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Telstra Group (TLGPY)
OTHER OTC:TLGPY
Earnings Data
Report Date
Aug 13, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.39Last Year’s EPS
0.33Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
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.Company Guidance
Strong headline earnings and cash growth
Reported EBITDAaL up 4.9% to $4.2bn; underlying EBITDAaL up 5.5% to $4.2bn. EBIT up 9.2% to ~$2.0bn. Profit for the period (NPAT / profit to shareholders) up ~8–9% (~$1.1–1.2bn). Underlying/cash metrics: cash EBIT up 14% to $2.5bn and cash EPS up 20% to $0.14. Underlying ROIC improved +0.9pp to 8.9%.
Strong capital return to shareholders
Interim dividend increased to $0.105 per share (up ~10.5% on a cash basis) with 90.5% franking (A$0.095 franked + A$0.01 unfranked). On‑market buyback increased from up to $1.0bn to up to $1.25bn; $637m completed in H1 at an average price of $4.90 and ~2.6% of shares retired in calendar 2025. Net debt stable at ~1.9x and average cost of debt reduced to 4.8%.
Mobile business momentum
Mobile service revenue growth +5.6%. Mobile EBITDA rose by ~$93m (≈4%) to $2.7bn. Handheld mobile base increased by ~135,000 in the half. ARPU gains across segments: postpaid handheld +4.8%, prepaid handheld +14.7% (noting caveats on per‑user basis), wholesale ARPU +7%.
Progress in infrastructure and Aura (Intercity Fibre)
Aura build halfway: ~7,000km of fiber laid (of ~14,000km). InfraCo fixed EBITDAaL +3.4% to $905m; Amplitel EBITDAaL +6.6% to $162m. Aura expected mid‑teens IRR and strong revenue growth from FY'28 as routes come online; project spend estimated ~$1.6bn above BAU CapEx (majority by end FY'27). Targeted +1 point uplift in network experience index.
Digitalisation and AI driving efficiency and customer outcomes
Software partners consolidated from ~400 to 2; software development efficiency improved >20% and release cycles sped 15–20%. >99.9% of 7.7m consumer customers migrated to new digital stack (~4,000 complex customers remain). 86% of consumer service interactions now digital self‑service. First customer‑facing generative AI assistant launched (almost 3× increase in AI self‑resolution). Internal adoption: ~75% of staff with access use AI weekly; ~9,000 employees completed Data & AI Academy courses in H1.
Customer experience and network recognition
Strategic NPS up 5 points (12 months) and episode NPS up 2 points. Telstra won the 2025 umlaut Best in Test Mobile Network Award for the 8th consecutive year with its highest score ever. Satellite messaging proved resilience value (3× increase in connections during Victorian bushfires).
Cost discipline and operating leverage
Underlying operating expenses reduced by ~$179m (≈2.1–2.4%), delivering positive operating leverage of ~3.1 percentage points. BAU CapEx in H1 was $1.5bn, down ~5% (timing), supporting cash EBIT growth of 14% in H1.
TLGPY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TLGPY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $17.54 | $18.14 | +3.41% |
Aug 13, 2025 | $16.02 | $15.48 | -3.35% |
Feb 19, 2025 | $11.96 | $12.72 | +6.37% |
Aug 14, 2024 | $12.04 | $12.31 | +2.19% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Telstra Group (TLGPY) report earnings?
Telstra Group (TLGPY) is schdueled to report earning on Aug 13, 2026, TBA (Confirmed).
What is Telstra Group (TLGPY) earnings time?
Telstra Group (TLGPY) earnings time is at Aug 13, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TLGPY EPS forecast?
TLGPY EPS forecast for the fiscal quarter 2026 (Q4) is 0.39.