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Telstra Group (TLGPY)
OTHER OTC:TLGPY

Telstra Group (TLGPY) Price & Analysis

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TLGPY Stock Chart & Stats

$16.02
-$0.12(-0.90%)
At close: 4:00 PM EST
$16.02
-$0.12(-0.90%)

Bulls Say, Bears Say

Bulls Say
Strong Profitability And ROESustained high gross and operating margins alongside a 15.6% ROE indicate structural cost advantage and efficient capital use. These fundamentals support durable cash generation, dividend capacity and reinvestment into networks, underpinning long‑term shareholder returns and strategic flexibility.
Recurring Mobile Revenue MomentumSolid mobile service growth, ARPU gains and meaningful handset additions reflect durable subscription economics and scale in the core consumer franchise. Mobile's steady EBITDA contribution bolsters recurring cash flow, offsets fixed volatility, and provides a reliable platform for cross‑sell and margin expansion.
Infrastructure Progress And DigitalisationAdvancing Aura fibre and InfraCo growth create a structural revenue runway with attractive IRR potential, while digital consolidation (fewer vendors, >99.9% consumer migration) cuts operating costs. Together these investments enhance long‑term scalability and network differentiation.
Bears Say
Declining Revenue And Free Cash Flow ConversionNegative top‑line growth and a sharp decline in free cash flow undermine the firm's ability to self‑fund large infrastructure projects and maintain cushion for buybacks/dividends. Persistent weak FCF conversion increases reliance on debt or tighter capital allocation over time.
Fixed Enterprise (DAC) Revenue And Profitability DeclineA material decline in Data & Connectivity revenue and near‑breakeven DAC EBITDA signals structural pressure in enterprise connectivity. Prolonged weakness here can reduce contract duration, lower cross‑sell opportunities and weaken overall margin profile in higher‑value B2B segments.
Spectrum Renewal Cost UncertaintyRegulatory uncertainty and a potential A$1.3bn spectrum cost gap pose a large strategic and capital allocation risk. Elevated renewal pricing could compress returns on network investment, force trade‑offs between capex and dividends, and materially change long‑term investment economics.

Telstra Group News

TLGPY FAQ

What was Telstra Group’s price range in the past 12 months?
Telstra Group lowest stock price was $12.85 and its highest was $18.51 in the past 12 months.
    What is Telstra Group’s market cap?
    Telstra Group’s market cap is $41.03B.
      When is Telstra Group’s upcoming earnings report date?
      Telstra Group’s upcoming earnings report date is Aug 13, 2026 which is in 157 days.
        How were Telstra Group’s earnings last quarter?
        Telstra Group released its earnings results on Feb 18, 2026. The company reported $0.349 earnings per share for the quarter, beating the consensus estimate of $0.338 by $0.011.
          Is Telstra Group overvalued?
          According to Wall Street analysts Telstra Group’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Telstra Group pay dividends?
            Telstra Group pays a Semiannually dividend of $0.293 which represents an annual dividend yield of 3.51%. See more information on Telstra Group dividends here
              What is Telstra Group’s EPS estimate?
              Telstra Group’s EPS estimate is 0.39.
                How many shares outstanding does Telstra Group have?
                Telstra Group has 2,250,987,500 shares outstanding.
                  What happened to Telstra Group’s price movement after its last earnings report?
                  Telstra Group reported an EPS of $0.349 in its last earnings report, beating expectations of $0.338. Following the earnings report the stock price went up 3.412%.
                    Which hedge fund is a major shareholder of Telstra Group?
                    Currently, no hedge funds are holding shares in TLGPY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Telstra Group Stock Smart Score

                      5
                      Neutral
                      1
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                      5
                      6
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                      8
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                      10

                      Technicals

                      SMA
                      Positive
                      20 days / 200 days
                      Momentum
                      35.08%
                      12-Months-Change

                      Fundamentals

                      Return on Equity
                      14.73%
                      Trailing 12-Months
                      Asset Growth
                      -3.13%
                      Trailing 12-Months

                      Company Description

                      Telstra Group

                      Telstra Group Limited provides telecommunications and information services to businesses, governments, and individuals in Australia and internationally. It operates in four segments: Telstra Consumer and Small Business, Telstra Enterprise, Networks and IT, and Telstra InfraCo. The company offers telecommunication, media and technology products and services in Australia using mobile and fixed network technologies, as well as operates call centers, retail stores, a dealership network, digital channels, distribution systems and Telstra Plus customer loyalty program. It also provides network capacity and management, unified communications, cloud, security, industry solutions, integrated and monitoring services to government and large enterprise and business customers; wholesale services, including voice and data; and telecommunication products and services to other carriers, carriage service providers, and internet service providers, as well as builds and manages digital platforms. In addition, the company operates the fixed passive network infrastructure, including data centers, exchanges, poles, ducts, pits and pipes, and fiber network; provides wholesale customers with access to network infrastructure; provides long-term access to components of infrastructure under the infrastructure services agreement; designs and constructs fiber, exchanges, and other infrastructure; and operates the passive and physical mobile tower assets owned or operated by the Amplitel Pty Ltd. The company was formerly known as Telstra Corporation Limited and changed its name to Telstra Group Limited in November 2022. Telstra Group Limited was founded in 1901 and is based in Melbourne, Australia.

                      Telstra Group (TLGPY) Earnings & Revenues

                      TLGPY Company Deck

                      TLGPY Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call communicated a generally constructive operational and financial performance: solid headline growth in earnings, strong cash metrics (cash EPS +20%), disciplined capital management (higher dividend and an increased buyback), clear progress on major infrastructure (Aura halfway) and measurable gains from digitisation and AI. That said, several material challenges were highlighted — Fixed Enterprise revenue pressure, ongoing SIO losses in consumer fixed, international one‑offs creating H2 volatility, higher mobile operating costs (remediation and satellite), LEOsat reliability issues for some remote deployments, and regulatory uncertainty around spectrum renewal. Management positioned these as manageable trade‑offs while emphasising cost discipline, balance sheet strength and strategic investment to drive medium‑term growth.View all TLGPY earnings summaries
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                      Ownership Overview

                      <0.01%<0.01%100.00%
                      Insiders
                      <0.01% Other Institutional Investors
                      100.00% Public Companies and
                      Individual Investors

                      Options Prices

                      Currently, No data available
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