Officer
2026-05-26INSIDERBendza Gary Mark transacted 123.5k sh — EVP, CFO
2026-05-26INSIDERTerreri Donald Joseph transacted 13.3k sh — Controller, Chief Acct Officer
2026-05-26INSIDERJacobs Bradley W. transacted 34.1k sh — Director
2026-05-26INSIDERMaluda John W transacted 34.1k sh — Director
2026-05-26INSIDERDockery Derrick D. transacted 34.1k sh — Director
2026-05-26INSIDERCarroll Bonnie Lynn transacted 34.1k sh — Director
2026-05-26INSIDERBorland David transacted 34.1k sh — Director
2026-05-26INSIDERSchaufeld Fredrick transacted 34.1k sh — Director
2026-05-26INSIDERGriffin Mark D transacted 106.8k sh — EVP, Security Solutions
2026-05-26INSIDERHill Donna K. transacted 33.0k sh — VP, Human Resources
2026-05-26INSIDERRobbins Edward Hutchinson Jr. transacted 92.2k sh — EVP, General Counsel
2026-05-26INSIDERWood John B transacted 362.7k sh — Director, Chairman and CEO
2026-05-26INSIDERRobbins Edward Hutchinson Jr. acquired 138.3k sh Performance-Based RSUs — EVP, General Counsel
2026-05-26INSIDERGriffin Mark D acquired 160.1k sh Performance-Based RSUs — EVP, Security Solutions
Showing the 40 most recent of 68 entries.
The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07
Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data
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