Telstra Group

TLS.ASX

Communication Services

Telecommunications Carrier. Provision of telecommunications and information services, including mobiles, internet, and pay television.

Market Data

Price

$5.125

-0.0%
Market Cap

$58.2B

P/E Ratio

26.2x

EPS

$0.198

Div. Yield

3.84%

52-Week Change

-0.0%

Latest Earnings

Financial Results for half-year ended 31 December 2025

19 February 2026

Revenue
$11,641
+0.3% YoY
NPAT
$1,124
+9.4% YoY
EPS
$0.10
Dividend
$0.10

Telstra delivered a strong first half of FY26 with underlying EBITDAaL up 5.5% to $4.2B and cash earnings up 17% to $1.6B. The company increased its interim dividend to 10.5 cents (90.5% franked) and expanded its share buyback program to $1.25B, demonstrating confidence in its financial strength and Connected Future 30 strategy. Key points: Strong earnings growth with underlying EBITDAaL up 5.5% to $4.2B and cash earnings up 17%; Mobile business performing well with 5.6% services revenue growth and EBITDA up $93M; Positive operating leverage of 3.1pp achieved through disciplined cost management

Recent Announcements

20 Feb 2026 Supplementary Positive

Telstra Half Year results presentation transcript

Telstra delivered strong H1 FY26 results with underlying EBITDAaL up 5.5% to $4.2B and cash EPS growing 20% to 14 cents, driven by mobile service revenue growth of 5.6% and disciplined cost management. The Board increased the interim dividend by 10.5% to 10.5 cents per share (90.5% franked) and lifted the share buyback program from $1B to $1.25B. Management tightened FY26 underlying EBITDAaL guidance to $8.2-8.4B while maintaining other guidance measures. Key points: Mobile service revenue grew 5.6% with sustained ARPU growth across all segments; Cash EPS up 20% to 14 cents, significantly outpacing reported EPS growth; Delivered positive operating leverage of 3.1 percentage points through strong cost discipline

19 Feb 2026 Supplementary Positive

Financial Results 1HY26 presentation materials

Telstra delivered strong 1H26 results with 5.5% underlying EBITDAaL growth to $4.2B and 14% cash EBIT growth to $2.5B, driven by mobile services revenue growth of 5.6% and disciplined cost management. The company raised its interim dividend to 10.5cps and increased share buyback guidance to $1.25B, while tightening FY26 underlying EBITDAaL guidance range to $8.2-8.4B. Key points: Strong earnings growth with underlying EBITDAaL up 5.5% to $4.2B and cash EBIT up 14% to $2.5B; Mobile services revenue grew 5.6% with continued ARPU growth across all segments; Positive operating leverage of 3.1pp achieved through disciplined cost management

19 Feb 2026 Actual Results Positive

Financial Results for half-year ended 31 December 2025

Telstra delivered a strong first half of FY26 with underlying EBITDAaL up 5.5% to $4.2B and cash earnings up 17% to $1.6B. The company increased its interim dividend to 10.5 cents (90.5% franked) and expanded its share buyback program to $1.25B, demonstrating confidence in its financial strength and Connected Future 30 strategy. Key points: Strong earnings growth with underlying EBITDAaL up 5.5% to $4.2B and cash earnings up 17%; Mobile business performing well with 5.6% services revenue growth and EBITDA up $93M; Positive operating leverage of 3.1pp achieved through disciplined cost management

10 Feb 2026 Date Announcement Neutral

Earnings Release - 18 February 2026

Upcoming earnings release expected 18 February 2026 (from Yahoo Finance (confirmed))

14 Aug 2025 Actual Results Positive

TLS - Financial Results for full-year ended 30 June 2025

Telstra delivered strong FY25 results with revenue of $23.6B (+0.6% yoy), underlying NPAT of $2.3B (+31.0% yoy), and underlying EBITDA of $8.6B on a guidance basis, marking the fourth consecutive year of underlying growth. The company achieved 8.5% underlying ROIC, maintained an A-/A2 credit rating, returned over $2.1B to shareholders via fully franked dividends, and announced an additional $1B on-market share buy-back, supported by strong cash generation and balance sheet strength. Key points: Strong underlying growth for fourth consecutive year with underlying NPAT up 31.0% to $2.3B and underlying EBITDA of $8.6B on guidance basis; Maintained strong balance sheet with A-/A2 credit ratings from S&P and Moody's; net debt well within comfort zone; Returned $2.1B+ to shareholders via fully franked 19 cent dividend (5.6% increase) plus completed $750M buy-back; additional $1B buy-back announced

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