Chorus Limited (NS) Ordinary Shares

CNU.NZX

Communication Services

Chorus is New Zealand's largest fixed line telecommunications network operator. It was listed on the NZSX in 2011 after it was chosen by the Crown to build a fibre network under a public-private partnership agreement. This fibre network will pass more than 1.3 million homes, businesses and schools by the end of 2022. Chorus also operates a nationwide copper access network. It provides access to its fibre and copper network on a wholesale basis to approximately 100 retail service providers. CNU has been granted Listing with a 'Non-Standard' ("NS") designation. This designation was granted because there are provisions in CNU's constitution regarding ownership restrictions that require the consent of the New Zealand government. For further information, please see a copy of the waiver under Documents on CNU's homepage on nzx.com

Market Data

Price

$9.750

-0.0%
Market Cap

$4.2B

P/E Ratio

180.2x

EPS

$0.054

Div. Yield

5.98%

52-Week Change

+0.2%

Latest Earnings

Chorus submits 2025 fibre regulatory report

29 May 2026

Revenue
$863.20

Chorus has submitted its 2025 Information Disclosure for fibre fixed line access services (FFLAS) to the Commerce Commission for the calendar year ended 31 December 2025. The regulated asset base (RAB) grew to approximately $6.0 billion, with the core RAB increasing $0.2 billion to $5.1 billion, while the Financial Loss Asset declined to $0.9 billion. As expected, Chorus under-earned its maximum allowable revenue by $101 million in 2025, resulting in a wash-up balance of $76.3 million to be carried forward to the next price-quality period (PQP3). Key points: Regulated Asset Base (RAB) grew to $6.0 billion at end of 2025, up from $5.9 billion in 2024, reflecting continued network investment.; Core RAB increased by $221 million to $5.1 billion, driven by $343 million of assets commissioned in 2025 (up from $306 million in 2024).; Financial Loss Asset reduced by $130 million to $862 million, indicating improving recovery of historical network investment losses.

Recent Announcements

29 May 2026 Actual Results Neutral

Chorus submits 2025 fibre regulatory report

Chorus has submitted its 2025 Information Disclosure for fibre fixed line access services (FFLAS) to the Commerce Commission for the calendar year ended 31 December 2025. The regulated asset base (RAB) grew to approximately $6.0 billion, with the core RAB increasing $0.2 billion to $5.1 billion, while the Financial Loss Asset declined to $0.9 billion. As expected, Chorus under-earned its maximum allowable revenue by $101 million in 2025, resulting in a wash-up balance of $76.3 million to be carried forward to the next price-quality period (PQP3). Key points: Regulated Asset Base (RAB) grew to $6.0 billion at end of 2025, up from $5.9 billion in 2024, reflecting continued network investment.; Core RAB increased by $221 million to $5.1 billion, driven by $343 million of assets commissioned in 2025 (up from $306 million in 2024).; Financial Loss Asset reduced by $130 million to $862 million, indicating improving recovery of historical network investment losses.

13 May 2026 Sph Neutral

SPH Notice – UniSuper Limited

UniSuper Limited changed substantial holding from 13.34% to 18.47%.

12 May 2026 Sph Neutral

SPH Notice – L1 Capital Pty Ltd

L1 Capital Pty Ltd disclosed a change in substantial holding.

6 May 2026 Neutral

Notification of issue of NIFF/CIP warrants

Chorus Limited issued 266,041 CIP1 Warrants (unquoted) to National Infrastructure Funding and Financing Limited on 5 May 2026, representing 2.59% of the total CIP1 Warrant class. The warrants were issued for no consideration and grant holders the right to purchase ordinary Chorus shares at a strike price based on 16% per annum total shareholder return, with exercise dates between 2025 and 2036.

15 Apr 2026 Neutral

Q3 FY26 Connections Update

Chorus Limited announced Q3 FY26 connections results showing a significant inflection point with total connections growing for the first time since FY13, driven by 13,000 net fibre additions offsetting 10,000 copper disconnections, while the company accelerated its copper network retirement timeline from 2030 to 2028 as copper demand continues to decline.

24 Mar 2026 Neutral

AUD FX rate for HY26 interim dividend

Chorus Limited has set the AUD/NZD foreign exchange rate at 0.82484 for its HY26 unimputed interim dividend of NZ$0.24 per share, payable to Australian investors on 14 April 2026, with withholding tax to be deducted and remitted to the New Zealand Inland Revenue Department.

2 Mar 2026 Insider Neutral

Ongoing Disclosure Notice - Jack Matthews

Jack Beverly Matthews, a Director of Chorus Limited, purchased 750 ordinary shares on-market on 24 February 2026 for NZD $7,267.50, increasing his shareholding from 19,881 to 20,631 shares.

26 Feb 2026 Sph Neutral

SPH Notice – L1 Capital Pty Ltd

L1 Capital Pty Ltd changed substantial holding from 7.86% to 6.55%.

23 Feb 2026 Actual Results Positive

Chorus half year result

Chorus delivered a robust HY26 performance with revenue growing 1% to $506M, EBITDA up 3% to $357M, and returning to profitability with NPAT of $15M versus a $5M loss in HY25. Fibre momentum continued with connections growing by 31,000 to 1.13 million and uptake reaching 72.4%, while the company maintained strong cost discipline and confirmed FY26 EBITDA guidance of $710-730M. Key points: Fibre connections grew by 31,000 to 1.13 million with uptake reaching 72.4% of serviceable addresses; Operating expenses reduced by $5M through operating model changes and efficiency gains; Fibre broadband revenue increased 7% to $387M driven by connection growth and pricing changes

6 Feb 2026 Date Announcement Neutral

Half Year Results - 23 February 2026

Upcoming half year results expected 23 February 2026 (from NZX schedule)

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